19 Best CRMs For Schools - Switch On Business

The table below shows a quick price comparison of all the school CRM system solutions that we’ve researched:

Company name	Starting price	Free trial length
Salesforce	$25	30 day
Zoho CRM	$20	15 day
Freshsales	Free plan available then $11	21 day
Hubspot CRM	Free plan available	Free plan available
Monday.com	$15	14 day
Zendesk	$69	14 day
Capsule	Free plan available then $21	14 day
Quickbase	$35	30 day
ClickUp	Free plan available then $7	No trial available
Nimble CRM	$29.90	14 day
LeadSquared	Not stated	No trial available
Podio	Free plan available	No trial available
Oracle NetSuite	Not stated	No trial available
Nextiva	$30.95	No trial available
Curacubby	Not stated	No trial available
Blackbaud	Not stated	No trial available
OpenSIS	Free plan available then $400	15 day
Meritto	Not stated	No trial available
EdOptim	Not stated	No trial available

*The prices in the table above (where available) come directly from each company’s website and were accurate at the time of writing. Since then, those prices may have changed.

We’ve listed the results of our CRM systems research and the features of each company’s product in a bit more detail below. You’ll be able to see the benefits of their service and some general information about the company as well.

*companies are ranked in no particular order.

1. Salesforce

Offers tailored CRM for schools that caters for K-12 to allow you to focus on supporting students and families.
It enables schools of all sizes to connect all their data and their teams securely on a single integrated platform.
The CRM allows you to manage enrollment targets, and deliver holistic student support and fundraising.
It provides automation and AI in the CRM to streamline processes and communications.
They can simplify your admissions processes and improve enrollment in a seamless experience.
You can manage communications across channels and tailor communications to be personalized to the individual.
It can make the application and enrollment process easier and more flexible on any device and return later.
It can streamline operations by reducing manual processes and can incorporate AI-ready chatbots to answer questions.
They provide analytics and customizable reports and dashboards to help you track key metrics, predict trends and aid decision-making.
They offer a 30-day free trial of the software to let you see more about it.

Website: https://www.salesforce.com/education/k-12-software/

2. Zoho CRM

They offer a CRM for education which can boost interest, increase enrollment and streamline your operations.
It can aid with the complete admissions lifecycle by increasing engagement and converting more leads into students.
You can streamline your operations with automated follow-ups, notifications, alerts and emails.
It can help you to nurture relationships with students, parents and staff.
They provide automated workflows that have trigger actions and sequential workflow orchestration.
You can build self-service portals for students, teachers, admin and parents so that they can use the CRM too for their requirements.
It can enable staff to collaborate and benefit from alerts and access trend information.
It can be integrated with other tools and apps to increase capabilities.
They provide in-depth reporting and analytics to provide you with valuable insight.
Book a demo of the CRM or sign up for a free 15-day trial.

Website: https://www.zoho.com/crm/solutions/education/

3. Freshsales

They offer a CRM that caters for schools and universities to help with managing the entire student lifecycle.
It provides a single platform to manage key stakeholders and potential students.
The CRM supports application, acceptance and enrollment stages seamlessly.
Engage and manage all stakeholders effectively using their preferred communication channels.
Effectively manage each of your communication channels which includes phone, chat, email, social media and web forms.
It provides a comprehensive overview of your students and offers advanced list view features with customizable columns.
The CRM can be adapted to meet your requirements with customizable fields.
You can streamline communications by automating repetitive tasks like emails and reminders.
Get valuable insights from your data using the dashboards and reports.
Offers a free plan for up to three users and a free trial of the software for 21 days.

Website: https://www.freshworks.com/crm/industries/education/

4. HubSpot CRM

They offer a CRM that caters for educational institutions including schools, colleges and universities.
It can assist you in managing all of your inquiries regardless of the source channel and respond to those inquiries.
They provide the ability to deliver seamless communications whether that is individual or personalized bulk messages.
It can integrate chatbots and live chat to answer queries and gather feedback.
Engage and maintain student relationships with email automation.
Enable students to book appointments and receive follow-up communications.
Make your student data more accessible to your staff to enable better collaboration and consistency.
You can integrate the CRM with hundreds of plugins to gain additional functionality including email, scheduling and live chat.
It provides a range of metrics to give you insight into your data and inform your business decisions.
They offer a plan that is free for up to five users.

