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One tenant, two ladders

Matric and O Level, side by side

A school running a national stream and a Cambridge stream runs both in one CampusFlo tenant — separate ladders, separate grading, one student record.

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USA, India, Gulf, IBPages coming shortly
9 profiles

Configuration, never a fork

A profile sets the level ladder, term structure, grading scheme, attendance model and the vocabulary itself. Every value stays editable afterwards.

One product, every country
40 minutes

See it on your own scenario

A screen-share run against your levels, your grading scheme and your board — not a slide deck. Bring your student count and campuses.

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CRM for schools — every admission enquiry, followed up

A parent walks into the office, or rings during break, and right now that enquiry lives on a diary page or in somebody’s WhatsApp thread. Here it becomes a record with a counsellor, a stage and a date for the next call — so nothing quietly goes cold.

Walk-ins · calls · website · WhatsApp · referrals

Enquiry desk · Intake 2027LIVE
Follow-ups overdue6
Due today14
Ayesha Tariq · Class 1Campus visit booked
Bilal Ahmed · Class 6Contacted
Untouched 7+ days3

Where enquiries come from

Most school enquiries still arrive in person — a parent at the front desk asking whether there is a seat in Class 1. Every source is recorded the same way, so the walk-in is as trackable as the form submission, and you find out at the end of the intake which one actually filled the seats.

Walk-in at the front desk
Phone call
Your website’s enquiry form
WhatsApp
Facebook or Instagram
Parent referral
Staff referral
Newspaper or flyer
Banner or hoarding
Event or school fair
Foxaf campaign form

The source is not a dropdown nobody fills in. It carries through to the conversion report, so “the flyers brought forty enquiries and two admissions” is a number you can read rather than a feeling you have.

The pipeline — seven stages, and yours if you want different ones

An enquiry moves through named stages instead of sitting in a list marked “pending”. The seven below are seeded for schools; a school that runs an interview round or a fee-discussion step inserts its own stage and the reports follow it.

Stage 1New enquiry
Stage 2Contacted
Stage 3Campus visit booked
Stage 4Visited
Stage 5Form issued
Stage 6Applied
ClosedNot interested — with a reason

“Not interested” is a stage with a reason attached, not a delete. Next year’s planning reads better when you can see that eleven families walked because Class 4 had no seat.

The record

What an enquiry records — a child, not a sales opportunity

A generic CRM offers you Company, Website and Estimated Value. A school needs to know which parent is asking, for which child, for which class, and whether that child will even be old enough on the cut-off date. Those fields are the product.

  • Parent name and relationship — father, mother or guardian
  • WhatsApp number, with consent recorded against it
  • Child’s name, gender and date of birth — checked against the intake cut-off
  • Class of interest, intake and preferred campus
  • City or area, previous school, transport and hostel interest
  • Counsellor, next follow-up date, source, campaign and UTM
Enquiry · E-2027-0412LIVE
ParentMrs Sana Iqbal · Mother
ChildHira · DOB 14 Mar 2022
Age on cut-offEligible · Nursery
WhatsApp consentGiven
CounsellorNadia R.
Conversion

One click from enquiry to application

Convert to application opens the admission form already filled in from the enquiry, and runs the admissions checks before it lets you through — intake open, class offered, age on the cut-off date. Nobody retypes a parent’s phone number that has already been written down once.

  • The application is pre-filled from the enquiry record
  • Admission rules are checked at the point of conversion, not afterwards
  • Click it twice and you land on the same application — never a duplicate
  • The enquiry stays on the desk, showing the application’s live status

This page ends where the application begins. Everything after conversion — the form, the entrance test, the merit list, the offer and the admission — belongs to the admissions module.

Convert to applicationCHECKS
Intake 2027 openPass
Nursery offered at this campusPass
Age on 1 Apr 2027Pass
ResultApplication A-2027-0263

Never lose a follow-up

Every open enquiry has an owner and a next date, and the desk opens on what is overdue rather than on everything ever recorded. An enquiry nobody has touched for seven days is flagged whether or not anyone remembered it.

The queues

What the counsellor sees first thing in the morning.

  • Overdue — the call that should have happened yesterday
  • Today — what is actually due now
  • Upcoming — scheduled, not yet due
  • Done — with the note of what was said
  • A flag on any open enquiry with no contact for seven days

Who owns it

Assignment is a setting, not a convention people remember.

  • Manual — the front desk picks a counsellor
  • Default — everything lands with one person
  • Round robin — shared out evenly as enquiries arrive
  • An admissions officer role, with counsellors optionally limited to their own enquiries

Duplicates and siblings

When a number that already exists is entered again, the earlier enquiries appear before a second record is created. Usually it is not a duplicate at all — it is the same family asking about a second child, and that is a sibling, not a mistake.

Matching runs on the phone number

A matching mobile or WhatsApp number surfaces every earlier enquiry from that family, at the moment of entry rather than in a cleanup later.

