Education CRM for New Zealand PTEs, Higher Education and Training Providers
Student recruitment should not need a CRM specialist
SELMA’s education CRM helps teams manage enquiries, applications, offers and enrolments in one place, with automated follow-ups and clear pipeline visibility from first contact to enrolment.
Lead management
Capture leads from your forms, campaigns and enquiries, and move them through a clear pipeline from new to engaged to closed. Every lead shows who owns it and how long it has been open, so nothing sits untouched.
- Pipeline view with New, Engaged and Closed stages and live totals for open, successful and unsuccessful leads
- An owner on every lead, with the number of days it has been open
- Mark leads as converted or lost to keep conversion figures accurate
Follow up every lead on time and always know where your pipeline stands.
Campaign management
Track every recruitment campaign from launch to enrolment. Give each campaign a date range and an owner, then see clicks, leads and conversions for every channel, from social posts and Google Ads to flyers, radio and newsletters.
- Weekly performance chart of open, successful and unsuccessful leads alongside clicks
- Clicks, leads and conversion rate broken down by channel
- UTM tracking shows which sources bring in visitors and leads
Spend your marketing budget where it works, with campaign results tied to real leads.
Organization & Contacts
Build and maintain comprehensive relationships with employers, recruitment agents, partner institutions, and stakeholder organisations through hierarchical contact management. Track organisational structures, key decision-makers, and communication history within a unified system.
- Hierarchical organisation structures with multiple contacts and relationship types
- Complete interaction history with employers, agents, sponsors, and referral sources
- Quick access to key decision-makers with detailed profiles and contact information
Strengthen institutional partnerships with comprehensive contact management designed for education sector relationships.
Contact log
Maintain a complete interaction history with prospective students through a centralised timeline that records all touchpoints including phone calls, email correspondence, face-to-face meetings, and internal notes. Staff members can view the entire engagement history before contacting prospects, ensuring continuity and preventing duplicate outreach.
- Complete communication history in one place with timestamped interactions and user attribution
- View entire engagement context before every conversation ensuring personalised communication
- Prevent duplicate contact and confusion with clear visibility of previous interactions
Never lose track of a conversation again with comprehensive interaction history at your fingertips.
Enquiries management
Streamline the handling of student enquiries from initial contact through to enrolment decision with automated workflows and intelligent assignment rules. Capture enquiries from multiple channels including web forms, email, phone, and walk-ins into a unified queue.
- Unified enquiry queue from all channels with automated assignment to appropriate staff
- Response time tracking and SLA monitoring ensure timely follow-up
- Templates for consistent communication whilst maintaining personalisation
- Real-time dashboard shows enquiry volumes, conversion rates, and team performance
Turn more enquiries into enrolments with systematic enquiry management and automated workflows.
Education CRM
Purpose-built customer relationship management system designed specifically for education providers managing prospective students throughout the entire recruitment lifecycle. Track leads from initial awareness through enquiry, application, offer, and enrolment stages using customizable pipelines.
- Track prospective students through complete recruitment journey with customizable sales pipelines
- Automated lead scoring, qualification, and nurture campaigns trigger at key decision points
- Campaign attribution and conversion funnel analysis provide data-driven recruitment insights
- Role-based dashboards give admissions teams and executives relevant performance metrics
Transform your recruitment process with a CRM purpose-built for education, not adapted from sales software.
Form builder
Design and deploy custom web forms for capturing enquiries, applications, registrations, and feedback without requiring technical expertise. Drag-and-drop interface allows you to add fields, conditional logic, validation rules, and automatic confirmation emails.
- No coding required to build professional forms with conditional logic and validation
- Form submissions automatically create records in SELMA eliminating manual data entry
- Embed forms on your website or share via unique links for flexible deployment
Capture quality leads with custom forms that feed directly into your student management system.
Online shopfront
Transform your WordPress website into a complete course enrolment portal where prospective students can browse programme offerings, check real-time availability, view pricing, and complete enrolment directly online. Integration synchronises course information, intake dates, and capacity limits between SELMA and your website automatically.
- Students browse courses and enrol online 24/7 with real-time availability and pricing
- Secure online payment processing and automatic student account creation in SELMA
- Course information synchronises automatically between systems maintaining accuracy
Enable online enrolments that work whilst you sleep, reducing manual administration and accelerating time-to-enrolment.
Email distribution lists
Build email lists from the records already in SELMA. Choose the record types, filter by status, tags, account owner, marketing source or email address, and SELMA works out who is on the list each time it is used.
- Dynamic lists that stay current as your records change
- Filter students and contacts by status, tags, owner and marketing source
- Preview who a list reaches before you send
Reach the right people with every email, without maintaining lists by hand.
Run a compliant, scalable education operation on one professional platform.
See how SELMA handles enrolment, compliance and delivery in a 30-minute walkthrough.