Website: https://www.hubspot.com/products/crm/education

5. Monday.com

They offer CRM software that is suitable for schools and colleges to assist with organizing data in a unified platform.
It can manage your relationships with all stakeholders to help you maintain relationships and keep them informed and engaged.
Communications can be managed effectively through the CRM and recorded.
A single source of student information where you can manage, track and share it across teams to deliver consistent services and messages.
You can streamline processes and improve workloads using customizable workflows and templates.
Make the CRM your own with customizable columns and views so that it works best for you.
Gain insight into your school and students by utilizing the advanced reporting facilities.
They offer a mobile app on iOS and Android so that the CRM can be accessed remotely.
You can unify your systems by integrating the CRM with popular third-party apps and services.
Offers a 14-day free trial of the software.

Website: https://monday.com/blog/crm-and-sales/crm-in-higher-education/

6. Zendesk

Offers a CRM that is designed to support schools worldwide in managing their students, parents and staff.
The CRM has been created to be easy to use and is flexible in its design.
You can manage all of your communications and interactions with your students and tailor communications to the student’s preferred channel of communication.
The CRM supports and records interactions from all communications including phone, email, chat and social media.
It can streamline your processes through the use of automation, workflows and tools which can deliver consistent communications.
You can utilize the CRM to manage requests, collect and distribute content with staff to assist you in managing your teams.
They offer reporting facilities that allow you to examine your data to find trends.
It can be integrated with other tools and apps to extend its functionality.
Set-up time is quick in less than 30 minutes and extensive training is not required.
Book a demo or sign up for a free 14-day trial of the CRM.

Website: https://www.zendesk.com/education/

7. Capsule

They offer a CRM for schools that enable data to be organized and communications to be effectively managed.
It will allow you to maintain student contacts, and manage meetings and appointments.
You can enhance the student experience and boost acquisition and retention rates through the CRM.
It provides a centralized database for students that can be easily searched and shared with staff.
The CRM enables you to send personalized communications to students, parents and staff.
Provides a consistent view to all staff and enables you to set milestones to hit so you can work collaboratively.
They provide effective email tools to help you create, manage and monitor your communications.
You can set up workflow automations to reduce admin tasks and ensure communications are delivered at appropriate intervals.
They allow you to integrate the CRM with a variety of tools and software to increase its usefulness.
A free plan is available but only for two users and 250 contacts, and they also offer a free 14-day trial of the software.

Website: https://capsulecrm.com/industries/crm-for-schools/

8. Quickbase

They offer an education CRM that supports schools in delivering better student experiences.
It is designed to assist with digitizing and streamlining workflows to reduce admin.
The CRM allows you to collect, track and report on students.
It can improve collaborations between staff and teams with shared data and a complete education management solution.
You can use the software to track attendance, manage courses and administrative processes.
It can adapt with your school to manage changing requirements and keep you compliant and manage your new initiatives.
You can utilize the software to help minimize errors in your communications.
The software is easy to use and can be customized to meet your requirements.
They provide real-time dashboards to enable you to view and monitor your data.
Offers a 30-day free trial and you can schedule a demo of the CRM.

Website: https://www.quickbase.com/solutions/education-database-software

9. ClickUp

They offer a CRM that is designed specifically for educational institutions.
It assists in streamlining your communications, tracking students and boosting productivity in a single platform.
Their centralized platform provides a customizable CRM that can improve your administrative processes.
You can manage your sales pipelines and customer engagement easily using their flexible views.
You can track and monitor what is happening on lists, table views and Kanban Board.
It can streamline your processes, organize your data and automate tasks to save on admin tasks.
You can utilize it for application tracking, enrollment management, automating communications, grade and progress tracking, alumni relations, and staff management.
It can improve student engagement and enhance your communications with students and parents.
They provide reporting and analytics to enable you to generate reports on students and assist in recruitment strategies.
A free plan is available but for personal use which you could utilize for a trial.

