Features

Pipeline and conversion: see how many enquiries become paying students

Follow every enquiry from the first message to payment. See where each one is, and where you lose them.

What it is

In short

A lead is someone who has asked about your services but has not paid yet. EduCRM moves each lead through six steps, from New Lead to Paid, so you always know where every one stands. It then counts how many reach each step, so you see what share of enquiries become paying students. That share is your conversion.

How it works

Each student moves through the same six steps:

New Lead
An enquiry comes in.
Contacted
A counsellor has reached the student.
Interested
The student wants to go further.
Appointment Booked
A meeting is in the calendar.
Appointment Done
The meeting has taken place.
Paid
The student has paid and is now a client.

What the numbers show

How many leads reach each step, and how many end up paying. You can split the numbers by:

Counsellor, to see who turns the most enquiries into clients, and who needs help.
Office, to compare branches.
Source, to see which channels bring paying students.
Destination, to see which countries turn into sales.
Other criteria, to answer your own questions.