CRM Module
Track prospective students from inquiry to enrollment. Lead management, automated follow-ups, and conversion analytics integrated with your educational ERP. Trusted by 500+ institutions.
Convert More Leads into Enrolled Students
Triple your lead conversion rate with AI-powered lead scoring, automated nurturing campaigns, and complete pipeline visibility.
AI Lead Scoring
Automatically prioritize leads most likely to enroll
Automated Nurturing
Multi-channel campaigns that engage leads at the right time
Pipeline Visibility
Track every lead from first touch to enrollment
Key Metrics
Intelligent CRM Module
Leverage AI to automate tasks, predict outcomes, and gain actionable insights
Lead Scoring
AI-powered lead prioritization based on engagement and fit
- Priority ranking
- Conversion prediction
- Resource optimization
Next Best Action
Recommended follow-up actions for each lead
- Action suggestions
- Timing optimization
- Channel recommendations
Overview
Attracting and enrolling the right students is the lifeblood of any educational institution. OpenEduCat's CRM module is specifically designed for education, helping you capture leads from every channel, nurture prospects with personalized engagement, and convert inquiries into enrolled students. Unlike generic CRM systems, our solution understands the education enrollment cycle and integrates seamlessly with your admission process.
Key Features
Everything you need to manage crm module effectively
Lead Capture
Web forms, landing pages, email parsing, manual entry, and integrations
De-Duplication
Automatic identification and merging of duplicate leads
Lead Scoring
Configurable scoring based on demographics and engagement
Stage Tracking
Visual pipeline with customizable stages for enrollment journey
Activity Timeline
Complete history of all interactions in chronological view
Drip Campaigns
Automated multi-step email sequences based on triggers
Event Campaigns
Manage open houses, campus tours, and education fairs
SMS Campaigns
Text message outreach for high-urgency communications
Social Integration
Track and respond to social media interactions
Personalization
Dynamic content based on prospect attributes
Territory Management
Automatic lead assignment by geography, program, or rules
Task Management
Scheduled activities with reminders and escalation
Email Templates
Pre-approved templates for consistent messaging
Call Logging
Log calls with outcomes and next steps
Mobile Access
Full CRM functionality on smartphones and tablets
Email Integration
Two-way email sync with tracking of opens and clicks
Call Integration
Click-to-call with automatic call logging
WhatsApp Business
Integrate with WhatsApp for instant messaging
Chatbot Handoff
Receive leads from website chatbots with conversation history
Parent Communication
Track communications with parents/guardians separately
Pipeline Dashboard
Real-time view of leads by stage and value
Conversion Funnels
Visualize conversion rates between stages
Source Analysis
Compare lead quality and conversion by source
Counselor Reports
Activity and performance metrics by team member
Cohort Analysis
Track prospect groups through enrollment cycles
Seamless Integrations
Connect CRM Module with your favorite tools and services
Plus REST API, webhooks, and custom integrations for your specific needs
CRM Module Lifecycle
A streamlined process from start to finish
Capture
Collect leads
Qualify
Score & prioritize
Nurture
Engage prospects
Convert
Close admission
Retain
Ongoing engagement
Capture
Collect leads
Qualify
Score & prioritize
Nurture
Engage prospects
Convert
Close admission
Retain
Ongoing engagement
Success Stories
See how institutions transformed their crm module with OpenEduCat
Challenge
Losing leads due to slow follow-up with 15% conversion rate
Solution
Education CRM with lead scoring, automated nurturing, and admission pipeline tracking
Results
- 3x lead conversion rate
- 50% faster response time
- 30% increase in enrollments
Excited To See It Live and In Action?
See our system power up close and how it can transform your workflow!
Try it free for 15 days. No credit card required.