1. Contact Management: a centralized database to build and store customer and lead information 2. Lead Management: tools to capture, track, and manage potential customers (leads) (i.e. lead scoring, lead nurturing, and automated follow-up reminders) 3. Student Recruitment Funnel Management: customizable recruitment processes and forecasting tools 4. Task and Activity Tracking: tools to assign and track tasks related to prospective students (i.e. follow-ups or meetings), calendar integration, and scheduling features 5. Email Integration: Integration with Gmail or Outlook, tools for sending, receiving, and tracking customer emails directly from the CRM, allow for email templates and automated email campaigns 6. Event Management: Scheduling features to allow for individual and group campus visit registration and automated communications for registration confirmation and follow up 7. Marketing Automation: offer tools for creating and managing email campaigns, integrating with social media to track interactions and schedule posts, and provide features for audience segmentation, targeting, and A/B testing 8. Analytics and Reporting: offer customizable dashboards and reports to track sales, marketing, and customer engagement, along with predictive analytics for forecasting trends and real-time data visualization. AI reporting options preferred 9. Automation Tools: workflow automation streamlines repetitive tasks (i.e. data entry, follow-ups), with trigger-based actions (i.e. automated responses based on customer behavior) 10. Integration Capabilities: integration with tools including but not limited to accounting software, ecommerce platforms, and third-party applications (Zapier, APIs), and seamless synchronization with calendars, telephone systems, and marketing tools, and Workday (SIS), and EAB Navigate 360
