Enquiries, counselling and enrolment
From the Team plan, each enquiry can be a lead with its source, the course it asks about in the notes, an owner and a stage on the pipeline. The shared inbox brings WhatsApp, Instagram, Messenger, Telegram, email and website chat into the workspace with saved replies for your usual answers about fees and timings. When an enquiry enrols, the student or the sponsoring company becomes a client, the same record that carries their bookings, invoices and payments.
- Enquiries on a pipeline with source and owner
- One inbox for WhatsApp, Instagram and email
- Saved replies for fees and timings
- One client record per student or company