Contact Manager

Manage every external relationship in one connected place

Supporting prospective students and applicants is at the heart of what you do. But great recruitment also depends on maintaining strong relationships with the wider network that supports them; teachers, parents, partners, graduates, and employers.

The Contact Manager module brings all those connections together in one place. It helps outreach, alumni, and business development teams keep every contact organised, accessible, and ready for meaningful engagement.

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Key benefits

Everything you need to manage relationships, track activity, and stay connected

Seamless contact capture

Create and manage new contacts quickly and accurately.

  • Use Web Form Builder forms to capture teacher, parent, and partner details
  • Embed forms anywhere and customise to collect the right data
  • Clean, structured contact records ready to use straight away

Lead & opportunity management

Track every relationship from first interaction to long-term engagement.

  • Log communication history, roles, and linked organisations
  • Assign ownership, set reminders, and monitor progress
  • Avoid duplication and ensure no opportunities are missed

Activity tracking & outreach reporting

Replace spreadsheets with connected, live data.

  • Record visits, fairs, and school interactions in one place
  • Track how engagement translates into applications or enrolments
  • Demonstrate ROI and refine outreach strategy using real evidence

Automated messaging

Save time on the messages you send most often.

  • Use autoresponder sequences for confirmations, follow-ups, or newsletters
  • Trigger communications based on segments or activity
  • Keep messaging consistent and reliable without manual effort
Contact Manager dashboard view in Student CRM

Bulk email & SMS

Reach your audiences quickly and effectively.

  • Send updates to careers advisers, teachers, alumni, or partners
  • Manage all communications in one central system
  • No exporting, mail merges, or external tools required

Centralised communication

Contact Manager keeps every team aligned. Outreach, alumni, and business development teams can manage contacts, nurture relationships, and communicate confidently, all from one connected platform.

FAQs

Contact Manager FAQs

Can we store contacts from schools, employers, and partners together?
Yes. You can manage all external contacts and organisations within the same system, with filters to segment by type or relationship.
Can contact forms be added to our website?
Absolutely. You can embed custom forms anywhere to collect accurate contact details automatically.
Can we send group communications from Contact Manager?
Yes. Built-in bulk email and SMS tools let you contact groups directly, without exporting data to another system.
Does it track communication history?
Yes. Each contact record shows a complete history of activity, messages, and related opportunities.
Can we automate follow-up messages?
Yes. You can create autoresponder sequences that send confirmations or updates automatically based on triggers or contact segments.
Can multiple teams use Contact Manager?
Definitely. Recruitment and Outreach, alumni, and business development teams can all share access, manage their own segments, and see a full view of every relationship.
Who uses Contact Manager the most?
Most used by: Partnerships, International, Recruitment and Outreach.
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