Customer relationship management (CRM) systems are no longer solely restricted to be used by big companies. The tool is equally assistive and important in the education sector as well, particularly when it comes to the operational management at schools, colleges and universities. In this guide, we will explore the options available for the school administration to make their otherwise extensive and tedious management processes into smooth workflows.
CRMs for schools are essentially solutions that help the administration staff and teachers to ensure that no imperative information, record, or data is overlooked, and that all operational hindrances are promptly addressed and attended to. Features such as automated reminders, artificial intelligence (AI) tools, data analytics, and communication tracking are useful in all kinds of educational institutions globally. Let’s learn more on this and help you decide as to which CRM is the right choice for your school!
Software Finder’s Recommended List Of CRM Software: | ||||
| Rating | Best For | Free Trial | Pricing |
Ellucian | N/A | Providing centralized services for all school management tasks and trainings | No free trial | Starts from $0.01/month but it can be customized as per the requirements |
Salesforce Education Cloud | N/A | Large universities and institutions with complex needs | 30-Day Free Trial | Starts from $87/user/ month |
Element451 | N/A | Schools that want to include AI in their administrative processes | No Free Trial | Custom pricing; depends on institution size and support tier |
Keap | 5 ★★★★★ | Enabling marketing automation and co-pilot support | 14-Day Free Trial | Starts from $299/month |
Zoho CRM Software | 4.7 ★★★★★ | Complete generative AI assistance (Zia) | 15-day free trial | Starts from $20/user/month |
Creatix Campus | N/A | Automated admissions, and strategic program planning | No Free Trial | Custom pricing, depending on the modules on your subscription |
Monday CRM | 4.5 ★★★★★ | Handles entire student lifecycle: from the first class through graduation | 14-Day Free Trial | Starts from $15/seat/month |
Meritto Education CRM | 4.7 ★★★★★ | AI assistive scaling, and extensive list of management tools | No free trial | Starts from $8000/year |
LeadSquared | 4.0 ★★★★★ | 360-degree tracking and detailed analytics | No free trial | Starts from $15,000/year |
HubSpot CRM | 4.6 ★★★★★ | AI-powered CRM with extensive marketing tools | Offers a free plan; no free trial | Paid plans start from $15/seat/month |
Ellucian provides complete and extensive school management services including types of CRM products such as Ellucian CRM Advance, Ellucian CRM Advise, Ellucian CRM Recruit. Each of the solutions serves a different purpose pertinent to school management, Advance is designed for fundraising and alumni relations, Advise allows academic counselling to students, and Recruit helps you achieve enrolment goals. Ellucian supports features such as data imports, automated integrations, pipeline management, and personalized advising support.
Salient Features:
- Multi-Touch Communications
- Agent Management
- Cross-Campus Support
- Comprehensive Overviews
Salesforce.org Education Cloud provides complete and comprehensive lifecycle management that is ideal for schools, colleges and universities of all sizes and scales. The software has numerous customization options, integrations and features. It stands out for its extensive reporting tools which enable objective and informed decision-making. Alongside offering AI support, Salesforce seamlessly connects with third-party tools for financial management and learning management systems (LMS).
Salient Features:
- AI Assistance
- SIS Capability
- 360-Degree Overview
- Student Advisory
Element451 is a comprehensive solution which aims at providing digitized and personalized CRM to the schools. The solution sets itself apart by focusing on innovative features such as AI, automated risk and nudge detection, digital verification and registration processes. It provides a dedicated force of Bolt Agents which look upon the student engagement strategies, and improve marketing and communication amongst the team members. The platform is ideal for various types of institutions such as community colleges, trade colleges, public colleges, and online schools.
Salient Features:
- Bolt Insights
- Bolt Knowledge Hub
- Advanced Voice Mode
- Built-In Templates
Keap software provides a centralized CRM solution for schools looking to improve how they manage student and parent engagement. It limits the use of manual data entry and automates the entire admissions process, alongside offering features like drag-and-drop. The platform helps institutions capture admissions inquiries, and keep all communications organized in one place. With email marketing tools, appointment scheduling, and workflow automation, Keap supports smoother admissions processes and better ongoing communication with families.
Salient Features:
- Lead Capturing
- Mobile App
- Text Marketing
- Extensive Reporting
Zoho CRM software delivers a singular and centralized solution for schools seeking a flexible and affordable system to manage student and parent relationships. It enables institutions to capture inquiries, automate follow-ups, and track admissions progress through an intuitive dashboard and omnichannel monitoring. The platform also offers an AI assistant, called Zia, that supports advanced predictive analysis and workflow automation. Using Zoho CRM for educational purposes elevates the operational and administrative efficiency of daily academic tasks, making them more accurate and organized.
Salient Features:
- AI-Assistance (Zia)
- 360-Degree Overview
- Document Library
- Recurring Activities
Creatix Campus offers a cloud-based CRM that is tailored for education purposes. Alongside schools, the solution supports higher education models as well, where numerous stakeholders such as students, admission officers, and faculty can leverage the system. Creatix Campus is equipped with modern and intelligent features such as automated lead capturing, holistic and comprehensive student overviews, reporting dashboards, AI assistance and support, and workflow automation. It also allows intuitive dashboards and Kanban views with easy third-party integrations, enabling a more personalized student and engaging experience building.