Website: https://clickup.com/features/crm/schools

10. Nimble

They offer a CRM system that is customized for educational institutions.
It can help you attract customers, manage marketing, organize your learning processes and control payments.
It allows you to manage all communication channels in one place including email, phone, social media, messengers and online chats.
The CRM is set up so that all interactions with prospective students can be recorded automatically.
It provides a contact management solution to manage relationships and communications including email communications.
They provide workflows and automations that enable you to save time and reduce admin.
You can segment your database to target your audiences better and nurture them.
It can be automatically synchronized with your email, contacts and calendars.
The CRM can be integrated with over 100 apps and add-ons which can expand your capabilities.
A free trial is available for 14 days to sample the CRM system.

Website: https://www.nimble.com/crm-software/crm-system-for-educational-institutions/

11. LeadSquared

Offers a school CRM and marketing automation platform to manage all enrollment tasks.
It provides complete visibility of the entire admissions funnel and reduces admin.
The CRM provides a streamlined admission process, manages student profiles and manages relationships with parents.
Automatically capture inquiries and create automated workflows to improve the enrollment journey.
It can provide a dedicated application portal to enable applications, uploading of forms, signing forms and making payments online.
The CRM provides unlimited email marketing capabilities including drip campaigns, set autoresponders, send bulk emails and provide email templates.
You can create workflows to manage your enrollments and courses more effectively.
They provide dashboards and reports to review activities and students.
It can integrate with your existing apps and tools to create a centralized platform.
You can book a personalized demo to learn more about the software.

Website: https://www.leadsquared.com/school-crm-software/

12. Podio

Offers a CRM that caters for educational institutions to support more efficient management.
It is designed to help you organize your classrooms and teams as well as run critical processes.
The CRM is customizable enabling you to effectively track your students and prospective students in one place.
It can improve your data quality and increase collaboration between teams through a centralized platform with one source of information.
You can record all the details you need using the customizable fields to create complete records for your students.
They provide real-time communication tools that assist you in creating better relationships with parents.
You can track progress and organize your staff using pipelines to give you a visual line and bar charts.
Other useful tools are available including a mobile app to enable remote working, task assignment, attachment of files and chat functionality with other staff.
They provide reporting facilities to allow you to generate specific reports that can then be automatically updated.
A free plan is available for up to five users which can allow you to try the software for free.

Website: https://podio.com/site/use-cases

13. Oracle NetSuite

They offer software which is suitable for educational organizations and this includes a CRM.
It can support communications, data and financial transactions for each student.
A unified database of your students that gives a 360-degree view.
It enables you to manage your entire student journey from inquiry to enrollment.
The CRM provides consistent data and enables collaboration between teams through a single source of information.
It aids you in managing and nurturing your relationships with transparency across teams.
You can run targeted and personalized campaigns based on segmented data.
It can assist in managing your organization more effectively through customizable workflows and processes that can be tailored to your requirements.
The CRM enables you to track all actions to evaluate their effectiveness and assist with planning.
You can learn more about the CRM by scheduling a free product tour.

Website: https://www.netsuite.com/portal/industries/education.shtml

14. Nextiva

Offers an AI-powered platform that supports educational institutions to streamline their conversations.
It can help you manage communications and connect students and staff.
They provide a unified communication ecosystem to deliver consistent communications and great experiences for students.
Build relationships with parents and students via text, email, video message and phone.
Send school-wide communications across multiple channels.
It enables you to route incoming calls, texts and emails to the right person.
Streamline your systems and processes in a single platform.
It incorporates the ability to host classes online or hold video meetings without a download.
They provide advanced security measures and they make it easy for you to manage users.
Book a free 30 minute product demo to learn more about it.

