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Inbound and outbound calls in the office or on the go are automatically logged with FULL TRANSCRIPTION & Recording.
YOU focus on what to say, we’ll eliminate all note taking so you can increase productivity!
All Inbound and outbound text messages will be logged AUTOMATICALLY in the appropriate record.
NO MATTER if it is a one-on-one text or a text broadcast from the system.
Every sent or received email is AUTOMATICALLY logged in the appropriate contact record.
NO MATTER if you send your email from our system or your regular business email.
All Website Pages, web forms, downloadable documents, web chat conversations AUTOMATICALLY post every detail and ALL prospective student activity.
NO more logging activity all day long!
Suzie Que
CLASSIFICATION - Freshman
All Inquiries such as web forms, applications, landing pages can be AUTOMATICALLY captured and pushed into your admissions system.
kanbanList
text search
Suzie Que
School Of Education
Value: $15,000.00 USD
60% Win
Should close in 15 days
Check List: 1/3 items completed
Jamie Smith
School Of Business
Value: $22,000.00 USD
70% Win
Should close in 22 days
Check List: 1/3 items completed
Mark Twain
Educational Administration
Value: $50,000.00 USD
90% Win
Should close in 5 days
Check List: 3/5 items completed
Bobby Techman
School of Educations
Value: $18,000.00 USD
90% Win
Should close in 5 days
Check List: 3/5 items completed
Sam Elliot
School of Engineering
Value: $16,000.00 USD
60% Win
Should close in 35 days
Check List: 3/5 items completed
Mike Stand
Mass Communication
Value: $19,000.00 USD
90% Win
Should close in 25 days
Check List: 3/5 items completed
Christian Bennett
School of Engineering
Value: $18,000.00 USD
60% Win
Should close in 35 days
Check List: 3/5 items completed
Michelle Johnson
Mass Communication
Value: $15,000.00 USD
90% Win
Should close in 25 days
Check List: 3/5 items completed
Sam Elliott
School of Engineering
Value: $16,000.00 USD
60% Win
Should close in 35 days
Check List: 3/5 items completed
Mike Stand
Mass Communication
Value: $19,000.00 USD
90% Win
Should close in 25 days
Check List: 3/5 items completed
kanbanList
text search
Suzie Que
School Of Education
Value: $15,000.00 USD
60% Win
Should close in 15 days
Check List: 1/3 items completed
Jamie Smith
School Of Business
Value: $22,000.00 USD
70% Win
Should close in 22 days
Check List: 1/3 items completed
Mark Twain
Educational Administration
Value: $50,000.00 USD
90% Win
Should close in 5 days
Check List: 3/5 items completed
Bobby Techman
School of Educations
Value: $18,000.00 USD
90% Win
Should close in 5 days
Check List: 3/5 items completed
Drag & drop process can automatically push:
Sam Elliot
School of Engineering
Value: $16,000.00 USD
60% Win
Should close in 35 days
Check List: 3/5 items completed
Mike Stand
Mass Communication
Value: $19,000.00 USD
90% Win
Should close in 25 days
Check List: 3/5 items completed
Christian Bennett
School of Engineering
Value: $18,000.00 USD
60% Win
Should close in 35 days
Check List: 3/5 items completed
Michelle Johnson
Mass Communication
Value: $15,000.00 USD
90% Win
Should close in 25 days
Check List: 3/5 items completed
Sam Elliott
School of Engineering
Value: $16,000.00 USD
60% Win
Should close in 35 days
Check List: 3/5 items completed
Mike Stand
Mass Communication
Value: $19,000.00 USD
90% Win
Should close in 25 days
Check List: 3/5 items completed
Your admissions pipeline can be a completely automated. As you move each student through your process any outbound communication such as; emails, texts or voice announcements can be automatically dispatched as you move them from stage to stage. Everything can be managed from this Kanban chart, including tracking all inbound revenue totals.
