| Price | Price | Price | Price | Price |
| Monthly Subscription Pricing | $3,499 | $5,499 | $8,849 | $9,750 | Contact Sales |
| Discounted Annual Subscription Pricing | $3,324 | $5,224 | $8,407 | $9,263 |
| Usage Credits | $1,000 | $1,500 | $2,000 | $2,000 |
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| Max Users | 5 | 25 | Unlimited | Unlimited | Unlimited |
| Max Records | 10000 | 25000 | 100000 | Unlimited | Unlimited |
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| Included | Included | Included | Included | Included |
AI Employees  |  | | | | |
Voice AI  Voice AIProvides an AI-powered virtual receptionist that answers calls, understands natural-language requests, and responds with human-like speech. It can screen callers, gather key information, and route calls to the right person or department. Voicemails are automatically transcribed and logged for easy follow-up. | | | | | |
| GMB Messaging GMB MessagingIntegrates your Google My Business chat so you never miss inquiries from your Maps and Search listings. AI Employees reply instantly to customer questions about hours, services, or locations, improving response time and lead capture. All incoming messages are logged, tagged, and can trigger downstream workflows. | | | | | |
| Web Chat Web ChatEmbeds a customizable chat widget on your website to greet visitors and answer FAQs in real time. The AI can handle routine questions, collect visitor details, and escalate complex requests to live staff. You can configure proactive prompts and canned responses to guide visitors toward key pages or conversions. |  | | | | |
| Facebook Messenger Facebook MessengerConnects your Facebook page inbox so AI Employees can automatically reply to comments, direct messages, and inquiries. The system supports rich media—images, buttons, and quick replies. Conversations feel interactive and on-brand. Conversation history is synchronized with your CRM for seamless lead tracking. | | | | | |
2 Way Text & Email Conversation 2 Way Text & Email ConversationEnables seamless, two-way messaging over both SMS and email from a single inbox. AI Employees understand context and keep track of each conversation thread, so follow-ups and replies always feel personalized. You can also tag, route, and trigger automated workflows based on keywords or message status. | | | | | |
| Text to Pay Text to PaySends secure, one-click payment links via SMS that allow students or clients to pay tuition, fees, or invoices instantly. Automated reminders nudge recipients who haven’t completed payment, reducing manual follow-up. All transactions are tracked and reconciled in real time within the platform. | | | | | |
| GMB Call Tracking GMB Call TrackingAssigns unique forwarding numbers to your Google My Business listing so every call is tracked and attributed. You can review detailed call logs, duration, and AI-generated summaries to measure ROI on your local search presence. Data feeds into dashboards so you can spot trends and optimize your listings. | | | | | |
| Missed Call Text Back Missed Call Text BackAutomatically texts anyone who calls outside business hours or when lines are busy, inviting them to continue the conversation via SMS. This ensures you capture every lead, even if you miss the original call. You can customize the message content and set follow-up rules for your team. | | | | | |
| WhatsApp Conversations WhatsApp ConversationsIntegrates WhatsApp Business so AI Employees can send and receive messages, images, and documents on the world’s most popular messaging app. Use approved templates and quick-reply buttons to streamline common inquiries or appointment bookings. All interactions sync back to your CRM for a complete communication history. | | | | | |
| Unlimited AI Employees Unlimited AI EmployeesRemove any cap on the number of concurrent AI agents handling conversations across all channels. Scale your automated support and outreach to match your growth without worrying about seat or usage limits. Every new AI Employee inherits your brand voice, workflows, and integrations automatically. | | | | | |
Reporting | | | | | |
| Live Insights Live InsightsGet up-to-the-second metrics on your conversations, engagement, and campaign performance as they happen. Live Insights let you monitor key indicators in real time, so you can react immediately to trends or issues. You can even set threshold alerts to notify you when values exceed or drop below your targets. | | | | | |
| Conversation Insights Conversation InsightsDive deep into how your AI Employees and live agents communicate with prospects and students. Conversation Insights analyze message volume, response times, and sentiment to help you fine-tune scripts and workflows. Spot bottlenecks or common questions so you can improve both efficiency and satisfaction. | | | | | |
| Dashboards DashboardsVisualize all your most important data in one place with fully customizable dashboards. Pick from widgets showing metrics like enrollment rates, revenue, or support tickets, and arrange them exactly how your team needs. Dashboards can be shared or scheduled for automatic exports to keep stakeholders in the loop. | | | | | |
| Data Platform Data PlatformCentralize every data point—from chats and calls to payments and marketing—into a secure, unified repository. The Data Platform ingests information from all your channels and external systems, eliminating the need for manual exports. Feed that clean data into custom reports or downstream BI tools without juggling multiple spreadsheets. | | | | | |
| Analytics AnalyticsLeverage built-in analytical tools to uncover patterns, correlations, and trends across your operations. Analytics offers cohort breakdowns, trend-line views, and side-by-side comparisons to measure performance over time. You can export findings or connect directly to your own data warehouse for deeper exploration. | | | | | |
| Revenue Intelligence Revenue IntelligenceTrack every dollar with visibility into total receipts, pipeline value, and average transaction size. Revenue Intelligence ties together payment, proposal, and membership data to give you a clear financial picture. Use these insights for forecasting revenue and pinpointing areas where you might be leaking income. | | | | | |
| CRM Analytics CRM AnalyticsGain a clear view of your lead and student management by monitoring conversion rates, time-to-contact, and lifecycle stages. CRM Analytics lets you drill down by department or individual staff member to see who’s excelling—and where follow-up processes need tightening. Optimize your outreach strategy based on real performance data. | | | | | |
| Reputation Data Reputation DataCollect and analyze review scores and sentiment from sources like Google, Facebook, and industry-specific sites. Reputation Data tracks trends in your average ratings over time and sends alerts for any negative feedback. Armed with this information, you can address concerns proactively and protect your brand’s reputation. | | | | | |
| Marketing Analytics Marketing AnalyticsMeasure the effectiveness of your email, SMS, and ad campaigns by tracking open, click, and conversion rates. Marketing Analytics lets you compare performance across audiences and channels, identify your top-performing segments, and run A/B tests. Apply those learnings to refine your messaging and maximize ROI. | | | | | |
| Social Media Data Social Media DataMonitor engagement, reach, and follower growth on Facebook, Instagram, LinkedIn, Twitter, and more. Social Media Data gathers post-level metrics and sentiment analysis so you can see which content resonates best. Schedule automated digests or export reports to keep your marketing team aligned. | | | | | |
| SEO Analytics SEO AnalyticsKeep tabs on your organic search performance by tracking keyword rankings, impressions, and click-through rates. SEO Analytics integrates with Google Search Console and other tools for a full picture of your site’s visibility. Identify high-potential keywords and optimize pages based on real-world traffic and conversion data. | | | | | |
| Departmental Data Departmental DataBreak down performance metrics by department—admissions, financial aid, advising, etc.—to see each team’s impact on your goals. Departmental Data lets you compare workload, response times, and outcomes across units. Use these insights to allocate resources where they’ll drive the greatest improvement. | | | | | |
| Students Outcomes Data Students Outcomes DataTrack key student success indicators—enrollment completion, retention rates, graduation timelines, and more—in one consolidated report. Students Outcomes Data connects academic progress with engagement and support metrics to give you a holistic view of each student’s journey. Leverage this data to identify at-risk students and deploy targeted interventions. | | | | | |
Departmental Frameworks and Recipes | | | | | |
| Admissions Outreach Workflow Admissions Outreach WorkflowProvides a step-by-step sequence of emails, texts, and call reminders designed to engage prospective students at optimal times. It includes customizable messaging templates, automated triggers, and follow-up rules to ensure no inquiry falls through the cracks. Departments can tailor each step to match their brand voice and enrollment goals. | | | | | |
| Financial Aid Communication Plan Financial Aid Communication PlanOutlines a complete messaging cadence to guide applicants through every stage of the financial aid process. Includes templated reminders for document submission, award notifications, and follow-up calls—automatically timed to keep students informed. This reduces manual effort and ensures a consistent, transparent aid experience. | | | | | |
| Student Retention Playbook Student Retention PlaybookOffers a proactive engagement framework to identify and support at-risk students before they disengage. It combines early-warning alerts, check-in scripts, and automated outreach to advisors and students. By following these steps, teams can intervene swiftly and improve overall retention rates. | | | | | |
| Career Services Follow-up Templates Career Services Follow-up TemplatesDelivers ready-to-use email and SMS templates for career counseling appointments, job-fair invitations, and employer communications. Each template includes personalization tokens and suggested timing to boost response and participation. Career services can quickly adapt the content to different industries or student segments. | | | | | |
| Enrollment Funnel Framework Enrollment Funnel FrameworkMaps the full recruitment journey—from initial inquiry through application and enrollment confirmation—with stage-specific messaging and actions. It details segmentation rules, timing guidelines, and task assignments to keep prospects moving forward. This framework can be replicated across programs for consistent pipeline management. | | | | | |
