Monthly Basis CRM | Education
A student‑centered CRM for admissions, advising, and advancement—built for the way schools work.
From first inquiry to alumni engagement, keep every learner from slipping through the cracks.
Starts at $0 per monthWhy schools choose us
- Built for education: Pipelines and processes that fit K–12, higher ed, bootcamps, and nonprofits.
- Faster follow‑through: Automations and reminders keep the right next step clear.
- Clear visibility: One 360° profile for students, guardians, and alumni—notes, emails, texts, events, tasks.
- Measurable impact: Live dashboards for conversion, melt, retention, and campaign ROI.
- Easy to adopt: Import lists, map fields, and go live in days—not months.
Do more with less effort
- Convert more inquiries: Guide prospects with timely nudges and personalized content.
- Reduce summer melt: Automate reminders for documents, deadlines, and visit confirmations.
- Support every student: Surface risk early and coordinate interventions across teams.
- Nurture lifelong relationships: Segment alumni and donors for thoughtful stewardship.
Features that matter
- Admissions pipeline and workflows
- Email and SMS sequences with templates
- Event and visit management with RSVPs
- Advising appointments and reminders
- Smart segmentation and dynamic lists
- Tasks, automations, and SLA tracking
- Retention alerts and intervention playbooks
- Advancement and alumni relationship tools
- Dashboards for funnel, retention, and ROI
- Integrations with SIS/LMS, calendar, and email
- Role-based permissions and FERPA-aligned practices
- Multi-campus and multi-program support
Pricing that starts where you are
Get started on the Free plan—Monthly Basis CRM | Education starts at $0 per month.
Launch fast, prove value quickly, and expand with confidence as your team grows.
Who it’s for
- Admissions: Manage inquiries, applications, and events with a clear pipeline.
- Advising & student success: Coordinate outreach, appointments, and early alerts.
- Advancement & alumni relations: Track donors, pledges, and stewardship tasks.
- Program directors & faculty: See cohort health and engagement at a glance.