CRM integration that turns applicants into accurate student records
Prospect and applicant data lives in the CRM long before it becomes a student record. We build the handoff so nothing gets re-typed, duplicated, or lost between admissions and the registrar.
We work inside the CRM your admissions and advancement teams already use
Whether it's a purpose-built higher-ed CRM or a general-purpose platform configured for enrollment, we integrate around it.
What CRM integration actually looks like
A few of the most common connections we build around the CRM.
Application to SIS handoff
A completed, decisioned application in the CRM automatically creates the matching student record in the SIS — no manual data entry, no duplicate records.
Financial aid packaging trigger
Admission and enrollment status changes in the CRM kick off the right financial aid workflows in the ERP or aid management system.
Advancement and alumni handoff
Graduating student records move cleanly from the student CRM into the advancement/alumni platform, preserving history instead of starting from zero.
Find out exactly where your data breaks down
A systems audit takes two to three weeks. You'll get a map of every integration currently running, every one that's missing, and a prioritized list of what to fix first.