Sales Tools That Understand Education
From initial inquiry to signed enrollment agreement, manage every step of the sales process with education-specific workflows.
Pipeline Management
Visual Kanban boards show every lead's status. Customize stages to match your enrollment process and never lose track of a prospect.
Automated Follow-Ups
Set triggers for automatic follow-ups based on time, actions, or pipeline stage. No lead falls through the cracks.
Proposal & Contract Generation
Generate professional proposals and enrollment agreements automatically. E-signature integration for quick closes.
Commission Tracking
Automatically calculate and track sales commissions. Support for tiered structures, bonuses, and team quotas.
Call & Activity Logging
Log calls, emails, and meetings with one click. Full activity history for every prospect and family.
Goal & Quota Management
Set enrollment targets by rep, team, or program. Track performance against goals in real-time.
Email & SMS Templates
Save and share effective outreach templates. Personalize with merge fields for scalable personal touch.
Appointment Scheduling
Let prospects book campus tours, phone calls, or virtual meetings directly. Sync with your calendar.