AUTOMATE
Practical guide
What it tracks
A useful admissions CRM tracks enquiry source, intended programme, qualification background, document status, adviser ownership, offer stage, deposit status and next follow-up.
Where AI helps
AI can summarise enquiries, classify programme interests, extract document data and draft follow-up messages. It should support advisers, not replace formal admissions review.
Why teams use it
Admissions teams lose visibility when enquiries sit across WhatsApp, email and spreadsheets. A CRM workflow makes the next action clearer and reduces missed follow-up.
How LPA scopes it
LPA maps the current enquiry route, intake stages, document requirements, adviser responsibilities, reporting needs and privacy controls before recommending a build.