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Lead Management

Every student enquiry in one pipeline, from every source

Enquiries arrive on three staff phones, a website form, a Facebook ad and a paper register. Until they are in one place, nobody can answer the only question that matters during admission season: who has not been followed up?

  • Kanban and list pipeline across every enquiry source
  • Public lead-capture page, embeddable on your existing website
  • Duplicate detection on phone and email at the point of entry
  • Bulk import and export, with full source attribution
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Capture to close

What lead management covers here

  • Public lead-capture page

    Each institute gets a hosted, embeddable enquiry page. Put it on your site, in ad copy or in a WhatsApp status. Submissions are rate limited against spam and land straight in the pipeline.

  • Facebook Lead Ads sync

    Enquiries from Meta ad campaigns arrive automatically, which is what makes instant AI calling possible on paid traffic.

  • Bulk import with dedupe

    Bring in existing lists from Excel or CSV. Duplicate detection on phone and email stops the same parent becoming three records worked by three counsellors.

  • Configurable pipeline stages

    New → Contacted → Demo or Campus Visit → Admitted, renamed to match how your institute actually talks about its funnel.

  • AI scoring on every lead

    Conversion-likelihood score with the reasoning and a suggested next step, so the pipeline can be worked in priority order.

    AI lead scoring

  • Assignment and ownership

    Assign leads to counsellors, track who is working what, and see per-counsellor conversion rather than relying on anecdote.

  • Automated cold-lead drip

    Anything that goes quiet enters a three-touch WhatsApp and SMS sequence automatically.

    Automation

  • Source performance reporting

    Because source travels with the record to the paid fee, you can see which channels produce admissions rather than just enquiries.

    Analytics

  • Export anything

    CSV export on leads and every other major entity, any time, with no support ticket required.

The question you can finally answer

"How many enquiries have we not followed up?"

In a spreadsheet-and-WhatsApp setup this question takes an afternoon and produces an estimate. In a single pipeline it is a filter. That shift — from investigation to glance — is most of the value of lead management software during an admission season.

  • Open enquiries by stage, age and owner
  • Untouched enquiries surfaced rather than buried
  • Cold enquiries auto-enrolled in follow-up
  • Lost enquiries closed with a recorded reason
See the admission pipeline

Pipeline health

  • Open enquiries243
  • Not yet contacted19
  • Awaiting campus visit47
  • In automated drip88
  • Closed — reason recorded112

FAQ

Frequently asked questions

Can we keep our existing website enquiry form?

Yes, though you get more from embedding the SCRMAI lead-capture page or pointing your form at it — because AI scoring and the AI voice call fire the moment an enquiry lands. If you keep your own form entirely, bulk import still works, just without the instant response.

How does duplicate detection work?

On phone number and email at the point of entry, including during bulk import. A parent who enquires through your website and again through a Facebook ad becomes one record with two sources, rather than two records being worked by two counsellors.

How many leads can we store?

Starter covers up to 500 leads, Professional up to 5,000, and Business is unlimited. The limits apply to enquiries in the pipeline; admitted student records are not capped by plan.

Can we import our old enquiry list and work it?

Yes, and it is a common first move. Import the list, let duplicate detection clean it, then either work it by AI score or trigger the AI voice agent across it to find out which enquiries are still live.

Get every enquiry into one pipeline this week.

Start a 14-day free trial — import your existing list in minutes.

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