The First Fully Customizable All-In-One Education CRM & ERP
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The Ultimate CRM for EdTech, K12, Higher Education, Play & Pre Schools, Coaching Centers and Study Abroad Educational Institutions
Spread the word with education while maintaining equal emphasis on all levels of operations.
Marketing Automation
Marketing automation helps educational institutions attract prospective students, teachers, and other faculty, and build brand awareness. Office24by7 Education CRM captures inquiries from multiple channels such as websites, email, social media, education fairs, and referrals. It categorizes leads based on program interest, academic qualifications, and demographics, ensuring targeted marketing efforts using historical student data. Automated campaigns via email, SMS, and WhatsApp engage prospects efficiently. Real-time analytics track campaign effectiveness, allowing institutions to refine strategies and maximize enrollment rates.
Pre-Onboarding Management
The pre-onboarding process ensures that all student, teachers and staff inquiries are properly handled and engaged before moving to the onboarding stage. With Office24by7 Education CRM, inquiries are prioritized based on factors such as academic scores, eligibility, certifications and other metrics. The CRM automatically assigns leads to various departments such as admission counselors based on predefined criteria such as region, specialization, and availability, maximizing efficiency. Integrated communication tools, including email, chat, and cloud telephony, facilitate seamless interactions. Automated application and document submission systems streamline the pre-admission process for both new onboardings and administration.
Admissions Management
The CRM allows institutions to manage admissions efficiently by automating the enrollment workflow. This ensures transparency in program selection, fee structures, and scholarship opportunities. Automated notifications via SMS, WhatsApp or Email reminds applicants of deadlines and missing documents. The CRM also supports online application submissions and digital document verification, reducing manual work. Approval workflows allow administrators to review and validate admissions before finalizing enrollments. Fee payments and invoicing can be managed directly within the system, ensuring smooth financial transactions and documentation.
Communication Management
Office24by7 education CRM centralizes all student interactions, ensuring smooth coordination between faculty, administration, and students. Automated notifications keep students informed about class schedules, deadlines, and institutional updates. Integrated communication channels, including WhatsApp, Google RCS, SMS, emails, and voice calls, enable seamless interactions. The CRM also facilitates feedback collection through surveys, helping institutions improve student experience and engagement.
Course & Curriculum Management
The education CRM streamlines course management by automating class scheduling, attendance tracking, and faculty assignments. Institutions can organize new courses, set prerequisites, and manage student registrations seamlessly. Real-time progress tracking allows educators to monitor student performance, while automated alerts can be sent via email, SMS or even WhatsApp using the omnichannel integrations to notify students and staff about upcoming classes, assignments, events, and tasks. The system ensures a structured and efficient learning experience, enhancing academic success.
Examination & Evaluation Management
Educational institutions can use the education CRM to manage exams, evaluations, and grading. Automated exam scheduling reduces conflicts, and digital exam submission simplifies evaluation for the faculty. The CRM allows online grading, report card generation, and performance tracking, ensuring transparency in assessments. Students and parents receive automated notifications regarding results, upcoming exams, and progress reports, promoting a structured evaluation system.
Alumni & Relationship Management
Strengthening alumni relations is crucial for institutional growth. The education CRM helps track alumni data, engagement history, and career progress. Automated event invitations, newsletters, and fundraising campaigns enhance alumni involvement. Institutions can also use the CRM for mentorship programs, connecting alumni with current students for career guidance and networking opportunities.
Faculty & Staff Management
Efficient workforce management is key to smooth institutional operations. The Office24by7 education CRM maintains a centralized faculty database, tracking roles, responsibilities, and performance metrics. Task assignment and progress tracking improve productivity and accountability. Integrated payroll and attendance tracking automate salary calculations and leave management. The CRM also supports recruitment workflows, managing candidate applications, interview schedules, and onboarding processes.
Finance & Fee Management
Managing financial workflows is simplified with automated fee collection and billing processes. The CRM generates invoices for tuition fees, tracks outstanding payments, and sends automated reminders for due payments. Real-time expense tracking allows institutions to monitor operational costs, staff salaries, and other expenditures. This ensures financial transparency and helps institutions manage budgets effectively.
Library & Resource Management
The CRM supports efficient management of library resources by tracking book availability, issuing and return dates, and overdue notifications. Digital resource integration allows students to access e-books, research papers, and online learning materials seamlessly. Automated alerts inform students and faculty about reservations, due dates, and library events, ensuring organized resource utilization.
Inventory Management
Educational institutions require efficient inventory management to track and manage resources such as books, lab equipment, classroom supplies, technology assets, and vehicles. Office24by7 Education CRM provides real-time tracking of inventory levels. Automated alerts notify administrators when stock reaches predefined thresholds, allowing for timely restocking and efficient funds allocation. Multi-location inventory tracking ensures efficient distribution of resources across campuses, reducing waste and optimizing utilization.