| Re-Engagement Strategy Templates Re-Engagement Strategy TemplatesProvides a toolkit of email sequences, SMS nudges, and retargeting suggestions aimed at rekindling interest from inactive or lapsed leads. Each recipe specifies messaging variants, cadence, and performance benchmarks to optimize re-engagement. Marketing teams can deploy these templates to win back potential students who have gone quiet. | | | | | |
| Marketing Automation Recipes Marketing Automation RecipesBundles proven automation “recipes” for common campaigns—open-house invites, program launches, scholarship alerts, and more. Each recipe lays out triggers, audience segments, content variants, and success metrics. Implementing these recipes streamlines campaign setup and maintains best-practice consistency. | | | | | |
| Program-Specific Communication Plans Program-Specific Communication PlansOffers customized messaging blueprints for each academic program, highlighting unique selling points, prerequisites, and career outcomes. Plans include channel recommendations, content themes (industry spotlights, alumni stories), and timing guidance. This ensures program outreach speaks directly to its ideal audience. | | | | | |
| Faculty Feedback Loops Faculty Feedback LoopsEstablishes structured processes and message templates for gathering and acting on faculty input—curriculum suggestions, performance notes, resource requests, etc. It includes survey prompts, automated reminders, and escalation paths for unresolved issues. This framework keeps communication channels open and drives continuous improvement. | | | | | |
| Graduation Readiness Checklists Graduation Readiness ChecklistsProvides a detailed list of academic, financial, and administrative milestones students must meet before graduation. The checklist is paired with automated reminders and progress-tracking dashboards for both students and advisors. This reduces last-minute surprises and helps keep graduation timelines on track. | | | | | |
| Department Goal-Setting Models Department Goal-Setting ModelsPresents SMART-based goal templates complete with examples, key-result trackers, and review schedules. Departments can define objectives—enrollment targets, retention benchmarks, revenue goals—and assign measurable metrics. Regular automated prompts ensure teams stay aligned and adjust tactics as needed. | | | | | |
| Student Lifecycle Journey Maps Student Lifecycle Journey MapsVisualizes every phase of the student experience—from awareness and application through enrollment, retention, and alumni engagement. Each stage is annotated with recommended touchpoints, responsible teams, and success metrics. These maps help coordinate cross-departmental efforts and optimize the overall student experience. | | | | | |
Students | | | | | |
| View and Manage Complete Student Profiles View and Manage Complete Student ProfilesEach student record consolidates demographic details, enrollment status, contact information, and custom fields into a single, easy-to-navigate profile. You can update records on the fly, upload documents, and attach relevant files—all in one place. Having this 360° view ensures every team member has the latest information at their fingertips. | | | | | |
| Track Communication and Engagement History Track Communication and Engagement HistoryAutomatically log every email, text, call, and chat interaction under each student’s timeline, giving you full visibility into past conversations. You can filter by channel, date, or keyword to quickly find specific outreach or follow-ups. This complete audit trail helps you understand what’s been said and plan your next best step. | | | | | |
| Monitor Academic Progress and Milestones Monitor Academic Progress and MilestonesSet and track key educational benchmarks—course completions, credit hours earned, GPA thresholds, and more—directly within each profile. Automated alerts notify advisors and students when milestones are approaching or overdue. This proactive oversight helps you identify students who may need additional support long before they fall behind. | | | | | |
Access Notes from Staff or Advisors
Access Notes from Staff or AdvisorsCentralize all advisor, instructor, and staff notes in a single, searchable section of the student profile. Notes are timestamped, tagged by department, and permission-controlled so sensitive information stays secure. By capturing every conversation and observation, your team can collaborate more effectively and maintain continuity of care. | | | | | |
Link Students to Specific Journeys or Workflows
Link Students to Specific Journeys or WorkflowsAssign students to predefined workflows—such as orientation, financial aid processing, or career coaching—and monitor their progress through each step. Each journey template includes automated messaging, task assignments, and deadline tracking to keep things on schedule. This ensures that every student receives the right support at the right time. | | | | | |
| Segment Students by Tags, Status, or Custom Fields Segment Students by Tags, Status, or Custom FieldsCreate dynamic student lists using tags (e.g., 'at-risk,' 'honors,' 'veteran'), enrollment status, or any custom attribute you define. Segmented groups power targeted communications, specialized reporting, and tailored interventions. You can even combine multiple criteria to hone in on very specific subpopulations. | | | | | |
View Attendance or Interaction Timelines
View Attendance or Interaction TimelinesSee a chronological timeline of every touchpoint—class attendance records, advising sessions, event check-ins, and digital interactions. This visual history helps you spot patterns (like consecutive absences) and correlate engagement with academic outcomes. Having that context makes it easier to personalize outreach and support. | | | | | |
Flag Students for Special Follow-Up
Flag Students for Special Follow-UpMark individual profiles with custom flags—such as 'needs academic support,' 'financial hold,' or 'mentorship candidate'—to draw attention to urgent cases. Flags trigger automated alerts and task assignments so no critical follow-up slips through the cracks. Your team can then prioritize high-impact interventions with clear accountability. | | | | | |
Assign Students to Specific Departments or Teams
Assign Students to Specific Departments or TeamsRoute students automatically to the right department or staff member based on program, geography, or support need. Each assignment creates individual ownership, ensuring clear communication channels and service responsibilities. This alignment minimizes handoff delays and improves overall response times. | | | | | |
Student Journeys | | | | | |
| Automate Onboarding Steps for New Students Automate Onboarding Steps for New StudentsAutomatically guide new enrollees through each required step—orientation invites, document submissions, and account setups—without manual intervention. Journeys trigger prebuilt messages and tasks based on enrollment date, ensuring every student moves smoothly from sign-up to first class. Departments can adjust the sequence or timing to match their unique onboarding process. | | | | | |
Map Out Communication Workflows Map Out Communication WorkflowsVisually design end-to-end messaging flows that define how and when students receive emails, texts, or calls. You can drag-and-drop decision points, delays, and conditional branches—such as 'if document received, then send welcome packet'—to tailor each journey. This clear roadmap makes it easy to review, optimize, or share your workflows with colleagues.
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Assign Actions Based on Behavior or Status Assign Actions Based on Behavior or StatusSet up rules that automatically kick off follow-up tasks when students hit milestones or drop off—like scheduling an advisor call if they miss three assignments. Actions can include sending reminders, updating profile tags, or notifying staff via email or SMS. By reacting in real time to student behavior, you keep engagement high and prevent issues before they escalate.
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| Personalize Student Experiences Personalize Student ExperiencesDynamically insert student-specific details—program, advisor name, milestone dates—into every message to make communications feel one-on-one. You can also vary content paths based on attributes like major, year, or language preference. This level of personalization boosts open rates, satisfaction, and overall engagement. | | | | | |
Trigger Messages Based on Journey Progress Trigger Messages Based on Journey ProgressAutomatically dispatch relevant messages when a student advances to the next stage—such as sending financial-aid reminders after application submission or congratulatory texts upon course completion. Journeys monitor each student’s progress and deliver the right content at the right moment. This ensures timely outreach without any manual scheduling.
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Integrate Tasks with Calendar, SIS, or CRM Integrate Tasks with Calendar, SIS, or CRMSeamlessly push journey-related tasks—advising appointments, document reviews, or check-ins—into external systems like Google Calendar, your Student Information System, or CRM. This two-way integration keeps everyone on the same page, avoiding duplicate entries and missed deadlines. Staff see each task in their preferred tool, while journey status stays in sync.
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Track Completion of Stages in Real Time Track Completion of Stages in Real TimeMonitor each student’s advance through the journey with live progress dashboards that show who has completed, skipped, or is pending each step. You can drill down to see exact timestamps and any error conditions that require attention. Real-time tracking lets you spot bottlenecks immediately and adjust workflows on the fly.
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Enable Intervention When Students Fall Behind Enable Intervention When Students Fall BehindAutomatically flag and notify advisors when a student misses critical steps or lags in their journey—such as skipping orientation or failing to submit key documents. You can configure escalation rules that escalate to higher-level staff if initial outreach goes unanswered. Early intervention means fewer drop-outs and a more supportive student experience.
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Calendar | | | | | |
Schedule Appointments Across Departments Schedule Appointments Across DepartmentsCentralize booking by allowing students to see and select open slots for any department in one unified calendar. Departmental managers can define service types, staff availability, and room resources, ensuring that every appointment is routed to the right team. This feature eliminates back-and-forth email chains and keeps your campus coordinated.
