Lead Tracking &
Smart Admissions
Capture inquiries from first contact through enrollment. Walk-in management, activity tracking, intelligent seat allocation, and WhatsApp integration.
See It In ActionThe Complete Lead Journey
From first inquiry to enrolled student - track every step automatically
- Auto lead creation
- Contact linking
- WhatsApp integration
- Welcome email automation
- Interaction tracking
- Follow-up scheduling
- Walk-in logging
- GDPI recording
- Seat availability check
- Batch selection
- Pre-filled forms
- Referral tracking
- Auto status update
- Student record creation
- Fee structure applied
- History preserved
Detailed Lead Sub-Statuses
Granular tracking helps identify bottlenecks in your admission funnel
| Main Status | Sub-Status Options |
|---|---|
| New | Website Inquiry, Walk-in, Referral, WhatsApp |
| In Progress | Tour Scheduled, Documents Pending, GDPI Scheduled |
| Qualified | Application Started, Fees Discussed |
| Converted | Enrolled, Waitlisted |
| Lost | Not Interested, Admitted Elsewhere, No Response |
Intelligent Lead Management
WhatsApp Integration
Walk-ins registered through WhatsApp funnel. Auto-formatted phone numbers and template message support.
Smart Validation
Prevents class-school mismatches, validates seat availability, ensures mandatory fields are captured.
Robin-Round Allocation
Students distributed evenly across divisions. System handles full divisions and tracks last enrollment.
Email Automation
Welcome emails automatically sent based on class/program template. No manual intervention needed.
Activity Timeline
Complete history of every status change. Track: Created → Tour → Application → Enrolled.
Funnel Analytics
Lead funnel analysis, source effectiveness, counselor conversion tracking, time-to-conversion metrics.
Real-Time Seat Management
Never overbook again. The system validates seat availability in real-time and prevents overbooking automatically.
- Filters out disabled student groups
- Integrates batch student counts live
- Clear error when no seats available
- Prevents overbooking automatically
Division Allocation Logic
Seamless Integrations
Fee Module
- Fee structure auto-assigned on conversion
- Referral discounts linked
- Payment tracking begins at enrollment
Contact Management
- Auto contact creation by phone
- WhatsApp ID formatting
- Message history tracking
Student Exit
- Lead status marked as Exited
- History preserved for re-enrollment
- Previous data accessible
Let applicants correct small mistakes without reopening the whole form
See how a controlled correction window can reduce manual follow-up while keeping admission records safe and locked where needed.
Transform Your Admissions Process
See how Unity can help you convert more leads and fill seats faster with intelligent tracking.