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I will setup education CRM using teachworks, tutorcruncher, kajabi CRM, learndash
To set up Invoice Autopilot in Teachworks, first enable the Invoice Autopilot Add-on in Account & Settings > Integrations & Add-ons, then customize Schedule Settings (frequency like weekly/monthly, ti...
Informazioni su questo servizio
CRM Setup & Automation for Schools, Academies & Training Centers
Looking for a powerful CRM to manage students, admissions, courses, and communication? I specialize in CRM setup, customization, and automation for schools, academies, tutoring services, and online course platforms.
I help you organize student records, automate enrollment, manage classes, track progress, and send automated email/SMS notificationsall from one centralized CRM system.
What Ill do for you:
- Student & lead management
- Admissions & enrollment pipelines
- Course, class & batch tracking
- Scheduling & automated reminders
- Email & SMS automation
- Custom workflows & CRM automation
- Integrations (forms, calendars, payment systems)
- Staff roles, dashboards & reporting
- CRM platforms supported:
- GoHighLevel, Zoho CRM, HubSpot, Salesforce, Teachworks & more.
Perfect for schools, training centers, coaching institutes, and e-learning platforms looking to scale with a secure and efficient CRM.
Message me before ordering to discuss your goals and requirements..
Software:
zoho
Settore:
Istruzione
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Lifestyle
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Benessere
FAQ
Which CRM platform is best for my educational institution?
Depends on your size and needs. Slate by Technolutions is ideal for admissions-focused universities, Salesforce Education Cloud works well for large institutions, HubSpot offers affordable options for small schools and training centers, LeadSquared excels at student lead management
Do I need to purchase the CRM software?
Yes, you'll need an active subscription to platforms like Slate, Salesforce Education Cloud, HubSpot, LeadSquared, Campus Management, or Ellucian CRM. Many vendors offer educational institution discounts. I handle all setup—you provide account access.
Can you migrate our student database?
Absolutely! I can migrate student data from Excel, Google Sheets, legacy systems, or old CRMs into Slate, Salesforce Education Cloud, HubSpot, LeadSquared, Campus Management, or Ellucian CRM. Migration included in Premium or available as an add-on.
How long does setup take?
Basic: 5 days, Standard: 7 days, Premium: 10 days. Rush delivery available for enrollment season deadlines.
What support do you offer after delivery?
Premium includes 30 days of support. Monthly retainer packages available for ongoing assistance with your Slate, Salesforce Education Cloud, HubSpot, LeadSquared, or Ellucian CRM system.
Can you integrate with our Student Information System (SIS)?
Yes! I can integrate popular SIS platforms (Ellucian Banner, Workday Student, PowerSchool, Blackbaud), learning management systems (Canvas, Moodle, Blackboard), email marketing tools, calendar systems, and payment processors with your education CRM.
Can you set up automated enrollment nurture campaigns?
Absolutely! I can create automated email sequences, SMS follow-ups, application reminders, event invitations, enrollment workflows, and student engagement campaigns in Slate, Salesforce Education Cloud, HubSpot, or LeadSquared.
What information do you need from us?
Institution details, enrollment goals, your chosen platform (Slate, Salesforce Education Cloud, HubSpot, LeadSquared, etc.), CRM login, number of admissions staff, student journey stages, programs offered, integration needs, and existing student data. I'll send a questionnaire after ordering.
