The CRM, in your words
Choosing the Education preset renames the core objects and statuses to the terms your team already uses — no setup project required.
Tuned to how you actually work
The Education preset isn’t just relabeled fields — it changes what the CRM does for your team day to day.
Track every applicant from inquiry through offer to enrolled on one admissions pipeline.
Keep students connected to their parents and guardians, so the whole family's history is one click away.
Log tours and counsellor conversations as activities on the student's timeline.
What ships with the Education & admissions pack
These are generated from the pack itself, so this page cannot claim something the product does not install.
Custom objects
- Application
- Enrollment
Deal pipeline
- inquiry
- application
- review
- offer
- enrolled
- declined
- Automations
- 3
- Guides
- 7
- Templates
- 12
- Question sets
- 6
Automations
Guides
Templates
Question sets
Education & admissions questions, answered.
Yes — GENECRM ships a Education preset that relabels contacts, stages, and the pipeline to Education & admissions vocabulary on day one, with automations, a REST API, and per-workspace database isolation included on every plan.
Choosing Education seeds the contact kinds your world uses — Student, Prospect, Applicant, Alumnus — and relabels every lead and pipeline stage to match, so the CRM fits on day one with no setup project.
Leads move Inquiry → Applied → Admitted → Enrolled → Declined, and once qualified they run as opportunities through Inquiry → Application → Review → Offer → Enrolled. Every stage is visible on the board and reportable out of the box.
No — every label, stage, and pipeline is editable. Rename fields, reorder stages, add custom objects, or start from the neutral core and build your own vocabulary from scratch.
Yes. Every tenant-scoped table enforces Postgres row-level security with FORCE + WITH CHECK — isolation is enforced at the database, not the application layer.
Yes — switch presets any time in Settings as your business changes. Labels, stages, and playbooks update instantly across the whole app, and nothing you've already entered is lost.