CRM Software

045-crm
  1. Track leads, website enquiries and prospects in one central system.

  2. Receive and process applications from your website seamlessly. 

  3. Reuse information and flow through data to enrolments and student records.

All the commonly used CRM features come pre-built with TEAMS. You can completely integrate your marketing and manage lead flow from within the one system. 

From Leads, to applications and through to students and enrolments, it all flows through seamlessly. You can even setup web forms on your website and social media to have the information plug straight in. No more double entry or missing out on leads due to slow response. 

Agents can enter applications for you and make things even simpler. All details stored at lead and prospect levels are copied through to student records. Integration between marketing, finances and student admin couldn’t be simpler. 

Automated alerts, email and SMS

Automated alerts, email and SMS Send out emails and SMS messages automatically and in the background.  Just configure the business rules and conditions and it all happens without you having to raise a finger, or even a tap or a click!  Send automated alerts for finances overdue, academic warnings, compliance

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Mobile Device Friendly

Mobile Device Friendly iPad friendly TEAMS lite edition.  Perform common admin tasks on the go.  Fast, clean dashboards available for key admin, academic and finance staff.  TEAMS lite edition is included with every edition. You get access to a powerful mini version of TEAMS.   Using TEAMS lite edition, you can

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Enrolment Centre

One location to view all the student’s information Easy navigation to perform common, frequently used tasks Compliance Alerts, Academic Progress, Financials, Documents and more… Integrated dashboard packed with important information Easy to find actionable buttons and menu items All in the one central place for each enrolment that a student

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Flexible Reporting

Flexible Reporting Word templates for student invoices, letter of offers and all external reports.  Excel and CSV templates for fast and flexible internal reporting. Build filters, graphs and presentations easily. Easy customisation, run reports now or use a scheduler, automation of certain reports also possible.  We use word templates to

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Website Data Capture

Website Data Capture Custom designed forms to suit your website.  Accept enrolments and applications on your website and push the data directly into the system.  Publish agent lists and more. All from within our integrated software We can customise forms to suit your website. Enquire Now and Enrol Now buttons

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Document Management

Document Management Handle and manage all student documents.  Assessments, ID Docs, Certificates, all automatically linked to student files.  Easy access and records centrally kept for everyone to collaborate and do their jobs effectively.  We have document management built in. You can upload and store student, enrolment and assessment documents and

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Student Financials

One system to manage all the student’s financial information Enterprise level capability for accounts receivable and payable Manage agent financials, commissions, payables and more…. With TEAMS you have a full suite of student financials available straight out of the box, Agent commissions are handled in great detail as well Integrate

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USI in TEAMS

USI in TEAMS Full USI student number generation and verification.  Using TEAMS you can capture all the necessary information and have the number be managed automatically.  USI management made simple.  USI numbers are easily generated from within TEAMS as we integrate with the USI registry for you.  Record all student

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AVETMISS 101-What is AVETMISS?

About this eBook When you think of AVETMISS do you just quietly or possibly loudly sigh and resign yourself to the fact that you will never really understand it? If someone asked you, “what does AVETMISS stand for” or “how does it work” what would you do? More than likely,

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Full Student Lifecycle

Full student Lifecycle Right from prospect through to alumni, manage the full lifecycle with results and full compliance reporting. From first enquiry through to application, students have all their details captured and re-used along the way. Single enrolments or multiple. For each enrolment, capture financial arrangements including instalment plans, record

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AVETMISS

AVETMISS Report AVETMISS data nationally. Handle funded and overseas students all in the one system. We’ve been helping our clients generate AVETMISS compliant data since 2003. Using TEAMS you can generate and report on AVETMISS data nationally and across all state formats. We have been nationally compliant since day one. 

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LMS Software built in

LMS built in Link assessment tasks to competencies/modules.  Students can download resources and documentation for their assessment tasks.  Watch videos, take online quizzes and submit documents for their assessment. Standard LMS features built in. Integration redefined.  You can configure TEAMS to be aware of your assessment documents and have them

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Accounts Receivable

Accounts Receivable Full Accounts Receivable capability. Build invoices, manage instalment plans and then do all the receipts, transfers and credit notes as needed. Maintain full account balance with the student file. No more fumbling across multiple systems or searching through excel or sheets to find student financial data. Automated email and

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Survey Capability

Survey Capability Send your students and employers questionnaires to be completed online.  Capture all data and export Quality Indicator annual summary report for ASQA. Run end of term and end of course private surveys for your internal Quality monitoring and more… Unique survey capability built in to the software. No

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Accounts Payable

Accounts Payable Manage Agents and commissions payable completely from within TEAMS. Track multiple levels of commissions and types of commissions easily. Agent Commissions and Accounts Payable, no longer a separate add-on. With TEAMS, you can manage your Agents and Accounts Payable side of things quite comprehensively. Capture full agency details complete

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