Book a demo Try for free
CRM for schools

How many potential students do you lose by not replying?

In the middle of enrollment season, inquiries pour in from WhatsApp, social media, ads and your website form, at all hours. It's normal not to have the capacity to handle everything, but there's a solution.
Here it is.

Try Clientify for free

50,000+ users in 25 countries · 4.4 on Capterra

Sunday, 22:14, and your admissions inbox is still answering. Every inquiry arrives with its course of interest, where it came from and who on the team is handling it.

What we hear

When a school comes to Clientify, it almost always tells us the same thing

Sound familiar?

01

Enrollment season brings in hundreds of prospects and many never get followed up

The ads work. The problem comes next: prospects pile up, the team can't reply to all of them by hand and, by the time someone does, they've already signed up somewhere else.

02

WhatsApp is spread across several phones

One number per advisor or campus, or a single one that someone forwards by hand to each department. Some have too many prospects and others almost none.

03

They message you at night and on weekends

Exactly when families and future students have time to browse courses. And at that hour there's nobody in admissions.

04

You answer the same questions all day

Ages, campuses, schedules, format, when the course starts. Always the same, always by hand, while other inquiries wait.

05

Ad leads are assigned by hand

Someone copies them and assigns them one by one. And if a prospect switches advisor, the new one can't see what was discussed before and starts from scratch.

06

Spreadsheets, scattered tools and no way to know which campaign brings in enrollments

Prospects in one shared sheet, reports in another, conversations on someone's phone. The team doesn't log follow-ups, there are no reliable metrics and thousands of old contacts never hear from you again.

A real summary of what comes up most in our conversations with academies, business schools, K-12 schools and training centers.

How Clientify fixes it

One tool to manage all your customers and contacts

From the first inquiry to enrollment, everything happens in one place and the whole team can see it.

Stop paying for a pile of separate tools. Pay for just one, from 39 €/$ a month.

Let's go case by case and see how we help

For “WhatsApp is spread across several phones”

One WhatsApp number for your whole admissions team

Connect your WhatsApp Business number to the Clientify inbox through the official API. Instagram, Facebook, email and your website chat land there too, and each advisor replies from their own user, without using their personal phone.

  • Several advisors and campuses share the same line
  • Every advisor sees the whole previous conversation
  • Conversations stay with the school even when the team changes
Rocío S. · Assigned to Tomás
Hi, yesterday I spoke with one of your colleagues about the afternoon group.10:12
Hi Rocío! I'm Tomás. I see you're looking at the 18:00 group for your son, level B1. There's one spot left.10:14 · Tomás
Great, how do I book it?10:15
Deal moved to “Spot reserved”
For “they message you at night” and “the same questions all day”

An AI Agent that replies and books when your team is away

It replies instantly with the information you give it: ages, campuses, schedules, formats and start dates. Then it asks the questions you choose, like course of interest or level, and offers calendar slots for the trial class, campus visit or interview.

  • Answers based on your school's information
  • Super simple to create: up and running in just 1 minute
  • Hands the conversation to a person when needed
Marina G. · Sunday 22:14
Hi, from what age do you accept kids in the children's English course?22:14
AI Agent
Hi Marina! From age 4, at our Downtown and North campuses. How old is your child, and have they studied English before?22:14
7, they did a bit at school last year22:15
AI Agent
Perfect. How about a free placement test at our Downtown campus: Monday at 17:00 or Wednesday at 18:00?22:15
Placement test booked · Monday 17:00
For “ad leads are assigned by hand”

Every prospect has an owner from the very first minute

Contacts from your Facebook and Instagram ads and your website forms come into Clientify automatically, with their source and the course they're interested in. Conversations are assigned to your advisors automatically: round-robin or by the rules you set.

  • Balanced assignment among available advisors
  • The advisor is notified as soon as a prospect comes in
  • See which conversations are still open and who's handling them
Conversation assignment
New prospect · Andrés P.
Facebook ad · Master's in marketing
Round-robin assignment
L
LauraMaster's
T
TomásUp next
S
SaraShort courses
For “many prospects never get followed up”

Every course or intake, with its own pipeline to enrollment

Create a sales pipeline per program, intake or type of prospect, such as families and adult students, with the stages you actually use: interested, test or interview, spot reserved, enrolled. With fields and tags you store course, campus, format and level, and filter in seconds.

