Automated Student Enrollment Journey for an EdTech Platform
Design a fully automated yet personalized student journey, integrating all key touchpoints from marketing to enrollment—without losing the human element.
At Elite Tech Corporation, we understand the critical needs of the healthcare and life sciences sector—where innovation, precision, and speed matter most. That’s why we’ve built a dedicated ecosystem tailored for biotech firms, pharmaceutical companies, med-tech innovators, and research organizations.
Implementation & Setup
From idea to launch—we design, build, and deploy Catalyst-powered apps tailored to your business goals..
Implementation & Setup
From idea to launch—we design, build, and deploy Catalyst-powered apps tailored to your business goals..
Implementation & Setup
From idea to launch—we design, build, and deploy Catalyst-powered apps tailored to your business goals..
Discovery & Lead Capture
Zoho Campaigns + Landing Pages were used to collect leads from:
- Facebook, Google, LinkedIn Ads
- WhatsApp campaigns
- Edu.Tech website landing page
All captured leads were automatically routed to Zoho CRM.
Smart Lead Qualification with IVR
An IVR system integrated with Zoho CRM allowed instant lead responses:
- Press 1 → Immediate callback
- Press 2/3 → Schedule callback
- Press 4 → Opt-out
Leads were segmented automatically based on their IVR response
CRM Automation & Human Engagement
- Zoho CRM workflows triggered follow-ups for counselors.
- Personalized emails and WhatsApp messages were sent using Zoho Flow and Zoho
Campaigns. - Qualified students received an auto-generated login link to the Student Portal (built
with Zoho Creator
Student Portal Management
A secure portal powered by Zoho Creator allowed students to:
- Upload documents
- Track application progress
- Communicate with their assigned counselor
All actions were logged and synced back to Zoho CRM in real-time
Backend Admission Process
Admission counselors used Zoho CRM to:
- Verify documents
- Upload offer letters
- Guide students through final steps
All actions were logged and synced back to Zoho CRM in real-time
Payment Integration
Zoho Books was integrated with the portal to handle:
- Application & admission fee collection
- Auto-generation of invoices
Payment status was updated back into Zoho CRM and the portal simultaneously
Final Enrollment & Documentation
Offer Letter and COE were digitally signed and uploaded.
- CRM
- Student portal
- Finance system
Once signed, the status automatically updated across:
Enrollment Confirmation
- Upon completion, the student’s record was finalized
- A personalized welcome message was triggered.
- Counselors could now begin student engagement and support for academic start.
Discovery & Lead Capture
- Zoho Campaigns + Landing Pages were used to collect leads from:
- Facebook, Google, LinkedIn Ads
- WhatsApp campaigns
- Edu.Tech landing pages
- All captured leads were automatically routed to Zoho CRM.
Smart Lead Qualification with IVR
- An IVR system integrated with Zoho CRM allowed instant lead responses:
- Press 1 → Immediate callback
- Press 2/3 → Schedule callback
- Press 4 → Opt-out
- Leads were segmented automatically based on their IVR response
CRM Automation & Human Engagement
- Zoho CRM workflows triggered follow-ups for counselors.
- Personalized emails and WhatsApp messages were sent using Zoho Flow and Zoho Campaigns.
- Qualified students received an auto-generated login link to the Student Portal (built with Zoho Creator).
Student Portal Management
- A secure portal powered by Zoho Creator allowed students to:
- Upload documents
- Track application progress
- Communicate with their assigned counselor
- All actions were logged and synced back to Zoho CRM in real-time.
Backend Admission Process
- Admission counselors used Zoho CRM to:
- Verify documents
- Upload offer letters
- Guide students through final steps
- The portal reflected real-time updates for the student
Payment Integration
- Zoho Books was integrated with the portal to handle:
- Application & admission fee collection
- Auto-generation of invoices
- Payment status was updated back into Zoho CRM and the portal simultaneously
Final Enrollment & Documentation
- Offer Letter and COE were digitally signed and uploaded.
- Once signed, the status automatically updated across:
- CRM
- Student portal
- Finance system
Enrollment Confirmation
- Upon completion, the student’s record was finalized.
- A personalized welcome message was triggered.
- Counselors could now begin student engagement and support for academic start.
Category
Automation of Repetitive Tasks - Zia Ai
Zoho CRM empowers businesses to automate repetitive tasks such as lead assignment, follow-ups
Category
Automation of Repetitive Tasks - Zia Ai
Zoho CRM empowers businesses to automate repetitive tasks such as lead assignment, follow-ups
Category
Automation of Repetitive Tasks - Zia Ai
Zoho CRM empowers businesses to automate repetitive tasks such as lead assignment, follow-ups
"I want to express my immense pleasure and gratitude for the exceptional work and dedication of the elite team. Your efforts in ensuring smooth operations and promptly resolving any issues are greatly appreciated. Your expertise and professionalism make a significant impact on our sales needs and overall success. Keep up the great work – it's truly valued by everyone!"
Elite Tech Corporation has been a great partner to work with. Ikram and Anand demonstrate a deep understanding of the applications within Zoho One. They have successfully implemented tasks such as building landing pages, forms, APIs, workflows, and more for our company. Their dedication and expertise make collaboration smooth, efficient, and highly productive.
Elite Tech Corporation has been a great partner to work with. Ikram and Anand demonstrate a strong understanding of the applications within Zoho One. They have successfully implemented tasks such as building landing pages, forms, APIs, workflows, and other customizations tailored to our needs. It has truly been a pleasure collaborating with them throughout.
Working with Elite Tech Corporation on our Zoho implementation was truly excellent. Their team demonstrated strong expertise, understood our needs clearly, and customized the solution perfectly. The setup was seamless, communication clear, and support outstanding. They've significantly improved our productivity. We highly recommend Elite Tech Corp to others.
Elite Tech Corporation has been a great partner to work with. Ikram and his team demonstrate a deep understanding of the applications within Zoho One. They have successfully executed tasks such as creating landing pages, designing forms, integrating APIs, automating workflows, and more. It has truly been a pleasure working alongside such a dedicated team.