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| Send Automated Appointment Reminders Send Automated Appointment RemindersCut no-shows by automatically sending SMS or email reminders at configurable intervals before each meeting. You can personalize reminder messages with appointment details, location links, or preparation instructions. Automatic follow-ups free up staff time and keep your calendar running smoothly. | | | | | |
| Allow Students to Book via Public Links Allow Students to Book via Public LinksPublish shareable booking URLs so students can self-schedule on their own time—no login required. Links respect staff or department availability, buffer times, and blackout dates you define. This on-demand scheduling boosts conversion and student satisfaction. | | | | | |
| Integrate with Google or Outlook Calendars Integrate with Google or Outlook CalendarsKeep everyone in sync by two-way syncing events with Google Calendar or Microsoft Outlook. New appointments in Campus Admin AI appear instantly in personal calendars, and external changes (like cancellations) update back in the platform. This seamless integration prevents double-bookings and manual data entry. | | | | | |
| Color-Code Event Types for Clarity Color-Code Event Types for ClarityAssign custom colors to different appointment categories—advising, financial aid, orientations, and more—for at-a-glance differentiation. Color palettes can be standardized by department or user, ensuring consistency across your team. Visual cues make it easy to scan busy schedules and spot specific event types instantly. | | | | | |
| Sync with Student Journeys and Workflows Sync with Student Journeys and WorkflowsLink calendar events directly to a student’s active journey—whether it’s onboarding, financial aid follow-up, or career coaching. When a journey step triggers an appointment, the calendar creates the event automatically and logs completion once the meeting ends. This tight integration ensures every scheduled touchpoint advances the student’s progress. | | | | | |
| Allow Multi-Staff or Team-Based Availability Allow Multi-Staff or Team-Based AvailabilityDefine availability at the team level so students can book with any available advisor, tutor, or counselor. The system automatically selects the next open staff member, balancing workloads and minimizing wait times. Teams stay flexible, and your campus maximizes resource utilization. | | | | | |
| View by Day, Week, or Custom Range View by Day, Week, or Custom RangeSwitch effortlessly between daily, weekly, or custom date-range views to plan both micro and macro schedules. Filter by department, staff member, or event type to focus on relevant appointments. Custom views let you drill into busy days or zoom out for long-term planning without leaving the calendar. | | | | | |
Omni Channel Conversations | | | | | |
| Consolidate Email, SMS, Web Chat, and Social Messaging Consolidate Email, SMS, Web Chat, and Social MessagingBring all inbound and outbound messages—whether they arrive by email, SMS, website chat widget, or social channels—into a single unified inbox. This eliminates the need to toggle between multiple platforms and ensures every interaction is visible to your team. By centralizing conversations, you can respond faster and maintain context across channels. | | | | | |
| Assign Conversations to Team Members Assign Conversations to Team MembersRoute each new message or inquiry to the appropriate staff member or department automatically. Assignments can be based on keywords, channel, workload, or student attributes to ensure the right person handles each conversation. Clear ownership drives accountability and prevents messages from slipping through the cracks. | | | | | |
| Use Templates for Faster Replies Use Templates for Faster RepliesCreate and store reusable message templates for common questions, procedures, or campaign scripts. Agents can insert these templates with a click, then personalize as needed—saving time without losing a human touch. Templates also help enforce brand voice and compliance standards consistently. | | | | | |
| Track All Interaction History in One Place Track All Interaction History in One PlaceLog every touchpoint—text, email, chat, and social—in a chronological thread attached to each contact’s profile. You can search or filter by date, channel, or keyword to find past discussions instantly. Having this complete history at your fingertips ensures contextual, informed follow-up. | | | | | |
| Enable Read Receipts and Response Time Tracking Enable Read Receipts and Response Time TrackingSee when recipients open your messages and measure how quickly your team replies. Read receipts give visibility into engagement, while response-time metrics help you identify bottlenecks or staffing gaps. Use these insights to set SLAs and continuously improve your service levels. | | | | | |
| Route Conversations by Topic or Department Route Conversations by Topic or DepartmentAutomatically classify incoming messages using keyword detection or AI-driven intent analysis, then forward them to the relevant team—admissions, financial aid, advising, etc. This smart routing keeps each department focused on their specialty and resolves inquiries more efficiently. You can adjust rules at any time as your workflows evolve. | | | | | |
| Trigger Workflows Directly from Messages Trigger Workflows Directly from MessagesSet up custom triggers so that specific keywords or message patterns launch automated actions—like enrolling a student in an onboarding journey, creating a support ticket, or sending a survey link. This tight integration between messaging and your broader processes streamlines operations and reduces manual handoffs. | | | | | |
| Translate Messages for Multilingual Support Translate Messages for Multilingual SupportAutomatically detect the language of incoming messages and provide real-time translations for your team. Agents can reply in their preferred language, and the system translates outbound responses back to the student’s language. This feature removes language barriers and expands your ability to support a diverse student population. | | | | | |
Web Chat | | | | | |
| Live Chat Widget for Instant Support Live Chat Widget for Instant SupportEmbed a lightweight, responsive chat widget on any page to greet visitors and answer their questions in real time. The AI can handle frequently asked questions instantly and hand off complex inquiries to live agents with full conversation context. This immediate access to support reduces drop-off and boosts engagement. | | | | | |
| Customizable Welcome Messages Customizable Welcome MessagesConfigure tailored greeting prompts based on URL, time of day, or visitor behavior—like 'Welcome! Looking for course info?'—to guide users right away. You can A/B test different messages to see which drive the most clicks or conversions. These personalized intros ensure every visitor feels recognized. | | | | | |
| Auto-Responses During Off-Hours Auto-Responses During Off-HoursKeep conversations going even when your team is offline thanks to Franklin. Franklin can confirm receipt, share self-help resources, or schedule follow-up calls for the next business day. Prospects never encounter a dead end, and no lead goes unanswered. | | | | | |
| Transfer Chats Between Agents Transfer Chats Between AgentsSeamlessly escalate or reassign active chat sessions to the most suitable team member with a single click. The full chat history and any collected data (like student ID or program interest) follows the conversation, so agents pick up right where it left off. This reduces resolution time and prevents information loss. | | | | | |
| Capture Leads Directly in the CRM Capture Leads Directly in the CRMAutomatically pull visitor details—name, email, program interest—directly from chat interactions and create or update CRM records in real time. You can map custom chat fields to CRM properties, ensuring every lead is enriched with relevant data. With this integration, follow-up tasks and nurture campaigns trigger immediately. | | | | | |
| Trigger Specific Actions Based on Chat Intent Trigger Specific Actions Based on Chat IntentUse keyword detection or AI-driven intent analysis to kick off workflows—such as sending a campus tour invite, enrolling a prospect in a drip campaign, or opening a support ticket. Actions happen instantly, driven by the visitor’s responses in chat. This tight coupling of chat and process automation speeds up your entire enrollment funnel. | | | | | |
Offer File Uploads or Attachments During Chats Offer File Uploads or Attachments During ChatsAllow visitors to upload documents—financial aid forms, ID scans, transcripts—directly within the chat window for secure, streamlined collection. Agents receive attachments instantly and can review them without switching tools. This feature simplifies paperwork gathering and keeps everything neatly stored in the conversation thread.
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Facebook Messenger | | | | | |
| Respond to Facebook Messages Within the Platform Respond to Facebook Messages Within the PlatformHandle all incoming Facebook Messenger chats directly in Campus Admin AI—no need to switch apps. The AI Employees immediately read and reply to messages, pulling up conversation history so every response is informed and consistent. All interactions are logged in the student’s profile for a complete communication record. | | | | | |
| Send Bulk Messages to Followers (With Permission) Send Bulk Messages to Followers (With Permission)Create and schedule group broadcasts—such as event invitations or program announcements—to anyone who’s opted in on your Facebook page. You can segment your audience by tags or interests, personalize merge fields, and track open and click rates. Automated compliance checks ensure you respect Facebook’s messaging rules. | | | | | |
| Auto-Reply to Inquiries Auto-Reply to InquiriesConfigure instant, AI-powered replies that trigger whenever a new message arrives—greeting prospects, answering FAQs, or directing them to resources. These auto-responses can route complex questions to live staff or launch specific workflows. By acknowledging inquiries immediately, you capture leads even outside business hours. | | | | | |
| Tag and Sort Conversations by Topic Tag and Sort Conversations by TopicUse keyword detection or manual tagging to categorize Messenger chats—like 'financial aid,' 'campus tour,' or 'technical support.' Tagged threads can be filtered, reported on, and used to trigger tailored follow-up sequences. This organizational layer ensures every inquiry is routed and resolved by the right team. | | | | | |
| Sync with Student Profiles Sync with Student ProfilesAutomatically attach each Facebook Messenger conversation to the corresponding student record in your CRM. Incoming messages enrich the profile with timestamps, message content, and engagement metrics. Your team gets full visibility into social-channel interactions alongside emails, calls, and texts. | | | | | |
| Trigger Journey Steps via Messenger Interactions Trigger Journey Steps via Messenger InteractionsDefine rules so that certain keywords or message events launch predefined student journeys—like onboarding sequences or re-engagement campaigns—right from the chat window. For example, a 'ready to enroll' message can automatically enroll the prospect in your application-reminder workflow. This seamless handoff from social chat to structured outreach keeps prospects moving forward without manual intervention. | | | | | |
Payments | | | | | |
| Accept Tuition and Fee Payments Securely Accept Tuition and Fee Payments SecurelyProcess tuition and other fees with end-to-end encryption and PCI-compliant infrastructure to keep student payment data safe. All transactions occur on secure, hosted payment pages or embedded widgets, so you never handle sensitive card details directly. Real-time validation and fraud checks reduce declined payments and chargebacks. | | | | | |
| Generate Payment Links for One-Time or Recurring Payments Generate Payment Links for One-Time or Recurring PaymentsCreate and send unique, trackable URLs that allow students to pay a one-off charge or set up automated, recurring installments. Links can be embedded in emails, texts, or invoices and pre-populate the exact amount due, reducing friction and errors. Recurring links automatically bill on your chosen schedule and notify students before each payment. | | | | | |
| Track Transaction History per Student Track Transaction History per StudentMaintain a comprehensive ledger of every payment attempt—successful, pending, or failed—tied directly to each student’s profile. You can filter by date range, payment type, or status to quickly reconcile accounts and address disputes. Detailed receipts and timestamps ensure full auditability and transparency. | | | | | |
| Automate Payment Reminders Automate Payment RemindersSet up customizable SMS and email reminders that trigger when invoices are due or past due, reducing manual follow-up. Reminder cadence, messaging templates, and escalation rules can be tailored by program or department. Automated nudges help improve on-time payments and free your staff from chasing down every late fee. | | | | | |
Offer Multiple Payment Methods Offer Multiple Payment MethodsSupport credit and debit cards, ACH/bank transfers, digital wallets, and mobile pay options in a single checkout experience. Allow students to choose their preferred payment channel without juggling multiple platforms or redirecting them offsite. Consolidated reporting shows which methods are most popular and where additional options may boost conversions.
