Education and training

An education CRM: better-tracked admissions, better-supported students

Private schools, higher-education institutions, training and language centres: enquiries come from everywhere, applications involve several departments, and families expect quick answers.

Bitrix24 brings enquiries, admissions, documents and coordination between departments into one tool. MonCRM configures it for your institution.

Team reviewing profiles and dashboards

The problem

What costs institutions enrolments

During admissions season, an institution receives hundreds of enquiries by phone, WhatsApp, social media and web forms. Those left unanswered for a few days often go to another institution.

Then the application passes through admissions, academics, finance and student services, each with its own files, and students and families feel it.

Your challenges

Education challenges and how Bitrix24 solves them

  1. 01 The problem

    Fragmented student enquiries

    Missed applicants, slow responses and inconsistent communication with prospective students.

    With Bitrix24

    Every enquiry in one CRM

    Every enquiry is captured in the CRM: no missed applicants and faster, consistent responses.

    • CRM
    • Open Channels
    • CRM Forms
    • Website chat widget
    • Callback widget
  2. 02 The problem

    Little visibility into the student journey

    From first enquiry to alumni, tracking is fragmented, which hurts support and retention.

    With Bitrix24

    The student lifecycle tracked end to end

    A single timeline records every interaction from enquiry to alumni status, for personalised support.

    • Kanban
    • Pipelines
    • Automation rules
    • Smart Process Automation (SPA)
    • Timeline in CRM
  3. 03 The problem

    Applications handled by hand

    Enrolment delays, data entry errors and student privacy risks.

    With Bitrix24

    Automated application handling

    Automated workflows and secure storage: less manual work, faster processing and better compliance.

    • Document Templates in CRM
    • Approvals
    • E-Signature
    • Bitrix24 Drive
    • Access Permissions
  4. 04 The problem

    Departments out of sync

    Admissions, academics, finance and student services work in silos: delays and a disjointed experience.

    With Bitrix24

    Departments working together

    Shared tasks, automated handovers and a shared student profile eliminate administrative delays.

    • Chats
    • Tasks
    • Workgroups and projects
    • Calendars
    • Flows
  5. 05 The problem

    Fragmented resources and schedules

    Rooms, staff and equipment managed in several tools: scheduling conflicts and inefficiency.

    With Bitrix24

    Resources scheduled in one place

    Staff, facilities and resources coordinated in one platform: fewer scheduling conflicts.

    • Resource booking
    • Product catalogue
    • Tasks in CRM
    • Notifications
    • Bitrix24 Drive
  6. 06 The problem

    Limited recruitment analytics

    Hard to spot trends, measure team effectiveness and optimise recruitment campaigns.

    With Bitrix24

    Real-time KPIs

    Dashboards to track enrolments, optimise campaigns and support strategic decisions.

    • CRM Analytics
    • BI Builder
    • CRM reports
    • E-mail and link tracking
    • Ad cost analysis

What you gain

More enrolments, better-supported students

  • One system for student communication, admissions, administrative tasks and institutional operations.
  • A better experience for students and parents: enquiries handled better and more professional communication throughout recruitment.
  • Aligned departments: admissions, academic teams and external partners coordinated.

The institution follows each student from first enquiry through enrolment and beyond. The result: more efficient enrolment, higher retention and sustainable growth.

How we work

Rolling out Bitrix24 in your institution

  1. Scoping

    Your programmes, the admissions calendar, application stages, required documents and the departments involved.

  2. Configuration

    An admissions pipeline per programme, student and parent records, document templates, approval workflows, automatic reminders and access rights.

  3. Connecting channels

    Website, forms, social media, WhatsApp and telephony; import of your contacts and applicants.

  4. Training and follow-up

    Training for admissions and administrative teams, then KPI reviews during admissions season.

Education CRM: frequently asked questions

Does Bitrix24 replace our student information system?

No. Bitrix24 handles recruitment, relations with students and families, and coordination between departments. It can exchange data with your student information system through the API.

Can we track parents and students separately?

Yes. Student and parent records are linked, with the history of every interaction, so you can address each of them.

Can we follow up with applicants automatically?

Yes. Automation rules send reminders about missing documents, interviews and payment deadlines, by e-mail or message.

How is student data protected?

Access rights limit each user to the information they need. To keep data in Morocco, the self-hosted edition of Bitrix24 is available.

Where is our data hosted?

With Bitrix24 Cloud, data can be hosted in Europe. If you want to keep it in Morocco or on your own infrastructure, the self-hosted (on-premise) edition installs on your servers or in a Moroccan data centre. Either way, we include the steps required with the CNDP (Morocco's data protection authority, Law 09-08) in the project.

Running a school or training centre?

Walk us through your admissions process, and we will show you how Bitrix24 would make it faster and better tracked.

MonCRM advisor wearing a headset, ready to help