Product · School CRM Software
School CRM from inquiry to enrolled student
School CRM for inquiry tracking, campus visits, offers, and enrollment handoff to live roster records. Schoolyi stops re-entry when families accept.
https://crm.schoolyi.com · Schoolyi - Cloud School Management System (SMS)
Pipeline work is different from corporate sales
School CRM is not about closing deals with discounts. It is about fit, seat availability, sibling priority, and regulatory checks before enrollment.
Admissions teams juggle tours, assessments, waitlists, and polite declines - often for months before intake week.
Standalone CRM tools lose the plot at enrollment. Staff export CSV files into the "real" school system and hope spellings match.
Capture inquiries without inbox chaos
Website forms, walk-ins, and agent referrals should land in one queue with source tags. Marketing review depends on knowing which open day filled seats.
Schoolyi inquiry records hold parent contact, grade sought, campus preference, and notes from phone calls.
Assign reviewers so no application sits unowned during peak season. SLAs matter when competitors respond faster than you do.
Visits, assessments, and stage gates
Move families through stages you define - inquiry, applied, assessed, offered, waitlisted, declined. Each stage can require documents or fees.
Assessment days generate scores and interviewer notes on the same record admissions counsellors already use.
Stage gates stop premature offers. Finance can require deposit configuration before an offer email sends.
Offers, waitlists, and seat maths
Seat caps differ by grade and campus. Waitlists need transparent ordering - date, sibling, scholarship - not a notebook on someone's desk.
When a family declines, the next waitlist slot should be obvious without rebuilding a spreadsheet.
Offer letters with acceptance links reduce phone tag. Families confirm online; the CRM timestamp proves it.
Enrollment handoff to roster and fees
Acceptance should create a roster-ready student with guardians, chosen fee plan, and document checklist status.
Registrars finish class placement and ID photos; bursars see billing live on day one.
Schoolyi removes the worst admissions failure mode: celebration on Friday, retyping all data on Monday.
Source attribution trustees actually read
Boards ask which marketing spend filled Year 1. CRM source fields answer with data, not anecdotes.
Compare conversion by open day, referral scheme, or geographic zone when planning next year's budget.
Export pipelines for termly review without rebuilding charts from email folders.
Running CRM before intake opens
Go live at least one intake cycle before peak applications. Train reviewers on stage definitions and document requirements.
Connect fee templates before offers go out so deposits bill correctly when families accept.
Test the family-facing track page with a parent volunteer - confusing status labels generate calls.
Platform module
See capabilities and outcomes
Screenshots, highlights, and team workflows on the main Schoolyi site.
View moduleExtended guide
Read the in-depth www guide
More detail on school crm software at schoolyi.com.
Read guide- Role-based access - teachers, finance, admissions, and families see scoped workspaces
- One academic calendar drives attendance, exams, fees, and leave
- Phased rollout: admissions, roster, and fees first - expand when teams are ready
Guides
Learn more about school crm software
Guide
Getting started with school crm software
A practical primer for school leaders evaluating school crm software - scope, stakeholders, and what to demo first.
Read guideGuide
Implementing school crm software without a rip-and-replace project
How phased rollout keeps school CRM live while teams adopt Schoolyi module by module.
Read guideGuide
School CRM Software readiness checklist
Use this checklist before you sign or before go-live week for school crm software.
Read guide
Frequently asked questions
Common questions about school crm software with Schoolyi - Cloud School Management System (SMS).
Is Schoolyi CRM separate from admissions forms?+
No. Inquiry tracking, public apply, office review, and enrollment live in one admissions module. CRM is the pipeline view on that same data.
Can families track application status online?+
Yes. Public track pages show stage and outstanding documents without calling the office. You control which details are visible at each stage.
How do waitlists work when someone declines?+
Waitlist ordering is stored on the application record. Staff move the next candidate to offer stage without exporting lists.
Do marketing teams get source reports?+
Inquiry source tags feed pipeline reports by channel - open day, website, referral. Export or review in leadership dashboards.
What data transfers on enrollment?+
Student demographics, guardians, uploaded documents, and selected fee plan create the live SIS record. No second form for families.
Can agents or consultants submit inquiries?+
Configure capture forms or manual entry with source tags for third-party referrals. Review queues treat them like any other inquiry.
Related hubs
Explore more Schoolyi subdomains
admissions.schoolyi.com
Admissions software families can actually use
Admissions software with online apply, document uploads, review queues, and enrollment into live roster. Schoolyi cuts intake week retyping and status calls.
Visit hubenrollment.schoolyi.com
From accepted offer to class placement
Move accepted offers to roster-ready students. Enrollment checklist, class placement, and fee plan assignment in one workflow.
Visit hubwaitlist.schoolyi.com
Waitlist and seat release workflows
Hold and release seats with ordered waitlists. Automatic family notifications when places open in admissions.
Visit hub
See school crm software in a live SMS walkthrough
We show how this capability fits your cloud school management system - and which teams should go live first.
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