Education CRM: from registers and spreadsheets to one system
Counsellors were tracking enquiries in Excel and fees in a register. Ad leads sat in a Facebook inbox for hours. We built a CRM with a 9-stage lead pipeline, a 22-stage student journey, fee installments and role-based access for managers and counsellors.
Leads from Meta ads now land in the CRM on their own, get a score, and go to a counsellor with a follow-up already scheduled.
Read the case study