Pulse

Across Student CRM, Touchpoints are running, templates are in use, and reports are helping teams understand recruitment activity and performance.

As your use of the CRM grows, the Pulse module gives you a simple way to see everything from a higher level. Rather than navigating between individual modules, workflows and reports, Pulse brings key information together into a single view, helping you stay on top of communications, reporting and brand setup from one place.

It's designed for the people responsible for overseeing the platform as a whole, giving them a clearer way to understand what's live, what's being used, and where attention may be needed.

The Pulse module has the following benefits:

A view of what's live

Pulse gives you a complete view of your Touchpoint estate across the platform. From one place, you can see which templates are live, where they're being used, which workflows they belong to, and how they are configured.

You can also view key details such as status, conditions, and when something was last updated, without needing to go into individual workflows.

Emails, SMS messages, letters and labels can all be previewed, downloaded and accessed from the same screen.

And if something needs updating, whether that's messaging, dates or course information, you can quickly jump directly to the relevant template, workflow or setup.

That means no searching across modules and a much clearer understanding of how communication is being used across the CRM.

Brand and content consistency

Pulse also provides a central place for managing your brand setup. Fonts, colours and imagery are stored as a shared asset bank, feeding directly into Template Builder.

That means when teams create or update templates, they are selecting from the same approved assets, helping keep communications consistent across the platform.

Templates and content can also be reviewed centrally, making it easier to maintain a professional and aligned student experience.

Reports at a glance

Pulse also brings all of your in-app reports into one place. You can see every available IAR across the CRM, without needing to navigate between different modules.

From one screen, you can view report descriptions, understand what they are used for, and access them quickly.

Reports can be favourited for easy access, and subscriptions can be set up for yourself or colleagues.

That means the right people receive the right reports automatically, without needing to run them manually or even access the CRM directly.

Pulse gives your team a clear view of how communications and reporting are used across the CRM, helping you stay organised, up to date and in control.

Book a call with one of our CRM experts to see how Student CRM helps your team stay aligned and informed.