02 · Enquiry to enrolment, tracked.

    Admissions & Leads

    Enquiries move from contact to enrolment in one clear flow.

    Hear it from Syfty

    An admissions desk arranged with an application folder, numbered forms, and a school badge
    From first enquiry to a ready application
    EdSyft module 02

    Why it matters

    The operating detail behind the promise.

    An admission season runs on hundreds of small promises: a callback that was supposed to happen, a document a parent said they'd bring, a fee plan someone quoted over the phone. Most of that lives in someone's memory, a notebook, or a WhatsApp thread, until the person holding it goes on leave in June, and the office starts from zero.

    Edsyft treats every enquiry as a record from the moment it arrives, not from the moment someone gets around to entering it. A family can apply through a shared link or a QR code and land directly in the pipeline. A walk-in gets logged in under a minute at the front desk. Either way, the same record follows the family through six stages: new, contacted, visit scheduled, interested, and finally won or lost, and every move between stages carries who made it, when, and why.

    Winning a lead doesn't mean re-typing the family's details into a second system. The enquiry becomes an applicant with names, contacts, and preferences already filled in, ready for a class and section assignment. From there, document review, fee assignment, and the parent invite follow as tracked steps, not side conversations.

    What it handles

    The work that should not disappear between screens.

    Every capability below maps to a real operating decision, handoff, or record inside the module.

    Public enquiry form

    Families apply from a shared link or QR code and enter the pipeline directly.

    Convert enquiry to admission

    A won enquiry becomes an applicant with names and contacts already filled in.

    Custom number sequences

    Enquiry, application, and admission numbers follow your configured prefixes, without gaps.

    Document review queue

    Approve a file or ask for a re-upload while parents get notified and response time is tracked.

    Fees set on admission

    Assign a fee plan, transport, and hostel, then invite the parent automatically.

    Stage history that never gets lost

    Every stage change carries who moved it, when, and why.

    The lead pipeline

    Every enquiry moves through the same six stages, whether it started as a phone call or a form submission on a parent's phone.

    01

    New

    Enquiry lands in the pipeline the moment it's logged.

    02

    Contacted

    Office has reached out and logged the call or visit.

    03

    Visit scheduled

    A campus visit is booked with the family.

    04

    Interested

    Family is reviewing class fit, fees, or a seat offer.

    05

    Won

    Converts to an applicant, no retyping the family's details.

    06

    Lost

    Closed out, with a reason on record for later reference.

    How it is controlled

    Rules that make the workflow trustworthy.

    Permissions, approvals, and state changes are part of the workflow itself, not instructions left for a staff meeting.

    Document review is a separate role

    A reviewer claims a document, assigns it to themselves, and decides to approve it or ask for a re-upload as a tracked step, not a side conversation with the front office.

    Stage moves always carry a reason

    Marking a lead lost, or fast-tracking one to interested, records who made the call and why. That helps when someone asks why a family didn't convert.

    Numbering follows your own scheme

    Enquiry, application, and admission numbers are generated from your configured prefix and sequence, never a manually typed number, never a gap.

    Value propositions

    A better day for the people doing the work.

    What changes for the team once this module is running in daily work.

    Nothing lives in a notebook

    From first enquiry call to admitted student, the record stays in the pipeline, not a sticky note that goes missing in June.

    Reviewers and admins stay separate

    Document review can be assigned to a dedicated reviewer role, with claim, assign, and decide steps tracked.

    A won lead is already most of an application

    Names, contacts, and class preference carry straight from the lead. The office fills gaps, not the whole form.