Enroll, Engage, and Retain Students with a
Smarter CRM
From first inquiry through graduation and beyond, manage every student touchpoint, admissions workflow, and alumni relationship in one platform built for schools, colleges, and training providers.
0%
Higher Enrollment Yield
Through automated nurture sequences
0%
Less Admin Time
On application processing
0x
More Alumni Engagement
With targeted outreach campaigns
0%
Better Retention Rates
Via early intervention alerts
Core Capabilities
Everything you need for
education.
Purpose-built features that address the unique challenges of the education industry.
Admissions Pipeline Management
Track every applicant from first inquiry through enrollment with stage-based workflows and automated communications.
- Visual pipeline with stages for inquiry, application, review, offer, and enrollment
- Automated email and SMS sequences triggered by stage transitions
- Application scoring rubrics with weighted criteria
- Bulk communication tools for applicant cohorts
- Real-time yield tracking dashboards by program and term
Student Lifecycle Tracking
Follow each student from enrollment through graduation with academic milestones, engagement scoring, and retention alerts.
- Unified student profile with academic, financial, and engagement data
- Automated at-risk alerts based on attendance and grade patterns
- Milestone tracking for credits completed, GPA thresholds, and degree progress
- Advisor assignment and caseload management tools
- Integration with SIS and LMS platforms for data synchronization
Course & Program Management
Organize course catalogs, manage enrollment caps, and track program-level metrics from a central hub.
- Searchable course catalog with prerequisites and capacity tracking
- Waitlist management with automated notifications when seats open
- Program-level enrollment and completion dashboards
- Instructor assignment and schedule coordination
- Curriculum version control for accreditation documentation
Alumni & Donor Relations
Keep graduates engaged with targeted outreach, event invitations, and giving campaigns managed from the same platform.
- Alumni directory with career tracking and contact updates
- Segmented outreach campaigns by graduation year, program, or giving history
- Event management for homecoming, reunions, and networking mixers
- Donation tracking with tax-receipt generation
- Mentorship matching between alumni and current students
Multi-Channel Communication Hub
Reach students, parents, and alumni through email, SMS, in-app messages, and social channels from one inbox.
- Unified inbox aggregating email, SMS, and portal messages
- Template library with merge fields for personalized mass communications
- Scheduled send and timezone-aware delivery optimization
- Communication history stored on every contact record
- Opt-in and opt-out management for regulatory compliance
Enrollment Analytics & Reporting
Visualize enrollment funnels, retention cohorts, and campaign performance with real-time dashboards.
- Funnel analysis from inquiry to enrolled student by source and program
- Cohort retention charts comparing term-over-term persistence
- Campaign ROI tracking linking marketing spend to enrolled students
- Custom report builder with drag-and-drop fields
- Scheduled report delivery to leadership and department heads
Trust & Compliance
Enterprise-grade security,
industry-specific compliance.
Use Cases
How education teams
use Leadify.
University Admissions Office
Automate application review workflows, nurture admitted students toward deposit, and track yield by program to optimize recruiting strategy.
K-12 School District
Manage family inquiries, enrollment lotteries, and re-enrollment campaigns across multiple campuses from a single district-level dashboard.
Professional Training Provider
Track leads from marketing campaigns, manage cohort-based enrollments, and collect post-course feedback to improve program offerings.
Alumni & Advancement Office
Segment alumni by engagement level, run targeted fundraising campaigns, and track lifetime giving to strengthen institutional support.
“Before Leadify, our admissions team was drowning in spreadsheets and missed follow-ups. Now every inquiry is automatically nurtured, and our enrollment yield jumped meaningfully in just one cycle.”
Dr. Karen Liu
VP of Enrollment Management, Westfield University
FAQ
Education CRM,
answered.
Integrations
Connects with the tools
education teams already use.
Native two-way sync with the core systems that run your education operations — no brittle Zaps, no duplicate data, no manual exports.
Student Information Systems
- Banner, PeopleSoft, PowerSchool
- Ellucian & Jenzabar
- Workday Student
Learning & Comms
- Canvas, Blackboard, Moodle
- Zoom & Microsoft Teams
- Slate admissions
Forms & Payments
- Common App & SOPHAS
- Flywire & TransferMate tuition
- Formstack & Typeform
More solutions for education teams.
Transform How Your Institution Manages Student Relationships
See how Leadify helps schools and universities boost enrollment, retention, and alumni engagement.