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Education/Admissions CRM

Manage the admissions journey from inquiry and counselor follow-up to applications, decisions and enrollment targets. Admissions teams get a command center, pipeline board and student view, with program, term, event and feeder-school records to track recruitment progress.

Open Admissions Command Center See how it works

What’s inside

Built around the app’s existing pages and records.

  • Admissions overview and enrollment targets

    Review the admissions funnel, enrollment targets and term-level progress in the command center. Compare programs, regions and feeder schools to focus recruitment effort.

  • Inquiry intake and counselor follow-up

    Capture inquiries, retain their acquisition source and organize counselor follow-up. Use the inquiry workbench and acquisition view to review qualification and unassigned work.

  • Application pipeline and checklists

    Track applications through admissions stages and maintain application checklist items. The pipeline board and incomplete-application view help teams identify what is still needed.

  • Student records and admissions decisions

    Bring student records, applications, decisions and engagement history together. Follow decisions and deposited applicants who have not yet enrolled.

  • Events and feeder-school engagement

    Coordinate recruitment events and registrations alongside feeder-school records and activities. Keep upcoming events and student engagement visible to the admissions team.

  • Counselor performance and task productivity

    Review counselor activity and performance, then work through due tasks and follow-ups. Use the performance and productivity pages to monitor progress across the team.

How it works

Admissions Command Center

Manage the admissions journey from inquiry and counselor follow-up to applications, decisions and enrollment targets. Admissions teams get a command center, pipeline board and student view, with program, term, event and feeder-school records to track recruitment progress.

  1. 01

    Review admissions overview and enrollment targets

    Review the admissions funnel, enrollment targets and term-level progress in the command center. Compare programs, regions and feeder schools to focus recruitment effort.

  2. 02

    Follow the operational work

    Capture inquiries, retain their acquisition source and organize counselor follow-up. Use the inquiry workbench and acquisition view to review qualification and unassigned work.

  3. 03

    Monitor progress and exceptions

    Review counselor activity and performance, then work through due tasks and follow-ups. Use the performance and productivity pages to monitor progress across the team.

Built for

The teams that need this app.

Every role works in the same shared product.

  • Daily teams

    Run Education/Admissions CRM with the tables and views needed for repeated operational work.

  • Approvals and visibility

    Track exceptions, review work, and keep the team aligned from a shared workspace.

  • Ready to configure

    Connect supported settings, roles, integrations, and reports without changing the publisher-managed product.

Built for scale

Structured enough to grow with the team.

Start quickly without blocking the path to live operations.

  • Multi-user by default

    Use roles and workspace permissions to let different teams operate from the same app.

  • Structured records

    Data lives in typed tables with views, forms, references, and audit-friendly history.

  • Workflow-ready

    Workflows run against isolated workspace data while the publisher maintains the product logic.

  • API-accessible

    Use the app through UI workflows or API surfaces as your implementation matures.

What you get

Views, records, and workflow controls.

The public page preview uses the same structure as the published product pages.

  • Operational dashboard

    Track active work, exceptions, owners, and recent activity from the same workspace.

  • Core records

    Work from filtered, grouped, and role-aware table views instead of static spreadsheets.

  • Workflow control

    Use workflows to operate the supported process around your workspace data.

The loop

The process lives beside the data.

Activate the app, configure your workspace, and run the real business process.

  1. 01

    Activate the app

    Add the publisher-managed product to your workspace and start using it with your organization data.

  2. 02

    Review the schema

    Start with 28 tables and the included relationships, forms, and views.

  3. 03

    Configure the workflow

    Set workspace roles, permissions, and supported workflow options for the process you run.

  4. 04

    Invite the team

    Bring users into the workspace and operate from the same app instead of a disconnected spreadsheet stack.

AI and operators

Assistants that work inside the app.

Use AI as an operating layer over the same records your team uses.

  • Data steward

    Checks incomplete records, highlights stale work, and keeps the app ready for action.

  • Workflow runner

    Uses workflows and app data to move routine steps forward with an audit trail.

  • Reporting helper

    Turns operational data into summaries that managers can review without exporting the app.

Compared

Blank setup vs a published app.

Start from a working system instead of a blank canvas.

ConsiderationBeforePublished app
Go-liveBlank app, spreadsheet import, and manual setup.Publisher-maintained app with schema, views, forms, and defaults.
WorkflowProcess lives outside the system.Workflows can run beside the records they operate on.
IterationChanges require rebuilding the system from scratch.Configure workspace settings, roles, permissions, and supported workflow controls.
AccessShared credentials or duplicated sheets.Workspace users, roles, and app-level permissions.

Time to value

Activate, configure, operate, scale.

A practical rollout path from first click to real team usage.

  1. Day 1

    Activate

    Start using the app, review the included process, and add the first workspace records.

  2. Week 1

    Configure

    Set roles, workspace options, and the first supported integration or workflow.

  3. Month 1

    Operate

    Move real work through the app and refine reports from day-to-day usage.

  4. Quarter 1

    Scale

    Invite more teams, connect APIs, and standardize the operating model.

Technical proof

Workspace-safe by design.

The publisher maintains the product while your workspace data stays isolated.

  • Publisher-owned product

    The publisher maintains the app and releases improvements without handing over the base product.

  • Workspace data isolation

    Your records, access settings, and activity stay isolated and tied to your workspace history.

  • Governed extension path

    Connect approved APIs, workflows, reports, and screens through product-supported extension points.

FAQ

Common questions.

  • What do I get when I activate Education/Admissions CRM?

    The app becomes available to your workspace with its supported schema, views, forms, and workflows. It starts with no records — your organization uses the shared product with its own access and data.

  • Who owns and maintains the app?

    The publisher owns and maintains the base app. Your organization controls its workspace data, users, roles, and available settings.

Explore the app

Available processes

Admissions Command Center Manage the admissions journey from inquiry and counselor follow-up to applications, decisions and enrollment targets. Admissions teams get a command center, pipeline board and student view, with program, term, event and feeder-school records to track recruitment progress.