Best Crm For Universities

When it comes to selecting the best CRM for your university, there are some things that you need to consider. First, you’ll want to make sure that the CRM is user friendly and easy to navigate. What good is a complex system if it doesn’t help your organization grow? It also needs to be flexible enough so that if there are any changes or updates made by the university, they won’t have trouble adapting. In addition, since most universities have multiple departments working together in order to keep up with student records (e.g., admissions), this means that an effective CRM should allow for collaboration between these departments as well as with other institutions (such as alumni).

In this guide, we review the Best Crm For Universities, best crm for private schools, crm solutions for full student lifecycle management, and best crm for engineering firms.

Best Crm For Universities

Universities are one of the most important institutions in our society. They help educate and prepare people for a future that will hopefully be more fair and prosperous than the present. But even though they may be behind some of the biggest companies in terms of revenue, universities don’t always have access to the best CRM solutions. Here’s my list of top 5 CRMs for universities

1. Salesforce

Salesforce is a cloud-based customer relationship management (CRM) platform. It is designed to help businesses track and manage sales leads, contacts, accounts, and opportunities.

Salesforce offers several editions: Sales Cloud for sales process management; Service Cloud for service automation; Marketing Cloud for marketing automation; AppExchange where users can find apps made by other developers that integrate with Salesforce; Platform as a development environment on which users can build custom applications to integrate with this suite of services or other clouds through APIs.

2. Odoo (OpenERP)

Odoo, a cloud-based business management software, is one of the best CRM software for universities. It’s an open source CRM software and has a mobile app for Android and iOS. It also has a large community of developers and users who share their experiences with Odoo.

The first thing that you should know about Odoo is that it’s not just a basic CRM tool—it’s actually an all-inclusive business management suite. It includes tools like project management, accounting, inventory management and ecommerce among others. In addition to this wide range of functionalities built into Odoo as standard features, you can also customize it according to your needs by adding additional modules or plugins developed by third party vendors (or even yourself).

Odoo has been around since 2001 when it was released under the LGPL license in France by Michel Bénédicte Gilles Martin through his company OpenERP SAS (now known simply as OpenERP). Since then it has grown exponentially with over 1 million businesses using its software worldwide today!

3. Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management (CRM) software developed by Microsoft. It is available in several versions, with different features:

  • Microsoft Dynamics CRM Online—a cloud-based online software service
  • Microsoft Dynamics CRM for Salesforce Service Cloud—a cloud-based application for sales and marketing teams to connect with their customers and prospects through the Salesforce platform.
  • Microsoft Dynamics 365 for Customer Engagement—an integrated suite of customer engagement solutions designed to help organizations engage customers at every touch point of the customer lifecycle.

4. Oracle CRM

Oracle CRM is a very popular CRM solution used by many large companies. It has a lot of features, including:

  • Easy to use
  • Great reporting capabilities

Oracle CRM is a cloud-based system that can be accessed from anywhere with an internet connection. It’s easy to get started with Oracle CRM since there are no upfront fees or software to install, and you’re not locked into a contract. However, the monthly subscription fee for this service can add up quickly—especially if you’re using it for multiple users in your organization or over multiple years.

5. SAP Customer Relationship Management (SAP CRM)

SAP CRM is a cloud-based CRM solution and can be leveraged across multiple platforms. The software allows you to set up sales pipelines, manage customer service issues and track communication. Additionally, it offers predictive analytics that help improve customer engagement.

SAP CRM is a powerful, flexible and scalable solution used by more than 10,000 customers worldwide (including universities). It’s also certified by G Suite Marketplace as an integrated partner offering an easy way for G Suite users to access the two platforms seamlessly through one interface with no need for additional APIs or integrations—a major benefit for university IT departments with limited resources who want to get started quickly without having to learn how each individual tool works first before using it in their daily workflows.

best crm for private schools

Educational organizations have massive amounts of data that they need to take in, store, and access on a regular basis, even going beyond student grades. 

