CRM for Education: Student Recruitment and Alumni Relations
A Gauteng private college cut enquiry follow-up from three days to under an hour, lifted enquiry-to-enrolment from 3% to 7%, and recovered R720,000 in year-one tuition fees.
All Integrations
Education & Training Integrations
South African schools, universities, ECD centres, and training providers run on a patchwork of systems that rarely talk to each other. We connect Moodle, Canvas, Google Classroom, and Blackboard to your admin tools, integrate SA-specific platforms like SA-SAMS, d6 Communicator, Edupac, Karri, ITSI, and Snapplify, and automate SETA WSP and ATR submissions. Edupac can act as the admin, finance, and academics hub that pushes enrolments, fee status, and results outward to payment apps and SGB reporting, including school ERP sync into Sage, Xero, or Pastel so bursars stop dual-ledger retyping. We also digitise ECD and creche operations for attendance, milestones, fees, and DSD or Bana Pele evidence packs, and build student recruitment and alumni CRM that manages the full lifecycle from enquiry through enrolment to lifelong engagement, beside the SIS rather than replacing it, including independent-school admissions portals with document packs, selection scoring, waitlists, and automated offer letters, plus post-graduation donation, event, and mentoring sync with contact hygiene. From DebiCheck tuition collection via Netcash or PayFast, end-to-end fee management with aged-debt dashboards into Xero or Sage, bursary scoring and donor audit packs, Karri receipt posting into learner ledgers, full school transport desks with live GPS fleet tracking, route optimisation, and driver compliance monitoring (with boarding and arrival feeds into parent channels), staff leave and substitute cover with live Edupac or SA-SAMS timetable write-back, sports and extramural programme management for team selection, fixtures, venues, results, and POPIA-aligned away-fixture consent, unified family portals that consolidate notices, progress, fees, and events, attendance tracking, grade-book to branded PDF report-card packs, classroom device and e-content platforms feeding LMS and leadership dashboards, SA-SAMS data extraction for board packs and DBE reporting, student-facing NSFAS status portals with document and disbursement alerts, SAQA or NLRD credential checks into HRIS and admissions, Canvas SIS Import and LTI Outcomes grade passback with Banner, PeopleSoft, Ellucian, or ITS Integrator, Blackboard Learn Ultra / REST API sync into SIS, HR, and finance for enrolments and fee-status gating, Zoom virtual classroom provisioning from the LMS timetable with attendance and cloud-recording write-back, SIS-as-hub fan-out to LMS, finance, and parent or student channels (including PowerSchool), digital assessment platforms (Inspera, Respondus, ExamSoft, and peers) wired for LTI roster sync, proctoring handoff, and results write-back, corporate LMS to HRIS training pipelines with completion write-back and competency gap mapping distinct from assignment sync, Microsoft Teams for Education Class Teams with School Data Sync rostering, Assignments LTI grade passback, and Class Notebook (alongside Zoom virtual classrooms), LMS single sign-on via SAML 2.0 or OpenID Connect to Microsoft Entra ID or Google Workspace across Moodle, Canvas, Blackboard, student portals, and library OPAC, library ILS and catalogue platforms (Koha, Alma, WorldShare, Symphony, LibWin) with SIS patron sync, overdue alerts, and LMS reading-list or reserve wiring distinct from Snapplify or ITSI digital content, SIAS Individual Support Plans (ISPs) with IEP-style goal and accommodation tracking, therapy session logging, termly SBST progress reviews, and POPIA-aligned parent packs for LSEN and full-service schools, custom student self-service portals for registration, fee statements and PayFast or Ozow or Netcash payments, academic records, transcript and document requests, and admin messaging (distinct from unified family portals and NSFAS-only status apps), HEMIS reporting, university research grant management that syncs NRF, MRC, and NIH-style awards into finance ERP with researcher effort allocation from HR and paid-versus-committed funder packs (distinct from SETA WSP or ATR and from student finance or NSFAS), and institutional performance dashboards that consolidate learner marks, attendance, finance, and operational KPIs for principals, registrars, and SGB chairs (distinct from SA-SAMS board-pack extraction alone), we build the bridges that let educators focus on teaching.
