CRM & Lead Management

The CRM & Lead Management plugin transforms the Front Office inquiry desk into a full-featured sales pipeline.

Features

• Lead Pipeline: Track inquiries through customizable stages (New, Contacted, Qualified, Demo, Enrolled, Lost).
• Activity Logging: Log calls, emails, notes, and meetings against each lead.
• AI Scoring Integration: Integrates directly with the Intake Copilot to assign priority scores to incoming web and walk-in leads.
• Auto-Assignment: Automatically assign new leads to available admissions counselors.

Pipeline Stages

Stages are fully customizable per tenant. The default stages are:

1. New
2. Contacted
3. Qualified
4. Demo
5. Enrolled
6. Lost

AI Intake Copilot

When an inquiry is created via the public admissions form or the front office desk, the Intake Copilot analyzes the request. If the resulting priority score is $\ge 70$, the CRM module will trigger a Warm Lead Alert internally via the Communication Center.

APIs

The CRM module provides full REST APIs under /api/v1/crm/ for headless operation and mobile app integration.

Permissions

Access to the CRM module requires the crm.read, crm.write, or crm.admin permissions. By default, these are granted to the principal, admin, front_office, and sales_marketing roles.