People get into college application consulting to change lives.  It is a rewarding career in which consultants assist students in choosing and applying to the perfect college or university.  To offer the best services, in an organized and efficient way, CRM Software can help.

Customer service management software can support college application consultants in maintaining their client list.  This technology permits consultants to import their current contact lists into the program where they will be able to create distribution lists to send out messages for marketing, scheduling, follow-up, and more.

The CRM software also has widgets for calendars so that consultants can maintain their schedule directly in the software.  It is especially useful because the calendar features the ability to attach student data to the booking.  If an applicant needs to reschedule, drag-and-drop technology makes updating the schedule a snap.

When it comes to billing, CRM Software automates the payment collection process.  Consultants can upload their logo and information so that a template generates invoices based on set rates.  The invoices can be emailed directly to clients, or their parents or school, where they can pay online or in person.  The software links up to the consultant’s current payment software so they can collect payment directly in the application. CRM databases are often available as a mobile application, so consultants can send and pay invoices on the spot.

The software contains templates to create a professional-looking landing page.  This is especially helpful for college application consultants because they can build an attractive website showcasing their services.  Customers who visit the site have the opportunity to share their contact information so that consultants can connect with them to provide more information about their program.

Marketing is a factor that some consultants forget – and CRM applications automate the marketing process so they have more clients with less effort.  Consultants need to stay in contact with the potential clients – especially as college application deadlines begin to roll around.  For example, participation, summer is the perfect time to encourage students to visit colleges so that schedules are not disrupted.  In the fall, people begin filling out their applications and writing personal essays.  In this case, well-crafted promotional emails to the target market can encourage them to book sooner than later.  A few clicks send your message to clients via email or SMS text message, driving more confirmed appointments for your college application consulting business.

CRM software can transform your college application consulting business the same way you transform your clients’ future.  To learn more about how to use CRM Software for your College Application Consulting business, contact CRM RUNNER today.