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CRM for universities and higher education

Increase admission rates and improve student and staff communications with Pipedrive’s university CRM solution. Track every interaction with your stakeholders across different platforms, anywhere in the world.

What is a higher education CRM?

Customer relationship management (CRM) for higher education helps you streamline student recruitment, enrollment, admissions and retention by providing a comprehensive view of every contact. Reach out at the right time to provide a great experience throughout the entire student lifecycle.

Customize course communication

Create tailored communications with prospective and existing students. Stand out from the competition with meaningful touch-points across the student journey.

Nurture every relationship

Spark, develop and build relationships with students, staff, alumni and donors. Use CRM solutions to improve student retention by optimizing constituent and stakeholder support.

Enable remote flexibility

Streamline campus management by giving students and staff access to a flexible online education cloud. Make learning accessible from anywhere in the world and future-proof your institution.

Automate enrollment processes

Reach the right students at the right time with automated updates. Use your student information system to send submission reminders, interview dates and offer letters without delay.

Boost donor support

Enhance event management and alumni relations by showing how donations have made an impact. Engage with donors to boost contributions to your fundraising income streams.

Speak to students wherever they are

Integrate your higher ed CRM with the tools and platforms your students are already using. Make communications seamless with social media integrations.

How CRM software can help you generate more enrollments

Strong, real-time communication is key for attracting more students and competing with other universities. With more learners attending classes remotely, providing consistent, reliable and relevant communications is now table stakes.

With an academic CRM, students and staff members alike have a complete overview of the entire student lifecycle. Every application, touch-point and interaction can be found in one place.

Higher education CRM systems like Pipedrive also let you support enrollment candidates with scheduling tools, reminders and eSignature features, empowering them to complete their application without friction. Get the insight and functionality needed to deliver a superior journey to students, staff and alumni.

Understand which channels bring in the most students

Get insights on where your best students are coming from with channel metrics. Optimize your recruitment outreach to boost enrollment numbers.

With Pipedrive's student recruitment software, gain access to detailed reports to make data-driven decisions that reach more prospective students.

Discover Pipedrive’s insights and reports for university CRM systems

Keep every student updated throughout their enrollment journey

Create great user experiences with automated milestones from application to acceptance. Effortlessly update thousands of prospective students at each stage of their enrollment without lifting a finger.

Pipedrive’s education CRM software means no more anxious emails from applicants and no missed submission deadlines.

Find out how to automate your admissions process with Pipedrive

Reach more students with flexible CRM integrations

Make it easy for on-the-go students to get in touch with you anytime, anywhere with popular mobile apps connected directly to your academic CRM.

Install and integrate apps from inside Pipedrive to save time and effort. Connect all the tools you need in one place, seamlessly.

Learn about how Pipedrive keeps you flexible

How does school CRM software work to support student engagement?

Supporting hundreds of thousands of students through years of education can be complicated. Pipedrive’s education CRM software makes it easy to provide support at every touch-point in the student experience lifecycle. From enrollment to graduation, manage recruitment and communications from within your CRM platform.

  • Build a pipeline to fit your application process and streamline enrollments
  • Record key student data such as course selection, grades, financial support and accommodation contracts
  • Get an overview of every student, alumni, donor and their communication history
  • Integrate with tools used across your university and build enrollment automations with Zapier
  • Automate acceptance offers, SMS updates and course reminders to keep applicants up to date and promote student success
  • Track email marketing activity, including opens and clicks, to see how applicants and students are engaging with your school

How to get started with your CRM for higher education

  • 1. Create applicant, student, teacher and alumni segments with custom fields
  • 2. Integrate new enrollment forms and application stages into your academic CRM system
  • 3. Build your application follow-up workflows, including key touch-points
  • 4. Set up new student marketing campaigns

Streamline your higher ed workflows with the best CRM integrations

The right integrations will supercharge your university administration. Streamline your enrollment process by connecting emails, SMS and calendars and confirm offers with eSignature tools.

Here are some essential integrations that every higher education institution can benefit from.

Outlook

Sync every contact from any email provider including Outlook, Google and iCloud. Choose one or two-way sync to connect directly into Pipedrive to stay in control.

Explore Pipedrive’s Outlook integration.

Google Calendar

Never miss a meeting with easy calendar integrations. Enter your availability into Pipedrive and share a link that lets contacts automatically book appointments.

Discover Pipedrive’s Google Calendar integration.

Microsoft Teams

Help university staff work more efficiently by connecting Microsoft Teams with Pipedrive. Get notifications, schedule views and share files all in one place.

Work better with Pipedrive’s Microsoft Teams integration.

DocuSign

Send offers securely by selecting a template from your Pipedrive dashboard. Students receive a link to electronically sign their acceptance form on the go.

Enroll students with Pipedrive’s DocuSign integration.

Zapier

Connect more than 3,000 other apps and platforms to your Pipedrive with Zapier. Zapier is an automation tool that helps Pipedrive become an even better enrollment hub.

Get more done with Pipedrive’s Zapier integration.

JustCall

Make and receive calls and text messages with one click. JustCall integrates with Pipedrive to help you make, deliver and track all of your calls directly from your dashboard.

Stay connected with Pipedrive’s JustCall integration.

Higher education CRM FAQs

  • What are universities using CRM for?
  • How to choose email marketing software?
  • What is the best CRM for higher education?
  • How can Pipedrive CRM help higher education institutions?

Spend less time on admin and more time enrolling students!