Higher education’s admission departments need to keep track of prospective students who are considering applying or who already have, for example, while grade schools need to carefully track parent information, vaccination status, contact info, and more. 

All schools also need to keep track of vendors, staff, teachers, and all of their associated data. 

This is why CRM tools for education organizations are so crucial. In this post, we’re going to look at the best Education CRM options in 2021, so you can find a tool that’s right for you. 

What School CRM Software Needs to Accomplish 

When you’re choosing education CRM software, you need to look for a tool that offers the following:

To make your job easier, we’ve searched far and wide to find the best CRM for higher education organizations, for teachers, and for school administrators that meet all of the above criteria. 

The Best Education CRM Tools 

If you want to find a high-powered CRM for higher education organizations and grade schools alike, take a look at these four outstanding education CRM tools. Some offer industry-specific tools or features, while others simply adapt well to the needs of an educational organization. 

Zoho is a strong and well-rounded CRM tool that offers advanced and specialized features for organizations in the education sector.  

Their CRM allows educators to use an entirely digital and Cloud-based application that allows your team to do the following:

This isn’t just a CRM that educators can shoehorn into fitting their needs; it already has everything you’re probably looking for.

LeadsBridge offers extensive Zoho CRM integrations that are valuable to the education industry, offering features like:

Like Zoho, Salesforce is an advanced CRM and sales tool that serves a large number of industries but that offers specialized features for the education industry. 

Here, you can merge student, faculty, and staff data into a single database that was designed for higher education organizations in particular. It can help you get a better and more holistic look at student and lead retention, which allows you to improve the lead and student journey along the way. 

Salesforce has top-tier analytics and extensive features, making it a solid choice. 

It’s also massively scalable, with over 4,000 integrations. 

LeadsBridge can help simplify and streamline the Salesforce integration process, as we offer Salesforce integrations that can:

CampusLogin is truly an education CRM, as it was built exclusively with schools in mind. This means that every aspect of the tool is tailored to education organizations.

There are detailed lead and student profiles, data-tracking for materials like lead generation and email marketing to see how effective your campaigns are, and the ability to manage high school campaigns designed to help you track which ones draw in the most interested potential students. There are tools here to help with your website, marketing, lead tracking and converting, and student tracking.

Like the other tools on this list, LeadsBridge offers extensive integrations for CampusLogin:

Hubspot is another famously well-known CRM tool that offers a specialized suite of features for educators and educational organizations.

Their CRM is designed specifically for higher education organizations, allowing schools to target and track prospective student journeys through the admissions process. There’s a major focus here on using inbound marketing that brings students to you, like social media, SEO, and blogging, and then converting them accordingly through email marketing.

HubSpot is one of the most popular CRMs on the market, so it’s no surprise that there are plenty of Hubspot integrations that can automate and improve your school’s workflow. 

With LeadsBridge, you can set up integrations to:

Choosing the right Education CRM can help your staff improve the efficiency of their marketing campaigns and even streamline the admissions process across the board. This can result in your school offering a superior student experience before they even set foot on campus to start their learning, giving you an edge when they’re choosing which program to attend. 

Remember to choose a CRM that’s designed with educators and education organizations in mind — meaning they are secure, data-driven, scalable, and with plenty of integration options available. This can help the tool work best for you so you can work at your best for your students.

Looking for more education-focused automation-based tools to help your school run more effectively behind the scenes? Check out LeadBridge’s education integrations here. 

Ana is a strategic content marketer specializing in business, finance, and marketing writing, though she’s worked across a range of industries. She works from her home in Orlando with her three dogs and can be contacted at

crm solutions for full student lifecycle management

What do universities use CRM systems for?

We explore how replacing a legacy IT system can attract more prospective students, simplify the admissions process, increase conversions and promote student retention while engaging with alumni and other key stakeholders.

