Admissions CRM
Track every enquiry from first call to admission: a pipeline board, follow-ups, documents, interviews, offer letters, and one-click conversion into an enrolled student. Open to Admin, Principal and Admissions Counsellor.
The pipeline
Open Admissions CRM. Enquiries sit in columns by stage: Enquiry, Form Filled, Documents, Interview, Offered, Admitted. Each card shows the student, class, parent with call and WhatsApp buttons, documents received out of 6, the assigned staff member and the next follow-up date.
The cards above the board count the active pipeline, overdue follow-ups, follow-ups due today and students admitted. Filter by class or staff member, or switch to List or Reports.
Adding an enquiry
- 1Click New Enquiry.
- 2Fill in Student Name, Class Applying For, Parent / Guardian and Phone Number. Email, date of birth, source, staff member, follow-up date and notes are optional.
- 3Click Save Enquiry.
Click Details on a card to change the stage, tick documents in the Document Checklist, edit notes, or delete the enquiry. When the stage changes, the parent gets an admission update message.
Enquiries from your website
Click Embed Form, then Copy Code, and paste the snippet into your school website. Each submission lands in the Enquiry stage with source Website form. If the same phone number sends the same student name again within 24 hours, the visitor sees the usual thank-you but no second enquiry is stored.
Interviews and offer letters
From a card, schedule an interview (date, time, interviewer, notes, then Save & Notify Parent) or create an offer letter: pick Offer valid until, click Generate PDF, then open the PDF or send it on WhatsApp.
Converting to a student
- 1Click Convert on the card.
- 2Check the Student Name, choose the class and section, the academic year and, optionally, a roll number.
- 3Click Confirm Admission.
The app creates the student with an admission number, generates the admission fee due, and sends the parent a welcome message with the admission number, class and the Parent App link. An enquiry can only be converted once.
Collect the admission fee in Fee Management › Collect Fees as usual. The receipt reads For: Admission Term.
Reports
Click Reports for enquiries by source, by stage and by counsellor, with conversion rates, and By month and source for the last 12 months.