Education and training

Schools, course providers and training centres answer many enquiries before anyone enrols. FOCUS ON CRM tracks each learner from enquiry to trial session and enrolment, and lets the team share notes on one record.

The everyday problem

Enquiries wait in different inboxes and staff do not know who already spoke to the family.

Default pipeline

  1. Enquiry
  2. Trial session
  3. Enrolled
  4. Active learner

Default stages shown for illustration; adjustable per workspace.

What you would use

  • One CRM, every stage

    Leads, pipeline board, stage tracker and KPI charts in one workspace.

  • AI message writing

    Draft email, SMS and push from one template. The AI never sees customer data.

  • Teams and hierarchy

    Organise users into teams with clear ownership of records.

All sectors

See it on your own pipeline

Tell us about your team and we will walk you through the product.