Dedicated support to maximise the value of Student CRM
Student recruitment in HE and FE is complex and always evolving. Our Account Management service gives you clarity, proactive guidance, and a trusted partner who understands your goals and challenges. Sometimes the best outcome comes from a new perspective, revealing opportunities and fresh approaches you can use right away.
Your Account Manager is your dedicated point of contact at Student CRM. Their focus is to help you get the most from your licence, uncover useful features, streamline recruitment workflows, and keep adoption on track so your team can focus on students, not systems.
What’s covered?
Through regular reviews (typically once a quarter), your Account Manager will help you get the most from every part of Student CRM.
• Maximise value
Highlight Student CRM features and modules you may not yet be using to full effect.
• Maintain clarity
Review licences, invoices, and CRM usage to ensure transparency and momentum.
• Spot opportunities
Identify ways to get more from Student CRM, uncover underused features, and explore where the platform can deliver even greater value across your recruitment cycle.
• Share updates
Keep you informed on new features, best practice, compliance changes, and upcoming resources like webinars or training.
• Shape the product
Ensure your voice influences the Student CRM roadmap and future enhancements.
• Site visits
Meet face-to-face with your Account Manager for deeper collaboration, focused reviews, and tailored guidance on upcoming priorities and improvements.
How often?
Account Management sessions typically take place once a quarter, helping you stay aligned and get measurable results from Student CRM. Your Account Manager is also available between reviews to answer questions, unblock issues, and keep you moving forward.
More ways we help you succeed
When priorities shift - like a rebrand, new team members, or the need to align your setup with new recruitment goals, our experts are on hand to help.
Through focused, project-based support, we’ll make sure your CRM evolves alongside your institution, giving you the confidence to adapt without disruption. Delivered by the same specialists who design, build, and support Student CRM, these tailored projects keep your system performing at its best, so your team can stay focused on students, not systems.
Rebranding
Refresh templates, forms, and pages to reflect your new brand quickly and consistently.
Knowledge transfer
Capture processes and access before a CRM Manager leaves so no context or history is lost.
Onboarding & upskilling
Get new or interim team members confident and capable from day one with focused, hands-on learning.
Optimisation & alignment
Review configurations, student journeys, and automation to remove friction and lift conversion.
Ready to see how it all comes together?
Now you know how we support you, why not see the full picture? Book a demo to explore how Student CRM can simplify recruitment, strengthen engagement, and give your teams everything they need in one connected platform.