CRM &
Contact
Management

Applicants, Students and agents. Each contact keeps a unified timeline (messages, emails, tasks, notes, files) and can be linked to applications, quotes, invoices, and cohorts.

Definitely. Trigger automations on events (e.g., new inquiry, status change) to assign owners, create tasks, send notifications, and update fields—no code needed.

Yes. Bulk CSV import with field mapping, smart deduplication, and merge rules. You can also run bulk updates and tag/segment contacts on import.

Yes. Connect Outlook/Microsoft 365 or Gmail/Google Calendar to automatically capture emails, attachments, and meetings on each contact’s timeline.

The portal includes built-in messaging tools for voice calls, email and SMS, automated notifications for key events, and a secure inbox for student–staff communication—plus features like call‑back requests in the Virtual Admissions Assistant. Admissions and support teams can log notes, send messages, and generate documents directly from the student record so every interaction is tracked.

Yes, you can embed Google Analytics, Google Ads, Meta Pixel, and other tracking codes in your forms and portal pages and push data into your CRM, allowing you to attribute applications to campaigns, channels, and agencies. Agency and recruiter submissions are also tracked via the Recruiters Hub so you can report by partner and region.

Within Settings you can define sender names and email addresses, configure notification and reminder templates, and specify which events (new application, status change, payment received, etc.) should trigger system emails. Under the hood, services like Mandrill or your SMTP provider can be connected so messages are delivered from your approved mail infrastructure.

Yes. Staff can send emails and SMS messages from within the student record using integrated messaging services, and those communications are logged back to the profile for future reference.

The VAA is a structured, multi‑step experience rather than a simple Q&A bot. It walks prospects through programs, campuses, and financing options with rich content and guided choices, then connects them directly to quotes, callback requests, or applications—bridging the gap between marketing and admissions.

From the Virtual Admissions Assistant or Call Back settings, you define advisors, their time zones, and availability windows, then set routing rules by campus, program, or language. When a prospect requests a call, the system uses these rules to assign the request to an available advisor and sends notifications accordingly.