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Enquiries arrive from open days, websites, phone calls and walk-ins, often all in the same week. Here is where things usually slip.
You set up SalesPeep around your own admissions process. Name the stages, statuses and enquiry sources the way your team already talks about them.
Every enquiry becomes a record with its source, course of interest and status. Applicants move across a Kanban board as they progress, so you can see the whole intake at a glance.
Counsellors get reminders for calls, visits and pending paperwork, so no family is left waiting. Email sequences send a planned series of messages and stop as soon as a parent or student replies.
Each contact shows the full history of calls, emails and meetings, so any staff member can pick up a conversation. Share prospectuses or forms through secure links that expire and log who opened them.
A good education CRM keeps your intake visible and your follow-ups on schedule. SalesPeep helps counsellors spend less time hunting for information and more time talking with families.
SalesPeep helps education institutions reduce manual work, improve applicant outreach, and build a consistent process that attracts and retains more students.
No. Schools, colleges, training institutes and coaching centres use the same tools. You set up the stages and sources to match the way you handle enquiries and admissions.
Yes. You can add both as contacts and keep notes, emails and meetings on their records. That way counsellors know who they spoke to and what was discussed.
Round Robin assignment gives each new enquiry an owner straight away. Reminders and tasks then prompt the counsellor to call or email, and the dashboard shows anything that is overdue.
Yes. Email sequences send a set of messages over days or weeks, such as visit invitations and application reminders. The sequence stops for that person once they reply, so families don't get messages that no longer apply.
SalesPeep works with Gmail and Outlook and has a Gmail Chrome extension. It does not come with a built-in link to student information systems, so please talk to us about what you need.
Each institution's data sits in its own separate, isolated workspace. Role-based permissions control who can view or edit records, and activity logs record important changes.
Most of the work is deciding your stages, statuses and sources, and adding your team. Many teams start with a simple setup and adjust it as admission season goes on.
Yes. You get 14 days of full access with no credit card required. It's a good way to run a real batch of enquiries through the system before you decide.