  • One pipeline per program, intake or campus
  • Families and adult students, each in their own funnel
  • Filter by course, format, campus or source
Children's EnglishMaster's · SeptemberSummer courses
Interested
Marina G.Instagram
Óscar L.Web
Placement test
Julián C.Monday 17:00
Spot reserved
Rocío S.18:00 group
Enrolled
Elena V.B1 · Afternoon
For prospects who stop replying

Automatic follow-up so nobody goes cold before enrolling

With automations, Clientify sends a WhatsApp template or an email right on time, reminds them of the trial class the day before and creates a task for the advisor to call. And with email and WhatsApp campaigns you reach out again to those who didn't enroll when you open the next intake.

  • Reminders for tests, visits and deadlines
  • Call tasks for the assigned advisor
  • Campaigns to your database, segmented by course or tag
Automation · Unresponsive prospect
The deal is still at “Placement test”Trigger
Wait 3 daysWait
Send WhatsApp “Shall we save your spot?”Action · template
Create task: call the prospectAction · assigned advisor
For “spreadsheets and no way to know which campaign brings in enrollments”

Full history on the record and enrollments by source, at a glance

Messages, emails, calls, notes and tasks stay on each prospect's record, with no one having to copy them into a sheet. Dashboards show you how many prospects move through each stage, what each advisor is doing and which ad or channel your enrollments come from.

  • Full history on the prospect's record
  • Source of every contact and every enrollment
  • Dashboards by course, intake and advisor
Admissions dashboard · September intake
Enrollment funnel All courses
Interested
Test or interview
Spot reserved
Enrolled
Enrollments by source
Instagram ads
Web form
Website WhatsApp
Campaign to past prospects

Try it with your team before the next enrollment season

Create your account, connect your channels and see how it works with your real prospects.

Try Clientify for free
What people say about Clientify

Schools that already work this way

In the middle of enrollment season each advisor had WhatsApp on her own phone and we never knew who had been answered. Now everything lands in the same inbox and every prospect has someone looking after them from start to finish.
Beatriz MolinaDirector · language academy, Valencia
I spent all day answering the same things: ages, schedules, prices. And at night, impossible. Now the AI Agent handles it at any hour and by Monday the trial classes are already on the calendar.
Ignacio VeraCoordinator · music school, Puebla
We invested in ads without knowing which ones brought us students. Now we see which campaign ends in enrollment, and we reach out again to anyone who didn't sign up when we open the next intake.
Mónica RestrepoHead of admissions · business school, Bogotá
FAQ

What you ask us before getting started

Does it replace my student information system or my virtual classroom?

No. Clientify is the recruitment CRM: it helps you serve every prospective student, follow up and take them all the way to enrollment. You keep handling grades, attendance, the virtual classroom and tuition payments with your own tools. Clientify connects with your tools via API; tell us which ones you use and we'll explain the options before you start.

Can I connect the WhatsApp number we already use?

Yes, Clientify uses the official WhatsApp Business API, and your whole team replies from that same number. Before connecting it we'll explain the requirements the number must meet, and if you have several lines today, you can decide which ones to merge.

Are there any costs on top of the subscription?

Some do depend on usage. Messages you send through the official WhatsApp API are charged at Meta's rates, and the AI Agent runs on credits. We'll walk you through it so you know exactly what you'll pay before you decide.

Right now we keep everything in spreadsheets. Can we bring it over?

Yes. You can import your contacts from a spreadsheet file and organize them with fields and tags, such as course of interest, campus or intake. From then on, new prospects come in automatically from your forms, ads and channels.

We run a school and adult education, or have several campuses. Does it cover everything?

Yes. You can create a sales pipeline for each type of prospect, program or campus, with its own stages, and assign conversations to the advisors for each one.

Will my team actually use it? We're worried they won't log anything.

Conversations, appointments booked by the AI Agent and stage changes are saved to the record automatically, so tracking doesn't depend on someone writing it down later. You can start on your own with the step-by-step guides in the help center, and if you'd rather have us guide your team, let us know and we'll walk you through the options.

Turn the next person interested in your courses into someone you call Student

Connect your WhatsApp, invite your admissions team and see how your school works with everything in one place.

Try Clientify for free

50,000+ users in 25 countries · 4.4 on Capterra