Education: digital admissions and full form synchronization with CRM

Summary

Zoho CRM and Zoho Creator enabled Fundacja Primus to move from fragmented, manual admissions handling to a structured, automated process. The system can be further developed independently by an internal administrator, while Z Partners provides support for more advanced functionality.

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The Challenge

The school administration had difficulties collecting and processing candidate data. Multiple incompatible tools were used, along with forms not adapted to the admissions process. This caused informational chaos, manual work, and lost data.

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Solution

• Migration of the existing database and workflows into Zoho CRM, along with the addition of automation, synchronization, and reporting.
• Creation of advanced admissions forms in Zoho Creator tailored to the enrollment process.
• Full synchronization of forms with CRM modules and automatic field updates based on responses from parents and students.

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Results

• Significant improvement in administrative organization thanks to structured workflows in Zoho CRM.
• Reduction of candidate data collection and review time by an average of around 2 business days.
• Elimination of lost data issues, with easy search and verification of information by authorized staff.
• Smooth switching between applications thanks to synchronization and a shared database.