Follow each student from the first enquiry to payment. See where every lead is, and where you lose them.
The student journey
In short
EduCRM tracks each student through six stages: New Lead, Contacted, Interested, Appointment Booked, Appointment Done and Paid. You can view conversion by counsellor, office, source, destination and other criteria.
- 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.
Conversion data, broken down
See how many leads reach each stage and how many end up paying. Break the numbers down by:
- Counsellor, to see who converts best and who needs help.
- Office, to compare branches.
- Source, to see which channels bring paying students.
- Destination, to see which countries convert.
- Other criteria, to answer your own questions.
What you can do with it
- Find the stage where most leads stop.
- Spend more on the sources that bring paying students.
- Spot a counsellor with many leads but few appointments.
Past years count too. Import your enrollment history and it appears in the same reports.
Related pages
Duplicate Check
Enter a phone number and see if the student already exists, and which counsellor they belong to.
Read more
Assignment History
Who owns each student now, and every counsellor they had before.
Read more
Application Tracking
Every application with its stage, deadline, documents and owner, on one board.
Read more
Student Recruitment
The funnel from first enquiry through counselling, application, offer and enrolment.
Read moreFrequently asked questions
Which stages does EduCRM track for a student?
Six: New Lead, Contacted, Interested, Appointment Booked, Appointment Done and Paid.
Can I see conversion rates by counsellor or office?
Yes. You can view conversion data by counsellor, office, source, destination and other criteria.