By Circlebase · Published
Different jobs before and after enrollment
A CRM records a prospective student’s enquiry, the adviser responsible, the discussion and the next step toward a decision. An LMS manages learning activities such as course materials and assessments, depending on the system. If the problem is unanswered WhatsApp questions, focus on the enquiry workflow. If learners cannot access lessons, that is a learning delivery problem.
Write a clear handoff checklist
When an enrollment is confirmed, record the sales decision and close remaining follow-ups. Then create or update the learner in the system your institution uses for course delivery. Decide which staff member owns that handoff and how they verify it. Do not assume buying a CRM creates an automatic connection to your LMS or payment system.
Evaluate the actual workflow
Test an enquiry from form submission through reply, programme discussion and enrollment decision. Separately test learner access, attendance and assessment in the learning system. Circlebase covers the conversation and sales follow-up; it is not an LMS or student information system. Avoid storing government identification documents or health records in Circlebase, as its terms exclude them.