CRM
The Equator CRM App offers a range of tools for capturing, engaging, nurturing, and converting prospective students into paying customers.
A Customer Relationship Management (CRM) system is vital for effectively managing interactions with potential students or other stakeholders. Integrating these features into eBECAS/EDMISS offers significant advantages:
It eliminates the need for separate systems, reducing the risk of duplicated work.
It ensures data consistency and accuracy, as there's no need to transfer data between systems, a process that can often lead to errors.
It allows more streamlined and efficient workflow, improving both staff productivity and student experience.
The Equator CRM App is a paid add-on. Contact your system administrator for details.
What can you use the CRM Features for
Create branded public forms to capture leads.
Create branded and highly customisable application forms that you can seamlessly convert into students and offers.
Record the interactions with potential students using rich text notes.
Engage with your potential students by sending emails or SMS within the system.
Create and merge custom documents for your leads.
Export and analyse the data for your leads and opportunities.
Customise your sales/recruitment pipeline and workflows with custom statuses and stages.
CRM Features Overview
The following diagram shows how you can use the features available in the Equator CRM App:
