Industry preset · Sales and support

CRM for Education

Schools and course providers sell a place, then support a student for years. Enrollment is a pipeline. Everything after is tickets and tasks, on the same person.

Start free, no card needed Book a 20-minute demo

Setup mode is chosen for you. Change it any time in settings.

Education pipeline board

Pipeline stages, preloaded

01Inquiry
02Open day
03Application
04Offer
05Enrolled
06Deferred

Objects switched on

Contacts
Companies (schools, employers)
Leads
Deals (applications)
Tickets
Tasks

Anything not listed is hidden from the sidebar, not deleted. Turn it on in settings.

Properties added

Program
Intake
Funding source
Guardian contact

On top of the standard contact, company, deal and ticket properties.

How teams in Education use it

Inquiry to enrolled

Inquiries from the website enter the funnel automatically. A sequence covers the open-day invite, the application reminder, and the offer follow-up.

Student requests

Timetable changes, certificates, payment questions: tickets, assigned by category, visible on the student record.

Intake reporting

Board view per intake shows where every applicant is and what is stuck.

Your stages, your properties, your first customer, before lunch.

Start free, no card needed