Moodle & LMS Integration
Connect Moodle, Canvas, Google Classroom, and Blackboard to student information systems and business tools, including CRM sync of learner profiles, enrolments, progress, and completion certificates, payment-triggered and SIS or application-form course enrolment automation, Classroom Admin API class creation and term-start roster sync from SA-SAMS, d6, or Edupac, Blackboard Learn Ultra / REST API callouts for campus enrolment and staff-role sync, Zoom virtual classroom integration that auto-creates meetings from the timetable, drops join links into the LMS, syncs attendance for SETA or DHET evidence, and publishes cloud recordings for catch-up, Microsoft Teams for Education Class Teams with SDS rostering from the SIS, Assignments LTI grade passback into Moodle or Canvas or Blackboard, and Class Notebook, and LMS single sign-on via SAML 2.0 and OpenID Connect to Microsoft Entra ID or Google Workspace for Education covering Moodle, Canvas, Blackboard, student portals, and library OPAC so one campus login replaces fragmented passwords.
SA School Systems
SA-SAMS, d6 Communicator, Edupac, PowerSchool, ITSI, Karri, and other South African school administration platforms, including Edupac as the hub for enrolments, fee status, and results into payment apps and SGB packs, digital learner attendance check-in with same-day SA-SAMS sync, biometric fingerprint or RFID gate check-in with POPIA-compliant consent templates and real-time d6 or WhatsApp parent absence alerts, Karri receipt posting into Edupac or SA-SAMS ledgers, multi-operator Transport Desk with live GPS fleet tracking, route optimisation, and driver PrDP or roadworthy compliance alerts (distinct from Karri boarding/arrival parent pings), staff leave automation with substitute cover allocation and live Edupac or SA-SAMS timetable write-back plus parent or class cover alerts, sports and extramural programme management covering team selection, fixture calendars, venue clash checks, results, and POPIA-aligned parent consent for away fixtures, independent-school admissions portals with online application intake, document packs, selection scoring, waitlists, and automated offer letters, IEB portal workflows for independent-school candidate registration and mark packs, SA-SAMS data extraction for SGB board packs and DBE or EMIS compliance transforms, grade-book mark pulls from Edupac, SA-SAMS, or d6 that drive automated branded PDF report-card packs when native print tools stall, institutional performance dashboards that consolidate learner marks, attendance, finance, and operational KPIs for principals and SGB chairs (distinct from one-off SA-SAMS pack extracts), and Individual Support Plans (ISPs) under SIAS with IEP-style goal and accommodation tracking, therapy session logging, termly SBST progress reviews, and POPIA-aligned parent packs for LSEN and full-service schools.
ECD / Creche Centre Operations
Purpose-built ECD and early learning centre systems covering digital child attendance and ratio checks, developmental milestone tracking, parent communication, fee collection and statements, and DSD or Bana Pele compliance evidence packs so registration and subsidy readiness stop living in paper registers and weekend inspection scrambles.
SETA & Skills Reporting
Automate Workplace Skills Plan (WSP) prep from HRIS and LMS headcount, OFO mapping, planned interventions, and equity targets ahead of the 30 April mandatory-grant deadline, plus Annual Training Report (ATR) actuals from LMS completions, attendance registers, and certificates so plan versus proof stays SETA-ready. Also operational learnership tracking distinct from the annual grant cycle: workplace placements, attendance, mentor sign-offs, Portfolio of Evidence packs, and SETA verification visit readiness.
Student Recruitment & Alumni CRM
Enquiry-to-enrolment pipelines, offer tracking, and alumni engagement CRM that sits beside the SIS for universities, private colleges, and training providers, including post-graduation SIS handoff, donation and gift acknowledgement sync, event and mentoring feeds, and contact hygiene so bounce rates stop eroding the alumni file, plus independent-school admissions portals covering application intake, incomplete-pack chase-down, committee scoring, waitlists, and parent offer notifications.
