Funnel colour light CRM FUNCTIONALITY

Build better relationships with a school CRM

Get a quick overview of your enrolment activity, collect insightful data, and manage tasks to better nurture your prospective families.

Crm functionality hero

Enquiry tracking

Track enquiries from prospective families in one, centralised platform. With just a click, you can view every interaction, activity, and task.

CRM Feature 1 CRM Feature 1

Enrolment pipeline

Set custom enrolment stages that are specific to your school so that you can monitor the progress of each prospective family within your pipeline.

CRM Feature 2 CRM Feature 2

Manage leads

Add key information about prospective families to better nurture relationships. From year of enrolment to student interests, leverage this data to create a more personalised experience for your prospective families.

CRM Feature 3 CRM Feature 3

Forecast enrolments

Keep your enrolment targets on track with accurate pipeline forecasting. Drawing on your custom enrolment pipeline stages, Funnel accurately predicts and forecasts future enrolments numbers.

CRM Feature 4 CRM Feature 4

Lead scoring

Create lead scoring profiles and allocate points based on specific enrolment criteria to quickly identify enrolment submissions that reflect your school’s ideal applicant.

CRM Feature 5 CRM Feature 5