Enquiries (Leads)

Enquiries are potential students who have expressed interest in your services by submitting Lead Forms through various channels, such as your website, Facebook campaigns, or QR code scans. These individuals may require assistance immediately or consider engaging with your services in the future.

• Action: Collect their details and follow up.
• Goal: Convert them into Prospects.

Prospects

Prospects are the students who have shared their information but have no assigned application. They are assigned to one of the users for further engagement and follow-up. You can manage their details, documents, and interested services.

• Action: Organize their profile and provide necessary information.
• Goal: Move them to Clients.

Clients

Clients have started an application and are actively using your services.

• Action: Track progress and offer support.
• Goal: Ensure a smooth application process.

Why Categorization Matters?

• Streamlines lead management
• Enhances communication
• Boosts conversion rates
• Improves efficiency

With OZIAgent CRM, you can effectively guide students from initial inquiry to successful application.