Skip to content

What it is

In short

A quick search before you add someone new. When a student calls or sends a message, the counsellor types their phone number. EduCRM looks through all your students and shows whether they are already there and who is looking after them. So two counsellors never work on the same student without knowing.

How it works

  1. Step 01

    Type the phone number

    Any way it is written: with or without the country code, with spaces, dashes or brackets.

  1. Step 02

    EduCRM searches every student

    Across all the students in your account.

  1. Step 03

    See the answer

    Either the student is new, or you see that they already exist and which counsellor they belong to.

Why it matters for a team

  • No double work. Two counsellors do not contact the same student without knowing it.
  • Clear responsibility. The counsellor is on screen, so nobody has to ask around.
  • A cleaner list of students. A returning student is found, not added a second time.

Returning students

When a student comes back, the check finds the page they already have. Their earlier counsellors are in the assignment history.

Try it on your own students

The free plan covers 10 students.

Frequently asked questions

Can a counsellor check if a student is already in EduCRM?

Yes. Type the student's phone number and EduCRM shows whether the student already exists and which counsellor they belong to.

Does the phone number have to be typed in one format?

No. A number typed with or without the country code, spaces or dashes still finds the same student.