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| Apply Discounts, Fees, or Scholarships Apply Discounts, Fees, or ScholarshipsConfigure flexible pricing rules to add service fees, early-bird discounts, or custom scholarship codes at checkout. You can apply percentage or flat-rate adjustments automatically based on student status, program, or promotional campaigns. This ensures billing accuracy while preserving transparency for both students and your finance team. | | | | | |
| Export Data for Financial Reconciliation Export Data for Financial ReconciliationDownload detailed transaction reports in CSV or Excel format for import into your accounting or ERP systems. Exports include custom fields—like program codes and department tags—and support date-range filtering to streamline month-end or quarter-end close processes. Automated scheduling can deliver these reports to key stakeholders on a regular cadence. | | | | | |
Text to Pay | | | | | |
| Send Pay-by-Text Links Send Pay-by-Text LinksQuickly generate and send secure payment links via SMS so students can complete tuition or fee payments with a single tap. These links prefill the exact amount owed and redirect payers to a PCI-compliant checkout page—no app download required. By meeting students on their preferred channel, you reduce friction and speed up collections. | | | | | |
| Track Successful vs. Pending Payments Track Successful vs. Pending PaymentsAutomatically monitor each link’s status to see which payments have cleared, which are pending, and which have failed. Real-time dashboards update as transactions process, giving your finance team immediate visibility into cash flow. This clarity helps you spot and address any issues—like declined cards—before they become bottlenecks. | | | | | |
| Automate Follow-Up Texts for Unpaid Bills Automate Follow-Up Texts for Unpaid BillsSet up rule-based reminders that re-text students who haven’t completed payment after a configurable delay. You can define multiple touchpoints (such as first reminder, final notice, and escalation) to keep communication timely without manual hassle. Automated nudges free staff time and improve on-time payment rates. | | | | | |
| Customize Messaging and Branding Customize Messaging and BrandingTailor your SMS templates with your institution’s logo, colors, and voice so payment requests feel on-brand and trustworthy. Use variable tags (student name, program, due date) to personalize each message and boost engagement. Consistent branding across channels reassures students the request is legitimate. | | | | | |
Integrate Payments into Student Journeys Integrate Payments into Student JourneysEmbed payment steps directly within your automated workflows, such as onboarding or enrollment sequences, so students receive everything in context. When a journey reaches its billing stage, the system sends the Text-to-Pay link and logs completion before advancing. This seamless linkage ensures no step is missed and every payment action propels the student forward.
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Marketing | | | | | |
| Create Email, SMS, and Ad Campaigns Create Email, SMS, and Ad CampaignsDesign and launch multi-channel outreach all from one interface—build email, SMS, and paid-media campaigns with drag-and-drop ease. You can customize messages, choose audiences, and set delivery schedules without switching tools. Campaigns populate directly into reporting dashboards once sent. | | | | | |
| Use Segmentation to Target Specific Groups Use Segmentation to Target Specific GroupsDefine customer segments based on demographics, behavior, program interest, or custom fields to ensure your message lands with the right audience. Segments auto-update as contacts meet or leave criteria, keeping your lists fresh. You can layer multiple filters for precision targeting. | | | | | |
| Analyze Open/Click Rates Analyze Open/Click RatesMonitor how many recipients open your emails or SMS and which links they click for a clear view of engagement. Drill down by segment, campaign, or time period to spot trends and underperforming content. These insights help you refine subject lines, send times, and calls to action. | | | | | |
| Schedule Recurring Messages Schedule Recurring MessagesAutomate ongoing communications—newsletters, progress check-ins, or deadline reminders—by setting up daily, weekly, or custom-interval schedules. Once configured, messages go out on your timetable without further manual effort. You can pause or adjust any schedule at any time. | | | | | |
| Manage Content and Visuals Manage Content and VisualsCentralize your library of templates, images, and branded assets so every campaign looks on-brand and polished. The media manager supports version control and approval workflows to keep content fresh and compliant. Teams can collaborate in real time, leaving comments or marking favorites. | | | | | |
| Track Campaign ROI and Engagement Track Campaign ROI and EngagementTie every campaign back to real outcomes—applications submitted, enrollments, or revenue generated—by linking your outreach to downstream metrics. The ROI dashboard shows cost per lead and cost per enrollment, helping you allocate budget where it drives the greatest impact. You can export these figures for finance or leadership reviews. | | | | | |
Use A/B Testing for Optimization Use A/B Testing for OptimizationRun head-to-head tests on subject lines, send times, or message copy to identify the highest-performing variants. The system automatically splits your list, measures performance, and declares a winner based on your chosen metric. You’ll gain confidence that future campaigns use proven tactics.
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| Coordinate with Events or Application Deadlines Coordinate with Events or Application DeadlinesSync your marketing calendar with key dates, such as open houses, scholarship deadlines, or program start dates, to automate countdown reminders and event invitations. When an event is added or a deadline shifts, campaign schedules update automatically. This keeps your outreach timely and reduces last-minute manual adjustments. | | | | | |
Sites | | | | | |
| Build Microsites or Landing Pages Build Microsites or Landing PagesQuickly spin up dedicated microsites or landing pages—no coding required—using an intuitive drag-and-drop editor. Each page is mobile-responsive by default and can be tied to specific campaigns or programs to maximize relevance. Microsites host targeted content that drives conversions without impacting your main website’s infrastructure. | | | | | |
| Customize Templates for Departments Customize Templates for DepartmentsGive every department its own branded template library—complete with logos, color schemes, and content blocks—so teams can launch pages consistently and autonomously. Templates lock in key design elements while still allowing marketers to swap in fresh images, copy, or CTAs. This balance of control and flexibility speeds up deployment and enforces brand standards. | | | | | |
| Track Site Visits and Conversions Track Site Visits and ConversionsEmbed lightweight analytics scripts to monitor visitor behavior—from pageviews and bounce rates to form submissions and button clicks—in real time. Dashboards break down traffic sources, user paths, and conversion funnels so you can pinpoint what’s working and where prospects drop off. Use these insights to iterate on page design, messaging, and promotional channels. | | | | | |
| Embed Forms for Lead Capture Embed Forms for Lead CaptureDrag-and-drop custom forms onto any page to collect inquiries, applications, or newsletter sign-ups. Form entries feed directly into your CRM and student journeys, triggering automated follow-up workflows without manual data entry. Conditional logic fields ensure you only ask relevant questions, improving completion rates. | | | | | |
| Optimize for SEO Optimize for SEOManage on-page SEO settings—titles, meta descriptions, header tags, and image alt text—right alongside your content editor. Automated sitemaps and schema markup boost discoverability, while built-in keyword suggestions help you target high-value search terms. Regular audits surface broken links or missing tags so you stay ahead of Google’s ranking criteria. | | | | | |
| Publish Student Testimonials or Blog Content Publish Student Testimonials or Blog ContentMaintain a dynamic content hub with a built-in CMS for blog posts, news updates, and student success stories. Schedule publications in advance, moderate comments, and categorize posts by program or topic. Fresh content keeps your site engaging, demonstrates social proof, and supports SEO efforts. | | | | | |
| Use Call-to-Action Buttons for Bookings or Payments Use Call-to-Action Buttons for Bookings or PaymentsAdd customizable CTA buttons—like 'Book a Tour' or 'Pay Now'—anywhere on your pages to drive visitors straight to scheduling widgets or payment links. Track click-through rates on each button to see which placements and copy perform best. With one-click actions, you reduce friction and accelerate prospects toward conversion. | | | | | |
Reputation Management | | | | | |
| Monitor Reviews Across Google, Facebook, and Others Monitor Reviews Across Google, Facebook, and OthersAutomatically aggregate student and prospect reviews from major platforms—Google My Business, Facebook, Yelp, and more—into one unified feed. This centralized view ensures you never miss a new rating or comment, even across multiple locations or profiles. You can filter by source, star rating, or keyword to focus on what matters most. | | | | | |
| Respond to Reviews Directly from the Dashboard Respond to Reviews Directly from the DashboardReply to positive praise or address concerns without ever leaving the platform. Your team can craft, approve, and post responses to any review, keeping your brand voice consistent and timely. All replies are logged and timestamped for full visibility into your engagement history. | | | | | |
| Track Sentiment Trends Over Time Track Sentiment Trends Over TimeVisualize how your overall reputation is evolving with trend lines that separate positive, neutral, and negative feedback. Sentiment analysis flags common themes—like 'staff helpfulness' or 'campus cleanliness'—so you know which areas to celebrate or improve. Regular reports help you benchmark against past performance and industry standards. | | | | | |
| Request Reviews via SMS/Email Request Reviews via SMS/EmailSend automated review invitations to students and alumni at key moments—after orientation, graduation, or support interactions. Personalize each request with program details and direct links to your chosen review sites. Higher review volume and variety boosts your online credibility and search visibility. | | | | | |
| Get Alerts for Negative Feedback Get Alerts for Negative FeedbackReceive instant notifications whenever a review falls below your defined star threshold or contains critical keywords. Early alerts let you respond swiftly to dissatisfied students, potentially turning a negative experience into a positive one. Escalation rules can route these alerts to senior staff for immediate follow-up. | | | | | |
| Analyze Review Impact on Enrollment Analyze Review Impact on EnrollmentCorrelate your reputation metrics with application and enrollment data to see how online sentiment drives real-world results. Compare conversion rates and drop-off points before and after major review campaigns or reputation events. These insights help you prioritize reputation-building initiatives that directly fuel growth. | | | | | |
Social Planner | | | | | |
| Schedule Posts Across Facebook, Instagram, LinkedIn, etc. Schedule Posts Across Facebook, Instagram, LinkedIn, etc.Compose a single post and queue it to publish natively on all major social networks—Facebook, Instagram, LinkedIn, and more—without logging into each platform. The scheduler automatically applies the correct formatting and optimal post times for each channel. This centralized workflow saves time and ensures consistent messaging across your social presence. | | | | | |
| Preview Post Layouts Preview Post LayoutsSee exactly how your content will appear in each feed—image crops, text truncation, and CTA buttons—before it goes live. Side-by-side previews for multiple networks help you catch design or copy issues early. Adjustments can be made in real time, so every post looks polished and on-brand. | | | | | |
| Tag Posts by Campaign or Department Tag Posts by Campaign or DepartmentAssign custom tags—like 'Fall Enrollment' or 'Admissions Outreach'—to organize content by initiative or team. Tagged posts can be filtered in reporting dashboards to measure the performance of specific campaigns or departmental efforts. This makes it easy to demonstrate ROI and optimize strategies for each segment. | | | | | |