Show10entries
Showing 1 to 10 of 194 entries
| Opp # | Opp Title | Name | Manager | Created | Close Date | Phase Path | Phase | Source | Quality | Value | Notes | Activities |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
1247 |
Freshman-REM |
Jim Do |
Susan |
2021-Jun-2 |
2021-Aug-1 |
4 YEAR |
Qualification- Working |
Scholarship |
A |
$6000.00 |
Will arrive in July |
Phone Call – Jun 6 |
|
1248 |
Freshman-Education |
Sue Que |
Robert |
2021-Jun-7 |
2021-Aug-1 |
4 YEAR |
Signature & Agreements |
Website |
A |
$18,000.00 |
Will need housing |
Phone Call – Jul 10 |
|
1249 |
Freshman-ENG Segment your report by program type
|
Tammy Jones |
Ronnie |
2021-May-3 |
2021-Aug-1 |
4 YEAR |
Signature & Agreements |
Inbound call |
A |
$15,000.00 |
May have sister enroll as well |
Mail brochure to sister |
|
1248 |
Freshman-Sports Med |
Steve Beck |
Robert |
2021-Jul-6 |
2021-Aug-1 |
4 YEAR |
Qualification- Working |
Website |
A |
$25,000.00 |
Will need housing-Moving Report on dorm and housing requirements
|
Phone Call – Jul 12 |
EmailAll email communication can easily sync with FunnelMaker so all related emails, inbound or out, will be automatically imported and posted in the appropriate prospective student record. Personal emails to your family and friends are excluded from this process. FunnelMaker also includes complete email marketing capability.
PhoneFunnelMaker includes a comprehensive phone system designed to log every phone call automatically. Inbound or out, desk-top or mobile, even from contacts not yet in your system. You’ll never have to keystroke phone call notes and details. No special hardware is required. Our phone system works with any mobile or desk phone device. Once you hang up, all conversations are automatically logged in the appropriate contact record.
TextingFunnelMaker also includes the ability to text your contacts from the desktop or mobile app. Whether you send or receive a business-related text we capture all text communication and store them in the appropriate contact record with a proper date stamp. FunnelMaker also includes complete text marketing capability.
WebchatFunnelMaker includes a complete webform and webchat capability. Whenever a prospective student completes a form OR asks a question from your website, we automatically create or update their record and log the entire conversation in their record. From chat conversation we can automatically alert your team, send out electronic brochures, emails, curriculum, etc., while posting all sent material in their contact record.
Lead ScoreWith numerous potential admissions, wouldn’t it be great to know which students are most interested in advancing their education with your University? When you email students, FunnelMaker embeds a cookie and scores all reads, reviews, downloads, link clicks, etc. from that student. You will know the students who are most interested in your school every day.
Jamie Russell – Marketing MajorPhone Call
Completed:Mon, 2021-Jun-21 at 50:33 PM
Called +12625279555 (Mobile) CallSid:CAbd76eb4f67d6c253dfdcc3ece0b96981, Call duration 24 seconds, Recorded 13 seconds of conversation, PLAY AUDIO, keywords:
Contact: 625279555 is not available
Janet Johnson – Engineering MajorPhone Call
Due: Thu, 2021-Jun at 8:00 AM Completed: Mon, 2021-Jun-14 at 5:58 PM
This is day 3 phone call for someone we havent reached yet
Robert James – Business MajorPhone Call
Due: Thu, 2021-Jun 15 at 7:00 AM Completed: Mon, 2021-Jun-14 at 5:57 PM
This is flow up for a someone you havent reach yet
Smithy Rondes – Engineering MajorPhone Call
Due: Thu, 2021-Jun-7 at 7:00 AM Completed: Mon, 2021-Jun-10 at 11:33 AM
This is flow up for a someone you havent reach yet
James Peterson – Sports MedicinePhone Call
Due: Thu, 2021-Jun-9 at 8:00 AM Completed: Thu, 2021-Jun-10 at 11:33 AM
This is day 3 phone call for someone we havent reached yet
Member of group Diana's Propects
Print Envelope1:47pm
+1888-888-8888
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2004 Feb1017
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