CRM+ vs Legacy CRM

CRM+

Legacy CRM

Lead Capture

Gather and manage information about potential customers to effectively facilitate the sales process

Lead Tracking

Track the status of customer leads

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Inquiry Forms

Direct links to inquiry and application forms that can be embedded on websites

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To-do list

Organize and track tasks efficiently

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Automated task generation

System generated tasks so that no lead ever falls through the cracks

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Multi-Location Management

Prevents duplicate entries across multiple locations

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Configurable Lead Routing

Options for a centralized or decentralized enrollment team

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Journeys

Configure and orchestrate tailored customer journeys for each stage of the inquiry process

Automated Journeys

Automate follow-up emails, texts and task assignments

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Business Rules

Include automated actions, decisions, delays, and more

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Drag-and-Drop Automation

Use drag-and-drop functionality to create customized journeys for each stage

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Communication

Communicate across channels and enhance customer interactions

Basic Email Functionality

Keep leads engaged via email

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Email Templates

Create, modify, and send email templates with EasyBuilder for flexible designs

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Notes

Capture customer interactions and insights for informed decisions and personalized service

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Waitlist

Manage waitlists to prioritize and coordinate customer or resource allocation

Tour Scheduling

Schedule and review tours directly from the system

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Enrollment Management

Enroll children and link CRM records to existing profiles

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Reporting

Review lead conversion and other metrics

Reporting Tools

Review and analyze key metrics related to leads and tasks

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Conversions

Measure conversion ratios from inquiry to tour and then tour to enrollment

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PPC Tracking

Track digital ad effectiveness by capturing UTM parameters to attribute leads to specific campaigns

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