Capture leads from every channel, organise your admissions pipeline, track follow-ups and give your team one clear place to manage every enquiry.
Lead capture
Sales pipeline
Follow-ups
Reporting
Lead capture
Collect enquiries from your forms and campaigns, then preserve the complete source, stage and follow-up history from the first touch.
Connect website forms, landing pages, app leads, manual entries and spreadsheet imports without creating separate lead lists.
Website & landing pages
Create organised lead profiles
App leads
Capture campaign attribution
CSV import
Map and validate fields
Manual entry
Add walk-ins and phone leads
See exactly where each enquiry originated and compare lead quality across campaigns, locations, programmes and counsellors.
Visual pipeline
Move leads through clear stages, set priorities, schedule follow-ups and prevent promising enquiries from being forgotten.
Follow-ups
Plan counsellor tasks, log outcomes and surface overdue follow-ups so promising leads do not stall between stages.
Set owners, deadlines and priorities when a lead enters a stage or needs another conversation.
Highlight missed tasks and leads with no recent activity so managers can intervene quickly.
Give each counsellor a clear list of demos, document checks and calls planned for the day.
Today's follow-up board
Counsellor workload
New lead
Lead submits course enquiry form
Assignment
Assign counsellor by programme and location
Task
Create first-contact follow-up for today
Owner: Akhil · Due 4:30 PM
Outcome
Log call notes and update lead stage
If still pending
Raise priority and alert the manager
Lead activity
Log call notes, tasks and internal updates so your team always sees ownership, context and the next action.
Shared timeline
Every authorised team member sees the latest interaction, owner and next action.
Ananya Menon
UI/UX Design Mastery
Enquiry received
Today · 9:12 AMSubmitted from website form · Weekend batch interest.
Counsellor assigned
Today · 9:18 AMAkhil Raj owns the lead and first-contact follow-up.
Brochure shared
Today · 11:05 AMCourse brochure and demo details marked as shared.
Incoming call · 04:12
Asked about weekend timing and available payment options.
Demo follow-up
Call after Saturday demo class. Assigned to Akhil.
Confirm demo attendance
Due todayOwner: Akhil · Priority high · Linked to weekend demo seat.
Send payment options
TomorrowShare approved instalment plans after the demo class.
Update stage to Application
After demoMove the lead once schedule preference is confirmed.
Akhil · Admissions
12 min agoLead is highly interested but prefers an instalment plan. Share the approved payment options after the demo.
Team reminder
TomorrowConfirm demo attendance and update the lead stage before 6:00 PM.
MERN Development · Application stage
Lead owner
Akhil Raj
Source
App campaign
Next follow-up
Today, 4:30 PM
Profile details
Recent activity
Application form submitted
Today · 11:12 AM
Brochure marked as shared
Yesterday · 5:40 PM
Counsellor assigned
Yesterday · 5:32 PM
360° lead profile
Open a lead record to see contact details, course interest, activity history, uploaded documents, tasks, payment status and internal notes.
Notes, calls, forms and stage changes in chronological order.
Store applications, ID proofs, receipts and supporting files.
Track follow-ups with owners, deadlines and priorities.
See quotations, payment links, instalments and receipts.
Team operations
Control access, distribute leads fairly and give managers the visibility needed to coach the team.
Assign by round-robin, location, programme, source or team capacity.
Separate permissions for admins, managers, counsellors and assistants.
Surface overdue tasks, missed calls and leads with no recent activity.
Compare workload, activity, response time and outcomes across the team.
CRM + LMS sync
Once a lead completes payment or receives approval, convert the record into a student profile and assign the correct course, batch and access permissions.
Convert approved leads into student accounts
Assign course, batch and instructor in one step
Keep payment and invoice records connected
Activate learner portal access
CRM lead
Course: UI/UX Mastery
Stage: Payment verified
Batch: Weekend
Student account
Course enrolled
Batch assigned
Portal access ready
Enrolment handoff
Completed in one step
Reports and insights
Understand your funnel from first enquiry to paid enrolment, then identify the campaigns, courses and team activities producing the strongest results.
Analyse by
Source and campaign
Analyse by
Course and batch
Analyse by
Counsellor performance
Analyse by
Stage and response time
Admissions performance
Current month overview
New leads
428
Contacted
351
Applications
126
Enrolled
84
Top lead source
App — Full Stack Campaign
Most requested course
UI/UX Design Mastery
Built for responsible access
Use role-based controls, activity history and organisation-level data separation to keep sensitive admissions information visible only to authorised users.
Role permissions
Activity history
Data controls
Tenant isolation
See how LMS White CRM can fit your lead sources, sales team and enrolment workflow.