Admissions, Students and Alumni on One Timeline

CRM, calls, email, documents and AI across the full student lifecycle. SIS integration, admissions workflow and FERPA-aware permissions are requestable.

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How schools and universities operate

Schools and colleges track people across three phases: prospects/applicants, enrolled students, and alumni. Most institutions run Slate for admissions, PowerSchool or Banner for students, and Salesforce EDA or Raiser's Edge for alumni β€” three separate systems with three separate views of one person.

Common challenges we see

  • Admissions, student, and alumni data live in three systems
  • Parent communications (especially for K-12) don't flow through CRM
  • Inquiry-to-enrollment conversion drops without unified follow-up
  • Alumni relationships atrophy post-graduation
  • FERPA-aware data permissions require careful setup

How KamoCRM applies to Education

KamoCRM treats a person as one record across the full lifecycle β€” prospect, student, alum. Custom pipelines model inquiry-to-enrollment, and custom fields track graduation year and career stage post-graduation. AI assistant helps with admissions counselor and alumni officer questions from your KB.

What's included in every KamoCRM deployment

Every industry gets the same platform. This is what is actually built today.

CRM & Sales

The relationship core, adaptable to your deal flow.

  • Leads, contacts, and account management
  • Customizable pipelines (Orders, Agreements, Applications, Bookings, Subscriptions, Service Requests, Procurements, Engagements, Commitments, Signups, Allotments)
  • Imports, exports, and de-duplication
  • Sales analytics and lead reporting

Communications

Calls, video, messaging, email β€” unified on customer records.

  • RingCentral integration for business phone and SMS
  • Native HD video conferencing (Janus WebRTC) with recording, screen share, breakout rooms, E2E encryption β€” KamoMeet
  • Email integration with Google Workspace, Microsoft 365, Zoho Mail, Exchange, IceWarp, and custom IMAP/SMTP
  • Real-time team messaging with presence
  • Calendar sync via CalDAV

Email Marketing

Campaigns and drips that read straight from your CRM, unlimited on Business and Enterprise.

  • Broadcast campaigns to leads, accounts, applications or an uploaded list, with merge fields and scheduling
  • Automated drips with 14 triggers, send windows in each contact's time zone, and open and click conditions
  • Sending domain setup with live DNS checks, DKIM signing and a 14-day warm-up
  • Bounce, complaint and unsubscribe handling, with one-click unsubscribe on every email

Documents & Knowledge

Work together on documents, capture institutional knowledge, and put AI on top.

  • Real-time collaborative document editing
  • Secure file storage (MinIO) and media library
  • Knowledge base with approval workflows
  • Version control and history

AI

An assistant grounded in your knowledge base, not a generic chatbot.

  • AI chat assistant
  • RAG-powered semantic search across your knowledge base and data
  • Predictive insights and recommendations

Admin, White-Label & Security

Multi-tenant from day one, with your brand on every surface.

  • Multi-tenant organizations with department and team management
  • Role-based access control (RBAC)
  • Single sign-on: Google, Microsoft, Apple
  • Full white-label branding (logo, colors, domains, email)
  • Per-organization feature toggles
  • End-to-end encryption on video and data at rest
  • SOC 2 and GDPR aligned; 99.9% uptime SLA
  • Kubernetes-native (RKE2) on YugabyteDB

Billing & Commerce

Billing for customers who resell or charge through the platform.

  • Stripe billing integration
  • Subscription and one-time charge handling
  • Commerce and market pipelines

Follow-Up That Runs Itself

Welcome new leads, follow up after a click and send birthday notes automatically. Email campaigns and drips are unlimited on Business and Enterprise.

  • Unlimited contacts
  • Unlimited sends
  • Drips with 14 triggers
See email campaigns and drips
Requestable

Industry-specific features for schools and universities, available by request

None of these are built today. You can vote on them, sponsor the work, or have one built for your deployment alone.

  • SIS integration (PowerSchool, Banner, Workday Student)
  • FERPA-compliant student-only data permissions
  • Admissions pipeline with source attribution
  • Parent communications with consented access
  • Alumni giving campaigns
  • Athletic recruit CRM
Learn about feature requests

Questions about KamoCRM for schools and universities

Does KamoCRM replace Slate or Salesforce EDA?
For the unified person-record CRM + comms + AI substrate, yes. Specific features (source-attribution admissions, FERPA-compliant parent views, SIS integrations) are requestable.
How does FERPA work?
Generic role-based access controls exist. Formal FERPA-specific rules (automatic student-only scoping at age 18, parent-consent unlocks) are requestable enhancements.
Can it handle K-12 independent schools AND higher ed?
Yes. Custom pipelines configure per model (K-12 inquiry-to-enrollment vs. university funnel).
What about alumni giving?
Stripe integration handles online giving. Dedicated alumni giving campaigns with peer-to-peer features are requestable.
What's included vs requestable?
Included: CRM, RingCentral, KamoMeet, email, documents, KB + AI, Stripe, white-label. Requestable: SIS integration, FERPA permissions, admissions source attribution, parent portals.

KamoCRM for related industries

Online Courses & CoachesA unified platform for course creators and coachesTutoring CentersA unified platform for tutoring centersReal EstateA white-label business OS for brokerages and agent teams
See all industries

Integrations schools and universities rely on

See KamoCRM for Education

Start free on the unified platform. Request the industry-specific features you need on top.

Start freeRequest custom features

Services

Need it built, not just licensed?

We build the applications, websites and campaigns as well as the platform. Same team, same standards, quoted after we understand what you actually need.

Application DevelopmentSoftware built by the people who build our own platformWeb DesignSites built to be fast, found and maintainedWeb MarketingSearch, content and attribution from people who built the measurement