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Description

Transforming prospective students into enrollees and enrollees into graduates, this specialized CRM for the education sector is dedicated to providing optimal solutions for attracting, retaining, and supporting students through a continuous engagement process tailored for both primary and higher education institutions nationwide. Empowered by Artificial Intelligence, this Educational CRM employs predictive algorithms that enhance the effectiveness of converting leads into enrollments while efficiently managing student retention rates. It is designed to guide your team effectively! The system features an automated selection process, encompassing registration forms, enrollment, examinations, and online assessments, all while ensuring seamless communication without redundancy. An active and self-sufficient call center is seamlessly integrated, aligning with priority capturing through automated rules and effective prioritization of calls and message queues, thereby fostering strong relationships with students to ensure their ongoing commitment to their educational journeys. This comprehensive approach not only streamlines operations but also contributes significantly to the long-term success of both students and educational institutions alike.

Description

Students are at risk of not receiving the support and advising they need due to tight budgets and overworked staff. AI-driven technology allows staff to engage all students so schools can stand out from the rest and improve student outcomes. Administrators must be creative in order to remain competitive in today's market. Scalable AI technology can help you free up your staff to do what they love best. Personalized text campaigns can be used to increase admissions. Leaders and advocates for student success will benefit from these best practices and insights. In one click, you can transform your bot into a real person. Staff can be empowered to be present even in these difficult times. Advisors can use AI to provide immediate, effective guidance.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Caldera No 
HubSpot CRM No 
HubSpot Customer Platform No 
Microsoft Teams No 
Oracle Cloud Infrastructure No 
Salesforce No 
Zendesk No 
Zoom No 
isimSoftware TeachBoard Yes 

Integrations

Caldera Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Microsoft Teams Yes 
Oracle Cloud Infrastructure Yes 
Salesforce Yes 
Zendesk Yes 
Zoom Yes 
isimSoftware TeachBoard No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

CRM Educacional

Founded

2014

Country

Brazil

Website

crmeducacional.com

Vendor Details

Company Name

Ocelot

Founded

2003

Country

United States

Website

www.ocelotbot.com

Product Features

Admissions and Enrollment

Application Management Yes 
Assessment Management No 
Candidate Management Yes 
Colleges / Universities Yes 
Evaluation Management No 
Fee Management No 
Financial Aid Management No 
Forms Management No 
K-12 No 
Recruiting Management No 
Scoring No 
Self Service Portal No 

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management No 

Higher Education

Admissions Management Yes 
Alumni Management No 
Assessment Management No 
Curriculum Management No 
Faculty / Staff Management No 
Financial Aid Management No 
Fundraising Management No 
Housing Management No 
Scheduling No 
Student Information / Records Yes 
Student Portal No 

School Management

Bookstore Management No 
Cafeteria Management No 
Curriculum Management No 
Facility Management No 
Financial Management No 
Higher Education Yes 
Housing Management No 
Independent / Private No 
K-12 No 
Library Management No 
Online Calendar No 
Online Payments No 
Parent / Student Portal No 
Preschool No 
Reporting/Analytics No 
School District No 
Special Education No 
Vocational / Trade Schools No 

Product Features

Admissions and Enrollment

Application Management Yes 
Assessment Management No 
Candidate Management Yes 
Colleges / Universities Yes 
Evaluation Management No 
Fee Management No 
Financial Aid Management Yes 
Forms Management No 
K-12 No 
Recruiting Management Yes 
Scoring No 
Self Service Portal No 

Alumni Management

Event Management Yes 
Fundraising Management Yes 
Jobs Board No 
Mailing List Management No 
Member Accounts No 
Member Communities No 
Member Directory No 
Member Portal No 
Membership Management No 
Website Management No 

Conversational AI

Code-free Development No 
Contextual Guidance No 
For Developers No 
Intent Recognition No 
Multi-Languages Yes 
Omni-Channel No 
On-Screen Chats No 
Pre-configured Bot Yes 
Reusable Components No 
Sentiment Analysis No 
Speech Recognition No 
Speech Synthesis No 
Virtual Assistant No 

Higher Education

Admissions Management Yes 
Alumni Management Yes 
Assessment Management No 
Curriculum Management No 
Faculty / Staff Management No 
Financial Aid Management Yes 
Fundraising Management Yes 
Housing Management Yes 
Scheduling No 
Student Information / Records Yes 
Student Portal No 

Live Chat

Canned Responses No 
Customizable Branding Yes 
Geo Targeting No 
Offline Form No 
Proactive Chat Yes 
Screen Sharing Yes 
Third Party Integration Yes 
Transfers / Routing Yes 
Website Visitor Tracking No 

Student Engagement Platform

Communication Tools No 
Community Management Yes 
Event Calendar No 
Higher Education Yes 
Interactive Learning No 
K-12 No 
Location Tracking No 
Mobile App No 
Orientation Management No 
Polls / Voting No 
Safety Management No 
Student Group Management No 

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