CRM & Advancement
Build relationships with prospective families and alumni using the CRM and Advancement modules.
Search
-
Getting Started
What the CRM and Advancement modules do, how they work together and answers to common questions.
View section -
Contacts & Leads
Manage contacts, track engagement and prioritise leads with scoring, indicator logs and analytics.
View section -
Campaigns & Notifications
Reach families and alumni with email campaigns, track where enquiries come from and alert your team.
View section -
Alumni Engagement
Import alumni, send exit and annual surveys, and track volunteer hours and donations.
- Importing Alumni Records
- Alumni Dashboard
- Student Exit Survey
- Alumni Information Update Form
- Volunteer Hours and Donations
- Lead Scoring