Optional add-on

Admissions CRM and enrolment pipeline software

Optional module for the full admission journey — from first enquiry and marketing campaigns to tests, offers, and enrolled students.

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admin.edutantra.com/admissions
Admissions pipeline 156 leads · 64% conversion
Leads 156
Converted 48
Pipeline 64%
New 42
Applied 28
Test 18
Admitted 48
New enquiry received Admissions CRM · Just now
Overview

What Admissions & CRM covers

Admissions & CRM is an optional module for schools that want a structured pipeline from first contact to enrolled student. Capture leads, run marketing campaigns, manage enquiries and applications, schedule admission tests, and convert successful candidates into enrolled students.

Track every stage with status categories and sub-statuses — from New Lead through Application, Test, Admission, and Converted. Duplicate detection, lead assignment, and pipeline reporting give your admissions team full visibility.

Benefits

Key benefits

Full admission pipeline

Enquiry → application → test → offer → enrolment — every stage tracked in one system.

Lead & campaign management

Capture leads, assign follow-ups, run email and SMS campaigns, and track lead sources.

Granular status tracking

Status categories and sub-statuses like Form Fee Pending, Test Passed, or Tour Completed.

Conversion to student

Convert qualified leads directly into enrolled students without re-entering data.

Workflow

How Admissions & CRM works

A clear path from setup to daily use — see how Admissions & CRM fits into your institution's operations.

  1. 01 Capture

    Capture & assign leads

    Leads enter from enquiries, campaigns, or manual entry. Assign to team members and detect duplicates.

    • Lead capture & assignment
    • Duplicate detection
  2. 02 Nurture

    Nurture through the pipeline

    Track tours, applications, form fees, and follow-ups with status updates at every step.

    • Pipeline status tracking
    • Follow-ups & reminders
  3. 03 Evaluate

    Schedule & evaluate tests

    Gate test scheduling on form fee payment. Run scheduled, self-paced, or in-school tests.

    • Test scheduling
    • Pass/fail evaluation
  4. 04 Enrol

    Offer & enrol

    Make admission offers, verify documents, and convert the lead into an enrolled student.

    • Admission offers
    • Lead to student conversion
Capabilities

Everything included

Lead management

Capture, track, and convert prospective students.

  • Lead capture & tracking

    Record leads from walk-ins, website forms, campaigns, and referrals with full history.

  • Status categories

    New Lead, Contacted, Qualified, Follow-Up, Application Stage, Test Stage, Admission Stage, Converted, Closed.

  • Sub-statuses

    Granular tracking — Form Fee Pending, Test Passed, Tour Completed, and more.

  • Lead assignment & follow-up

    Assign leads to admissions staff and schedule follow-ups so no enquiry is missed.

  • Duplicate detection

    Automatically flag potential duplicate leads to keep your pipeline clean.

Marketing & campaigns

Drive enquiries and measure what works.

  • Campaign management

    Create and manage admission marketing campaigns across channels.

  • Email & SMS campaigns

    Reach prospective families with targeted email and SMS outreach.

  • Lead source tracking

    Know where leads come from — events, ads, referrals, or walk-ins.

  • Marketing analytics

    Measure campaign performance and optimize your admission marketing spend.

Admission pipeline

From application to enrolled student.

  • Enquiry & prospect management

    Manage tours, applications, waitlists, and prospect communications.

  • Application forms

    Collect applications with document uploads and structured data fields.

  • Form fee & test scheduling

    Form fee payment gates test scheduling. Support scheduled, self-paced, in-school, and manual tests.

  • Test evaluation

    Pass/fail workflows with evaluation before admission offers are made.

  • Offers & enrolment

    Send admission offers, verify documents, and convert leads to enrolled students.

Sales & reporting

Pipeline visibility for admissions leadership.

  • Conversion tracking

    Track conversion rates from lead to enrolled student at every stage.

  • Pipeline reporting

    Dashboards and reports for admissions team performance and pipeline health.

  • Lead settings

    Customize statuses, sub-statuses, and pipeline stages to match your process.

Portals

By portal

How administrators, teachers, students, and parents use Admissions & CRM in their dedicated portals.

Administrator / Admissions team

  • Manage full lead and pipeline dashboard
  • Run campaigns and assign leads
  • Process applications and schedule tests
  • Convert leads to enrolled students
FAQ

Common questions

Is Admissions & CRM included in the base platform?

No. Admissions & CRM is an optional add-on module available at a separate charge, on top of the core Edutantra platform.

Can we track leads from enquiry to enrolment?

Yes. The module covers the full pipeline — from lead capture and follow-ups through applications, tests, offers, and student enrolment.

Does it support admission test scheduling?

Yes. Schedule admission tests — including form fee gating, evaluation workflows, and pass/fail handling before offers are made.

Admissions demo

Ready to see Admissions & CRM in action?

Follow a lead from first enquiry through application, test, and enrolment — with your admissions team's pipeline.

Request a Demo How onboarding works
  • Lead capture & follow-ups
  • Application workflow
  • Enrolment conversion
Demo highlights Leads · Pipeline · Enrolment
Active leads Pipeline dashboard
New enquiry Captured · Just now