
SIMPLE CRM FOR K-12 EDUCATION
Easily capture, manage, communicate and nurture your future families through a Customer Relationship Management (CRM) solution for K-12 schools. From simple forms to large events, Pipeline enables you to gather the right information to build relationships and grow your enrollments.
And, even better, end those spreadsheets forever!

Key Data Capture
Our instant web forms capture the right family data for all your events and enquiries to provide you the necessary reporting and pipeline metrics.
Personalized Communication
Automate the process of follow up by sending personalized emails to support the parents’ journey through the process. Save time and get valuable hours back in your day!
Powerful Insights
Gain instant visibility into analytics to monitor new family progress through your pipeline. From demographics to geographic data and the crucial funnel metrics for upcoming school years.
Capture Every Lead
Pipeline is the all-in-one solution for schools to easily manage your future families. Simply gather enquiries, follow up with automated personalized emails, run events, and obtain key insights to make more informed decisions.
Active Lead Generation
Turn your website from a passive repository of information to an active lead generator!

Instant Web Forms
Built-in forms for event registration, information requests and general enquiries enable you to gather the exact data you need to build your pipeline.
The Right Data
From general enquiry, information pack requests to event registration, our instant web forms are designed to capture exact crucial contact information.
Central Enquiry Tracking
A simple CRM for K-12 staff to centrally track all enquiries, monitor activities, build relationships and stay on top of things to do.
Nurture Your Families
Build relationships and create raving fans.
Personalized Emails

Automatically send personalized confirmation and reminder emails to support the parents’ journey through the entire process.
Beautiful Templates

The built-in broadcast communications tool allows you to proactively send beautiful emails to engage the unique interests of future families.
Powerful Filtering

Easily filter future family data to access the information you need. Gain critical insights, and analyze crucial data to track enrollments to make more informed decisions.
Powerful Event Management
Easily manage attendance for private tours and high-volume events.

Easy Online Registration
Embed branded forms on your website for families to register for an event. They automatically receive follow up emails and a calendar invite to ensure they attend.
Event Attendance Tracking
Designed to run on tablets, have staff or student ambassadors easily check-in attendees in and gather more information at any event.
Audience Segmentation
Gather additional information, such as special interests, to tailor your post-event email communications and build better relationships.
Critical Insights
Powerful insights and analytics - all at your fingertips.
Custom Dashboard

The number of potential students in each stage of the funnel, enquiries over time, upcoming event registrations, key demographics: they are all instantly accessible.
Clear Pipeline Stages

Gain a clear view of enrollment stages and steps to help you make clear and accurate forecasts of your overall enrollment status.
Essential Research Data

Metrics such as why families selected your school, how they heard about you and various demographic and geographic data, help you know exactly what’s going on.
Quick Data Transfer
When you are ready, you can upload or transfer your applications directly to your school’s student management system to save you time.
Want to learn more about Pipeline?
Contact us today and we will schedule an online personal demo at your convenience.

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