Salient Features:
- Multichannel Data Capture
- Lead Prioritization
- 360-Degree Lead Nurturing
- In-Built AI Algorithm
Monday CRM for education simplifies academic operations and improves student engagement. The solution is ideal for schools, colleges, and universities of all sizes; it offers the flexibility to handle the entire student lifecycle. Monday CRM enables features such as personalized student outreach, meticulous progress tracking, extensive reporting tools, and easy student information management. The platform also provides third-party integration with various LMS, SIS and accounting platforms to further enhance the academic management aspect.
Salient Features
- Fundraising Management
- Enrollment Tracking
- Centralized Reporting Dashboard
- Personalized Outreach
Meritto provides an all-compassing solution for small-scale educational institutions aiming to scale. Its education CRM is purpose-built to cater to schools through its plethora of assistive features such as user management, lead management, integration with WhatsApp Business, and payment management. It also offers Meritto AI, which helps in scaling the admission and enrollment process. The platform is compatible to be integrated with various third-party applications.
Salient Features
- Campaign Dashboard
- Source Performance Report
- Drag And Drop Builder
- 360-Degree Communication Suite
LeadSquared offers a complete and dedicated CRM for education purposes; it caters to schools, higher education, career schools, and training institutes. The platform allows the faculty or administration to map student journeys on a real-time basis and digitize the entire admission process. It is also equipped with unique features such as inquiry capturing and recording automated student responses. The platform is powered by a self-service application portal and provides multichannel engagement support to the students, paving the way for a more collaborative learning environment.
Salient Features:
- Landing Page Builders
- WhatsApp Integration
- Bulk Messaging
- Custom Reports
10. HubSpot
HubSpot CRM software offers a flexible and versatile solution for schools, colleges, and universities to manage student and parent relationships. It helps admissions teams track inquiries, follow up automatically, and keep all communication organized. The platform includes tools like lead capture forms, email automation, and contact management. With its multichannel support, schools can build stronger connections with students and families throughout the admissions process.
Salient Features:
- Drag And Drop Editor
- Live Chat Support
- AI Powered Insights
- Email Marketing Tools
Some Other Competitive Names In The Best CRM For Schools Category
Alongside our recommended list, users can also have a look at our compiled list below for recommended CRMs for schools. We advise to keep the size and specific needs of the educational institution in mind before onboarding any solution.
How Would Choosing The Right CRM Help Your School?
As a school leader or an administrative staff member, one may get burdened with numerous tasks. Onboarding the right CRM will not only solve this hassle but also provide them with more time to focus on students. As a matter of fact, staff can unlock several immediate and long-term operational advantages by leveraging a CRM. We have compiled a list of a few; their outcome might be more than what you expect.
Streamlined Administrative Operations
School tasks can be repetitive and time-consuming. But onboarding a CRM automates the tedious manual processes and long tasks, which gives more time to focus on student success. It looks after manual data entry, communication tracking, and reduces the administrative paperwork. By automating these routine tasks, the stakeholders, teachers, and administrators combined can focus solely on academics.
Quick Access To Student Information
Students are frequently enrolled, transferred, or withdrawn in schools. This leads to the generation of large amounts of data such as inquiries, application processing, admission requests, attendance records, and communication logs. All of this information can be centralized through a CRM, which makes student management quick and effective. This also ensures that every student is timely attended to.
Less Room For Error
Due to the large volume of students and the data schools have to routinely process, it is more prone to error if not managed properly. CRM deployment keeps an accurate and accessible record of student details, admission forms, progress reports, application status, etc. This eliminates the room for any human error, personalized biases, or mismanagement, leading to a more transparent school culture.
Improved Parent And Student Engagement
CRM allows users to customize or personalize their communication with the clients, which in this regard would be the parents or students. By sending automated and frequent personalized messages, emails, and updates to families instantly, a sense of trust and satisfaction can be inculcated. This also keeps the families connected to the administrators and ensures complete transparency at the end of the school.
Informed Decision Making
CRMs provide advanced and automated reporting and analytics functionality. School management can be at par with admission trends, student performances, and communication outcomes through a reporting and analytics dashboard. It can provide prior insights which you can correspond to your evolving academic strategies. This gives a more specific and clear picture of your student and community needs.
Factors To Consider Before Buying Best CRM For Schools
Choosing the apt CRM platform for schools can be a challenging task, primarily due to the overwhelming number of options to choose from. We have listed down some brief pointers below which will assist you in making the most calculated choice for your educational institution:
- Number Of Students: Smaller schools need simpler and smaller scale solutions. If the student count is less and manageable, then schools should look for solutions with basic CRM features and minimal pricing. But if it is a large educational institution, then they may have to onboard an advanced and extensive enterprise plan.
- Type Of Student Body: The assessment also heavily depends on the type of students they cater to. For example, in career schools it is primarily adult learners, so staff can use advanced and complex workflows, but for K-12 they may have to look for user-intuitive and easy-to-use CRM solutions specifically.
- Budget Considerations: Financial allocation while onboarding a CRM solution is a critical aspect. Smaller institutions with fewer students should opt for affordable pricing plans, while bigger schools with thousands of enrollments may require more enterprise or custom plans.
- Integration Needs: If the school already uses systems such as LMS or SIS, then their CRM should be able to easily connect with them. It should also provide easy and seamless third-party integrations with various types and categories of tools. This eliminates any room for complications later if they need to incorporate more applications.
- Data Security And Compliance: Schools handle sensitive student records, so security cannot be ignored. The CRM should comply with data protection laws (like GDPR or FERPA) and should offer encrypted storage, controlled user access, and regular automated backups.
Every school is different, and so are its CRM requirements. In case you are still confused, get our expert’s help, we will match your school with the right solution.