Website: https://www.nextiva.com/industry/education

15. Curacubby

They offer an all-in-one platform for schools, recreation and enrichment programs.
It is designed to enhance your communications and simplify your operations.
The platform can bring together registration, attendance tracking, reporting, communications, invoicing and payments.
It can reduce your admin tasks with no more manual data entry.
They enable you to streamline communications with easy-to-use email and text messaging services.
Create targeted and personalized communications that can be sent to tailored audiences.
It can manage your application and enrollment processes to streamline and automate student data entry and provides an enrollment portal.
It can also store documents, manage tuition with automated billing, form builder, attendee check-in, parent communication app, online fundraising portal, and before and after school billing.
Available on mobile devices to enable you to access it from anywhere.
They provide a customizable suite of reporting that can be integrated with Quickbooks.

Website: https://www.curacubby.com/

16. Blackbaud

Offers an education management solution for K-12 schools to help with digital transformation.
Provides a cloud-based system that can manage enrollment, learning management and student information systems in a single platform.
The enrollment management system can streamline processes with self-scheduling, online committee review, customizable admission checklists and the ability to quickly review application status.
The learning management system enables teachers to post assignments, enter grades, add announcements and a forum to communicate.
The student information system enables you to collect information, streamline attendance, scheduling, grading, report cards and transcripts.
The school website system enables dynamic curriculum guides and athletic team pages, faculty directories, filterable calendars and emergency notice pop-ups.
It engages parents with the ability to complete applications, accept enrollment contracts, check event times, access directories, monitor homework assignments and review report cards.
You can access the software on a desktop or mobile device.
They provide in-depth reporting to assist with decision-making.
Access a free demo of the software to learn more about it.

Website: https://www.blackbaud.com/solutions/organizational-and-program-management/education-management/k-12

17. OpenSIS

They offer software which assists schools in managing their students and staff.
It is a cloud-based platform that is easy to use and set up.
They provide fully functional portals that cater for teachers, students and parents.
It provides comprehensive student and staff databases to manage and oversee your audiences and communications.
They provide multi-channel messaging capabilities to allow you to manage your communications.
It also offers gradebook, teacher lesson plans, behavior and discipline management, graduation requirements and progress, student billing and fees management.
They provide fast onboarding and support guides and videos, and it can be integrated with popular apps to extend its use.
It is accessible on desktop and mobile devices for all users.
They provide built-in predictive analytics that utilizes AI to provide insights to support your decision-making.
They offer a free plan for up to five users and 50 students as well as a free trial for 15 days.

Website: https://www.opensis.com/

18. Meritto

They offer an education CRM that is tailored for educational organizations including K12 schools.
It is designed to help you convert more prospective students and manage your sales, marketing and operations teams more effectively.
They provide an end-to-end education CRM to centralize your student data and assist you in engaging and converting prospects.
It enables you to record leads from various sources, verify them and prioritize your engagement with them.
They provide a complete view of the student journey at various touchpoints and track what is happening.
It offers sales automation to enable advanced lead distribution, automation of repetitive tasks and follow-up activities.
They provide communication tools including advanced communication workflows, automation messages, personalized communications and cross-channel communication via email, SMS and WhatsApp.
You can track, monitor and optimize your marketing through the software and adjust your strategies accordingly.
It provides reporting facilities to help you analyze your performance and see trends.
You can schedule a demo to view the software first-hand.

Website: https://www.meritto.com/education-crm/

19. EdOptim

Offers a dedicated school CRM that is powered by AI.
It provides a unified solution for school administration and parental engagement.
They provide a parent and teacher communication app to improve communications.
It offers a student information system with built-in AI tools to increase efficiencies.
Incorporates a learning management system with AI assessment tools to aim teaching.
The CRM system allows you to manage your contacts and communications more effectively.
They provide seamless enrollment and billing with automated school enrollment with Apple Pay and school subscription billing.
The software is accessible on desktop and mobile devices.
It can integrate with some of the leading apps and tools to extend its functionality.
Book a free demo of the CRM to view its capabilities.

Website: https://www.edoptim.com/