More and more higher education institutions (HEIs) are now adopting Customer Relationship Management systems to attract, engage and communicate better with their students at the different points of the student lifecycle.

When it comes to the way universities engage with students and utilise their data, the bar, alongside everybody’s expectations (not least of all the students’), has most definitely been raised.

Quite often, choosing one university over another with similar credentials depends upon the way in which the institution communicates with the prospect. Is the admissions team supporting me during the application process? Is the university presenting me with relevant information? Will the course cater for my career aspirations?

These days, most students want regular, relevant and insightful communications; university staff want a streamlined way of reaching out to students without the burden of extra administration. In order to compete in a digital world, a university’s IT stack must be up to scratch and efficient.

The easiest way for universities to reach a harmonious state with their stakeholders is by implementing a modern CRM for higher education. A CRM provides valuable insights about your students, allowing you to nurture stronger and more personal relationships with prospective and current students but also with alumni. Also, in an age of flexible and remote working, it’s good to know that the platform can be accessed on smartphones and tablets.

What is a CRM for higher education?

According to the IT research and advisory agency Gartner, a CRM (Customer Relationship Management), is not only technology, but also “a business strategy that has primary objectives of optimising profitability and revenue, improving customer satisfaction and promoting customer-centric processes.”

In other words, a CRM for higher education enables institutions to keep their stakeholder’s information up-to-date by facilitating and tracking every interaction the university has with them across different platforms, no matter where they are in the world. It is designed to help staff by simplifying their workflow and in turn, improving their relationships with students. The outcome? Increased admissions and retention rates, better communications with students and a happy team.

A good CRM will have a stylish, clean and user-friendly interface, making it enjoyable to use. The technology and design of a high quality CRM will be updated and modernised as new innovations come to the fore. It consolidates all communication pipelines into a single programme, making it easy for new and existing staff to learn how to use it to its full potential.

Key benefits of CRM for Higher Education

From lead to alumnus: unifying communications across the entire student lifecycle

There are plenty of CRMs on the market today, but not all of them offer functionality across the whole student journey, which is particularly important for improving student retention and fundraising efforts. Gartner champions the concept that “personalisation is the new frontier to student recruiting.”

Gone are the days of glossy brochures containing recycled content, and ‘catch-all’ annual recruitment fairs.‍Nowadays, universities must personalise communications by mapping and segmenting data to target messages accordingly. Similarly, to ensure quality and consistency in communications, institutions should move away from the department-driven approach to a university-wide one.‍Universities are also employing CRMs to facilitate social listening and implement multi-channel marketing efforts in order to advertise courses and nurture relationships with prospective students, with the aim of converting them into graduates – and subsequently champions – of their institution down the line. In a higher education context, social listening is a way of monitoring digital conversations to gain an informed understanding of how stakeholders or prospects engage with an institution.

Gartner also defined “Eight Building Blocks of CRM” for education. To establish a strong foundation, knowledge, understanding and innovation must be applied throughout the process.

Enabling students to fulfil their potential

If used properly, a CRM can improve the entire student journey by providing students with contextual content, and staff with updated academic and personal records. Universities know that investing in faculty and whole-campus events vastly improves the student experience and can prove beneficial to academic success.

However, organising multiple events at one time can prove arduous and admin-heavy without the aid of an efficient CRM that centralises events and activities across departments, making the process transparent and highly organised.

Student attainment and attendance can be also tracked, and automated messages sent out to remind students of upcoming deadlines. Simple things like reminders or alerts can help students to plan their time and prepare for exams more effectively, thus having a positive impact on both wellbeing and results.

When it comes to the hot topic of student retention, a CRM can be an incredibly valuable asset. For instance, universities might decide to segment the courses with the highest and lowest retention rates at the click of a button, and use the information to inform their strategy for the following academic year.

