Student Recruitment & Admission CRM
From Leads to Enrolments. All in One Platform.
Capture enquiries from websites, education portals, social media and calls. Assign leads to counsellors, manage every follow-up, and guide applicants from course selection to online application, payment and enrolment.
CareerBook ERP™ · Enterprise Education Operating System (EEOS)
Institutions
Education groups — scale Confirm
Countries
Deployment footprint — Confirm
Stakeholders
Students & educators — Confirm
Admission channels
Web, portals, calls & walk-ins
Scale metrics publish only when marketing-approved. Named portals and telephony stay Confirm until verified.
Admission journey
End-to-End Admission Journey
A connected path where lead management, counselling, application, payment and ERP hand-off work together — when the relevant integrations are available.
Step 1
Capture Leads
Website forms, social, education portals, calls, walk-ins and other configured channels.
Step 2
Manage Enquiries
Capture details, course interest and source in one enquiry record.
Step 3
Follow Up
Schedule calls, messages, emails, meetings, reminders and next actions.
Step 4
Online Application
Applicants choose a course/programme and submit required details and documents.
Step 5
Fee Payment
Collect application fees through supported gateways where configured.
Step 6
Review & Approve
Process applications using the institution’s admission workflow.
Step 7
Enrolment
Transfer approved data into CareerBook ERP™ records subject to the integration workflow.
CRM capabilities
Powerful CRM Features
From multi-channel capture to enrolment hand-off — depth depends on configuration and live integrations.
Multi-channel Lead Capture
Bring configured website, campaign, portal, call and walk-in enquiries into one CRM.
IP Call Integration
Associate call activity with leads where the telephony provider and product capability support it.
Lead Assignment
Assign owners manually; automatic rules by course, campus or workload when enabled.
Detailed Follow-ups
Track calls, meetings, messages and next actions against each lead.
Online Application
Course selection, documents and optional hostel/transport where the institution configures them.
Course Management
Short- and long-term courses, certificates, diplomas and degree intakes where supported.
Website Integration
Turn institutional websites into admission gateways when forms and field mapping are live.
Marketing Campaigns
SMS, email and messaging campaigns through supported providers — not every channel by default.
Multi-Institution Admissions
Central workspaces for groups and admission companies with institution-level access separation.
Fee Management
Application-fee collection and status tracking via supported gateways; distinct from full tuition ledgers.
Integrations
Integrations with External Platforms
Named portals, ads and channels stay Confirm until product and marketing approve live status and logo use.
Portal
CollegeDekho
ConfirmPortal
Shiksha
ConfirmPortal
Justdial
ConfirmAds
Google Ads
ConfirmAds
Meta Ads
ConfirmChannel
WhatsApp
ConfirmChannel
SMS
ConfirmChannel
Email
ConfirmChannel
IP Call
Confirm
Institution websites
ConfigurableEnquiry and application forms routed into the CRM where embedding or webhooks are implemented.
Social & digital campaigns
ConfigurableCampaign and lead-form capture where platform APIs and account permissions are set up.
Email campaigns
ConfigurableInbound responses and campaign attribution where email integrations are configured.
Messaging channels
ConfigurableWhatsApp or other messaging channels through supported providers and templates.
Education portals
ConfirmNamed portals (e.g. CollegeDekho, CollegeDunia) only after API/lead-share status is confirmed.
Walk-in enquiries
NativeFront-desk capture of campus walk-ins into the same pipeline.
IP telephony
ConfirmClick-to-call / call logging where a telephony provider is configured — recording needs consent and law.
Website integration
Turn Your Website into an Admission Gateway
Enquiry and application forms can route into the CRM when embedding, APIs or webhooks and field mapping are implemented — including hostel/transport options where the institution offers them.
- Course and programme selection
- Document upload where configured
- Application-fee payment via supported gateways
- Automatic lead creation for counselling teams
Short-term courses
Certificates and skill programmes with frequent intakes.
Long-term programmes
Diplomas and degree programmes across campuses.
Multiple intakes
Manage concurrent admission windows where configured.
Eligibility rules
Capture eligibility criteria as institution-defined fields — not automatic rule engines for every case.
Multi-institution
Ideal for Admission Management Companies
Central workspaces for groups and admission companies with institution-level access separation — confirm tenant boundaries before go-live.
- Work across multiple client institutions where access separation is configured
- Institution-wise lead and application visibility for authorised teams
- Shared counsellor workflows with client boundaries
- Reporting scope confirmed per tenant before go-live
Counsellor mobility
Mobile Access for Counsellors
Counsellors work assigned leads on the go where published apps expose those features. Store badges omitted until URLs are approved.
- Real-time updatesLead and follow-up signals where the mobile app exposes them.
- Push notificationsReminders for next actions — delivery depends on device and network.
- Access from anywhereCounsellors work on assigned leads away from the desktop.
- Android & iOSStore badges published only when listings are live and approved.
Lead source performance
Compare configured channels — without treating demo rates as customer ROI.
Counsellor activity
Follow-up completion and workload views for authorised managers.
Application conversion
Stage movement from enquiry to enrolment where stages are defined.
Fee collection status
Application-fee paid / pending for supported payment workflows.
Admissions CRM FAQs
Does CareerBook ERP™ integrate with CollegeDekho or CollegeDunia?
Named education portals are listed only after product confirms a live, authorised lead-share or API mechanism. Until then they are treated as Confirm/Planned — we do not promise automatic capture without an approved connection.
Are IP calls recorded automatically?
Call logging and recording depend on the configured telephony provider, product capability, applicant/counsellor consent, and applicable law. Do not assume every call is recorded in every deployment.
Can admission management companies run multiple institutions?
Where multi-institution access is configured, authorised teams can work across client institutions with institution-level separation. Confirm tenant boundaries, fee handling and reporting scope with product/engineering before go-live.
How do website applications reach the CRM?
Institutions can offer enquiry/application forms that route into the CRM/ERP when embedding, APIs or webhooks and field mapping are implemented. Exact fields (including hostel/transport) depend on institution configuration.
Is application fee the same as tuition fee management?
Application-fee collection in the admissions workflow is distinct from broader tuition and institutional fee ledgers in Financial Intelligence. Confirm gateway coverage, reconciliation and refunds for your region before publishing payment claims.
Convert More Enquiries into Enrolments.
See how CareerBook ERP™ connects lead capture, counselling, applications and enrolment hand-off for your admission teams.
