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Positioning Assessment
Universities and institutes receive enquiries for many programmes, from students and parents, through ads, fairs, referrals and counsellors. The same applicant may ask about two courses at two campuses, and be followed by three people who do not know about each other.
Triostack CRM gives each applicant one record with the programmes they asked about, an owner and a stage in a counselling funnel. An application status portal lets the applicant sign in to see where their application stands, which documents are pending and what happens next. Scholarship eligibility checks apply your rules, such as marks, category and income, to the applicant's details and show the result to the counsellor. Campus tours are scheduled from the calendar with reminders, and counsellors are assigned by programme or campus.
“A student checked their own status on the portal, saw the missing document and uploaded it before we called.”
Sample team scenario
A made-up scenario about Higher Education and University Admissions CRM, not a customer testimonial
All Leads
Higher Education and University Admissions CRM: every lead with its source, status and owner
In the Product
Imagine every applicant greeted by what they already asked.
Across programmes.
Without calling.
Consistently.
Platform Integrity
By programme
Applicants check themselves
Your rules applied
With reminders
At a Glance
What changes when one applicant can ask about many programmes.
| Dimension | Triostack CRM | Per-Department Sheets |
|---|---|---|
| Applicants | One record across programmes | A row in every department's sheet |
| Counselling | Funnel per programme, counsellors by campus | Whoever saw the enquiry |
| Status | A portal the applicant can check | Calls asking for an update |
| Scholarships | Eligibility rules applied automatically | Checked by hand |
| Campus tours | Scheduled and reminded | Arranged by message |
Book a walkthrough of Higher Education and University Admissions CRM. We set up a sandbox so you can try Counselling funnels, Application status portal and Scholarship checks before you commit.
Live Interface Tour
The screens below belong to Higher Education and University Admissions CRM: All Leads, Lead Follow-Ups and Call Logs, all from the product.
Lead Pipeline
Higher Education and University Admissions CRM: each applicant followed across programmes and campuses
Feature Breakdown
4 screens from the live product that show Higher Education and University Admissions CRM at work.
Counselling stages.
How it fits the plan
Programmes. List programmes and campuses.
Funnels. Build a counselling funnel per programme.
Practical tip
Record every programme an applicant is considering, not just the first. It stops two counsellors calling the same family.
Counsellor routing.
How it fits the plan
Funnels. Build a counselling funnel per programme.
Portal. Give applicants a status portal login.
In real life
Admission fair
Every sign-up gets one owner.
Campus tours.
How it fits the plan
Portal. Give applicants a status portal login.
Rules. Set scholarship eligibility rules and tour slots.
Watch out for
Giving each department its own lead list, so a single applicant is chased several times.
Status updates.
How it fits the plan
Rules. Set scholarship eligibility rules and tour slots.
Programmes. List programmes and campuses.
Before you start
Execution Plan
List programmes and campuses.
Build a counselling funnel per programme.
Give applicants a status portal login.
Set scholarship eligibility rules and tour slots.
Practical Guide
Before you start
A tip that helps
Record every programme an applicant is considering, not just the first. It stops two counsellors calling the same family.
A common mistake
Giving each department its own lead list, so a single applicant is chased several times.
Availability: What Higher Education and University Admissions CRM covers can depend on your plan and setup. Please confirm with our team which parts are live for your account, and any prerequisites, before you plan around it.
In Real Life
Scenario 01
Every sign-up gets one owner.
Scenario 02
Counsellors see their own applicants.
Scenario 03
Applicants see their status themselves.
Straight answers about Higher Education and University Admissions CRM, from setup to what happens next.
Have a question about Higher Education and University Admissions CRM?
Book a free callYes, through an application status portal.
Your rules, such as marks, category and income, are applied to the applicant's details and the result is shown to the counsellor.
Yes, on a single applicant record.
Yes, from the calendar with reminders.
A CRM for universities: student counselling funnels, application status portals, scholarship eligibility checks and campus tour scheduling across programmes and campuses.
It runs in 4 steps: Programmes, Funnels, Portal and Rules. List programmes and campuses.
The real screens on this page include All Leads, Lead Follow-Ups, Call Logs and Lead Pipeline, all captured from the product.
Request a demo and ask to see Higher Education and University Admissions CRM. Our team can also walk you through setup, so your first session ends with something working.
We will walk you through Higher Education and University Admissions CRM, from Counselling funnels, Application status portal and Scholarship checks, on sample data shaped like yours.
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