Education CRM

15,404 admissions officers & recruiting professionals use Insightly's CRM

Insightly’s education CRM is a cloud-based solution that can be customized for the education industry to facilitate prospective student lead management, enrollment planning, recruiting territory management, alumni engagement and donor outreach. As marketing budgets decrease but enrollment target goals increase year-over-year, educators at private schools, for-profit universities, adult continuing ed campuses and summer camps seek smarter ways to manage the student lifecycle. 

Student lifecycle contact management

From initial inquiry to application to enrollment to student communication to alumni status, track every interaction. Sync your Gmail or Microsoft email to Insightly’s CRM. Link email communications, recruiting events, tuition contracts, social media profiles and marketing outreach materials with every record.

Targeted recruitment campaigns

Parents of pre-schoolers. Teenagers. Parents of high school students. Continuing education adults. Targeting your email communications, newsletters and campaigns to different personas are critical for student recruitment conversion. The Mail Chimp CRM integration with Insightly makes student segmentation simpler when you feed marketing automation platform. According to the Financial Post, “Higher education institutions could gain a 42% increase in revenue by implementing a CRM.”

A mobile CRM app that travels with territory managers and campus recruiters

When recruiting reps, admissions officers or alumni fundraisers are far away from campus at recruiting events, career fairs or reunion events, they need access to prospective students, alumni and donor data on their mobile phone.  Insightly’s mobile CRM app features business card scan functionality and automatic audio note transcription, making lead management and event reporting even easier.