CRM in TEAMS
Explore how TEAMS can transform the way you manage enquiries, applications, and enrolments. Smarter Enquiry and Application Management with TEAMS CRM Managing enquiries and applications is more than storing data and it’s about nurturing every lead, streamlining processes, and ensuring your team can respond quickly and compliantly. With TEAMS, RTOs can: Capture & Convert – Record enquiries and applications that flow seamlessly into enrolments and student records. Customise Documents – Generate and send offer letters, enrolment confirmations, welcome letters, and even training plans for school-based or state-funded contracts. Communicate Smarter – Send personalised emails directly from TEAMS or run bulk email and SMS campaigns to prospects, students, or agents. Support Agents – Allow agents to submit applications on your behalf, with all details flowing through automatically into student records. How TEAMS helps your RTO By combining CRM with marketing, student management, compliance, and accounts, TEAMS removes the need for multiple disconnected systems. This makes it easier to: Stay organised and respond to enquiries faster Improve lead-to-enrolment conversion rates Avoid double entry and missed leads Deliver a smoother experience for both students and agents With TEAMS, your entire admissions and student management process stays clear, connected, and built for growth. TEAMS replaces frustration with efficiency, helping RTOs save time and stay focused on what matters most. https://vimeo.com/1112253603?share=copy#t=0
Webforms
Streamline Enrolments and agents with TEAMS Webforms Managing Enquiries, Applications & Agents with TEAMS Webforms Managing enquiries, applications, and agents is more than collecting data and it’s about creating a smooth experience for prospects and ensuring your team can follow up quickly, accurately, and compliantly. With TEAMS Webforms, RTOs can capture and process website data seamlessly on one connected system: Enquire Now – Capture enquiries directly from your website. Submissions flow straight into the Marketing Dashboard, showing in Alerts and Summary tiles for instant visibility and follow-up. Apply Now – Online applications feed directly into TEAMS, complete with program details. Applicants can even apply for multiple programs in one submission, giving you more complete data from the start. Become an Agent – Onboard new agents through your website. Once approved, agents can be converted to active partners and start sending applicants directly into TEAMS. How TEAMS helps your RTO TEAMS Webforms bring all enquiries, applications, and agent requests into one system removing manual work and delays. This makes it easier to: Capture leads 24/7 Automate alerts for faster follow-up Improve conversion rates With TEAMS, your website becomes a seamless enrolment and agent management tool. TEAMS replaces frustration with efficiency, helping RTOs save time and stay focused on what matters most. https://vimeo.com/1112220712?share=copy#t=0
Full Student Lifecycle in TEAMS
Transform every student journey into a success with TEAMS Managing the Student Lifecycle in TEAMS Managing the student lifecycle is more than processing enrolments it’s about guiding every step of the student journey while staying compliant and delivering a smooth experience. With TEAMS, RTOs can manage the entire lifecycle on one connected system: Enquiries & Applications – Capture enquiry details, track leads, and manage multiple applications for packaged programs such as Cert III, Cert IV, or Diploma. Application Status Journey – Keep visibility at all times with clear stages: pending, declined, or converted. Enrolments – Convert applications into enrolments and manage student details, financials, instalments, and training plans with accuracy. Academics & Attendance – Monitor study progress, results, and attendance in real time. Compliance & Reporting – Ensure accuracy in AVETMISS, assessment records, agreements, and compliance reporting. Certification – Generate certificates, transcripts, completion letters for future records. How TEAMS helps your RTO TEAMS brings every stage of the student journey together in one connected system removing duplication and making management simple. This makes it easier to: Capture enquiries and manage application. Track enrolments, progress, and attendance Stay compliant with reporting requirements Issue certificates and records seamlessly With TEAMS, you deliver a smooth and compliant experience from first enquiry to graduation. TEAMS replaces frustration with efficiency, helping RTOs save time and stay focused on what matters most. https://vimeo.com/1112212025?share=copy#t=0
