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About us

Every applicant should have an owner. We build for that.

We build software for colleges and universities: for the enrollment directors who set the rules, the counselors who answer, and the IT teams who review the vendor. This page covers why we built it, how we work with you and the limits a selection committee asks about first.

An admissions office should always know who owns each applicant, what was said to them and what happens next.
Software should make that visible without a spreadsheet in between.
Our mission

Why we built it

Your counselors should spend their day on applicants, not spreadsheets.

Admissions teams do some of the most human work in education. Yet many spend their days copying data between systems, chasing the same people on three channels, and hoping nobody slips through the gaps.

The software available to them is often built for sales teams, or so complex that it takes a specialist to change a stage. We wanted something that fits how admissions works: cycles and deadlines, programs and campuses, counselors and the conversations they have every day.

So we built higheredcrm.ai: one lead record that holds the WhatsApp chats, emails, texts and calls; assignment rules that give each inquiry an owner; roles that decide who can do what; and dashboards that show where applicants drop out of the funnel.

Higher education is our focus: recruitment and admissions, from first inquiry to enrolled student. That holds for a single college and for multi-campus universities where each campus runs its own admissions under shared rules.

Spreadsheets doing a CRM's job

Lists copied between tabs, filters that break, and no one sure which version is current.

Inquiries split across channels

Questions arriving by form, email, WhatsApp and phone, with follow-up depending on who happened to see them.

Knowledge that walks out the door

When a counselor leaves, their conversations, notes and context often leave with them.

Current limits

What a selection committee asks about first

Each answered plainly, with what the product does instead.

Last reviewed

  • No application builder, applicant portal or online payments

    Applications are tracked as application stages on the lead, documents are verified on the record, and payments are recorded on the lead.

  • No SAML single sign‑on

    Staff sign in through an OpenID Connect identity provider, with optional or mandatory MFA.

  • No packaged SIS connector

    Your SIS stays the system of record. The REST API creates and reads leads, inbound webhooks start workflows, and CSV or Excel files move records in bulk.

  • No security certifications yet

    We don't hold SOC 2 or ISO 27001. We answer your security questionnaire in full, and the trust center lists every control in the product today.

  • No record-level visibility rules

    Roles control which actions a person can take on each page. There's no per-role setting that limits which leads (own, team or campus) someone can see.

The full list, with what the product does instead, is in our answers to the buyer's checklist.

How we make decisions about the product, and about you.

These shape what we build, how we sell and how we behave when something goes wrong.

Listen first

Our first conversation is about your process, your cycles and where students get lost. We show software only once we understand them.

Help with setup

We help you choose and connect your channels and answer setup questions. The support included with your pilot is confirmed in writing when we activate your account.

Rules you can read

Routing, scoring and chatbots run on rules your staff can read and change. The AI Assistant is built on Anthropic's Claude and never saves changes or sends messages.

Tell you when something breaks

If we make a mistake or something breaks, we tell you promptly, explain what happened and show you what we changed.

Security answers in writing

Questionnaires answered in full, hosting details confirmed before you sign, and a data processing agreement for every customer.

Your data stays yours

We look after applicant data on your behalf, and you can export your lead records to Excel or CSV at any time.

How we work with you

From a first conversation to your first cycle

Every institution runs admissions differently, so the settings in higheredcrm.ai are yours: stages, roles, routing and forms. Here's what we do and what your team does.

  1. 1

    Listen first

    We learn how inquiries arrive, how your team works and where students get lost, before recommending anything.

  2. 2

    A demo, if you want one

    A 30-minute demo set up with your programs, stages and channels. It's offered, not required: you can request a pilot directly.

  3. 3

    Your team sets it up

    Your team sets stages, roles, routing and forms in the settings and imports inquiries with the template. We help you choose and connect your channels.

  4. 4

    Decide with notice

    We share pricing for continuing before your free period ends. Nothing converts to paid automatically.

Who we build for

Colleges and universities, one campus or many.

Undergraduate, graduate, international and online programs run on the same platform, with the same roles, routing rules and dashboards on every campus.

Solutions by institution and role

Reach the right team

Sales and demos
sales@higheredcrm.ai

Start with a conversation.

Tell us how your admissions office works. We'll listen first, show what's relevant and tell you plainly where higheredcrm.ai isn't a fit.