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The success of a higher educational institution is entirely dependent on the success of its students, and successful students require personal attention and direct communication. Higher Educational Institutions also need to increase enrollment and more students mean more relationships to manage. Adopting CRM technology is the magical key here and imperative for any higher educational institution.

How It Works

CRM technology makes it easier to communicate directly with potential applicants, process their questions, and guide them to go through the enrollment process correctly so that students find the right academic destination, choose the course that suits their needs and institutions enroll the students most likely to succeed.

CRM is imperative for any kind of institution in the higher education industry: Business Schools, Exams Training Institutes, Management Institutes, Overseas Educational Consultants, Universities, Colleges and more.

How Kreato Helps Your Business To Accelerate Growth?

CRM system with just traditional CRM capabilities are no longer enough to be competitive. All your Institution need is a new age CRM with Artificial Intelligence & process acceleration capabilities such as automation, predictive analytics, machine learning, natural language processing, lead prioritization, email tracking and inbound call tracking.

Kreato automates most of data entry & routine activities of your team. Using magical powers, Kreato auto updates the system: every time someone in your institution interacts with a student or prospect (mail or call), saving time and giving you confidence to know what’s going on.

Powered with AI Capabilities Kreato can intelligently drive your team to adapt successful process for every student or prospect, helps your team to be proactive,  alert you if things are going off track, auto guides team with predictive recommendations & contextual insights to focus on what’s most important and perform right activities at right time in right way.

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Key Features in Kreato CRM For Higher Education

Kreato helps to collect, manage and link student information which are best in suit for educational sector. Perfectly define your CRM master data – lead, enrollment pipeline and student  profiles with custom fields as required. Easy to use interface to navigate, enter and retrieve.

True Centralized 360 Degree View of Student Data

Kreato intelligently compiles & presents every facet of customers & prospects: contact and personal profile data, communication history, activities, transactions and notes all in a single view.

Team Collaboration

Kreato auto captures / logs all student or prospect  interactions, emails, calls & team activities and allows to record notes.  This real-time (up-to-date) activity stream or timeline feeds of a student / prospect  keeps everyone in your firm up to date with the latest activity and enables real-time team collaboration.

Smart-Lists to track customer data – Leads (Prospects), Students and Enrollment Pipeline

  • Smart lists comes with custom views, intelligent filters, intelligent sorting and quick search options.
  • Categorize / segment students & prospects with help of Custom Views. Send targeted communications.
  • Intelligent filters includes options like “Needs Attention, Tasks Overdue, Mails/Calls Received, Mails/Calls Engaged” and more.
  • The “Needs Attention” is an intelligent filter which applies AI Technique – machine learning to list the students or prospects who needs immediate attention.
  • Identify high value student prospects with intelligent ranking.
Lead management includes capturing enquiries / leads, qualifying them, and passing them along to the student counselor  team to track & close the enrollment opportunities.

Note: Lead denotes a prospective student who have made an enquiry for enrollment.

Kreato provides that robust platform to manage leads in a better way. Your team will get all powerful tools for tracking leads and managing communications helping your institution to identify qualified & interested student prospects, convert more qualified prospects (leads) and close more enrollments.

  • Lead Capture Automation: Integrate your enquiry channels with Kreato.  In addition to manual entering of enquiries, Kreato automatically captures incoming enquiries (from website, landing pages, lead generation websites, emails and calls) into CRM as leads. No more lead leakage or missing of leads!
  • Intelligent Lead Distribution / Assignment: You may receive enquiries from students directly or from agents. And you many receive the enquiry from various channels. Kreato helps you allocate leads automatically to right authorities based on type of lead, source of lead, round robin technique and other conditional parameters.
  • Lead Tracking: With smart lists & integrated communication tools track, follow-up leads and convert them into student and enrollment opportunities. Monitor your status of leads within the sales funnel in real-time. Track the student / prospect activities – calls completed, meetings done, forms mailed – and identify what to do next for conversion of the lead.
  • Lead Scoring: Innovative Lead Scoring methods (Ideal Profile Scoring, Engagement Scoring, Fruition Scoring) to keep tab on hot prospective students.
  • Sales Playbook Automation: Enrollment stages can be defined to suit your needs. Process Road-maps helps to define the actions to be performed for each stage in order. To close more deals / bookings, your team needs to follow a better process all deals and process road-map automation in Kreato just ensures that.
  • Streamline communication with Email and cloud telephony integration.
  • Tasks Tracking, Appointment Scheduling & Team Collaboration.
  • Track customer engagement & activities in real-time.
Student Enrollment process require a more relationship approach. Kreato is better built for these kind of sales process, making it easy to manage a high-value relationship, delivering better visibility into the enrollment pipeline and empowering to close more enrollments.

  • Enrollment / Admission Pipeline Tracking: With smart lists & integrated communication tools track, follow-up enrollment / admission  pipeline, prioritize hot prospects and win them.
  • Sales Playbook Automation: Enrollment stages can be defined to suit your needs. Process Road-maps helps to define the actions to be performed for each stage in order. To close more leads, your team needs to follow a better process all opportunities / deals and process road-map automation in Kreato just ensures that.
  • Streamline communication with Email and cloud telephony integration.
  • Tasks Tracking, Appointment Scheduling & Team Collaboration.
  • Track customer engagement & activities in real-time.
Kreato works as a virtual assistant for your team – works 24/7, automates most of the data entry and common activities of your student admission team. Frees up your team to spend more time on productive activities. Increases your team productivity.

Automation of processes and manual data entry will save time and effort. Also Automation enables to track the process in a structured manner.

