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Features

Track every student from new lead to paid

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.

  1. New Lead

    An enquiry comes in.

  2. Contacted

    A counsellor has reached the student.

  3. Interested

    The student wants to go further.

  4. Appointment Booked

    A meeting is in the calendar.

  5. Appointment Done

    The meeting has taken place.

  6. 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.

See your own pipeline

The free plan covers 10 students.

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Related pages

Frequently 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.