Industry package
Turn enquiries into enrolments, and enrolments into terms
Education centres lose students between the placement test and the first class. This package tracks the enrolment journey stage by stage and keeps the student's documents and payments with it.
A complete training-center workspace: students, applicants, courses, an enrollment case workflow, tuition/counselor reporting and dashboards.
What gets in the way
The gap between interest and enrolment is where students leave
Counselling, placement testing, course proposal and payment are four separate moments, each an opportunity to lose someone who was ready to sign up.
Course and cohort data is not comparable
Without consistent fields for level, course and term, questions like which course fills fastest or which level loses the most students cannot be asked.
Registration paperwork blocks the first class
Identity documents, previous certificates and payment receipts each need collecting and approving, and a missing one is usually discovered on the day.
How the package handles it
- The enrolment pipeline makes counselling, placement test, course proposal and payment explicit stages, so the drop-off point is identifiable.
- Student, course and level details are structured fields, so cohort and course performance can be grouped and compared directly.
- A student case carries registration documents and their approval states, so an incomplete file surfaces before the term starts.
What installing it configures
Every number below is what this package actually provisions in your workspace.
Your workspace speaks your industry
The package renames the generic CRM objects so screens, reports and permissions read the way your team already talks.
The pipeline your work already follows
Enrollment Pipeline
Cases and documents
Operational case types and the document types tracked against them, each with its own approval state.
- Student Enrollment
- ID document
- Education document
- Signed registration form
- Payment receipt
- Placement test result
- Certificate
- Guardian consent
AI that knows your industry
The assistant is briefed with this vertical's context, so its suggestions use your terms rather than generic CRM language.
This workspace is an education / training center. Contacts are students; leads are applicants; products are courses; deals are enrollments; operational cases are student enrollment files with a tuition amount.
Start with Education / Training Center configured from day one
Create a workspace, install the package, and the fields, pipeline, reports and dashboards described here are in place before you add your first record.