AI TOOL PROFILE
engage2serve: Student Lifecycle CRM for Higher Education
- Education and Training
- CRM
- Universities
- Colleges
- Higher education institutions
- Scholarship organizations
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
At a glance
- Best for
- Universities, Colleges, Higher education institutions, Scholarship organizations
- Key use cases
- Student Recruitment and Admissions, Student Retention and Support, Alumni Engagement, Scholarship Administration
- Integrations
- SIS, LMS, Zoom, Microsoft Teams
- Official website
- Visit engage2serve official website
How AI is used
engage2serve (e2s) is a CRM suite built for the higher education sector. It provides modules for recruitment, student retention, and alumni engagement, hosted on AWS cloud infrastructure. The platform is designed to provide a 360-degree view of constituents, allowing staff to track interactions across various touchpoints.
The software is intended for educational institutions such as universities and colleges. It helps these organizations manage prospects through the admissions funnel, support current students through case management, and maintain connections with alumni via branded mobile apps and portals.
Buyers should note that the platform supports custom fields and permissions. The level of technical support required for SIS/LMS integration should be confirmed based on the institution's internal IT resources.
Because the system emphasizes a mobile-first approach, institutions should confirm if their target student demographic is aligned with a mobile-app-driven communication strategy.
Key Features
AI Communication Intelligence
Supports sentiment detection, AI summaries of conversations, and admissions automation.
360-Degree Constituent View
Consolidates transactions, progress, engagement metrics, and communication history into a dashboard for applicants, students, and alumni.
Persona-Based Outreach
Supports the creation of custom student personas to deliver targeted communication and track analytics by group.
Lead Scoring
Uses customized rules and engagement data to help admissions staff prioritize prospects.
Branded Mobile App and Portal
Provides students and applicants with an interface for service desk requests, appointment booking, and campus news.
Case Management
Supports the recording and tracking of student cases and wellbeing concerns through automated workflows.
Use Cases
Student Recruitment and Admissions
Capturing leads and using workflows to move applicants from initial inquiry to enrollment.
Student Retention and Support
Managing confidential wellbeing cases and identifying at-risk students.
Alumni Engagement
Facilitating alumni events, mentoring, and donations through a dedicated alumni mobile app.
Scholarship Administration
Managing the scholarship process from application and eligibility tracking to fund disbursement.
Integrations
- SIS
- LMS
- Zoom
- Microsoft Teams
FAQ
What is engage2serve used for in higher education?
- It is used to manage the student lifecycle, including recruiting prospects, supporting student success and wellbeing, and maintaining alumni relationships.
Does engage2serve include AI capabilities?
- Yes, it includes AI-powered communication intelligence, such as sentiment detection and conversation summaries.
Can engage2serve integrate with existing campus systems?
- The platform provides open APIs designed to connect with Student Information Systems (SIS) and Learning Management Systems (LMS).
Source category: Education & Training
Source subcategory: CRM
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