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An admissions CRM replacing spreadsheets

Enquiries, students, statuses and communication history in one system instead of manual tables.

International Educational Services
Education, year 2025
Status
In use by the admissions team
months from requirements to rollout
6
months from requirements to rollout
source of truth for admissions
1
source of truth for admissions

Problem

Admissions managers tracked enquiries and students by hand in spreadsheets; statuses and communication history were scattered and slow to report on.

What we did

  1. Collected requirements from the managers and designed the system structure.
  2. Coordinated development from idea to launch of an internal CRM: enquiries, students, statuses, communication history.
  3. Automated routine processes — application handling and internal reporting.

Result

The team works from one CRM; routine handling and reporting are automated and noticeably faster.

Technology

CRM, Automation, Reporting

All work

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