Operations Management
Smooth institutional operations require proper planning and coordination across various departments. The CRM helps manage administrative workflows, facility maintenance, and asset utilization efficiently. Automated task assignments and tracking ensure that operational activities such as classroom scheduling, equipment maintenance, and campus logistics are well-coordinated. Centralized dashboards provide insights into operational performance, helping administrators make informed decisions to improve efficiency.
Visitors & Security Management
Ensuring campus security and visitor management is a top priority for educational institutions. The CRM automates visitor registration, tracks entry and exit records, and issues digital visitor passes. Integration with access control systems enhances security by restricting unauthorized access to sensitive areas. Real-time monitoring allows security teams to track visitor movements, ensuring a safe and controlled environment for students, faculty, and staff.
Data & Documents Management
Data and document management plays a crucial role in maintaining institutional records. The Office24by7 educational CRM centralizes student applications, academic records, faculty details, and administrative documents in a secure and organized manner. Digital document storage reduces paperwork and enhances accessibility. Automated categorization and search functionalities enable quick retrieval of records, ensuring smooth audits and regulatory compliance. Secure access controls prevent unauthorized data breaches, safeguarding sensitive institutional information.
* We are currently finalizing the development of this feature, and it will be rolled out shortly.
Supplier Management
Educational institutions rely on a variety of suppliers for materials such as books, stationery, uniforms, lab equipment, and other essential resources. The CRM centralizes supplier data, tracks procurement requests, and ensures timely delivery of required materials. Automated purchase orders based on real-time inventory levels help avoid shortages and overstocking. Performance tracking of suppliers allows institutions to assess delivery efficiency, product quality, and cost-effectiveness, ensuring that only reliable suppliers are retained.
Vendor Management
For educational institutions, vendor management is critical in handling third-party service providers, including technology vendors, content providers, catering services, and facility maintenance teams. The educational CRM enables institutions to onboard, track, and assess vendors efficiently. Contract management features help institutions store agreements, monitor service timelines, and ensure compliance with predefined standards. Automated reminders for renewals and service evaluations help maintain seamless vendor relationships, reducing operational risks and enhancing service quality.
Performance & Analytics
Data-driven decision-making is crucial for institutional growth. Office24by7 Education CRM provides real-time tracking of KPIs such as student enrollment rates, academic performance, faculty efficiency, and financial stability. Custom dashboards offer instant insights into institutional operations, helping administrators identify areas for improvement. It can generate weekly, monthly, and annual performance reports, enabling institutions to refine strategies and enhance overall efficiency. Automation of reports helps to share administrative analytics to shareholders for better transparency.
Office24by7 Integrations for Education CRM Software
A large library of integrations that are specifically tuned to meet all educational institutions.
Features That Set Office24by7 Education CRM Apart
Free CRM Software
Enjoy the best CRM tool that is available at no cost, offering core CRM functionalities for managing leads and deals.
Omni-channel
Integrate multiple channels (e.g., voice, SMS, WhatsApp, RCS, email) for a consistent customer experience with our unified communication platform.
Dashboards
Visual representations of key performance metrics and real-time data for monitoring sales and customer interactions.
Archives
Save and access historical data, documents, and communications for future reference.
Integrated Cloud Telephony
Experience seamless communication through voice calls to connect with potential buyers through in-built cloud telephony.
Calendars
Scheduling appointments, meetings, and reminders to track important dates and events related to sales and leads.
Filters
Sort and search leads, deals, and other CRM data based on specific criteria using customizable filters.
Add-ons
Extend the functionality of your CRM by integrating additional features or extensions.
Email Marketing
Get access to tools for creating and sending bulk emails to leads and clients, along with tracking email campaign performance.
Tasks
Create and complete tasks related to sales and other activities. Collaborate with internal teams by assigning, tracking, and monitoring tasks.
Views
Save the filters as views to easily access the data later with a simple click.
Advanced User Privileges
Ensure appropriate permissions and security within the CRM system with customizable access rights and roles for users.
Quotes & Invoices
Generate customized quotes and invoices for transactions with clients or customers.
Reports
Generate detailed reports on sales performance, lead conversions, financial transactions, and other CRM activities.
Lists
Save the filter view as a list to execute any action or campaign on the records. Use static lists to maintain fixed records, and dynamic lists to automatically update entries as changes occur in the original data.
API Integrations
Connect and integrate the CRM with third-party tools, software, and services using APIs.
Why Get a Education CRM Software?
Read more about why CRM software is becoming a critical requirement for educational institution from top-rated resources.
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