| View Calendar of Upcoming Content View Calendar of Upcoming ContentGet a bird’s-eye view of your entire social media schedule with an interactive calendar showing dates, times, channels, and post statuses. Drag-and-drop functionality lets you reschedule or shuffle posts to accommodate last-minute changes or special events. Color-coded categories highlight content types so you can spot gaps or overlaps at a glance. | | | | | |
| Analyze Engagement Metrics Analyze Engagement MetricsTrack likes, shares, comments, click-throughs, and follower growth across all channels in one unified analytics dashboard. Trend lines and heat maps reveal which content resonates most with your audience. Export or automate regular reports to share insights and inform future content strategies. | | | | | |
| Store Content Templates and Media Store Content Templates and MediaMaintain a library of pre-approved templates and digital assets—images, videos, GIFs, and graphics—for easy reuse. Teams can duplicate and customize these assets to speed up post creation while enforcing brand guidelines. Version control and usage history ensure everyone works from the latest, compliant materials. | | | | | |
| Collaborate with Teams on Content Creation Collaborate with Teams on Content CreationWork together in real time on draft posts with built-in comments, edit tracking, and approval workflows. You can assign tasks to team members, set deadlines, and lock in final copy and designs before scheduling. This collaborative environment eliminates endless email threads and keeps your social calendar moving. | | | | | |
CRM | | | | | |
| Store Detailed Lead and Student Data Store Detailed Lead and Student DataKeep every prospect and student record in a single, centralized database with contact information, program interests, and enrollment status. Custom fields allow you to capture additional details so your team has all the context they need. With data validation and duplicate detection, you’ll maintain clean, reliable records as your roster grows. | | | | | |
| Track All Interactions and Touchpoints Track All Interactions and TouchpointsAutomatically log every email, text message, call, chat session, and form submission against each contact’s timeline. You can filter or search by channel, date, or keyword to quickly find past conversations and actions. This comprehensive audit trail ensures you always know exactly when and how someone engaged with your institution. | | | | | |
| Assign Contacts to Staff Members Assign Contacts to Staff MembersRoute new leads and students to the right advisor or department automatically based on criteria like program interest, geography, or workload. Manual reassignment is just as easy—click a dropdown to transfer ownership when responsibilities shift. Clear ownership means each contact has a dedicated point of contact, reducing confusion and speeding up follow-up. | | | | | |
| Automate Follow-Ups Based on Stage Automate Follow-Ups Based on StageSet up stage-based triggers so that when a lead moves from 'Inquiry' to 'Application' (or any custom stage), the system automatically sends reminder emails, schedules calls, or creates follow-up tasks. You define the timing and content of each interaction, ensuring no opportunity slips through the cracks. This hands-off approach keeps your team focused on high-value conversations. | | | | | |
| View Pipeline of Inquiries to Enrollments View Pipeline of Inquiries to EnrollmentsVisualize your entire recruitment funnel using a Kanban-style board or chart that shows the number of contacts in each stage, from initial inquiry to enrollment. Drag and drop records to update stages manually, or let automated workflows advance contacts for you. Pipeline visibility helps you forecast enrollment numbers and identify where prospects tend to stall. | | | | | |
| Add Notes, Tags, and Custom Fields Add Notes, Tags, and Custom FieldsEnrich each contact record with free-form notes, standardized tags (e.g., 'at-risk,' 'scholarship candidate'), and any custom fields you choose, such as test scores or campus tour attendance. Tagging and custom fields empower you to segment contacts for targeted campaigns or specialized reporting. Notes are timestamped and permission-controlled, preserving privacy and continuity across your team. | | | | | |
| Generate Reports by Status or Source Generate Reports by Status or SourceQuickly spin up reports that break down your contact database by lead stage, enrollment status, referral source, or any custom attribute. Use built-in templates or build your own, then export to CSV or schedule automated email delivery to stakeholders. These insights help you measure the effectiveness of each outreach channel and refine your recruitment strategy. | | | | | |
Surveys | | | | | |
| Create Custom Surveys and Polls Create Custom Surveys and PollsDesign tailored feedback forms with a drag-and-drop builder that supports multiple-choice, open-ended, rating scales, and more. Preview surveys on desktop and mobile before publishing via web link, email, or SMS. Save and share templates so departments can replicate successful survey designs instantly. | | | | | |
| Automate Survey Sending Post-Interaction Automate Survey Sending Post-InteractionTrigger survey delivery automatically after key touchpoints—such as appointment completions, chat support sessions, or payment confirmations. Surveys are sent via the student’s preferred channel (email or SMS) without manual effort. This ensures timely feedback collection when experiences are still fresh. | | | | | |
| Track Response Rates and Satisfaction Scores Track Response Rates and Satisfaction ScoresMonitor completion percentages and average satisfaction ratings in real time from a centralized dashboard. Filter by survey, department, or date range to identify which initiatives are driving the most engagement. Set up threshold alerts to notify you if response rates dip below your targets. | | | | | |
| Export Data for Deeper Analysis Export Data for Deeper AnalysisDownload raw survey responses and metadata (timestamps, respondent IDs, channel) in CSV or Excel format for import into BI tools or statistical software. Exports can be scheduled automatically or run on demand with custom filters. This flexibility lets analysts dive into granular data without manual extraction hassles. | | | | | |
| Branch Questions Based on Previous Answers Branch Questions Based on Previous AnswersImplement conditional logic that dynamically shows or hides questions depending on earlier responses. Create multiple survey paths—for example, ask program-specific follow-ups only if a student selects that program. This keeps surveys concise and relevant, improving completion rates. | | | | | |
Analyze Trends by Department or Campaign Analyze Trends by Department or CampaignSegment survey results by department, program, or marketing campaign to compare satisfaction and feedback themes. Visual trend lines highlight improvements or areas of decline over time. These insights help you pinpoint which teams or initiatives need additional attention and which are excelling.
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Automation | | | | | |
| Build Workflows for Communication and Tasks Build Workflows for Communication and TasksDesign custom workflows that string together messages, tasks, and reminders in a single visual canvas. You can drag and drop steps—like sending an email, creating a follow-up task, or updating a student’s profile—and connect them with arrows to define your process. This unified builder ensures every step happens in the right order without any manual coordination. | | | | | |
| Trigger Actions Based on Student Behavior Trigger Actions Based on Student BehaviorAutomatically initiate follow-up actions whenever a student engages (or doesn’t engage) with your content—such as clicking a link, missing a deadline, or attending an event. You define the behavioral triggers and the system carries out the next steps for you. This ensures timely, relevant outreach that responds directly to each student’s journey. | | | | | |
| Auto-Tag, Assign, or Message Students Auto-Tag, Assign, or Message StudentsUse rules to automatically tag profiles, assign them to the correct advisor, or send tailored messages when they enter specific stages. For example, a new inquiry could be tagged 'Prospect' and routed to your admissions team in one step. By handling these routine assignments automatically, your staff can focus on high-value interactions. | | | | | |
Use Delays and Conditional Logic Use Delays and Conditional LogicInsert timed delays or 'if-then' branches into your workflows to control pacing and personalization. You might wait two days before a reminder or branch based on a student’s program choice. These conditional waits keep your communications from feeling robotic and allow you to adapt each path to real-time circumstances.
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| Reduce Manual Tasks and Follow-Ups Reduce Manual Tasks and Follow-UpsAutomate repetitive tasks—like logging calls, updating statuses, or sending standard emails—so your team spends less time on data entry and more time on strategic work. Built-in automation rules handle the bulk of follow-up work in the background. This efficiency boost leads to faster responses and fewer missed opportunities. | | | | | |
| Sync with Calendars, Surveys, and Payments Sync with Calendars, Surveys, and PaymentsSeamlessly integrate your workflows with other platform modules—automatically schedule calendar events, dispatch post-interaction surveys, or trigger payment links as part of the same sequence. Data flows bidirectionally, so when a student completes a survey or pays an invoice, the workflow advances without manual updates. These cross-module connections create truly end-to-end automation. | | | | | |
| Run Recurring Messages or Campaigns Run Recurring Messages or CampaignsSet up recurring schedules for routine communications—like weekly check-ins, monthly newsletters, or quarterly satisfaction surveys—once and let the system handle the rest. You choose the frequency, audience, and message content, and the platform repeats the campaign on autopilot. This consistency keeps your outreach steady and hands-free. | | | | | |
Invoice | | | | | |
| Generate and Send Branded Invoices Generate and Send Branded InvoicesDesign and send fully customized invoices that reflect your institution’s branding—logo, colors, and messaging—directly from the platform. Invoices can be delivered via email or SMS with a secure payment link embedded. Recipients click once to view and pay, streamlining the billing process and enhancing brand consistency. | | | | | |
| Add Line Items for Fees or Services Add Line Items for Fees or ServicesBreak down charges into detailed line items—tuition, lab fees, activity costs, or one-off service charges—to give students full transparency on what they’re being billed. You can apply taxes, discounts, or scholarship adjustments at the line-item level. This granular approach reduces disputes and supports clear financial records. | | | | | |
| Track Paid vs. Unpaid Balances Track Paid vs. Unpaid BalancesMonitor the status of every invoice in real time, distinguishing fully paid, partially paid, and outstanding balances. A clear dashboard highlights which accounts need attention and aging details for past-due amounts. Instant visibility into payment status helps finance teams prioritize collections. | | | | | |
| Send Reminders or Past-Due Notices Send Reminders or Past-Due NoticesAutomatically trigger reminder emails or SMS messages based on configurable schedules—such as one week before due date, on the due date, and after it passes. Messages can include updated balances, payment links, and personalized notes. This automation keeps your receivables top of mind without manual outreach. | | | | | |
| Connect Payments Directly Connect Payments DirectlyLink each invoice to your payment infrastructure so students can pay with credit/debit cards, ACH, or digital wallets right from the invoice view. Once payment processes, the invoice status updates instantly, and receipts are generated automatically. This end-to-end connection minimizes errors and accelerates cash flow. | | | | | |
| Export Invoices for Accounting Export Invoices for AccountingDownload comprehensive invoice reports—with line-item details, payment statuses, and timestamps—in CSV or Excel format for seamless import into your accounting or ERP systems. You can filter by date range, department, or invoice status to tailor exports to month-end close or audit requirements. Scheduled exports can be emailed to finance stakeholders on a recurring basis. | | | | | |
Proposals & Estimates | | | | | |
Create Service Proposals for Students or Partners Create Service Proposals for Students or PartnersUse a guided proposal builder to assemble polished, professional documents that outline your services, whether it’s a program package for a prospective student or a partnership offer for an external organization. Drag-and-drop text blocks, images, and pricing tables to showcase offerings clearly. All data—program details, faculty profiles, campus tour options—stays synched with your CRM so proposals are always accurate and up to date.
