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Ellibo CRM for education and clinics

Turn enquiries into admissions and appointments

Parents, students and patients ask once and expect a quick, kind reply. Ellibo CRM catches every enquiry, books the counselling session or first visit, and follows up until they decide.

Free for 2 users, for as long as you like. Works on any device.

New enquiry - Admissions 2027
Student nameAarav Menon
Parent phone98450 22xxx
Course / classGrade 6 - day school
How did you hear of us?Open day, Saturday
Preferred visitCounselling - Mon 4:30 PM
Given toMs. Paula (admissions)
Welcome email sent, sequence started
Counselling session booked
Sound familiar?

Where enquiries go cold

A family comparing three schools, or a patient choosing a clinic, decides fast. Here is what slows you down.

Enquiries scattered everywhere

Phone calls at the front desk, website forms in one inbox, walk-ins in a register. Nobody has the full list.

Every web form, call and walk-in becomes one enquiry with its source, given to the right counsellor or coordinator.

Follow-ups depend on a busy front desk

The person who took the call is busy with the next ten, and the family hears nothing for a week.

A sequence sends a welcome email, plans a call and a reminder over days, and stops by itself the moment they reply.

Booking a visit takes too many calls

Finding a time for a counselling session or a first consultation means phone tag with the parent or patient.

Share a booking page. They pick a free slot, get a confirmation with a reschedule link, and the enquiry is added for you.

The words don't fit

Generic software calls your students "Leads" and your patients "Contacts", and staff find it confusing.

Rename the lists - Enquiries, Students, Patients - and add record types such as Courses or Batches with your own fields.

How it works

From first enquiry to first day

  1. They ask

    A parent fills the enquiry form on your website. It arrives with the course and source.

  2. A counsellor is given it

    Assignment rules share enquiries in turn, so each counsellor gets a fair share.

  3. They are guided

    A visit is booked, the brochure goes on WhatsApp, and every call is noted on the record.

  4. They join

    The enquiry is marked Won, and reports show which sources bring admissions.

Made for education & clinics

Gentle tools for people-first organisations

Enquiry forms

Forms for your website or a shareable link, with your own fields like course, class or concern.

Your own names

Call contacts Students or Patients and leads Enquiries - everywhere in CRM, for everyone.

Sequences that stop on reply

Emails, calls, WhatsApp and SMS steps over days, which stop the moment someone answers.

Booking pages

Counselling sessions, campus tours or first consultations booked in your free hours.

Mass email with consent

Invite enquiries to an open day, each with their name and an unsubscribe link.

Funnel and source reports

The lead funnel, web form results and lead sources show where your admissions come from.

See every CRM feature

Day one

Ready before the next admission season

  • Rename Leads to Enquiries and Contacts to Students or Patients.
  • Add custom fields such as course, class or area of concern.
  • Put the enquiry form on your website and share its link on social media.
  • Make a booking page for counselling sessions or first visits.
  • Start a follow-up sequence for new enquiries.
Start free
Questions

CRM for education & clinics: FAQ

Can we call leads "Enquiries" and contacts "Students" or "Patients"?

Yes. In Language & names, give any of Leads, Deals, Contacts and Companies your own name. It changes everywhere in CRM, for everyone.

Can parents or patients book a session online?

Yes. A booking page offers your free times. The meeting is added with a reminder, the person is added as an enquiry if they are new, and they get a link to reschedule or cancel.

Is this a patient records system?

No. CRM handles enquiries, follow-ups and appointments before someone becomes a patient or student. Keep clinical or academic records in the system you use for them.

Can our counsellors work in their own language?

Yes. Each person can work in English, Spanish, French or Portuguese, with dates their way. Booking pages and forms can greet visitors in your chosen language.

Can we control who sees personal details?

Yes. Make custom roles, hide phone numbers from some people, and every view, change and download is recorded in the audit log.

Is there a free plan?

Yes: 2 users and 1 web form, free for ever, and a 14-day trial of every feature for each new organisation.

Reply to every family and patient on time

Free for 2 users, for as long as you like. Add more apps whenever you are ready.

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