Retention and
Advancement Solutions

Retention and Advancement Solutions

CRM Across the Student LifecycleHigher education professionals need the right tools to facilitate the business processes of recruiting and enrolling students, as well as maintaining lifelong relationships to facilitate retention and advancement, from initial discovery through admissions, course registration and beyond.

Intelliworks offers a flexible software platform that can be configured easily to meet all of your relationship management needs, including student recruitment, enrollment management, retention marketing and alumni outreach. Intelliworks provides robust CRM and marketing capabilities to provide insight into the entire student lifecycle, including the management of ongoing communications and the scheduling of tasks and appointments.

With our advanced administration settings and hierarchical security, each user within your institution can have access to constituent data - as well as reporting and analytics - that pertain to their specific department or role within the institution, whether they’re an undergraduate institution, a graduate program, or a student services or alumni relations department. 

Through our application programming interface (API) we have completed several successful integrations with other systems of record on campus to provide a truly holistic view of the entire student experience.   To date, Intelliworks has been integrated with Student Information Systems and Course Management Systems, as well as a wide-range of student portals and homegrown databases. 

Additionally, through Intelliworks, institutions can also have access to a comprehensive set of early alert, online scheduling and student tracking capabilities designed to help institutions identify at-risk students in real time, based on their daily coursework performance, and then connect them to the resources designed to help (e.g., advising or tutoring), all while assessing which services and interventions are working.  Information gathered through Intelliworks at the front-end of the student enrollment lifecycle can later be shared with this system to enhance student success.

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