Enquiry Capture
Web forms, email, phone logs and agent submissions land in one queue with source tracking.
Duplicates merge automatically; nothing arrives twice or disappears once.
Enquiry capture, contact timelines, pipelines, follow-up automation, education fields, tasks, integrations and conversion analytics.
Web forms, email, phone logs and agent submissions land in one queue with source tracking.
Duplicates merge automatically; nothing arrives twice or disappears once.
Every call, email, note and document on a single timeline per contact - so anyone can pick up the thread mid-sentence.
Handovers stop costing relationships.
Configurable pipelines for courses, services or deals - drag-and-drop stages with values, owners and ageing alerts.
Stalled cards turn amber before they turn cold.
Sequenced follow-ups by email and SMS templates, triggered by stage and behaviour - personalised, scheduled, never forgotten.
Your best rep's rhythm, applied to every lead.
Course interest, intake dates, agent attribution and funding context built into the data model - not crammed into custom fields.
Reports speak provider language natively.
Task queues, reminders and shared views that turn pipelines into daily worklists.
Managers see workloads; teams see priorities; contacts feel attention.
Native connections to CAQA LMS, student management systems, mail and calendars - history flows both ways.
Single sign-on keeps the day seamless.
Funnel analytics by source, course, agent and stage - with cohort views that show where momentum leaks.
Marketing spend finally gets a verdict.
Every contact, every touch, one timeline.
Service lines across every CAQA brand, one standard of quality. Scroll the wall or jump straight to a brand.
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