Institutes, Education CRM
Education CRM is designed for educational providers that focus either on retail or corporate training.
How Does Institutes, Education CRM Help?
It handles everything that’s required for a Education Provider to run their business: Managing Leads and Contacts, Tracking Opportunities, Invoicing and Recording Payments, Enrolments, Managing Courses and Instructors, Tracking Activities with the ability to Integrate with your Website, Email system and Social Media channels.
Institutes, Education CRM Features
Lead Capturing, Nurturing and Qualifying
Capture Leads from Website, Social Media, Email Inbox. Track Your Website Visitors, Chat and Convert Them as Lead. Set up Drip Marketing via Auto responders.
Generating Quote and Invoice
Generate a Quote from the CRM. Convert a Quote into an Invoice and Start Recording Payment.
Manage Enrolments
Record Which Candidate Enrolls to Which Course. Capture Course Result and Next Recommended Course.
Courses and Instructors
Capture Course Details with Start and End Date, Capacity, Class Duration, ClassRoom, Instructor Name. Record Instructor Profile with Courses Offered.
Vendors and Purchase Orders
Capture Vendors and Their Contacts. Record Purchase Orders for Books and Other Course Materials.
Promote Courses via Email and Social Media Campaigns
Track the Campaign Result inside CRM.
Packages and Features
Institutes, Education CRM
- Effective Customization for Your Business
- Sales Force Automation Modules
- CRM: Reports, KPI, Dashboards
- Effective Workflows and Blueprint
Institutes, Education CRM
- The Best Customization and Automation for Your Business
- SFA Modules + More
- CRM: Reports, KPI, Dashboards + Zoho Analytics
- Advanced Workflows and Blueprint
