Omnichannel communication
WhatsApp, Instagram and call activity flow into one operational inbox.
CRM · AUTOMATION · DATA
EDUCATION ENROLMENT CRM
A CRM platform for managing education teams, prospective-student communication and enrolment from one dashboard.
One operational memory for every customer touchpoint.
Yönelim CRM was designed to replace disconnected message boxes, call notes and spreadsheets with a shared, measurable workflow for education teams.
02 — COMMAND CENTERThe whole institution,
The whole institution,
visible at a glance.
Live demand channels, appointments, registrations and team activity come together on an executive dashboard.
Appointment & visit tracking
Teams manage appointments, visitors and follow-up tasks without losing context.
Sales & enrolment pipeline
Every lead is tracked from first contact through meeting, application and enrolment.
Multi-branch reporting
Branch, team, source and conversion performance are compared from one reporting layer.
03 — OMNICHANNEL INBOX
WhatsApp and Instagram in one inbox.
Connect separate WhatsApp lines and Instagram accounts for every branch and salesperson. Managers follow conversations live, teams reply from the CRM and every interaction stays attached to the lead.
04 — CLOUD PBX
Every call becomes CRM history.
Inbound and outbound calls, answer status, duration and audio recordings are logged automatically. Teams can call from the CRM, close outcomes and keep the full conversation history on the customer card.
05 — APPOINTMENTS
The next action is never forgotten.
Create appointments by branch and staff member, check availability, update attendance and receive automatic reminders as the appointment approaches.
06 — VISITORS
Turn every campus visit into a traceable opportunity.
Record prospective students and parents visiting a branch, connect them to an owner and carry the result into follow-up, appointment or enrolment workflows.
07 — ENROLMENT & STUDENTS
From lead to enrolled student without losing context.
Validated enrolment records, student and parent cards, programme details, payment context and the complete interaction history remain connected.
08 — ROLES & INTEGRATIONS
The right workspace for every team.
Separate panels and permissions for system administrators, branch managers, sales staff and accounting. Each branch can run multiple WhatsApp lines plus Instagram, PBX and web-form integrations.
09 — REPORTING
See performance from channel to revenue.
Compare sources, branches, staff, grade levels, locations and conversion stages; export operational records as Excel or PDF.
One platform,
one source of truth.
01Dashboard02Messages03Calls04Appointments05Visitors06Daily follow-up07Enrolment08Students09Sales reports10Reminders11Branches12Users13Integrations
Real product. Safe presentation.
All interface visuals on this case study use fictional demo records. No customer names, phone numbers or private conversations from the live system are published.
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