The proposed CRM solution should meet the following functional requirements: Admissions & Enrollment Management - Undergraduate & Graduate Level 1.1 Track student stages across the enrollment funnel (Prospect → Inquiry → Applied → Admitted → Enrolled) with send communication based on the stage. 1.2 Automated communication workflows across various mediums (Email, SMS, WhatsApp or similar for drip campaigns) for the entire student funnel, lead scoring, alumni and donor engagement funnel. 1.3 Multiple pre-configured enrollments tracking and communication analytical dashboards with the ability to create multiple customized dashboards based on user rolebased profile with intuitive GUI. 1.4 Multiple pre-set reports to track student stages through the complete enrollment funnel (prospect to enrollment) with the ability to create multiple customized reports and assign access based on user role-based profile...
