CRM for RTOs

From first enquiry to certificate, one record.

Enquiries from your website, course pages and chatbot land in one contacts inbox, each person once, with their stage and the channel they came from. Run email campaigns by stage, course and tag, and enrol a contact straight from their record.

CRM built in · A lead's record becomes their student record, nothing typed twice

“Replaced 8 systems.”
DoraCompliance Manager · Full Tilt Training Solutions
What's in the CRM

Every lead, in one place.

Contacts inboxEvery enquiry, each person once
Enquiry chatbotAnswers questions and captures details
"Came from"The channel each contact first arrived by
Email campaignsBy stage, course and tag
Automatic follow-upEvery new lead gets the right email
Promo codesDiscount codes for campaigns and partners
How it works

From enquiry to student.

  1. 1Enquiry landsFrom your form, course pages, chatbot or website, with an acknowledgement email straight away.
  2. 2Follow upStage chips show who needs a call today, and an automation emails every new lead.
  3. 3EnrolClick "Enrol" on their record and pick the course and offering.
  4. 4Student recordTheir CRM record becomes their student record, with nothing typed twice.
Enquiries

Enquiries from everywhere, in one inbox.

Your enquiry form, on your website or as a hosted page. The "Enquire" button on every public course page. An enquiry chatbot that answers questions and captures details. Your own website, connected with one line of code or an embed. Each enquirer gets an acknowledgement email straight away.

  • Your enquiry form
  • The "Enquire" button
  • The enquiry chatbot
  • Your own website
Stages

See every lead's stage.

The contacts inbox shows each person once, with a stage chip. Filter by stage to see who needs a call today, and who's already part way through applying. Open any contact to see their message and a full timeline of everything that's happened with them.

  1. 1Lead
  2. 2Enquired
  3. 3Applied
  4. 4Enrolled
  5. 5Completed
Came from

Know which marketing works.

The "Came from" column shows the channel each contact first arrived by, so you can see which ads, posts and pages bring in real students. Add your own Google Analytics, Meta Pixel, Google Tag Manager and Google Ads tags, and track applications and enquiries as conversions.

  • "Came from" on every contact
  • Your own Google Analytics, Meta Pixel, Tag Manager and Google Ads tags
  • Applications and enquiries tracked as conversions
Enrol

From lead to student in one click.

Click "Enrol" on their record, pick the course and offering, and enrol them on behalf of an employer if their workplace is paying. Or send them to the course page to apply and pay online themselves. Either way, their CRM record becomes their student record.

CRM recordStudent record, nothing typed twice

Campaigns

Email campaigns built in.

Send a campaign by stage, course and tag, and preview exactly who'll get it before you send. Your branding and an unsubscribe footer are added for you. Every email sent shows in the email log with its delivered, opened or bounced status.

Also built in

The small things that close the loop.

  • A full timelineEvery contact's message and everything that's happened with them.
  • Employer enrolmentsEnrol a contact on behalf of the employer who's paying.
  • Online applicationsSend a lead to the course page to apply and pay online.
  • Real people when you need themSupport requests are handled the same day.

Quick answers.

Do I need a separate CRM for my RTO?

No. RTO Grow's CRM is built in, and every contact's record carries through to enrolment, learning, certificates and reporting.

Where do enquiries come from?

Your enquiry form, the "Enquire" button on your course pages, the enquiry chatbot and your own website. They all land in one inbox.

Can I see which ads bring in students?

Yes. The "Came from" column shows each contact's first channel, and you can add your Google Ads, Meta Pixel, GA4 and Tag Manager tags to track conversions.

Can I email a group of leads?

Yes. Pick your audience by stage, course and tag, preview who'll get it, and send. Unsubscribed and bounced contacts are left off automatically.

What happens when a lead enrols?

Their CRM record becomes their student record. Their details, history and messages stay with them, and nothing is typed twice.

Can a lead be enrolled on behalf of an employer?

Yes. When you enrol a contact, choose the employer they're enrolling on behalf of.

See your leads in RTO Grow.

Book a demo and we'll show you an enquiry going from your website to enrolled.

Book a demo