7 Best CRM For Education: Schools, Colleges, And Universities.avif

Colleges and universities today face increasing pressure to engage students, simplify admissions, and build stronger alumni ties. Today's students expect quick replies and support that feels tailored to them. A good education-focused CRM makes this easier by bringing all communication into one place, automating routine tasks, and giving staff access to useful insights.

From recruiting new students to maintaining lifelong alumni connections, these platforms streamline daily work while creating more personalized experiences at every stage of the student journey.

This guide explores seven top CRM solutions built for higher education, outlining their key features, benefits, and challenges to help institutions find the best fit.

Top Best CRM For Education: At A Glance

Company

Best for

Main Features

Pricing

Slate CRM

Thorough Admissions Tracking 

  • Batch upload and verification
  • Admissions tracking
  • Comprehensive communications

Starts at $30,000/year

Salesforce Education Cloud

Flexibility And Customization

  • Prospective student timelines
  • Intelligent degree planning
  • Application review console and scoring

Starts at $$ 

87/user/month

TargetX

Easy Data Migration

  • Real-Time reporting
  • TargetX insights
  • TargetX recruitment

Custom pricing

HubSpot CRM software

Streamlining Cross-Department Operations

  • Marketing automation
  • Meeting scheduling
  • Email tracking

Free

Keap software

Growing Institutions

  • Automation tools
  • Segment contacts
  • Automated lead capture

Starts at $299/month

Zendesk

Streamlining Student Inquiries

  • Automations 
  • Self-service support
  • Seamless communication

Starts at $25/agent/month 

Ellucian

Student Lifecycle Management

  • Analytics and reporting
  • Financial aid management
  • Student information systems

Custom pricing

1. Slate CRM — Best For Thorough Admissions Tracking

Slate.avif

Slate by Technolutions is a powerful CRM designed exclusively for admissions and enrollment teams. The platform brings everything under one roof, including smart document management, robust communication tools, seamless video integration, built-in payment options, and enterprise-level security.

Standout Features

  • Batch Upload And Verification: Upload and verify student transcripts and supporting materials in bulk, across multiple universities.
  • Real-Time Admissions Tracking: Track the admission decisions in real time with the option to upload the mandatory enrolment documents immediately.
  • Comprehensive Communications And Outreach: Track the admission decisions in real time with the option to upload the mandatory enrolment documents immediately.

Pros And Cons 

Pros

Cons

Multi-channel outreach via text, email, voice, social, and print 

Marketing automations streamline customer engagement 

AI chatbot and live agent chat enhance support 

System lags occur during peak admission periods 

Limited mobile optimization restricts convenient on-the-go access 

2. Salesforce Education Cloud — Best For Flexibility And Customization

Salesforce Education Cloud.avif

Salesforce offers an 'Education Cloud' module that is built on the foundation of the core Salesforce CRM. The platform is designed for student and faculty management, empowering departments to drive digital transformation by shifting to a streamlined, cloud-based platform.

Standout Features

  • Prospective Student Timelines: Track applicant activities across the institution in one comprehensive timeline, including cases, inquiry forms, appointments, communications, and more.
  • Application Review Console And Scoring: Review applications and supporting documents from any source in a single, unified view. Approve files easily, track progress, and identify where applicants may face challenges with full process visibility.
  • Intelligent Degree Planning: Streamline degree progress with an intuitive planning interface. Help learners make informed program choices, stay on track to graduation, and personalize their academic journey.

Pros And Cons

Pros

Cons

Education Data Architecture (EDA) streamlines student data management

An active developer community supports continuous improvement

Efficient online registration management system

Customizations require a professional development team

The setup process demands strong technical knowledge

3. TargetX — Best For Easy Data Migration

TargetX.avif

TargetX is a holistic CRM package developed to operate throughout the student lifecycle. It empowers admissions teams and student success staff to have potent tools of individualized communication, actionable data insights, and process management.

Standout Features

  • Real-Time Reporting: Offers access to real-time reporting to make informed choices and be capable of connecting with Salesforce and the student information system in a fully integrated process.
  • TargetX Insights: Find actionable data insights that can be used to develop return on investment (ROI) and enhance results throughout the full student lifecycle.
  • TargetX Recruitment: Enables admissions departments to draw and connect with potential students by helping them engage with them in a personalized manner.