A second child is added as a sibling

The new enquiry is linked to the family instead of duplicating the parent, so both children stay visible on one record.

Three children at one school is normal here

Counting each of them as a separate unrelated lead is how a pipeline stops resembling the school.

WhatsApp, campaigns and automation — through Foxaf

CampusFlo holds the enquiry. Foxaf talks to the family. They are both IT Vision products and the split is deliberate: a school-management system has no business growing a second, worse marketing-automation tool inside itself.

CampusFlo

The record, the pipeline and the school’s own rules.

  • Holds the enquiry, the stage, the counsellor and the follow-up
  • Pushes the contact to your Foxaf workspace, tagged with stage, class, campus, intake and source
  • Adds it to an Enquiries list there
  • Select a set of enquiries and push them to a Foxaf list in bulk
  • Converts an enquiry into an admission application

Foxaf

The conversation with the family.

  • WhatsApp on the Meta Official Cloud API
  • Campaigns, broadcasts and message templates
  • Workflows and automations
  • Forms that feed enquiries back to CampusFlo

Replies and Foxaf form submissions flow back into the enquiry timeline, so the counsellor reads one story rather than checking two screens. CampusFlo’s own notices — fee challan, attendance, results — can go out through the same Foxaf WhatsApp channel, so a school runs admissions marketing without buying a third tool.

Consent is enforced, not assumed. An enquiry is pushed to Foxaf only when WhatsApp consent has been recorded. Without it, the number is withheld and the contact is tagged so campaigns exclude it — which is what Meta’s opt-in policy requires, and what a parent who never agreed to be messaged is entitled to.

What you can measure

At the end of an intake the useful questions are which sources converted, which counsellor is carrying the desk, and which classes were asked for more often than there were seats. Each is a report rather than a spreadsheet somebody rebuilds every year.

Reports

  • Source conversion — enquiries to applications, by where they came from
  • Counsellor performance across the intake
  • Class demand against seats
  • Stage aging — where enquiries sit and stop moving
  • Campaign performance, and lost reasons
  • Print, or export to Excel

Why families said no

A closed enquiry keeps its reason, and the reasons are the shortlist a school actually hears at the front desk.

  • Fee too high
  • Distance
  • Chose another school
  • No seat
  • Age not eligible
  • Not reachable
  • Just exploring

Put an enquiry form on your website

There is a public enquiry page you can link to, and an embed you can paste into your own site so the form sits on your pages and still lands on the enquiry desk. Submissions arrive in the same queue as walk-ins, with the same stages and the same follow-up rules.

One queue, whatever the source

A form submission is an enquiry like any other — no second inbox to remember to check.

Spam is handled

A honeypot field and a submission throttle, so the desk is not filled with junk overnight.

Consent is on the form

A consent box, recorded against the enquiry, which is what decides whether the contact can be messaged later.

UTM is captured

Where the visitor came from is carried into the record, so campaign spend reconciles against admissions.

Works with

The enquiry desk is the front of the funnel, and it hands over cleanly rather than living on its own.

Questions about a CRM for schools

What is an enquiry management system for a school?
It is the system that records admission enquiries — a parent asking about a seat — and works them through named stages until they either apply or say no. In the United States the same thing is usually called inquiry management. It is not the admission process itself; it is everything that happens before a family fills in a form.
How is this different from an ordinary CRM?
An ordinary CRM records a company, a website and an estimated deal value. A school needs the parent and their relationship to the child, the child’s date of birth checked against the intake cut-off, the class of interest, the campus and the intake. It also needs to know that two enquiries sharing a phone number are usually siblings rather than duplicates.
Can it handle walk-in enquiries?
Yes, and walk-in is a first-class source rather than an afterthought — it is how most school enquiries arrive. The front desk records it in the same screen a website submission lands in, so it carries the same stage, counsellor, follow-up date and conversion reporting as every other source.
Does it send WhatsApp messages?
Through Foxaf, our sister product, which runs WhatsApp on the Meta Official Cloud API along with campaigns, broadcasts, workflows and forms. CampusFlo pushes the contact across with its stage, class, campus, intake and source, and the replies come back into the enquiry timeline. The split is deliberate: CampusFlo holds the enquiry, Foxaf talks to the family. A contact is pushed only where WhatsApp consent has been recorded.
How does an enquiry become an admission?
Convert to application creates the admission application pre-filled from the enquiry and runs the admissions checks first — intake open, class offered, age on the cut-off. Clicking it a second time opens the same application rather than creating another one. From there the admissions module owns the test, the merit list, the offer and the admission itself.
Can counsellors be limited to their own enquiries?
Yes. There is an admissions-officer role, and counsellors can be restricted to the enquiries assigned to them. Assignment itself can be manual, default to one person, or round robin as enquiries arrive.

Bring last year’s enquiry register

Whatever it lives in now — a diary, a WhatsApp group, a spreadsheet — we will walk it through the desk and show you what the follow-up queues and the source report would have told you at the time.

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