Kreato makes it easy to automate workflow procedures, approvals, set up auto-responders (automatic messages), assign tasks on conditions and update data fields when certain criteria is met.

  • Kreato auto captures / logs activity (tasks, calls, mails) data and attributes / associates to student records automatically.
  • Lead Distribution: Automatically assigns new enquiries /  leads to right student counselor based on course, source of lead, round robin technique and other conditional parameters.
  • Sends Personalized First Response to every new lead.
  • Automates Student Communications (pre-enrollment & post-enrollment follow-up communications at scheduled intervals): sends templated Email & SMS notifications.
  • Assigns tasks to team automatically on specific events.
  • Auto generates reports and mails it to concerned.
  • Automatically triggers actions (as configured) when certain conditions are met.
  • Automatically update fields like due date.
You need to stay connected with prospects and students with not the general cold e-mails but with personalized text messages and phone calls as well.

Kreato CRM tightly (functionally) integrated with Email, Cloud Telephony and Text Messaging services provides unified communication capabilities to your team.

In-built AI / cognitive computing capabilities of Kreato automates the communication process intelligently, helps your team to determine the priority, best time to call or email, best channel to communicate, thereby simplifying the process beyond expectations.

Streamline Email Communications. Utilizing text-messaging in a smart way can increase contact rates by as much as 10X.

  • Templates & mail-merge system in Kreato allows you to personalize emails and text-messages with student information on the fly. This allows your communications to achieve maximum impact with leads and students.
  • You can also schedule the email to reach out to clients at the right time.
  • Track your sent mails. Get real-time notifications when student opens your email or clicks links in the email.
  • Send notifications to students via SMS.
  • Kreato captures / logs all email interactions automatically for future reference.
  • Integrate your student (common) email inbox. Receive mails in CRM and auto associate mails with respective students / prospects.
  • Send Mass Mails to group of students or prospects at one click (Eg: New Course Enrollment Offer).
  • Automate sending greetings for student birthday.
  • Maintain library of email and text messaging templates.
  • Publish a permission based e-mail newsletter.

Streamline your telephonic communications with comprehensive Cloud Telephony integration.

  • Click-to-call students from CRM
  • Intelligent Call Routing of incoming calls
  • Popup with vital data for incoming calls
  • Your call records are automatically logged and related to respective student record automatically for future reference.
  • Get access to call recordings from CRM. Hear your call with the student any time again for reference.


Supported Email, Text Messaging & Cloud Telephony Service Providers

  • SendGrid
  • MVaayoo
  • Knowlarity
  • Exotel
  • MyOperator
  • Ozonetel
  • Twilio
  • Plivo
AI is the concept of having the system to perform the tasks like reasoning, planning, learning and understanding language. Application of AI helps you with insights into data that your student enrollment personnel could never assimilate on his own.

Popular AI techniques used in Kreato CRM are machine learning, predictive analytics and natural language processing. Kreato provides predictive recommendations & contextual insights to focus on what’s most important and engage prospective students intelligently (pro-actively).

In-built with AI capabilities, Kreato augments cognitive capabilities of your student enrollment / admission team, helps them to take smart decisions, work more productively and achieve better results.

  • Prioritizes hot leads (new prospects) with Fruition Scoring
  • Auto suggests customer follow-ups To be done
  • Predicts leads who needs immediate attention
  • Predicts Optimal Time & Best Channel to engage student
  • Enforces to respond customer emails & calls in time
  • Intelligently Routes calls to respective authority or counsellor
  • Intelligent data fields to quickly surface important data such as last engaged date, inactivity period etc.
Embedded with Natural Language Processing capabilities, Kreato provides a Artificial Intelligence layer for email, auto categorizes, highlights and prompts you to focus on what matters most.

  • Interprets incoming emails & auto categorizes them with tags like Meeting Request, Query, Appreciation etc.
  • Interprets incoming emails & highlights emails where customer expects response.
  • Interprets incoming emails & highlights emails where customer is expecting an event scheduling.
  • You can also define custom categorization with list of associated key words.
  • Predicts best engaging email templates which helps to bring more success.
Kreato leverages AI to deliver intelligent team performance analytics for you to comprehensively evaluate and coach the team effectively.

  • Leader boards gives real-time visibility of team’s productivity, instantly recognize top performers and fosters a feeling of being appreciated at work.
  • Multiple leaderboards to track Engagement, Activity, Lead Pipeline and Opportunity Pipeline performances.
  • AI driven metrics to track performance of team members bench-marking with team & top performer.
Every single student related issue can be attended promptly, tracked and effectively solved quickly using the help desk management  & knowledge management tools provided by Kreato CRM.

  • Effectively manage, track & resolve cases (issues) and queries with robust Help Desk automation.
  • Answer customer queries & resolve issues quickly with Knowledge-base & Solution builder.
  • Manage set of canned messages to reply students / prospects easily and quickly.
  • Create tickets automatically from your support email inbox, support calls & web forms.
  • Auto distribute new tickets to right support personnel.
  • Automate sending ticket status updates to students.
  • Collaborate with team via real-time activity feeds and notes
Interactive graphical dashboards and Reports gives instant access and enables your team to analyse metrics or the information that matters.

  • Having a dashboard view of your current enrollment pipeline as well as the ability to see historical information quickly and easily can make a big difference to your productivity levels.
  • Keep tab on metrics like conversion rate, pipeline value, opportunities in progress and analyzed data like: Top Lead Sources, Top team performer etc
  • In addition to pre-defined dashboards & reports Kreato allows you to define custom dashboards and reports.
  • Kreato enables users to schedule, deliver, and download reports to make sure key stake holders are always aware of the current status.