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| Include Pricing, Benefits, and Timelines Include Pricing, Benefits, and TimelinesAutomatically pull in real-time tuition figures, scholarship options, and payment schedules, then layer on key benefits—like lab access or career services—to reinforce value. You can annotate each section with milestones and deadlines so recipients know exactly what to expect and when. This level of transparency builds trust and helps prospects make decisions faster. | | | | | |
| Send Digitally with Approval Tracking Send Digitally with Approval TrackingDeliver proposals via secure email or SMS links, and require recipients to acknowledge or approve each document with a single click. Automated notifications let you see exactly when a prospect opens the proposal, reviews specific sections, or clicks 'Approve.' You’ll have a complete audit trail—complete with timestamps, IP addresses, and approval status—without any manual chasing. | | | | | |
| Convert Accepted Proposals into Invoices Convert Accepted Proposals into InvoicesOnce a proposal is approved, instantly spin it into a branded invoice with all line items and payment terms carried over. The system creates the invoice automatically, attaches the approved proposal for reference, and sends it to the student or partner. This seamless handoff eliminates data re-entry, speeds up billing, and ensures nothing falls through the cracks. | | | | | |
| Customize Templates per Department Customize Templates per DepartmentMaintain a library of proposal templates—each tailored with department-specific branding, messaging, and included services. Admissions, financial aid, career services, and continuing education can each use their own template, ensuring communications feel specialized. Template locking controls ensure critical elements (logos, legal disclaimers) stay consistent while still allowing teams to tweak content as needed. | | | | | |
| Track Pending and Approved Deals Track Pending and Approved DealsMonitor the status of every proposal in a centralized dashboard that shows which documents are awaiting approval, which have been accepted, and which may need a follow-up nudge. You can filter by department, date sent, or prospect name to focus on high-value opportunities. Automated reminders prompt recipients to take action on stale proposals, keeping your pipeline moving. | | | | | |
Memberships | | | | | |
| Set Up Recurring Billing for Exclusive Programs Set Up Recurring Billing for Exclusive ProgramsConfigure ongoing, automated payment schedules so members are billed at regular intervals—monthly, quarterly, or annually—without manual intervention. You can define billing tiers, trial periods, and proration rules to match any program structure. This ensures predictable revenue and reduces administrative overhead. | | | | | |
| Grant Content or Feature Access by Tier Grant Content or Feature Access by TierAutomatically unlock gated resources—course modules, discussion forums, special events—based on each member’s subscription level. When a member upgrades, downgrades, or renews, their access adjusts in real time. This dynamic control lets you deliver premium experiences while safeguarding paid content. | | | | | |
| Track Active vs. Expired Memberships Track Active vs. Expired MembershipsMaintain a live roster that clearly distinguishes current subscribers from lapsed or canceled members. Dashboards surface upcoming expirations and historical membership trends so you can spot churn before it spikes. With visibility into status changes, you can prioritize re-engagement efforts effectively. | | | | | |
| Send Renewal Reminders Send Renewal RemindersAutomate personalized notifications—via email or SMS—alerting members when their subscription is about to lapse or has expired. Reminders can be timed weeks or days in advance and include one-click renewal links that prefill existing payment details. Proactive outreach boosts retention and minimizes revenue loss. | | | | | |
| Offer Student Discounts or Bundles Offer Student Discounts or BundlesCreate promotional pricing rules—such as reduced rates for early enrollees, multi-program bundles, or alumni perks—that apply automatically at checkout. You can limit offers by date, member type, or quantity to drive urgency and uptake. Flexible discounting helps you tailor your membership strategy to different audiences. | | | | | |
| Monitor Member Engagement Monitor Member EngagementGather usage metrics—login frequency, content views, event attendance—across your membership tiers in one consolidated view. Set up alerts for inactivity so you can reach out with targeted re-engagement campaigns. Understanding how members interact with your offerings enables continual improvement of both content and experience. | | | | | |
Communities | | | | | |
| Build Forums or Interest-Based Student Groups Build Forums or Interest-Based Student GroupsCreate dedicated online forums organized by program, topic, or student interest, complete with threaded discussions, file attachments, and rich media support. You can configure privacy settings, membership approval, and access permissions to ensure each group meets your institution’s guidelines. These forums foster focused peer collaboration and community-building around shared goals. | | | | | |
Allow Peer-to-Peer Discussions Allow Peer-to-Peer DiscussionsEnable students to start conversations, ask questions, and share resources directly within their communities. Real-time notifications and activity feeds keep members up to date on new posts or replies, driving ongoing engagement. Built-in search and tagging make it easy to find past discussions and valuable content.
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| Moderate Conversations and Content Moderate Conversations and ContentEquip moderators with tools to review, approve, or remove posts, apply profanity filters, and enforce community guidelines to maintain a respectful environment. Automated keyword flagging and spam detection surface potential issues for quick action. Role-based permissions ensure that only authorized staff or student leaders can moderate and manage discussions. | | | | | |
| Integrate Events and Calendars Integrate Events and CalendarsLink your community forums to campus events and group calendars so members see upcoming workshops, study sessions, and social gatherings in context. Students can RSVP directly from the community page and receive automated reminders. Calendar sync with personal Google or Outlook calendars ensures nothing gets missed. | | | | | |
| Offer Exclusive Content Offer Exclusive ContentDistribute members-only resources—like private blog posts, tutorial videos, or downloadable templates—to specific groups or subscription tiers. Content gating ensures only authorized participants can access premium materials, enhancing the perceived value of each community. Track views and downloads to gauge interest and tailor future offerings. | | | | | |
| Track Community Participation Track Community ParticipationMonitor engagement metrics—such as active members, post counts, and average response times—on intuitive dashboards. Identify top contributors, trending discussion topics, and areas in need of a boost. These insights help you recognize community ambassadors, optimize content strategies, and keep your student network thriving. | | | | | |
Affiliate & Pay Per Lead Manager | | | | | |
| Track Referrals from Partner Organizations Track Referrals from Partner OrganizationsAutomatically record every new inquiry or enrollment that originates from an affiliate’s referral link. You’ll see which partners are driving the most traffic and qualified leads, complete with timestamps and source identifiers. This clarity ensures you can optimize partnerships based on real performance data. | | | | | |
| Monitor Affiliate Performance and Payouts Monitor Affiliate Performance and PayoutsGet a real-time dashboard showing each affiliate’s key metrics, including clicks, leads, conversions, and revenue generated. The system calculates commission owed based on your predefined rate structures, then displays outstanding and paid commissions at a glance. By keeping everything transparent, you can maintain trust and quickly resolve any discrepancies. | | | | | |
| Generate Unique Tracking Links Generate Unique Tracking LinksCreate customized URLs for each affiliate that embed tracking parameters automatically. These links work across all channels—email, social media, websites—so you always know exactly which campaign or partner drove a particular action. With link shortening and UTM support built in, it’s easy to share and manage your affiliate references. | | | | | |
| Create Marketing Materials for Affiliates Create Marketing Materials for AffiliatesMaintain a centralized library of pre-approved banners, graphics, email copy, and social posts that affiliates can access at any time. Materials are organized by program or campaign and come with usage guidelines to protect brand consistency. Affiliates can download or share these assets with one click, ensuring their promotions always align with your messaging. | | | | | |
| Automate Reporting and Commissions Automate Reporting and CommissionsSchedule daily, weekly, or monthly reports that break down affiliate activity, revenue generated, and commission earned. Reports can be emailed automatically to your finance team or directly to affiliates, reducing manual bookkeeping. This automation keeps everyone informed and accelerates the payout approval process. | | | | | |
| View Affiliate Contribution to Enrollments View Affiliate Contribution to EnrollmentsDrill down into which affiliates contributed to completed applications and successful enrollments. The platform ties each enrolled student back to the referring partner, giving you a clear picture of ROI for every affiliate relationship. Armed with this insight, you can reward top performers and refine your affiliate strategy for maximum impact. | | | | | |
| Generate Leads Through Affiliates Generate Leads Through AffiliatesEnable partner organizations to refer new prospects via unique tracking links and branded marketing assets. Every click and signup is automatically captured in your CRM. Real‑time dashboards display affiliate‑driven inquiry volumes, conversion rates, and revenue contributions so you can identify top performers and optimize your referral network. Automated commission calculations and scheduled payout reports keep partners motivated and simplify your finance workflows. | | | | | |
Campaigns | | | | | |
| Launch Multi-Step Marketing or Engagement Campaigns Launch Multi-Step Marketing or Engagement CampaignsDesign end-to-end campaigns that guide prospects through a series of touchpoints—from initial outreach to follow-up reminders—using a visual workflow builder. You can drag and drop steps, define delays, and insert conditional branches to ensure each contact receives the right message at the right time. This structured approach keeps your audience engaged without manual coordination. | | | | | |
