Managers
Manager Dashboard
New leads, overdue follow-ups, priority flags, and advisor ownership in one view.
AI-powered admissions operating system
Turn every enquiry
into an enrolment.
CRMPilot gives admissions teams a single operating system — capture every lead, understand student intent, route to the right advisor, and never miss a follow-up.
Capture every channel
Prioritise by intent
Full team visibility
The Problem
Opportunities lost between enquiry and enrolment.
Leads arrive from websites, chat, contact forms, calls, failed baskets, and referrals — but the journey from first contact to enrolment is fragmented.
Current reality
The Solution
From enquiry to enrolment —
one connected flow.
CRMPilot connects lead capture, AI understanding, manager control, advisor action, and student follow-up in a single operating system.
A student makes an enquiry. CRMPilot captures it. AI understands it. Managers stay informed. Advisors take action. Students enrol.
Product Screenshots
See CRMPilot in action.
Four core views — manager dashboard, advisor queue, advisor performance, and reporting — built around how admissions teams actually work.
Advisors
Advisor Queue
A focused, prioritised queue — what to call next, lead intent, and follow-up actions.
Managers
Advisor Performance
Leaderboards, activity mix, and per-advisor scorecards to see who needs coaching and who needs leads.
Managers
Reporting
Trend charts and conversion funnels across week, month, or any custom date range.
For Managers
The visibility to run admissions properly.
CRMPilot gives managers a live picture of the team — without asking advisors, digging through inboxes, or building custom reports.
"Managers should never have to ask who owns a lead, what happened last, or whether a callback was missed."
Live team visibility
See new leads, assigned leads, overdue follow-ups, and high-priority opportunities — at a glance.
Smart assignment
AI-assisted suggestions and workload data help route leads to the right advisor immediately.
Daily lead control
Know exactly which leads arrived today and which advisors own them.
Notifications
Alert advisors automatically when their leads receive important updates.
Reporting
Measure team activity, lead outcomes, and conversion risks without building custom reports.
Re-engagement
Surface cold and neglected leads before they become permanently lost opportunities.
For Advisors
Focus on the right students at the right time.
Less searching. More helping.
Prioritised queue
The most important leads appear first — no hunting, no guessing what to work on next.
Intelligence Built In
AI across the entire admissions workflow —
not bolted on at the end.
Every stage of the journey benefits from AI: from the first website visit through to conversion reporting.
A Real Scenario
From first conversation to enrolment.
Follow one enquiry through the full CRMPilot flow — every step visible, every action taken.
Parent/ Student
A parent or student visits the website looking for GCSE Maths support for her daughter.
AI Capture
CRMPilot answers their question, recommends a suitable course, and asks about exam dates.
Parent/ Student
They ask about price, study method, and whether there's support for the mock exam.
AI Understand
AI captures the enquiry, creates a lead, scores it as high intent, and suggests a callback.
Manager
The manager sees the new priority lead in their dashboard and assigns it to the right advisor.
Advisor
The advisor opens the lead, reads the AI summary and guidance, and follows the PEG call guide during the call.
Why CRMPilot
Built for education — not generic sales teams.
Admissions teams have specific workflows: course enquiries, student needs, parent questions, eligibility checks, and enrolment outcomes. CRMPilot is designed around that journey.
Generic CRM
- ✕Built for broad sales teams
- ✕Requires heavy setup and customisation
- ✕Advisor workflows become cluttered
- ✕Course context is missing entirely
- ✕Follow-up depends on manual discipline
- ✕Manager reporting built separately
What's Coming
Product roadmap.
CRMPilot is being built around real admissions team workflows and feedback — with a clear path from where we are to where we're going.
Q3 2026
- —Deeper manager reporting
- —Advisor performance insights
- —Improved communication history
- —Away and off-duty handling
- —Lead reassignment rules
Q4 2026
- —More integrations
- —Advanced automation rules
- —Better forecasting
- —Multi-team support
- —Configurable PEG workflows
2027
- —Predictive enrolment insights
- —AI coaching for advisors
- —Advanced attribution reporting
- —Multi-provider support
- —Self-service onboarding
Get Started
Ready to modernise your admissions workflow?
See how CRMPilot helps education providers capture enquiries, prioritise leads, support advisors, and convert more students.
Ideal for training providers, online course businesses, colleges, and admissions teams handling high lead volumes.