100+ Features of Education CRM

sales-target-module

Sales Target Module

  • Pick, trace and achieve sales targets for your institute and sales people respectively.
  • Observe your financial progress.
  • Monitor & manage the sales performance of your education business and sales teams.

leads-module

Lead Module

  • Add multiple leads.
  • See the status of each student follow-up and prioritize enquiries to get admissions faster.
  • Bifurcate and assign student enquiries as per your processes.

  • Lead Management
    Data is for representation purpose only.

    Things that you can do in lead module.

    • You can add the basic information of the prospect as per the current form fields given.
    • You can add the source of the student enquiry & the course the lead has enquired for.
    • You can assign enquiries & prospective students manually or automatically.
    • You can categorize enquiries and add tags.
    • You can prioritize prospects and also add remarks.
    • You can directly insert student enquiries from your website into the Education CRM and auto allocate to sales people in a round-robin way.
    • You can have customized tags according to students & courses.
    • You can have customized stages and priorities.
    • You can allocate student enquiries to sales representatives course wise.
    • You can view enquiries allocated to sales people course wise.
    • You can import leads from your excel sheet.
    • You can get an itemized list of lead data imported via the excel sheet.

    30+ Lead reports

    For information on Lead Module in Education CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    Schedule a Phone / Skype Demo with our CRM Specialist

followup-module

Follow-up Module

  • Perform follow-up calls, emails, sms and consultations with students and their parents.
  • Streamline follow-up calls, emails, sms and consultations with students.
  • Set reminders for follow-ups, calls and consultation sessions.

  • Call
    Data is for representation purpose only.

    Things that you can do in Calls module.

    • You can select a date & time to schedule follow-up calls with students and their parents.
    • You can add reasons and assign tags to calls Eg: important, very important, etc.
    • You can get an sms or email reminder for calls so that you or your sales people do not miss to follow-up with students seeking admissions.
    • You can also assign calls to sales people under you.
    • You can view every sales members' today’s calls, pending calls, scheduled calls, calls done.
    • You can update what’s discussed on call and delete calls.
    • You can update the call status. E.g: Did not pick-up, busy, not reachable, switched off, not interested, in a meeting, call back after sometime, etc. call back after sometime, etc.
    • You can schedule a call / consultation / email as discussed over the call.
    • You can keep a track of calls made by sales people / crm users to know what’s exactly going on in sales follow-up.

    2 Calls reports

    For information on Calls Module in Education CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    Sms
    Data is for representation purpose only.

    Things that you can do in SMS module.

    • You can do a quick search of messages by entering the name, email ID, institute / student name, team, department, category.
    • You can schedule follow-up sms to prospective and existing students & contacts for respective reasons.
    • You can send messages to groups as per their tags. For e.g.: You can sms hot enquiries, warms leads, etc.
    • You can select a template from the existing templates created by you.
    • You can view your entire teams today’s sms, scheduled sms, sms sent.
    • You can view the number of sms sent, status of sms (sent / scheduled) sms with their respective timings and subjects

    For information on SMS Module in Education CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    emails
    Data is for representation purpose only.

    Things that you can do in Emails module.

    • You can do a quick search of mails by entering the name, email ID, institute / student name, team, department, category.
    • You can select a date & time to organize follow-up emails for students, prospects & contacts for respective reasons.
    • You can select an email template from the existing ones created by you.
    • You can manually compose mails with different font options and attach files.
    • You can view your entire sales team's mails of the current day, scheduled & sent. Respective people can see their own scheduled emails.
    • You can see the number of emails sent, read, unread, bounced, sent and scheduled with their respective timings.

    For information on Emails Module in Education CRM -, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    meeting
    Data is for representation purpose only.

    Things that you can do in Consultation Module.

    • You can fix a date & time to schedule consultations with prospective students and their parents.
    • You can add the purpose for meeting and assign tags to a session such as: important, very important, etc.
    • You can set an sms or email alert so that you or your sales representatives do not miss a consultation.
    • You can also assign Consultation sessions to people under you.
    • You can view your entire teams today’s consultations, pending consultations, scheduled consultations and consultations done.
    • You can feed what’s discussed during the consultations into the crm.
    • You can upgrade the consultation status for e.g.: Session was positive, Student not interested, Consultation cancelled, Consultation postponed / rescheduled, etc.
    • You can add details discussed during the consultation.
    • You can keep a track of consultations done by sales members / users & exactly know what’s going on in sales follow-ups, consultation sessions, etc.
    • You can tag and engage several internal employees for a counseling sessions, consultations or internal meetings.
    • You can keep a track of internal meetings.
    • You can send 'Schedule a consultation' link to prospects and students.
    • You can view all the consultations, calls, sms, emails, etc. that are scheduled, done and pending.

    2 Consultation reports

    For information on Consultation Module in Education CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    Schedule a Phone / Skype Demo with our CRM Specialist

client-module

Student Module

  • Add contact details of students.
  • Assign, categorize, and reach out to enquiring and existing students via calls, emails and sms.

calendar-module

Calendar Module

  • Mark important dates relevant to your institute, employees, prospective and existing students.
  • Serves as a work oriented calendar.

  • calendar
    Data is for representation purpose only.

    Things that you can do in Calendar Module.

    • You can view important tasks and important dates relevant to your business, employees, student enquiries and existing students.
    • You can view all the tasks, calls, SMS, emails and consultations scheduled in your calendar.
    • You can update tasks, calls, SMS, emails and consultations scheduled in your calendar.

    For information on Calendar Module in Education CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    Schedule a Phone / Skype Demo with our CRM Specialist

company-module

Institute Module

  • Add and manage your institute and branch details; save and know basic contact details
  • Add, modify and remove contact information & employee designations department-wise.

  • bpo
    Data is for representation purpose only.

    Things that you can do in Institute Module.

    • You can add your Institute's basic information with the branch, department and designation details.
    • You can view, alter and delete your Institute’s details with the branch, department and designation details.

    For information on Institute Module in Education CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    Schedule a Phone / Skype Demo with our CRM Specialist

contacts-module

Contacts Module

  • Store, modify and delete contact details of clients.
  • Save important dates regarding courses enrolled.
  • Set alerts for payments, etc.

  • contacts
    Data is for representation purpose only.

    Things that you can do in Contacts Module.

    • You can import your existing contacts.
    • You can add contact details of students.
    • You can add birth dates, anniversaries, remarks and other information about respective contacts.
    • You can add & view all the contacts with their necessary details.
    • You can categorize contacts and send sms & emails.

    View 4 Contact reports

    For information on Contacts Module in Education CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    Schedule a Phone / Skype Demo with our CRM Specialist

For information on Education CRM, contact!

Amit

+91 8080 041 500
(+91) 92 0909 6844
(+91) 92 0909 6855
(+91) 932 4414 355
Mon to Fri - 10 am to 6 pm (IST)
dquip.crm
Preetam

+91 8080 041 600