Modules in an Education CRM (Customer Relationship Management) system are crucial as they enable the organization and management of various types of data and functionality within the system. These modules play a vital role in ensuring efficient data management and streamlining processes for educational institutions.
For instance, a module for student information management allows for the storage and retrieval of essential student data, including contact information, enrollment status, and academic records. Another module for communication management facilitates the sending and tracking of emails and text messages to students and parents, ensuring effective communication. By separating data and functionality into different modules, an Education CRM becomes more user-friendly and customizable to meet the specific needs of the educational institution. In this blog, Meritto (formerly NoPaperForms) will delve into the important modules available in an EdTech CRM, providing insights into how each module can enhance data management, communication, and overall efficiency. Join us as we explore the power of these modules and how they can revolutionize the way educational institutions operate.
What is an Education CRM for EdTech?
An education CRM, or customer relationship management system, is a software tool that is used to manage and streamline the interactions and relationships between educational institutions and their various stakeholders, such as students, parents, and staff. It is used to store and organize data such as student and staff contact information, enrollment and academic records, and communication history. It also provides tools for automating and streamlining processes such as recruitment, admissions, and communication. EdTech organisations can better understand and engage with their stakeholders, and improve the overall efficiency and effectiveness of their operations. It allows EdTech organisations in improving student outcomes and increasing overall satisfaction among students, parents, and staff.
Modules Available in an EdTech CRM
EdTech CRM is designed to streamline and automate various tasks, such as lead generation, marketing, workflows, app integrations, reporting, and fee management. Here are different modules available in Edtech CRM and how they can help improve the efficiency and effectiveness of your educational organisation.
The leads module in an EdTech CRM is designed to capture and manage leads from various sources, such as web forms, social media, and other offline and online events. This module allows institutions to track leads, segment them into different categories, and manage their progress through the sales funnel. It also allows institutions to assign leads to different team members and set up automated follow-up tasks and reminders.
The marketing module is designed to help institutions create and execute effective marketing campaigns as well as automate the entire marketing efforts. EdTech organisations can simply segment their audience, create personalised email campaigns, and track the effectiveness of their campaigns. It also integrates with popular marketing automation tools to help institutions create more targeted and effective campaigns.
One of the most important modules available in EdTech CRM is the workflow module. It is designed to automate and streamline various tasks and processes within an organisation. You can simply create custom workflows for different tasks, such as student enrollment, fee management, and communication with parents as well as assign tasks to different team members, set up automated reminders, and track the progress of tasks; with just some simple clicks.
The apps marketplace module enables organisations to seamlessly integrate with other third-party tools and applications. This module allows institutions to access a wide range of apps and integrations, such as Google, Facebook, WhatsApp, etc. to enhance the functionality of the system. It also allows institutions to share and discover new apps and integrations with other institutions.
The reports module in an Education CRM is designed to provide institutions with valuable insights and analytics about their performance. This module allows institutions to generate various reports, such as enrollment reports, marketing reports, and financial reports. It also allows institutions to customise the layout and format of their reports and export them in different file formats.
Amongst all the modules available in EdTech CRM, this one allows them to streamline entire fee collection and management. It helps in end-to-end financial management aspect of an institution. EdTech organisations can simply create fee structures, collect multiple fee through multiple modes, reconcile fee payments, offer EMIs, record transactions, and generate invoices, download settlement reports. It also allows institutions to track student fees and send automated reminders to parents.
Modules Available in EdTech CRM: Final Words
In conclusion, EdTech CRM systems provide a wide range of modules that can help educational institutions streamline and automate various tasks and processes. By utilising these modules, institutions can improve the efficiency and effectiveness of their operations and provide a better experience to their prospects. Switch Meritto’s (formerly NoPaperForms) EdTech CRM and access all these modules and much more on a single platform.