| Combine Email, SMS, and Social Messaging Combine Email, SMS, and Social MessagingOrchestrate multi-channel outreach from one place by blending email, text, and social posts within a single campaign. The platform automatically formats and delivers each message via the correct channel, ensuring consistency and saving you from toggling between tools. Centralized message creation and scheduling maintain brand voice across every medium. | | | | | |
| Track Performance per Message and Channel Track Performance per Message and ChannelMonitor opens, clicks, and conversions for each individual message as well as by channel to see what’s resonating with your audience. Real-time dashboards break down performance metrics so you can compare email vs. SMS vs. social results at a glance. These insights let you pivot quickly, amplifying high-performing content and optimizing underperformers. | | | | | |
| Use Smart Filters for Personalization Use Smart Filters for PersonalizationApply dynamic filters—like program interest, engagement history, or custom tags—to segment your audience and tailor messages automatically. Each recipient receives content customized to their attributes and behaviors, boosting relevance and response rates. Smart filters update in real time, so your campaign always targets the most appropriate contacts. | | | | | |
| Schedule Campaigns in Advance Schedule Campaigns in AdvancePlan and queue entire campaigns weeks or months ahead of time by setting send dates and times for each step. You can also create recurring schedules for regular newsletters or check-ins, ensuring consistent outreach without last-minute effort. Once scheduled, campaigns run on autopilot, freeing your team to focus on strategy rather than execution. | | | | | |
| Set Goals Like Applications, Visits, or Payments Set Goals Like Applications, Visits, or PaymentsDefine clear objectives, such as completed applications, campus tour sign-ups, or paid invoices, for each campaign and link them to measurable outcomes. The system tracks progress toward these goals in real time, alerting you if performance falls behind targets. This goal-oriented approach keeps your campaigns focused on driving the metrics that matter most. | | | | | |
Compliance | | | | | |
| Ensure FERPA, GDPR, or Institutional Compliance Ensure FERPA, GDPR, or Institutional ComplianceAutomatically enforce privacy and data-protection regulations—such as FERPA, GDPR, or your own institutional policies—across all communications and workflows. The system scans messages, forms, and data collection points for potential violations and flags or blocks non-compliant content. Built-in rule sets and customizable policy templates help you stay audit-ready and reduce legal risk. | | | | | |
| Manage Consent and Opt-Ins Manage Consent and Opt-InsCapture, store, and manage student and prospect consent for each communication channel (email, SMS, calls) with timestamped records. Opt-in workflows can be embedded in web forms, chatbots, or email links, and renewals are automatically triggered when the consent expires. Having clear, auditable consent trails ensures your marketing lists remain clean and compliant. | | | | | |
| Control Access to Sensitive Student Data Control Access to Sensitive Student DataUse role-based permissions and field-level security controls to limit access to personal, financial, or academic records. Administrators define user groups and access tiers, while integration with SSO/LDAP maintains centralized user management. Instant access adjustments and permission audits keep your data both secure and transparent. | | | | | |
| Automate Data Retention and Deletion Policies Automate Data Retention and Deletion PoliciesSet up configurable retention schedules that automatically archive or delete data according to your institution’s requirements or legal mandates. You can define retention periods by data category, such as communications logs, form submissions, and audit trails, and the system enforces them without manual intervention. This automation helps you minimize storage costs and ensures you’re not holding onto data longer than necessary. | | | | | |
| Generate Compliance Reports Generate Compliance ReportsProduce comprehensive, on-demand or scheduled reports that document your adherence to privacy and data-protection standards, including consent statuses, retention actions, and access logs. Filter by date, department, or policy requirement and export to PDF or CSV for regulators or leadership. These reports streamline audit preparation and demonstrate your institution’s commitment to compliance. | | | | | |
API Access | | | | | |
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Mobile App | | | | | |
| Give Students and Staff On-the-Go Access Give Students and Staff On-the-Go AccessAccess all Campus Admin AI features from any smartphone or tablet: view student profiles, approve documents, and respond to inquiries wherever you are. The native mobile interface is optimized for quick load times and intuitive navigation, so staff can stay productive between meetings or on campus rounds. Students can also use the app to check their schedules, communicate with advisors, and complete tasks without needing a desktop computer. | | | | | |
| Enable Push Notifications for Updates Enable Push Notifications for UpdatesKeep everyone in the loop with real-time alerts delivered straight to their device home screens. Whether it’s a new lead inquiry, a completed payment, an upcoming appointment, or a required task, push notifications ensure timely action. Users can customize which notification types they receive and mute the rest—so they never miss a critical update but aren’t overwhelmed by non-essential alerts. | | | | | |
| Let Students Book, Pay, or Chat via Mobile Let Students Book, Pay, or Chat via MobileEnable students to schedule appointments, complete payments, or engage in live chat—all from within the mobile app. The same robust booking and billing workflows you use on desktop are fully optimized for touchscreens, so prospects can convert and current students can transact without switching devices. In-app chat ensures support is always just a tap away. | | | | | |
| View Student Records Anytime View Student Records AnytimeGive advisors and administrators instant access to up-to-date student profiles on their phones or tablets. They can review enrollment status, academic milestones, and communication history wherever they are—no desktop needed. This always-on visibility empowers staff to make informed decisions on the go. | | | | | |
| Integrate Mobile with Campaigns Integrate Mobile with CampaignsTie mobile app interactions—like push notification clicks, in-app form submissions, or SMS replies—directly back into your broader marketing and engagement campaigns. Every action in the app updates campaign progress and triggers next-step workflows automatically. This seamless connection keeps your outreach coordinated across channels. | | | | | |
| Customize App Branding Customize App BrandingTailor the look and feel of your mobile app to match your institution’s identity—upload logos, select color palettes, and choose custom icons. Branded splash screens, navigation elements, and in-app messaging create a cohesive experience that reinforces trust and recognition. You maintain full control over the aesthetic without writing a single line of code. | | | | | |
Ad Manager | | | | | |
Run Google and Social Media Ads Run Google and Social Media AdsLaunch and manage paid campaigns across Google Ads and major social networks: Facebook, Instagram, LinkedIn, directly from one interface. You can create ad groups, set targeting parameters, and upload creatives without jumping between platforms. This unified workflow creates consistent messaging and a faster launch process.
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Track Conversions Tied to Student Data Track Conversions Tied to Student DataAttribute every click, form submission, and enrollment back to individual student records in your CRM. Conversion data flows automatically into each student’s profile, giving you visibility into which ads drive actual applications and enrollments. These insights let you focus spend on the channels and creatives that produce real results.
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| Manage Ad Spend and Budgets Manage Ad Spend and BudgetsDefine daily or lifetime budgets for each campaign and monitor spend in real time to guard against overruns. The dashboard highlights pacing metrics, like spend vs. time elapsed, so you can reallocate funds before budgets exhaust. Automated alerts notify you when campaigns approach or exceed budget thresholds, ensuring cost control. | | | | | |
| Split Test Ad Creatives Split Test Ad CreativesRun A/B tests on headlines, images, copy variations, and calls to action to discover which combinations resonate best with your audience. The system automatically rotates variants, measures performance, and flags the top performers based on your chosen metric (e.g., click-through or conversion rate). This data-driven approach sharpens your messaging and maximizes ROI. | | | | | |
| View Campaign ROI View Campaign ROISee cost-per-lead and cost-per-enrollment metrics at a glance, with breakdowns by campaign, ad set, and individual creative. ROI calculations draw on both ad spend and downstream student-value data, giving you a holistic view of your marketing efficiency. Customizable reports can be exported or scheduled to keep stakeholders informed. | | | | | |
Integrate with CRM Leads and Journeys Integrate with CRM Leads and JourneysAutomatically sync every ad-generated lead into your CRM and enroll contacts in the appropriate nurture or application workflows. Lead details, UTM parameters, ad creative, and form responses, are captured as custom fields so follow-up messaging is highly personalized. This tight integration ensures no lead falls through the cracks.
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WhatsApp Conversations | | | | | |
| Send and Receive WhatsApp Messages Within the Platform Send and Receive WhatsApp Messages Within the PlatformHandle all inbound and outbound WhatsApp chats directly in Campus Admin AI, no external apps needed. Your AI Employees pick up new messages instantly, and live agents can continue conversations with full context. Every WhatsApp interaction is logged on the contact’s profile for a unified communication history. | | | | | |
| Use Message Templates for Common Replies Use Message Templates for Common RepliesStore pre-approved WhatsApp templates, appointment confirmations, payment links, FAQ answers, so agents can insert them with a click. Templates speed up responses while ensuring compliance with character limits and WhatsApp’s approval requirements. You can organize templates by department or use case for easy access. | | | | | |
Automate Message Flows Automate Message FlowsBuild WhatsApp specific workflows that trigger sequences of messages, delays, and actions based on recipient behavior. For example, send a welcome message, then a payment reminder if no action is taken within 24 hours. Automated flows keep prospects engaged and handle routine follow-ups without manual intervention.
