1
Funnel school CRM

CUSTOM ENROLMENT STAGES

Every school is unique, as are the steps that prospective parents pass through during enrolment. Using Funnel, you can create custom enrolment stages through which each potential applicant will pass, based on your school's existing enrolment process.

Funnel school CRM

TRANSPARENT PIPELINE

You'll have a clear view of which enrolment stage each student has reached based on the enrolment steps they’ve taken. Having a view of each student’s enrolment stage allows your school to make more accurate predictions around enrolment numbers.

Funnel school CRM

CENTRALISED COMMUNICATION

Our clever system integrations allow your school to reduce admin and improve functionality. Digistorm can connect Funnel with our ENROL online enrolment system as well as a range of online forms for the seamless and simple transfer of data.

School CRM features to understand your enrolment funnel.

The Funnel school CRM interface is user-friendly and offers a comprehensive summary of updates related to prospective enrolments. Get a quick and simple overview of enrolment activity, collect crucial information and manage activity to ensure that the school's relationship with every prospective parent is nurtured.

Funnel school CRM

Dashboard

Your Funnel dashboard gives your school a quick and simple overview of your school CRM activity. View the number of enrolments in each stage of the pipeline, in addition to the number of enrolments over time, pending tasks and latest activity within the system.

Funnel school CRM

Leads

Leads are students with the potential to enrol in your school, who have expressed their interest. Instantly view and filter leads and create customised views, segments and lists of potential enrolments. Use the information to forecast enrolment numbers more accurately.

Funnel school CRM

Timeline

Your Funnel timeline gives you a quick, simple and holistic view of each individual lead. With a clear and comprehensive timeline view, see every interaction, activity and internal task attached to a prospective enrolment with just a single click.

Funnel school CRM
Funnel school CRM
Funnel school CRM
Funnel school CRM

Access the right school CRM information with filters.

Schools can filter the data of prospective enrolments based on any attribute, in order to access the data they need.

From year of enrolment to enrolment stage and even a combination of multiple filters, schools can filter, save and export any segment they need using Funnel. Improve and increase your online enrolments by accessing specific information and using it to contact and nurture relationships with your school’s important leads.

Integrations and data for a smarter school CRM

Funnel helps schools to work smarter when managing their relationships with prospective parents. Collect prospective parent information through your school’s website that is fed directly into Funnel. Custom integrations allow you to move data seamlessly from your school website to your Funnel system, and to connect Funnel with your email marketing system for an easy direct marketing process. Custom reports are also available, allowing your school to understand the performance of its’ lead nurturing through the Funnel school CRM.

Funnel school CRM

Collect
Form Data

Develop or integrate online forms, with the seamless collection of data, directly into the system. Parents enter their details and they are recorded immediately in Funnel. Getting in touch with prospective parents has never been easier.

Funnel school CRM

Email System Integration

Integrate Funnel with your email marketing system for targeted sends to prospective parents. Move prospective parent information from Funnel, directly to your email system for clever and effective marketing communications.

Funnel school CRM

Custom
Reports

View and analyse data about your enrolment pipeline through Funnel’s custom reports. Access the information and reports that are important to your school and understand how effective Funnel is for improving your online enrolments.

Tools for Targeted Communications

Select specific Leads in the system or select Segments or Lists and send targeted emails to them, directly from Funnel.

Parent communication becomes simple with Funnel. Simply select your relevant list, compose your targeted message and hit send. Got an Open Day coming up? Create a list of next year’s prospective enrolments and send them a reminder to register for the event.

Funnel school CRM
1

SELECT LEADS

You can select the Leads you'd like to email, or select an entire Segment or List to send to.

Funnel school CRM
2

COMPOSE MESSAGE

Create your email including a custom subject line, content and a call to action button.

Funnel school CRM
3

SEND YOUR EMAIL

Communicate with your selected Leads, all at once. Send immediately or schedule your send.

Funnel school CRM
4

TRACK AND REPORT

View a report to understand your email's clicks, opens and deliverability.

Get in touch