PRODUCT | RELATIONSHIP MANAGEMENT
The CRM Built for Higher Education
Nurture leads, personalise communication, engage alumni and automate workflows with one connected experience.
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Can You Track a Single Prospect From First Click to Application?
Most institutions can't see where prospects come from, how they engage, or why they disappear, making it impossible to improve conversion or forecast enrolment.

Disconnected Prospect Data
When leads live in spreadsheets and disconnected platforms, no one has a full view. Outreach gets duplicated and prospects slip through the cracks.

Untargeted Campaigns
Mass emails that ignore programme interests and engagement history see open rates fall and conversions suffer whilst competitors deliver personalised journeys.

No Pipeline Visibility
You know applications are down, but can't see where prospects drop off or which channels falter. Without funnel visibility, you're guessing instead of fixing real problems.
Engage, Convert and Grow.
Connect recruitment, applications, admissions, and student and alumni data in one place.
Lifecycle Tracking
Follow every prospect from first contact through to alumnus.
Create and enrich profiles with data from multiple sources.
Customise lifecycle states (e.g., Prospect Cold → Engaged → Qualified → Admitted → Student → Alumnus).

Smart, Flexible Forms
Capture leads with intelligent, conversion-optimised forms.
Build landing pages for brochure requests, contact forms, surveys, and events.
Style with your own CSS for a seamless brand experience.
Connect third-party forms (e.g., Unibuddy, Studyportals, House of Education).
Event Management
Organise, promote, and track recruitment events.
Custom event pages for physical or virtual events.
Add maps, agendas, time zones, and rich content.
Track attendance manually or via QR code check-in.
Automate lead scoring and funnel transitions based on attendance.


Email Marketing & SMS
Deliver personalised engagement at scale across channels.
Drag-and-drop email builder with multiple visual components.
Dynamic content using substitution tags.
Track opens, clicks, bounces, and unsubscribes.
Trigger SMS (via MessageBird) through automation workflows.
Smarter Segments
Target the right prospects with precision and relevance.
Build static and dynamic segments using any field or behaviour.
Segment by nationality, lifecycle stage, engagement score, programme, form response, and more.
Run A/B messaging per country or programme.
Identify bounce segments for better deliverability.

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Alumni Engagement
Maintain lifelong relationships beyond graduation.
Centralise and maintain up to date alumni contact details.
Keep alumni engaged with relevant communications, newsletters, and events.
Promote lifelong learning based on alumni programme history and profile.
Unlock Productivity and Scale
Save time and reduce human error with automation that moves leads through your funnel.
Instant Answers
Accelerate decision-making with AI.
Chatbot that answers applicant-specific questions based on
profile details, application data, latest activity, journey fields, financials, and more.
profile details, application data, latest activity, journey fields, financials, and more.
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Boost Productivity
Automate processes and workflows for impact.
Trigger actions based on form submissions, status changes, events, inactivity, and other interactions.
Automate email sequences, tagging, status updates, and internal alerts.
Use wait times and conditional branches for advanced flows.
Control and Visibility
Help your teams work better together.
Assign internal tasks to self or colleagues.
Full activity logs visible per profile.
Manage campaigns, forms, emails, and segments across departments.
Role-based permissions and access scopes.



Andrew Mellor
MBA Admissions Manager @ Copenhagen Business School
MBA Admissions Manager @ Copenhagen Business School
“We have different touch points with students based where they are in the journey.
Having the entire journey in one place really helps us know what interactions are the most effective."
Andrew Mellor
MBA Admissions Manager @ Copenhagen Business School
MBA Admissions Manager @ Copenhagen Business School
NEW EBOOK
Your Framework for Mapping the Student Journey
- Why student journey mapping is critical to converting the right students.
- The five key elements every journey map needs to succeed.
- How to uncover hidden opportunities to improve conversions.
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NEW EBOOK