Pros And Cons

Pros

Cons

Scalable for large student databases

Flexible reporting accommodates diverse institutional needs

Customizable dashboards tailored for different departments

Certain modules offer limited flexibility for customization

Advanced features require complex setup processes

4. Hubspot — Best For Streamlining Cross-Department Operations

Hubspot .avif

HubSpot CRM software is a customer relationship management platform that is free and all-in-one. Its user-friendly interface lets teams start easily, and it also has auto-generated automation capabilities that help them affordably deliver personalized communication to large audiences.

Standout Features

  • Marketing Automation: Streamline campaigns by integrating the CRM with third-party sales and marketing tools.
  • Meeting Scheduling: Easily arrange everything from one-on-one sessions to faculty meetings directly from the dashboard.
  • Email Tracking: Monitor open rates and engagement to better guide outreach efforts.

Pros And Cons

Pros

Cons

Reliable UI with nearly flawless user experience

Excellent contact filtering and organization tools

Robust marketing automation across multiple channels

Limited customization for interface, reporting, and analytics

Mobile app functionality needs further improvement

5. Keap — Best For Growing Institutions

Keap.avif

Keap software is a CRM platform built to streamline and automate sales and marketing processes. With a strong focus on marketing workflow automation, it's ideal for institutions managing high-volume lead nurturing and sales funnel optimization.

Standout Features

  • Automation Tools: Enable universities to run marketing campaigns more effectively while reducing manual communication between staff and students.
  • Segment Contacts: Personalize communications with automation triggers tailored to student data and activity.
  • Automated Lead Capture: Collect prospective student data directly from landing pages, contact forms, and social media channels.

Pros And Cons

Pros

Cons

Automated lead capture from multiple digital channels

Robust audience segmentation for targeted outreach

User-friendly interface ensures easy navigation

May require paid training packages for full utilization

Missing industry-specific features limit tailored functionality

6. Zendesk — Best For Streamlining Student Inquiries

Zendesk.avif

Zendesk for Education is a subset of Zendesk CRM created to ensure that schools remain up to date with the dynamic education environment. It unites students, families, and schools by simplifying communication through email, chat, phone, and even social media, so that all interactions are easy and smooth.

Standout Features

  • Automations: Enable smooth collaboration between staff, teachers, and students with automated workflows that keep conversations on track
  • 24/7 Data Access: Build a self-service support center filled with FAQs, knowledge base articles, announcements, and more, accessible anytime
  • Seamless Communication: Connect schools, students, and families effortlessly through email, chat, phone, and social media

Pros And Cons

Pros

Cons

Single license covers all tools, reducing costs

Knowledge base helps resolve issues quickly

Automated workflows streamline basic CRM processes

Interface is difficult for users to navigate

Customer support response times are often too slow

7. Ellucian — Best For Student Lifecycle Management

Ellucian.avif

Ellucian CRM is a college-specific platform that is designed specifically to support colleges and universities. It is developed by considering higher education and offers intuitive features to simplify support, remain consistent, and enhance interaction at all levels of the student lifecycle.

Standout Features

  • Analytics And Reporting: Track student progress and measure institutional performance with powerful insights
  • Financial Aid Management: Simplify student support processes through advanced financial aid tools
  • Student Information Systems: Leverage platforms like Banner and Colleague to streamline student record management

Pros And Cons

Pros 

Cons 

Real-time e-transcript authentication, production, and transfer 

Efficient student housing management capabilities 

Finance management tools streamline institutional operations 

Dated interface design makes navigation challenging 

Custom report creation is complex and time-consuming 

Enhance Learning With Smart CRM For Education

The best CRM in education is the one that fulfills the needs of your institution, be it simplifying the admissions office, offering improved student services, or longer-term alumni relationships.

Slate excels in streamlining the admissions processes, and Salesforce Education Cloud impresses with its customization and scalability. HubSpot is a smart pick for schools seeking a user-friendly, budget-friendly option. Zendesk excels at unifying communication across channels.

The optimal CRM software at the end of the day is the one that balances its features against your institution's objectives. When the right option is selected, they can not only operate more effectively but can also establish stronger ties and provide greater and more intimate experiences for each student. However, if you’re experiencing what we in the business call “analysis paralysis”, we suggest exploring our resource center for more in-depth CRM comparisons and insights.