CRM for Schools
Access student contacts, manage meetings and appointments, boost student acquisition rates, and ensure students feel valued by offering an exceptional educational experience - all from one central location. Capsule is the perfect CRM for schools, allowing you to organize the data you need to retain and communicate effectively with a wide range of stakeholders.
Organize your student data
Store all of your essential student data in one place, making it quick and easy to find information when you need it most. Information is fully searchable using text, email and custom field matching, ensuring you can always find what you’re looking for. Centralized organized data helps you to manage your school’s relationships with students and their parents more easily.
Personalize communication
Using Capsule CRM, you can communicate with students, parents and staff in a much more personalized way. You can easily access past interactions and other valuable information from one place, allowing communication to be tailored to the individual and for conversations to flow in a more logical way.
You can build more meaningful relationships with parents and prospective students, which can be especially beneficial when it comes to student acquisition and retention.
See where everything is up to
It’s so important to ensure that everyone who needs to has full access to see where things are up to with students. Is there a key milestone they need to hit, and what conversations are happening to support that? Capsule ensures everyone is working to a single consistent view, meaning you can keep your student’s success firmly in view.
Easily add contact details
Already have your contact data saved in another application? No problem! With our CRM for schools, you can effortlessly import existing data directly into your new Capsule CRM database in a number of ways, including via spreadsheet, Outlook or Google Contacts.
The right email tools
Aside from helping you manage contact and communication data, Capsule offers a number of ways to use email. With these, you can improve the quality and efficiency of your email communications. If you know an email works well, create a template to use it again and again.
Never miss a beat
Set up workflow automations easily, so emails are automatically sent out when specific events occur, such as a new student starting school. Create emails aimed at specific audiences and store all emails from students or parents.
Do even more with integrations
Your school may already use a wide variety of tools and software packages every day. This is why our CRM for schools supports a wide range of integrations.
See all our integrations
Capsule is your Gmail-integrated CRM to store contacts, add tasks, and track sales with ease.
Easily manage your schedule by viewing Capsule tasks alongside Google Calendar events.
Sync your Microsoft Outlook Calendar with Capsule to create an agenda view of upcoming events.
Sync your Microsoft Outlook Calendar with Capsule to create an agenda view of upcoming events.
Why do you need a CRM for schools?
A high-quality CRM for schools is a necessary investment to manage interactions with students and their parents. Capsule CRM keeps all data in one central location for quick and easy access.
Of course, the sheer number of contacts you need to manage in a school goes far beyond your current students and their parents. With Capsule CRM, you can manage contact information and all interactions with school alumni, key stakeholders, donors, prospective students, teachers, assistants and other staff members.
Much of your outreach is repetitive by its very nature, but people still expect a level of personalization. With our CRM for schools, you can set up basic automations, like sending emails at specific times, while also personalizing the content. You can also use AI to generate email content, which you can then amend to your liking.
At the core of every school is the need to help students succeed, and in order to do that there needs to be a strong bond between them and their teachers. The very purpose of a CRM is to ensure that a strong relationship can be nurtured and developed over time.
Capsule CRM ensures your school can communicate effectively, irrespective of whether you need to email hundreds of students at once, all students in a particular class, or a single student and their parents. The centralized, user-friendly nature of Capsule boosts efficiency and allows for a greater degree of organization.
Frequently Asked Questions
A CRM system for schools manages student lifecycle processes, optimizing student engagement, helping them hit their desired results and streamlining admission processes through education CRM solutions.
The best CRM for schools should offer easy contact management, marketing automation, and efficient enrollment management to handle the entire student lifecycle seamlessly.
Use Capsule CRM in schools to simplify the enrollment process, improve ongoing communication, monitor progress against goals and manage the admission process effectively, ensuring better student engagement.
A CRM for universities can be used as a customer relationship management tool to manage prospective and current students, improving recruitment, performance and retention.
A CRM is useful for universities by providing valuable data insights, improving alumni relations, and automating marketing campaigns to boost student retention and engagement.
A school CRM is a CRM platform that manages the student lifecycle, enhancing communication tools and facilitating admission processes for better efficiency and student support.
A CRM for higher education is an integrated CRM platform that improves enrollment management, improves marketing processes, and supports the entire student lifecycle from application through to alumni relations.
In a university, CRM stands for customer relationship management, focusing on improving student engagement and managing sales and marketing processes effectively.
Use CRM systems to manage admission processes, facilitate timely communication, and enhance all student interactions throughout the student lifecycle.
CRM for education helps manage relationships by streamlining the admissions process, providing tools to track prospective student interactions, and ensuring efficient communication and follow-ups, elevating the overall experience for both students and staff.