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Enquiry & Follow-Up

Enquiry & Follow-Up System

ENQUIRY & FOLLOW-UP MODULE

Educare helps to handle enquiries and leads. It assists you grow your business by tracking their information, joining status and managing follow-ups.

This Module is associated with Enquiry and its closure activity.

All tasks right from generation of new enquiry till its closure is tracked. All stakeholders get notified of any new enquiry registered under this portal and number of follow-ups done till it gets duly registered.

An enquiry report will be generated for listed along with history of such requests such as person assigned, follow-ups, tracker for listed courses and update.

ENQUIRY & FOLLOW-UP MODULE FEATURES
  • Register New Enquiry
  • Enquiry Listing & Search
  • Enquiry Follow-up and Track Conversation
  • Send Email or SMS to Inquired Student
  • Manage Next Follow-up Schedule (Next Follow-up Date)
  • Move Enquiry for Registration (No need to refill all details during registration, basic details will be taken from enquiry)
  • Multiple Search Features – Quick Search and Advanced Search
  • Move Enquiry for Registration and assign a Batch/Course
  • Export Enquiry to Excel, CSV Format
  • Manage Enquiry Status
  • Enquiry – Edit, Delete, Quick View, Full View
  • Enquiry History Log
Enquiry & Follow-Up

Experience theEnquiry & Follow-Up System

Now add, manage and respond to inquiries with our Inquiry Management module. We provide an easy and strategic Inquiry management system for creating and managing student's inquiries. This module will help with all the tasks, involved in the student enquiry process for an educational campus.

Frequently Asked Questions

When a new enquiry is created, system gives an option to send SMS to student or parent. We also give option send SMS to audience for selected enquiry type. One can do it from SMS panel.
Once the enquiry is created, user can be assigned from “Assign” tab.
Admin can transfer the enquiry to admission. When the admission is confirmed we provide an option to add student as an user in system.
Select the date range of the data required. “Export” button gives an option to export data into excel sheet.
Admin can set the charges of enquiry forms from settings panel. Payment report of all the forms sold can be retrieved from “Payment report” tab.
Yes. As soon as the admin opens the module, he will see the Follow up tab blink up, reminding him about all the follow ups that needs to be take in today’s date.