CRM for Education & Training
Enrollment management, student lifecycle tracking, and alumni engagement for educational institutions.
Educational institutions manage complex, long-cycle relationships, from first inquiry to alumni giving decades later. We build CRMs that track the full student lifecycle and turn institutional knowledge into actionable data.
Challenges We Solve
Common pain points in education & training, and how a custom CRM eliminates each one.
The Challenges
- Enrollment pipeline scattered across forms and spreadsheets
- No visibility into prospect-to-enrolled conversion
- Alumni engagement limited to annual fundraising calls
- Disconnected systems for admissions, student services, and advancement
Our Solutions
- Unified enrollment pipeline from inquiry to matriculation
- Automated nurture sequences for prospective students
- Alumni CRM with engagement scoring and outreach automation
- Cross-department visibility with role-based access
Enrollment That Scales
From campus visit scheduling to financial aid packaging, every step in the enrollment funnel is tracked and optimized. Automated follow-ups keep prospects engaged through months-long decision cycles.
- Inquiry-to-enrollment pipeline with stage conversion tracking
- Automated campus visit scheduling and confirmation
- Financial aid tracking and document management
- Parent and family communication workflows
- Yield rate analytics by program and demographic
Lifetime Relationship Management
Students become alumni, alumni become donors. Track engagement from first campus visit through reunion giving with a system that grows with the relationship.
What Our Clients Say
“Fleet management, customer quoting, and load tracking integrated. Our dispatchers handle 40% more loads because the CRM eliminates manual coordination.”
Victor Okafor
Operations Director, Okafor Logistics Group
Atlanta, GA
“We tried Clio, MyCase, and PracticePanther. None of them fit our personal injury workflow. Custom was the only option that actually matched how we operate.”
Anthony Russo
Partner, Russo & DeLuca Attorneys
Newark, NJ
“Group sales and event booking used to live in spreadsheets. Now the entire pipeline from inquiry to post-event follow-up is tracked and automated.”
Derek Christiansen
Director of Sales, Mountain View Resorts
Park City, UT
“The patient recall system is brilliant. Automated reminders go out at exactly the right intervals and our hygiene schedule is consistently full for the first time ever.”
Patricia Okafor
Practice Manager, Bright Smile Dental Group
Houston, TX
“Moving from HubSpot to custom felt risky. Six months in, our team efficiency is up, our client satisfaction scores are higher, and we're spending $0 on per-seat licenses.”
Rachel Abrams
Principal, Abrams & Co Advisors
Miami, FL
“Parent communication, staff coordination, and community engagement all centralized. Our district office went from managing 6 separate tools to one unified platform.”
Keith Donaldson
Superintendent, Apex School District
Boise, ID
“Programmatic ad sales pipeline management was impossible in HubSpot. Custom CRM handles insertion orders, campaign tracking, and renewal management perfectly.”
Marcus Powell
Director of Sales, Digital Pulse Media
Los Angeles, CA
“Customer health scoring, usage analytics, and automated expansion triggers. Our net revenue retention went from 95% to 115% in one year.”
Nathan Briggs
Head of CS, DataPulse Analytics
Austin, TX
Ready to Transform Your Education & Training CRM?
Book a free discovery call and we'll walk you through a solution tailored to your specific challenges.