CRM for Higher Education
Powering 4,000+ sales teams across 70 countries
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How to choose the best education CRM?

Educational institutions need to do a lot beyond providing good educational
facilities to the students for being the frontrunners in their niche.

Managing massive amounts of student’s local Guardian (Emergency Contact) and Parent information

Updating parents about upcoming educational seminars and symposiums

Keeping track of fees and other monetary transactions

Handling course-related inquiries

Why is Salesmate a perfect
CRM software for higher education?

Increase admission as well as retention rate and boost the the growth of your educational institution with Salesmate. Spot the right-fit talent for your academic institution and track vital information at each stage of student lifecycle using this advanced education CRM that can be tailored to your institution’s unique needs.

Benefits of using Salesmate CRM for your institution:
  • Seamlessly manage registrations
  • Automate admission process using activity or calendar synchronization
  • Send bulk emails and track their open and click rate
  • Get a holistic view of each student to take real-time actions
  • Maintain accurate communication history
  • Get timely reminders about student’s fees and payments
  • Gain insights into student’s behavior and demand patterns with detailed reports

Streamline the contact detail of prospective students or parents collected after attending seminars and other such events in Salesmate. Keep your contact database organized to avoid confusion and maintain contact privacy to ensure you do not annoy any student or parent while approaching them for admissions.

For example, while filling the form, few parents or students opt “not to be” disturbed through emails or text messages. By assigning a DND “Tag” or creating a filter of the same name, you can connect your prospective students or their parents through the apt communication channel with a CRM for higher education.

Efficiently manage students and parents contact data
Automate various educational processes

Reduce the admin efforts spent on performing manual tasks and maximize efficiency by automating most of the admission process with Salesmate. Create an organized environment by setting workflows for automatically sending informative as well as acknowledgment email to the applicants, students, and parents. Besides, you can even automatically assign a task to the team whenever a field is updated as per the set criteria.

See everything in one glance by breaking down the entire acquisition process as stages in the pipeline within a CRM for higher education. The entire process of collecting data from seminars to making connections with a prospective student, qualifying students as per their courses, generating knowledge and collecting fees is systematically structured in one place. With a visual representation of the pipeline you can know how the prospective students are progressing and where do you need to put in extra efforts.

Gain control over the student acquisition process
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Track conversation with your applicants

Having a good understanding of the applicant is necessary to acquaint them with the right course or educational program. Track every conversation the prospective student has with your team in a CRM for higher education to understand their needs and provide better guidance. Salesmate comes with a built-in calling feature that allows you to record calls and take notes instantly to ensure you don’t miss out any crucial details mentioned by the applicant.

No matter whether you are attending an educational fair or conducting a seminar in another city you can still respond to the student’s admission queries, schedule emails about the upcoming seminars and update student records with Salesmate mobile access. Turn your free time into productive hours and connect to opportunities wherever you are with quick access to student’s information.

Connect with opportunities of your institution on-the-go
Get vital metrics with seamless reporting

Generate actionable insights and analyze the outcome of your enrollment activities with Salesmate’s insightful reports. Get the information you need to enhance your recruitment strategies for expanding your talent pool. Customize reports as per your specific requirements for identifying and addressing obstacles in your student acquisition process.

Why use Salesmate for your
higher education institution?

Fulfill your institution’s vision and succeed in the educational landscape with Salesmate CRM. From managing you institutions overall educational processes to ensuring high-quality enrolments and maintaining a long-term relationship with your students and parents, Salesmate is a complete educational solution.

Keep the parents informed
Keep the parents informed

With timely notifications, inform parents about the meeting, events and various other student activities

Get notified
Get notified

A CRM for higher education reminds you about the upcoming tasks so that you complete it in real-time

Track emails
Track emails

Track the emails to find out whether the parents and students are reading or ignoring your emails

High security
High security

Keep your educational documents secured in Salesmate

Work as a team
Work as a team

Break down silos and boost collaborative productivity with CRM for higher education.

Enrollment alerts
Enrollment alerts

Get enrollment alerts to ensure you don’t miss a bright student

What they says

Happy & Growing Customers

It’s very user-friendly, easy to navigate, and simple to use. Not much training is involved for the new staff to get them off the ground. I like how stages are set and we can move the deals accordingly!

Johnny Beig

Johnny Beig

CEO - Alanic International

If you are looking for an intuitive, lightweight, and customizable sales platform, you have to get a demo from the Salesmate team.

Eric Griego

Eric Griego

VP, Business Development – HoldMyTicket

Salesmate is very easy to use and affordable. It’s a one stop shop when it comes to managing my clients.

Jessica Williams

Jessica Williams

Fashion Designer - Irregular Exposure

We can see our pipeline, including the sales process stages and the dollar volume at each stage. Since our inception 90 days ago, our pipeline has grown 100%

Jacqui Sabo

Jacqui Sabo

Vice President - Faciliteq

Fantastic value for a CRM platform with easy staff onboarding and great back-end webhook integration support.

Ian Ray

Ian Ray

CTO – Airshark
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