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| Monitor Engagement Stats Monitor Engagement StatsTrack delivery rates, read receipts, response times, and click-throughs on every WhatsApp message. Dashboards break down these metrics by campaign or template so you can identify which content drives the most replies. Use these insights to optimize your messaging strategy and improve engagement over time. | | | | | |
| Link to CRM or Journeys Link to CRM or JourneysAutomatically attach WhatsApp conversations to the appropriate student records and enrollments in your CRM. Interactions can trigger journey steps, like moving a prospect from “Inquiry” to “Application” once they express enrollment intent. This tight integration ensures your WhatsApp outreach always feeds into your broader engagement strategy. | | | | | |
| Comply with WhatsApp Business Policies Comply with WhatsApp Business PoliciesManage opt-ins, template approvals, and message windows in accordance with WhatsApp Business rules. The system enforces character limits, message-type restrictions, and opt-in requirements to prevent policy violations. Built-in compliance checks and audit logs keep your team aligned and reduce the risk of account suspension. | | | | | |
Listings | | | | | |
| Manage Business Info on Google, Yelp, etc. Manage Business Info on Google, Yelp, etc.Centralize and update your institution’s profile data (name, address, phone number, website) across all major listing sites from one dashboard. Edits you make propagate automatically to platforms like Google My Business, Yelp, and Bing Places, for consistency and reducing manual effort. Accurate, up-to-date information builds trust and improves local search rankings. | | | | | |
| Sync Hours, Locations, and Descriptions Sync Hours, Locations, and DescriptionsAutomatically schedule and publish your campus hours, branch locations, and program descriptions on every directory you maintain. When you update seasonally adjusted hours or add a new facility, changes ripple through all listings in real time. This removes mismatches that lead to frustrated prospects and missed visits. | | | | | |
| Get Alerts for Changes or Duplicates Get Alerts for Changes or DuplicatesReceive instant notifications if a third party modifies your listing details or if duplicate entries appear online. Alerts help you spot unauthorized edits—like an outdated phone number—or multiple profiles that dilute your SEO authority. You can then correct or merge listings to maintain a single, authoritative presence. | | | | | |
| Improve Search Visibility Improve Search VisibilityOptimize each listing with enriched attributes—photos, videos, categories, and keyword-rich descriptions—to boost your appearance in local search results. Our platform suggests high-impact updates based on competitive benchmarks and search trends. Better optimized listings drive more clicks, calls, and campus visits. | | | | | |
| Monitor Listing Performance Monitor Listing PerformanceTrack metrics like impressions, clicks, direction requests, and call volume for each directory entry in a unified report. Filters by location or platform let you see which listings perform best and where opportunities remain. Use these insights to focus your local marketing efforts and maximize conversion from search. | | | | | |
WordPress | | | | | |
| Connect and Manage WordPress-Based Websites Connect and Manage WordPress-Based WebsitesLink any number of WordPress sites to Campus Admin AI to manage content, user roles, and settings from a single dashboard. You’ll see site health indicators—plugin updates, security alerts, and performance metrics—so you can keep each site running smoothly. Bulk actions let you apply updates or changes across multiple sites in one step, saving time and reducing errors. | | | | | |
| Publish Blog Content or Updates Publish Blog Content or UpdatesDraft, schedule, and publish posts directly from the platform without logging into WordPress’s admin panel. You can assign authors, set categories and tags, and preview exactly how posts will appear on your live site. Scheduled publishing ensures your blog stays active and on-brand, even when you’re away from your desk. | | | | | |
| Embed Forms and Calendars Embed Forms and CalendarsDrag-and-drop customizable forms and event calendars onto any WordPress page or post to capture leads, collect feedback, and display upcoming deadlines. All form submissions feed back into your CRM and student journeys automatically. Built-in styling options ensure embedded elements match your site’s look and feel. | | | | | |
| Sync with SEO Tools Sync with SEO ToolsConnect with leading SEO plugins and services to import keyword rankings, meta-tag suggestions, and site-audit reports into your central dashboard. Make on-page SEO updates—titles, meta descriptions, alt text—right alongside your content without hopping between tools. Continuous sync ensures your pages stay optimized based on the latest search insights. | | | | | |
| Manage Plugins and Themes Manage Plugins and ThemesView, install, update, or remove WordPress plugins and themes across all connected sites from one interface. You can enforce version controls or restrict unauthorized plugins to maintain security and compliance. Automated compatibility checks warn you of potential conflicts before applying updates. | | | | | |
| Track Site Traffic Track Site TrafficMonitor visits, pageviews, bounce rates, and user paths for each WordPress site in real time. Dashboards break down traffic by source such as organic search, social, and paid ads, and highlight high-performing pages. Use these analytics to fine-tune your content strategy and improve user engagement. | | | | | |
SEO | | | | | |
| Optimize Page Content for Keywords Optimize Page Content for KeywordsAnalyze each page’s content and metadata to recommend strategic keyword placements (titles, headings, body text, and image alt tags) for maximum relevance. The system highlights under- and over-optimized pages and suggests ideal keyword density based on competitive benchmarks. By following these recommendations, you ensure your content aligns with what prospective students are searching for. | | | | | |
| Monitor Keyword Rankings Monitor Keyword RankingsTrack your site’s position for target keywords across major search engines over time. Automated rank checks alert you to significant gains or drops, and you can compare performance against key competitors. This ongoing insight lets you adjust content and outreach strategies to maintain or improve visibility. | | | | | |
| Audit Site for Technical Issues Audit Site for Technical IssuesRun comprehensive scans that detect site-health problems—broken links, slow-loading pages, mobile-responsiveness errors, and missing schema markup. The platform classifies issues by severity and provides step-by-step guidance for resolution. Keeping technical health in check ensures search engines can crawl and index your site effectively. | | | | | |
| Track Backlinks and Domain Authority Track Backlinks and Domain AuthorityMonitor the quantity and quality of external links pointing to your site, including anchor text and source domain metrics. The tool calculates your evolving domain authority score and flags toxic or broken backlinks for removal or disavowal. A strong backlink profile boosts your credibility in the eyes of search algorithms. | | | | | |
| Generate SEO Performance Reports Generate SEO Performance ReportsAutomatically compile key metrics organic traffic trends into customizable PDF or CSV reports. Schedule these reports for regular delivery to stakeholders or export on demand for deep-dive analysis. Clear, visual reporting makes it easy to demonstrate SEO ROI and progress. | | | | | |
Suggest Improvements Suggest ImprovementsLeverage AI-driven insights to prioritize the highest-impact optimizations like adding missing meta descriptions, improving page load speed, or acquiring authoritative backlinks. The system scores each recommendation by potential traffic gain, helping you focus resources where they’ll move the needle. Continuous suggestion updates ensure your SEO strategy evolves with the latest search trends.
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Prospecting | | | | | |
| Identify Potential Students or Leads Identify Potential Students or LeadsLeverage integrated data sources to uncover prospects who match your institution’s ideal student profile. The system flags high-intent contacts based on criteria like search behavior, referral source, or event attendance. By funneling these leads directly into your CRM, you ensure early engagement and prevent opportunities from slipping through the cracks. | | | | | |
| Score Leads Based on Behavior Score Leads Based on BehaviorAutomatically assign lead scores reflecting each prospect’s actions. You can weight behaviors according to importance (e.g., “requested a campus tour” scores higher than “downloaded a brochure”) and adjust thresholds as your strategy evolves. These scores help your team prioritize high-value leads for timely follow-up. | | | | | |
| Segment and Tag Prospects Segment and Tag ProspectsOrganize your pipeline by tagging prospects with attributes like program interest, geographic region, or referral channel. Dynamic segments auto-update as leads meet defined criteria, enabling highly targeted outreach. Whether you need to nurture STEM-interested prospects separately from liberal-arts candidates or run location-specific campaigns, segments keep your messaging focused and relevant. | | | | | |
| Import or Scrape Lead Data Import or Scrape Lead DataStreamline data collection by importing CSV uploads, API integrations, or web-scraped lists into your CRM. The platform automatically cleanses and de-duplicates entries, mapping fields to your custom schema. With reliable, consolidated data at your fingertips, you can launch campaigns faster and reduce manual data preparation. | | | | | |
| Enroll Prospects into Journeys Enroll Prospects into JourneysOnce added to the system, prospects can be automatically placed into tailored nurture workflows such as pre-application education sequences or financial-aid reminders—based on their profile or lead score. Each journey triggers the right mix of emails, texts, and tasks at each stage of the funnel. This automation ensures every lead progresses smoothly toward application. | | | | | |
| Track Conversion Rates Track Conversion RatesMonitor key metrics like inquiry-to-application and application-to-enrollment ratios at the prospect, segment, or campaign level. Real-time dashboards display conversion funnels so you can spot drop-off points and optimize touchpoints. These insights inform resource allocation and help you refine your prospecting tactics for maximum ROI. | | | | | |
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| Price | Price | Price | Price | Price |
| Human Outbound Calls / Minute | $0.042 | $0.042 | $0.042 | $0.042 | Contact Sales |
| Human Inbound Calls / Minute | $0.0255 | $0.0255 | $0.0255 | $0.0255 |
| Human SMS / Segment (1/1 Ratio) | $0.0237 | $0.0237 | $0.0237 | $0.0237 |
| Human Email | $0.002 | $0.002 | $0.002 | $0.002 |
| Premium Integrations/API Calls | $0.10 | $0.10 | $0.10 | $0.10 |
| Email Verification | $0.025 | $0.025 | $0.025 | $0.025 |
| Creative AI / 1000 Words * | $0.90 | $0.90 | $0.90 | $0.90 |
| Creative AI / Graphic and/or Image * | $0.60 | $0.60 | $0.60 | $0.60 |
| Hight End Integration AI Execution * | $0.15 | $0.15 | $0.15 | $0.15 |
| Low End Integration AI Execution * | $0.30 | $0.30 | $0.30 | $0.30 |
| AI Message / Message * | $0.10 | $0.10 | $0.10 | $0.10 |
| AI Voice / Minute * | $0.65 | $0.65 | $0.65 | $0.65 |
| WhatsApp Conversation | $0.222 | $0.222 | $0.222 | $0.222 |
| Reviews AI / Review Response * | $0.80 | $0.80 | $0.80 | $0.80 |
| Domain Purchase | $30 | $30 | $30 | $30 |
| Auto-Complete Address Search | $0.0297 | $0.0297 | $0.0297 | $0.0297 |
| Auto-Complete Address Result Selection | $0.0525 | $0.0525 | $0.0525 | $0.0525 |
| Funnel Builder AI / funnel * | $9.90 | $9.90 | $9.90 | $9.90 |
| * Unlimited All in AI - Unlimited Usage | $977 | $977 | $977 | $977 |
| Unlimited IP | $118 | $118 | $118 | $118 |
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| Price | Price | Price | Price | Price |
| Generate Digital Leads [100 Lead Minimum] | $5 | $5 | $5 | $5 | $5 |
| Creative Request With A Human Touch | $10 | $10 | $10 | $10 | $10 |
