EngageCRM for Education
Designed and used by Colleges, Universities and Independent Providers
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Key Features
Centralise Enquiries
• Website forms
• Connect Inbound Telephone
• Sync user Email accounts
• Connect Social Media
Activities & History
• Cross Department Tasks
• Inbound/Outbound Calls
• Shared Calendar
• Email reminders
Sales & Proposals
• Proposals status and history
• Vacancies & Job Placements
• Sales pipeline management
• Forecasting and reporting
Organise Contact Data
• Employer & school engagement
• Categories and groups
• History of interactions
Students
• Online Application
• Generate Paperwork
• Vacancies & Placements
• Enrolment status tracking
Events & Courses
• Schedule Events
• Connect to website
• Manage Attendee Status
• Send Feedback Surveys
Email Marketing
• Build HTML email Templates
• Track bulk Email Campaigns
• Create Automated Emails
• Build & send online Surveys
Exam scheduling
• Book and schedule Exams
• Email notifications & reminders
• Success reports and dashboard
Reports & Dashboards
• Create basic reports
• Set email scheduler
• Advanced dashboards by Grafana
Tab 2
Website
Inbound Calls
Emails
Social Media
Tab 3
Who’s responsible?
Have they followed up?
Internal communication
Multiple spreadsheets
Tab
Proposals status and history
Sales pipeline management
££ Forecasting and reporting
Tab
Employer & school engagement
Categories and groups
History of interactions
Multiple spreadsheets
Tab
Repeated data entry
Completing Paperwork
Vacancies & Placements
Application status tracking
Caseload management
Tab
Email Templates
Email Campaigns
High cost solution
Newsletters
Surveys
See what our clients say...
"Always trying to help make our day eaiser"
This has improved productivity, organisational processes and fundamentally our client relationships.
The team at EngageCRM are friendly, knowledgeable and always trying to help us find new and innovative ways of making our day easier.
Jayne Jones
Business Development Manager
NPTC Group of Colleges
Advanced Reporting & Dashboards
Using an open source application called Grafana, we have designed and built advanced dashboards and reports
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