Maintaining a relationship after graduation

Universities are forever looking for ways to raise money and boost donations by building long-lasting relationships with donors and alumni. Gartner explains, “the diversification of higher education revenue beyond the dominant income streams of traditional student tuition and public funding is becoming increasingly important for institutions. At a time of decreased public funding for higher education, many face financial pressures and demands to reduce the time and cost of education.”

A CRM centralises donor and alumni information and is used to send out automated communications at key times of the year to keep everyone updated on the success of the institution’s programmes and students. Inbuilt analytics enable professionals to examine the type of communications and events that have led to the best contributions over the course of the year.

As digital technologies evolve and industries become more fluid, the scope for communication reaches much further than an institution’s primary target market. As the nuclei in which the next generation of innovators are nurtured, higher education organisations need to become digital trailblazers, using technology to reach out to potential employers in order to place their institution on the world stage.

best crm for engineering firms

Best CRMs for Construction & Architects

How the Construction Industry can benefit from a CRM. CRM software represents a new way for the construction industry to manage getting work and tracking customers. The benefits of standardizing an organization’s sales process and gaining insight into all aspects of the bidding process can provide a real and immediate return on investment. Companies looking to increase their success in bidding and winning more work should seriously review CRM software as a strategic element of a company’s overall Information Technology Strategy.

Really Simple Systems

An easy to use solution that lets you get organised, with everything in one place, and accessible to all your team. This CRM for construction lets you track and prioritise your sales leads, manage estimates, and store plans and orders. The integrated marketing module means new leads are automatically captured from your web site and added to the CRM. The action can allocate the lead to the correct person to follow up, and send out acknowledgements. You can link multiple stakeholders to a project giving you complete visibility. Data security is assured as Really Simple Systems is GDPR compliant,

Maximizer CRM

Maximizer CRM for construction companies allows you to manage relationships between architects, engineers, contractors and suppliers effortlessly, save time and improve the customer experience. Maximizer Mobile allows your staff to instantly update files and stay in contact with the head office whilst out estimating. Automation of processes and the ability to track all building projects in one place revs up productivity. Maximizer CRM is accessible anywhere, anytime via any web enabled device – providing all employees on project sites, visiting important clients or just staying in touch.

Capsule CRM

Be organized when you’re on the move with a CRM that makes managing business relationships effortless wherever you are. Stay in control of your projects and contacts whether you’re on the road or onsite with Capsule’s mobile app. Access your customer information, calendar, tasks and opportunities from your phone even if you’re offline, Capsule Mobile will sync any changes when you reconnect. Define your step by step processes for each stage of a project and share with the team, so deadlines are no longer and everyone follows a winning approach.

With users get a high-level overview of all construction operations and receive status updates in real-time to help you track and visualize your project every step of the way. Efficiently manage all communications with stakeholders in one place. Stay on top of each deliverable, permit, RFI, and file needed to keep you on track. Divide and track individual project stages and keep everyone aligned with a centralized place for all project files and communication. Make communication with subcontractors easier and more efficient. Track structural and service contractors, the type of work completed, contact details, and partnership creation dates all in one place.

TopBuilder Solutions – Home Builder CRM & Marketing

TopBuilder Solutions – Home Builder CRM & Marketing

TopBuilder is the construction industry’s most advanced cloud-based construction CRM. As experienced professionals in engineering, construction, and software technology, we have redefined what it means to be a construction CRM. With our sales, marketing, and pre-construction software, you will experience better team communication, win more jobs, and have more time to focus on your priorities. With our new mobile functionality, you get all these wonderful benefits anywhere at any time. Experience the new industry standard with TopBuilder.


Acculynx is a suite that offers every business in the construction industry with a vast array of project management and project estimating solutions. The system is designed and developed for construction entities including Construction Management Firms, Custom Home Builders, General Contractors, Property Owners, and Specialty Contractors. Acculynx is loaded with a rich and diverse set of construction management features like bid management, project scheduling, project management, accounting, service management, and customer relationship management within one comprehensive system. AccuLynx gives your business an edge in productivity with its QuickBooks Online & Desktop integrations. Stay on top of your resources and manpower with its work scheduling and project planning features. Manage everyone and everything using any mobile device. With AccuLynx, you have a platform where you can securely store all your job information and access them anytime, anywhere.