Student Finance
Authenticated DebiCheck tuition collection via Netcash or PayFast with same-day sync into Edupac, SA-SAMS, Sage, or Xero, end-to-end school fee management covering fee structures, sibling discounts, statements, aged-debt dashboards, and month-end ledger sync, school ERP to Sage, Xero, or Pastel sync for automated fee posting, expense journals, payroll sync, and dual-ledger elimination for bursars and SGB treasurers (distinct from DebiCheck or Karri parent collection), NSFAS funding verification, registration clearance, and allowance claim or disbursement tracking between NSFAS, the SIS (for example ITS Integrator), and finance, plus student-facing NSFAS application status portals with document checklists and SMS or email alerts that cut financial-aid call volume, bursary and scholarship workflows from application scoring and award committees through academic-condition monitoring, disbursement schedules, and donor or BBBEE audit packs, Karri school payment sync into fee ledgers, d6 Communicator payment notifications tied to outstanding balances, Moodle course-fee enrolment via PayFast, Yoco, or Ozow, and custom student self-service portals that surface fee statements and PayFast, Ozow, or Netcash payments beside registration and document requests (distinct from NSFAS-only status apps).
University & TVET Systems
SIS-as-hub fan-out from Banner, PeopleSoft, Ellucian, ITS Integrator, or PowerSchool into LMS, finance ERP (Oracle, SAP, Sage), HR and payroll, and parent or student channels. Canvas SIS Import for enrolments, course catalogue, and roster sync plus LTI Outcomes / Canvas API grade passback into the SIS for transcript integrity, Blackboard Learn REST API / Learn Ultra sync for enrolments, staff roles, and fee-status gating of course access, Zoom virtual classroom sessions provisioned from the academic timetable with attendance write-back into the LMS, Microsoft Teams for Education Class Teams with SDS rostering and Assignments LTI, library ILS and catalogue platforms (Koha, Alma, WorldShare, Symphony, LibWin) with SIS patron sync, overdue alerts, and LMS reading-list or reserve wiring, custom student self-service portals for registration, fee statements and payments, academic records, transcript and document requests, and admin messaging (distinct from family portals and NSFAS-only apps), academic records, enrolment management, HEMIS-ready extracts for DHET reporting, and university research grant management syncing NRF, MRC, and NIH-style awards into finance ERP with researcher effort or time allocation from HR, paid-versus-committed expenditure for funder packs, and dual-ledger elimination between the research office and finance (distinct from SETA WSP or ATR and from student finance or NSFAS).
Assessment & Certification
Online exam platforms such as Inspera, Respondus, ProctorU, ExamSoft, and Questionmark with LTI roster sync, proctoring handoff, automated grading where applicable, and LMS or SIS results write-back for secure digital testing. Also certificate generation, credential verification, and Umalusi quality assurance including moderation sample packs, certification batch submissions, assessment body data packs, and accreditation evidence trails for independent schools, plus IEB candidate registration, mark entry packs, and results distribution into parent channels. Grade-book mark pull with promotion rules into branded PDF report-card packs per learner (distinct from IEB mark packs and from university Canvas grade passback into Banner or ITS), and SAQA or NLRD automated qualification verification wired into HRIS and university admissions portals so fraud flags fire before offers or enrolment.
School Communication
Parent communication via d6, Karri, WhatsApp Business API, SMS, and push notifications for attendance, fee statements, events, and results, including automated absentee alerts and fee reminders that replace personal-phone class groups (POPIA risk), staged d6 fee-reminder sequences (friendly to firm to final) from live finance balances for arrears recovery, transport boarding, en-route, and arrival parent alerts as outputs of a Transport Desk rather than the core product, and unified family portals that consolidate notices, academic progress, fee statements, and event bookings into one accessible app (with push, SMS, or WhatsApp as delivery only).
Corporate Training
LMS integration with HR systems including hire-triggered assignments and completion or certification write-back to the HRIS, BBBEE skills spend and SETA WSP or ATR audit packs from live LMS data, skills matrices with gap analysis and succession readiness that push targeted courses back into the LMS (distinct from assignment sync), SCORM compliance, training ROI reporting, learnership progress and dropout visibility for SDFs, Zoom virtual classroom attendance into the LMS for funded programmes, and L&D Moodle-to-CRM flows so sales and support see enrolment and completion status.
Digital Content
Snapplify, ITSI miEbooks and Facilitator Console analytics sync, e-textbook platforms, and digital resource delivery integrated with learning management systems and leadership usage dashboards.
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