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By role · For admissions and marketing teams

Reply first, follow up always, enrol more

Every enquiry lands in one pipeline, whether it started on your website, a call, WhatsApp or an agent. Counsellors know what to do next, and managers can see how well they do it.

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Your desk● live
Admissions pipeline
Sample data
New 2
Website enquiry
Agent referral
Partner
Contacted 2
Parent call
Follow-up Thu
WhatsApp chat
Applied 1
Application received
Offer 1
Offer sent
Awaiting
  • Your permissions
  • One screen
  • Ask Elvis U
A day with Elvis

From first enquiry to offer, one working day

  1. 08:30 Check what came in overnight The AI chatbot answered enquiries after hours and captured the leads. Warm ones are waiting for you in the pipeline. AI chatbot
  2. 09:30 Work the follow-up list Today's tasks are sorted by stage, with call and message history on each contact. Admissions and CRM
  3. 11:00 Call and let U write it up The call analyser summarises the conversation and books the next follow-up for you. AI call analyser
  4. 13:30 Check the agent referrals See which partners sent applications and which are waiting on documents. Agents and partners
  5. 15:00 Message on the right channel WhatsApp Business, email or SMS from the same contact record. Communication
  6. 16:30 Review the funnel Managers see which channels, agents and counsellors are producing enrolments. Reports and analytics
Ask Elvis U

What a counsellor or marketer might ask U

  • Which leads have had no reply for two days?
  • Create a follow-up for tomorrow at 10:00 with a Year 8 parent.
  • Draft a WhatsApp message inviting applicants to the open day.
  • How many applications came from agents this month?
  • Which counsellor has the most overdue follow-ups?
  • Summarise my last call and note the documents still missing.
Your toolkit

The six tools admissions teams use most

Admissions and CRM One pipeline from enquiry to offer. AI chatbot Round-the-clock answers that capture the lead. AI call analyser Call summaries, next follow-ups and quality checks. Agents and partners Referrals, application tracking and commission invoices. Short courses Intakes and sign-ups for workshops and short programmes. Communication WhatsApp, email and SMS to leads and families.
“[CUSTOMER QUOTE ABOUT ADMISSIONS FOLLOW-UP]”
[NAME] [ROLE], [INSTITUTION]
FAQ

Questions from admissions teams

Where do enquiries come from?
Website forms, the AI chatbot, calls, WhatsApp and agent referrals all land in one pipeline, each with its source recorded.
Can counsellors see call and message history?
Yes. Each contact keeps its calls, messages, follow-ups and documents in one record.
Does the chatbot replace counsellors?
No. It answers common questions and captures details, then hands warm enquiries to a counsellor. Staff make the final call.
Can agents see their own applications?
Yes. Partners get a dashboard of their own applications, and commission invoices are raised from the ones that converted.

Keep exploring

All solutions Every institution type, role and need in one place. Grow enrolment The outcome view of faster follow-up. Training centres and language centres For centres that enrol learners into batches. Higher education For recruitment with agents and intakes. Student records Where an accepted applicant becomes a student. Communication WhatsApp, email, SMS and telephony.

See Elvis ERP on your own data

Book a walkthrough with a specialist who works with institutions like yours.

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