CRM Module
The CRM module in Unity ERP facilitates efficient lead management and support for prospective parents and students, creating a seamless experience from first contact to enrollment.
Lead Management
Visual Workflow Builder (Chat Next Funnels)
Workflow Automation
- Automated status updates as leads progress through the funnel
- Configurable approval processes tailored to your institution's requirements
- Task automation capabilities that reduce manual intervention
WhatsApp Conversation Bot
Social Media Integration
- Seamless connection with your institution's social media pages
- Website integration for instant lead capture
- Unified communication across platforms
Automated Conversation Flow
- Pre-configured question sequences for consistent information gathering
- Customizable questions and responses to match your branding
- Efficient information gathering from parents with minimal effort
Lead Document Creation
- Automated data transfer from WhatsApp conversations to the CRM system
- Instant lead document generation
- Automated follow-up initiation and comprehensive status tracking
Visual WhatsApp UI
- Intuitive backend interface for staff
- Seamless conversation takeover from bot to human agent
- Complete conversation history visibility for context awareness
Support
Help Desk
Email Integration
- Automatic capture and routing of support emails
- Intelligent parent profile matching via email
- Centralized communication management
Contextual Information Display
- Consolidated fee payment status for informed support
- Student status information at a glance
- Direct access to relevant student details during support interactions
Communication Management
- Direct response capabilities from the help desk portal
- Organized conversation threading
- Context preservation for effective follow-ups
Lead Tracking and Reporting
Enhanced Lead Tracking
- Granular lead sub-status tracking
- Detailed sub-status definitions for precise pipeline management
- Comprehensive conversion metrics to measure effectiveness
Lead Analytics
- Source-wise lead analysis to optimize marketing efforts
- Detailed conversion rate reporting across channels
- Visual lead funnel visualization
- Marketing channel effectiveness measurement for ROI analysis
Benefits for Educational Institutions
- Streamlined admissions process with reduced manual effort
- Improved lead conversion rates through automated follow-ups
- Enhanced parent experience from first interaction
- Data-driven marketing decisions based on comprehensive analytics
- Seamless transition from prospect to enrolled student