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PRODUCT · LEAD & ADMISSION CRM

Know every lead. Never lose the next action.

SpinaSys Lead & Admission CRM connects enquiry capture, lead distribution, counselling follow-ups, application progress, communication and admission status so teams can see where every prospect stands—and what should happen next.

Request CRM DemoDiscuss Your Admission Workflow
COUNSELLOR WORKLIST
NEXT ACTION DUE · 04 OPEN
Call back — B.Tech CSE enquiry
SOURCE: CAMPAIGN · OWNER: R. MEHRA
TODAY
Documents pending — MBA application
SOURCE: WEBSITE · OWNER: S. IYER
+2 DAYS
Fee payment link — B.Sc admission
SOURCE: WALK-IN · OWNER: A. KHAN
+3 DAYS
Re-engage — referral, no response
SOURCE: REFERRAL · UNASSIGNED
+5 DAYS
Illustrative layout. Real product screens replace this before launch.
LEAD LIFECYCLE

One record, from first enquiry to student master.

Every stage writes to the same lead record. Nothing is re-typed at a handoff, and the source that produced the admission is still attached at the end of it.

CAMPAIGN / WEBSITE / WALK-IN / REFERRAL→
LEAD CAPTURE→
SOURCE→
COUNSELLOR→
FOLLOW-UP→
APPLICATION→
DOCUMENTS→
PAYMENT→
ADMISSION→
ERP
KEY CAPABILITY BLOCKS

Six blocks, one connected admission journey.

01

Lead capture & source visibility

Bring web forms, campaign sources and manual enquiries into a consistent lead record.

02

Counsellor ownership

Assign leads, track follow-ups and make the next action visible.

03

Application journey

Move prospects from enquiry to application, document collection, status and payment checkpoints.

04

Communication

Connect WhatsApp, email and SMS touchpoints to relevant admission events.

05

Conversion visibility

Review funnel movement by source, programme, counsellor or campaign using approved metrics.

06

ERP handoff

Once admission is confirmed, transfer the required record into the student management workflow instead of re-entering the same information.

Your CRM should show the next decision—not just the last call.

Bring your existing admission process to the demo and map it against the CRM.