Contactor’s Cloud

Contactor’s Cloud

Contractor’s Cloud, developed by construction professionals, is a web-based construction management solution designed for the sales-oriented general contractor. Providing the efficiency along with accountability and consistency for every project, the organizational leg work has been done so that customers can benefit by having full focus on their needs. Contractor’s Cloud is for any contractor with a dedicated sales staff. Whether performing home improvements, solar installs, landscaping, driveways, or utility work, Contractor’s Cloud is for you.



Cosential offers comprehensive CRM and proposal automation built specifically for architecture, engineering and construction firms by A/E/C experts. Cosential’s Central Information Platform keeps your data current, accurate and transparent. So you can turn information into true business advantage. Offering spreadsheet-like interfaces and effortless data entry, Cosential delivers visibility and analytics that encompass project lifecycles, relationships and past project performance.

Constellation HomeBuilder Systems

Constellation HomeBuilder Systems

Constellation HomeBuilder Systems is a provider of tailored homebuilding software and website solution that streamline the homebuilding process. Constellation helps users manage their information technology costs from websites and online marketing, to sales and customer relationship management, to land development, to scheduling, estimating & purchasing, to accounting & business intelligence, and finally to warranty & customer service with a comprehensive suite of fully-integrated software solutions.

Construction CRM Software – CSG Inc

Construction CRM Software – CSG Inc

Contractors Software Group, Inc. is a developer of fully integrated software solutions for residential and light commercial builders and contractors. They offer feature rich single-entry solutions for sales, marketing, customer service, warranty tracking, estimating, purchase order management, scheduling, job cost accounting and more. They also offer multiple customizable solutions to choose from based upon the size, needs and budget of a company making them capable of handling any size builder or contractor. Pricing is available on applicated. A free trial is offered.

Deltek – Union Square

Deltek – Union Square

Deltek announced that it has acquired Union Square, a provider of project information and collaboration software built for the unique needs of Architecture, Engineering and Construction (AEC) practices.

Union Square improves the quality and accuracy of information and enhances project team collaboration by delivering a single solution for managing vital project information such as contacts, emails, drawings and documents.

Deltek, an ERP market leader in the Architecture and Engineering industry, working with AEC firms globally, powers the complete project lifecycle for AEC firms of all sizes through cutting-edge business development, project and resource management and financial management solutions. By acquiring Union Square, Deltek has become a system for activities and transactions around projects, and will also be the center for all information generated throughout the project management process. Deltek will empower AEC firms to unify project transactions and information, enabling them to manage projects faster and more profitably than ever before.

EasyBuild Construction Industry Software

EasyBuild Construction Industry Software

Originally developed in 2004 exclusively for the Durkan Group, EasyBuild Construction Industry Accounting and Project Management software is now available to benefit businesses industry-wide. EasyBuild provides specialist software for the construction industry. Modules provide all the management and accounting functionality to bridge the gap between office and site, enabling your business to thrive.

Followup CRM

Followup CRM

Followup CRM offers sales tracking software for the construction industry, and is suitable for companies of all sizes. Followup CRM offers features such as the ability to track pipelines, set goals for team members, view reports and coordinate workflow within the organization. Pricing is per user per month. A free trial and demo are on offer.



HIKUU Construction Accounting is a cloud-based productivity construction software that helps you and your team connect and get work done quickly, efficiently and virtually anywhere there’s an internet connection. Tailor made for the construction industry, businesses such as plumbing, electrical, welding, roofing and other trade professionals alike, benefit from this simple to set-up, simple to use and simple to manage accounting interface. Work smarter and focus on what really matters – business.

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