Student Lifecycle Management
Unity's Student Lifecycle Management transforms how educational institutions manage the complete journey of each student—from the first inquiry to graduation and beyond. By integrating CRM, admissions, and student management in one seamless system, Unity eliminates data silos, reduces administrative burden, and creates a consistent, high-quality experience for families.
CRM Module: Where Relationships Begin
Lead Management with Visual Workflows
- Unity's CRM module begins with the powerful Chat Next Funnels visual workflow builder that allows you to:
- Design custom lead nurturing workflows with an intuitive visual interface
- Set up approval processes and automate status updates
- Create custom fields and data collection points
- Define automatic triggers and actions based on lead behavior
WhatsApp Conversation Bot
- Transform your social media presence and website into lead generation engines:
- Seamless Integration
- When parents interact with your social media or visit your website, they can initiate a WhatsApp conversation with one tap
- Customizable Questions
- The bot asks pre-configured questions that you can modify anytime without developer support
- Automatic Lead Creation
- Information collected by the bot automatically creates lead documents in your system
- Visual WhatsApp Interface
- Staff members can view conversations and take over from the bot when needed through a WhatsApp web-like interface
- Before Unity, our lead capture was inconsistent and follow-ups often fell through cracks. Now, every inquiry is automatically logged, with all conversations stored in one place. Our conversion rate has increased by 30% since implementation." — Admissions Director, Walnut Schools
Powerful Lead Management
- Keep track of every potential student with sophisticated tracking:
- Automatically categorize leads as fresh, warm, hot, or needs follow-up
- Set up automatic status changes based on interactions
- Schedule and automate follow-up messages at configurable intervals
- Merge duplicate leads to maintain clean data
Help Desk Support
- Provide exceptional service to existing parents:
- When parents email your support address, the system automatically matches their email to their profile
- Display consolidated information such as fees paid and student status
- Maintain conversation threads for context and efficient follow-up
- Enable agents to respond directly from the help desk portal
Admissions Module: Converting Interest to Enrollment
From Lead to Student Applicant
- Transform qualified leads into enrolled students with a streamlined process:
- Convert leads to student applicants with a single click
- Generate student applicant documents automatically
- Send customized admission forms with pre-filled data from the lead record
- Eliminate duplicate data entry and reduce errors
Information Collection Made Simple
- Gather all necessary information effortlessly:
- Web forms collect comprehensive admission details and required documents
- Parents can complete forms via mobile or desktop
- Integration with payment gateways for registration fee collection
- Temporary student applicant status until fees are paid, avoiding premature enrollment
Student Enrollment Automation
- Complete the enrollment process with powerful automation:
- Assign batch timings and class divisions
- Generate student documents with unique reference numbers
- Create Google Workspace accounts automatically with school domain emails
- Send welcome emails with account information and important links
- Allocate houses according to your custom logic
- The automated Google Workspace account creation alone saved our IT team countless hours. Previously, creating accounts for new students took 2-3 days. Now it happens instantly upon enrollment." — IT Administrator, Walnut Schools
Student Management Module: The Complete Student Record
Centralized Student Profiles
- Maintain comprehensive student information in one unified document:
- Complete profile with all essential details
- Fee status and payment history
- Student status tracking (new, current, defaulter, alumni)
- Academic records and performance tracking
- Easy status management throughout the student lifecycle
Program Enrollment Management
- Track each student's academic journey:
- Store division, academic year, roll number, and house details
- Maintain logistics information like rack number and bus route
- Generate and assign details using automated logic
- Manage multiple academic years in parallel
Account & Access Control
- Manage digital access seamlessly:
- Enable/disable Google Workspace accounts with a single click
- Control parent access to the mobile app based on fee status
- Suspend defaulters' access automatically and reinstate upon payment
- Maintain security and compliance with ease
ID Card Generation
- Create professional ID cards automatically:
- Generate ID cards based on program enrollment details
- Include QR codes linked to student profiles for quick access
- Mark special conditions (like allergies) with visual indicators
- Configure custom templates for each class
- Print directly from the system
Comprehensive Student Management
- Handle every aspect of student administration:
- Lifecycle Management
- From admission to alumni status
- Transfer Processing
- Inter-branch transfers with fee adjustments
- RTE Student Tracking
- Automatic fee exemptions and class updates
- Birthday Cards
- Bulk generation and automated messages
- Bonafide Certificates
- Available through the parent app
The Walnut Schools Experience
When Walnut Schools implemented Unity's Student Lifecycle Management, they transformed their operations:
- Lead conversion rate increased by 30% through automated follow-ups and streamlined processes
- Admission processing time reduced from 5 days to less than 24 hours
- Parent satisfaction with the admission process improved by 40%
- Administrative staff time savings of 15+ hours per week on student management tasks
- Google Workspace account creation reduced from 2-3 days to instant activation
Ready to Transform Your Student Journey Management?
- Unity's Student Lifecycle Management eliminates the traditional boundaries between CRM, admissions, and student management, creating a seamless experience for both administrators and families.