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CRM for Universities & 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) in 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. Improve retention by optimizing your stakeholder support.

Enable remote flexibility

Give access to a flexible online ecosystem for students and staff. 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. Send submission reminders, interview dates and offer letters without delay.

Boost donor support

Show your alumni how their donations have made an impact. Engage with donors to contribute to your 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 an academic CRM can help you generate more enrollments

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

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

Pipedrive helps you support enrollment candidates with scheduling tools, reminders and eSignature features, empowering them to complete their application without friction. Get the insight 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, 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 application 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 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?

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 lifecycle. From enrollment to graduation, manage recruitment and communications from within your CRM.

  • Build a pipeline to fit your application process and streamline enrollments
  • Record information such as course selection, grades, financial support and accommodation contracts for every student
  • 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 ensure every student is kept up-to-date
  • Track email activity, including opens and clicks, to see how applicants and students are engaging with your school

How to get started with your higher education CRM

  • 1. Create applicant, student, teacher and alumni segments with custom fields

    When you first log in to Pipedrive, you’ll see a visual representation of your enrollment pipeline. Here, you can customize application stages and build new offer flows to manage students across every department.

    Create different pipeline workflows for inbound inquiries based on enrollment cycle stage. Get visibility on how likely a prospective student is to apply, as well as inactive applications that need immediate attention.

  • 2. Integrate new enrollment forms and application stages to your academic CRM

    Every touch-point a student has with your school will be collected, managed and stored in your CRM. You’ll have complete visibility on all enrollment data as soon as a phone call is received or an application form is submitted.

    Automatically assign tasks and due dates against enrollments to ensure applications stay on track. Diagnose and fix registration and retention issues by managing your student communications in Pipedrive’s CRM for universities.

  • 3. Build your application follow-up workflows, including key touch-points

    To sign-up students, you need to follow up with timely and relevant information. Doing this manually for thousands of students at different enrollment points is time-consuming and confusing.

    With workflow automation in your education CRM solutions, you can run these tasks on autopilot. Send personalized email updates automatically and at scale, providing the right students with the right information, at the right time. Streamline your enrollment officer’s activities and remove mundane work from their day.

  • 4. Set up new student marketing campaigns

    To nurture students through their journey, you must be able to send personalized messaging. This means aligning your recruitment campaigns with their enrollment motivations.

    With your applicant segments set up, save time and target campaigns with automated create messages. Provide transparent updates on enrollment progression and encourage them to get involved with university programs like clubs and student associations.

Streamline your education workflows with powerful 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.

Enrol 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

Just Call

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

Spend less time on admin and more time enrolling students!