Systems for schools, colleges and training providers
We set up enquiry and admissions management, fee tracking and communication for education providers, so no prospective student is lost and every fee is accounted for.
What makes education different
An education provider has a sales process, even if it is never called one: enquiries, counselling, applications and enrolment. It also has thousands of small payments and constant communication with students and parents.
Enquiry follow-up
Prospective students contact several institutions, and the first to respond well usually wins.
Admissions tracking
Applications, documents and decisions are spread across forms, email and paper.
Fee collection
Instalments, concessions and late payments are hard to track at scale.
Communication
Students and parents expect timely, consistent information.
What we set up
These are the parts of the system that matter most in this sector.
Enquiry and admissions pipeline
Every enquiry captured, assigned to a counsellor and followed through to enrolment.
Online forms
Application forms that feed the system directly, with document upload.
Fee schedules and reminders
Instalment plans, automatic reminders and a clear record of what is outstanding.
Bulk communication
Messages to defined groups by course, batch or year.
Which platform fits
The right platform depends on the size and shape of your operation. This is how we usually see it.
Zoho
Our usual recommendation: Zoho CRM for admissions, Zoho Books for fees and Zoho Creator for processes specific to your institution.
Odoo
A good option for institutions that also want accounting, purchasing and HR in the same system.
Microsoft
Suits universities and groups already using Microsoft 365 for staff and students.
Common questions
Is this a learning management system?
No. We work on admissions, fees, communication and administration. These can sit alongside whichever learning platform you use.
Can enquiries from our website and adverts go straight into the system?
Yes. Web forms and advertising leads are captured automatically and assigned to a counsellor.
Can parents or students pay fees online?
Yes. Payment links and online collection can be included in the setup.
Explore further
Sales and CRM in this sector
Finance and accounting in this sector
Custom apps in this sector
Losing enquiries between counsellors? Talk to us.
Tell us how enquiries and fees are managed today. We will show you a simpler way to track both.