An enquiry has no next step.
Calls and campaign responses reach different people, with follow-up recorded in separate places.
Assign a counsellor and keep the conversation history.ZOHO FOR EDUCATION
More time for learners.
Less chasing
the next update.
Connect admission enquiries, enrolment handoffs and learner support. Give counsellors, administrators and service teams a clearer way to coordinate each learner’s journey.
Plan your education setup ↗ADMISSIONS DESK / SAMPLE ENQUIRY
ENQUIRY / ENQ–026
A new learning journey.
Programme: Skills programme
Intake: Upcoming cohort
Next step: Counselling conversation
A captured enquiry needs an owner and a clear next action.
Demonstration only. No student data is collected here.
THE OPERATION BEHIND EVERY LEARNING JOURNEYA clearer experience.
A clearer experience.
From enquiry onwards.
Bring the admissions and administration teams together.
01 / REMOVE THE ADMINISTRATION GAPS
Every enquiry deserves
a clear next step.
Enrolment means re-entering details.
Administrators rebuild the learner record after the admissions conversation.
Agree what information moves into the enrolment workflow.A learner repeats the same request.
The earlier email or call is difficult to find when another team member takes over.
Keep the request, owner and response together.02 / CONFIRM CAPACITY BEFORE COMMITTING
Which cohort
has room to grow?
Keep the programme, intake and allocation record connected. Help administrators review availability before confirming the learner’s next step.
This example shows 20 places, with 16 allocated. Your eligibility, capacity and confirmation rules are configured separately.
Upcoming cohort / Sample capacity
16 of 20 places allocated · 4 available.
Interactive illustration; this does not reserve a real place.
03 / CONTINUE THE SUPPORT AFTER ENROLMENT
Keep the learner informed.
Keep the team accountable.
Programme questions
Route course and schedule queries to the right team, with the learner’s programme reference attached.
Document requests
Track the request and required review before a document is issued. Make the next action visible to its owner.
Fee clarifications
Give the billing team the relevant reference and record the response. Define how exceptions are reviewed.
04 / YOUR EDUCATION TOOLKIT
Five apps.
A connected starting point.
Zoho CRM
Own admissions follow-up.Enquiries, counsellor assignments and admission conversations.
Explore the module ↗Zoho Creator
Build your operating workflow.Custom application forms, intake records and allocation processes.
Explore the module ↗Zoho Books
Organise billing records.Invoices, receipts and outstanding balances within the agreed setup.
Explore the module ↗Zoho Desk
Give requests an owner.Learner and parent queries, response tracking and service follow-up.
Explore the module ↗Zoho Analytics
Review the operating picture.Configured admissions, capacity and service reports from connected records.
Explore the module ↗Your LMS or academic system can remain in place. We assess supported data exchange and define where each learner record is maintained.
05 / HOW WE IMPLEMENT
Start with one intake.
Prepare the team to use it.
Map the intake journey
Walk through an enquiry, an application and a support request with your team.
Define the records
Agree programme codes, intake dates, required information and access by role.
Pilot the exceptions
Test duplicate enquiries, incomplete applications, transfers and cancelled enrolments.
Launch around your calendar
Train admissions and administration teams, validate migrated records and review the first intake together.
06 / EXPLORE THE PRODUCTS
See the tools
behind the experience.
Product video references from CFO Angle’s Education page.
07 / BEFORE WE BEGIN
Questions from education teams.
Can we keep our existing LMS?
Yes. We review what the LMS handles and what needs to connect to admissions, administration or billing. Integration depends on its supported access and APIs.
Can this work across several programmes or centres?
We map programme and centre identifiers, responsibilities and access. The selected plans and configuration must support the agreed operating structure.
Are batch allocation and admission rules built in?
The illustrated workflows are examples. Your rules may require configuration or a custom application, which we define before implementation.
Can we manage instalments or concessions?
We review the fee structure and required approvals before deciding how to configure billing and any supporting workflows.
Can we start before the next admission cycle?
We plan the scope and cutover around your calendar, data readiness and team availability. Dates are agreed after reviewing the work required.