Capture website, WhatsApp, call, walk-in and referral leads; track every family from first enquiry to admission.
| ID | Parent | Student | Class | Source | Status | Follow-up | Action |
|---|
CRM Workflow
📥
Lead Capture
Website forms, calls, WhatsApp, walk-ins and referrals.
📞
Counselling Follow-up
Assign counsellor, callback date, notes and reminders.
🏫
Campus Visit
Book, confirm and record visit outcome.
📄
Application
Document checklist and application status.
✅
Admission
Convert lead to student profile after approval.
📊
Reports
Source conversion, grade demand and counsellor activity.