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  • Writer's pictureSsemujju Lewis E

Top CRMs For Educational Institutions

Updated: Mar 14, 2022

Customer Relationship Management software is not meant only for traditional businesses. However, if you think about getting a CRM for your school or educational institution, you are doing the right thing.


The way educational institutions interact is drastically changing thanks to technological advancement. As a result, schools and their clients (students, their parents, employees and staff) are looking for CRM systems that will lessen the entire operation process.


In a normal business model, we should view students of such institutions as the customers and knowledge as their service. - Creatio

Education institutions are turning to CRM to help them strengthen relationships with alumni, which translates to more extensive fundraising efforts. Furthermore, CRM software has helped with internal communication (students, parents and teachers/professors) and improved program engagement. Through these processes, CRM software has helped education institutions to collect actionable data.



1. MonkeyPesa

MonkeyPesa CRM is an all-in-one automation tool. MonkeyPesa is a cloud-based CRM Software with inbound and outbound marketing, sales marketing, automation, or customer support services. The pricing, features, analytics, easy-to-interpret dashboard make it ideal for you.


The CRM aids businesses to get prospects, insights, converts more leads to become customers and manages with customers across several channels. At the same time, they go through the selling process.



The services offered include; Sales pipeline management which helps companies to sell faster and get more prospects into the business. The invoicing and billing system allows track time, generating invoices, Pro-forma invoices, quotes, and getting much more money faster. And the real estate system helps real estate companies to acquire property, landlord management, tenant and the necessary automation.


MonkeyPesa CRM Features:

  • Team collaboration

  • Contact management

  • Pipeline management

  • Data security

  • Insights, analytics and reports

  • Human Resource and payroll

  • Inventory and stores

  • Bulk SMS and emailing

  • Sales Automation

  • Marketing Automation

Accessible Communication is a giant step into maintaining good relationships with clients. Strong relationships generate more sales and support, improve client satisfaction, and reduce business expenses.



A closed buyer is just as vital as a new lead. MonkeyPesa CRM allows you to create charges based on a prospect’s information, schedule calls for them at any point in time, take notes based on our interactions, and easily save and organize that data for future use. In a nutshell, you are moving a sales lead, or prospect from one stage of your sales funnel to the next.



The MonkeyPesa CRM allows you to add contacts manually or upload files. Because the goal is to have streamlined communication in the sales process, you do not have to open another platform to make calls with your clients and prospects. The dashboard enables calls. In addition, all these interactions are captured in case you need to make clarifications and references.


It is a catch for small and medium enterprises, from social networking tools, project management to CRM, document management, calendars, team management, email marketing, phone management, and flawless lead management.


Social Media is a very relevant tool of sales and marketing today. Every passing day, there is a new social media channel your clients and prospects sign up for. MonkeyPesa provides a centralized location for all your social media interactions — tweets, posts, reels, videos, comments, replies, Direct Messages.


2. Oracle CRM

Oracle CRM solution aids in directing how customers relate with the business, that is, analyzing, administering, and civilizing customer relationships. Oracle CRM is a cloud solution that follows up on customer journey from a lead up to purchase.

Oracle CRM is preferred due to the associated benefits that are;

  • Analyst reports

  • Cloud economics

  • Corporate responsibility

  • Diversity and inclusion

  • Security practices and Gartner MQ for ERP cloud.

Oracle products include; infrastructure, oracle cloud infrastructure, software, hardware and featured products.



Industries served by oracle CRM include; automotive, communications, construction and engineering, consumer goods, education and research, financial services, hospitality, media and entertainment, professional services and more.


Oracle CRM has features to support the products they offer, and some of these features include;

  • Social CRM

  • Customer data integration

  • Price management

  • Self-service and e-billing

  • Quote and order capture

  • CRM gadgets

  • Business intelligence applications and partner relationship management.

Oracle pricing; there is a free trial, but Oracle CRM pricing starts from $75 per month, the standard version goes for $90 for each user per month, the enterprise version goes for $125 for each user per month, and the self-deployed version goes for $110 for each user per month.

3. Creatio CRM

Creatio service software is a tool that easily automates business processes in the shortest time possible. Creatio CRM is a customer service software with a different synergy of unified CRM and a platform for marketing, sales, and customer service.


Midsized and large companies usually use Creatio CRM service software to manage customer relationships from the time a customer is a lead, throughout the whole sales cycle. Creatio software has cloud-based and on-premise software installations and deployments. Creatio service software is a tool that increases marketing to complete customer journey and accelerate lead to revenue, speeds up complete sales cycle from leads to repeat sales and aligns customer engagements to boost timely service delivery.



Creatio service software has a centralized platform where contact data, service delivery history, social media profiles, corporate relationship structures, and interaction history are gathered, kept, or secured. This becomes simpler for users to keep track of tasks, calls, messages and client cases.


Features of by creatio;

  • lead management

  • opportunity management

  • field sales

  • channel sales

  • orders and invoices

  • sales performance and operations

  • sales activity and management and platform capabilities.

Creatio pricing plans: creatio pricing starts at $35 per user per month.


4. Zendesk

Zendesk customer service software helps businesses to grow good relationships with customers. A good relationship enhances a good customer experience which results in customer retention, continued support and productivity.


Zendesk customer service software is user-friendly, easy to implement and can fit into the business needs of any business. Zendesk customer service software serves SMEs. Zendesk brings together big teams while concentrating on high regard issues in a company. To help your business meet all its customer needs. Zendesk equips your business with the required tools to meet your customer needs on the different channels of communication they preferably use while customizing a good experience for each individual.


Zendesk customer service software has tools to help you manage a business with multiple customers and agents while customizing support to solve customers’ problems. These tools include; advanced workflow capabilities, Al-powered automation and self-service.



For small teams, Zendesk is suitable for efficiency. Zendesk gathers all the customer data in a single and centralized workspace, making accessibility easy. In addition, Zendesk has tools to help you capture customer data such as; customer questions to share the required information.


Zendesk has tools such as; Omnichannel which helps startups consistently keep in contact with clients, give them the best customer experience and win their reliability. Other support services to enhance consistent engagement with clients include; phone, email, and chat and they are all put in one place hence free access.

Features of Zendesk customer service software include:

  • Livechat software

  • Ticket routing

  • API

  • Tracking and reporting

  • Knowledge base

  • Native integrations

  • Automation

  • Community forums

  • Self-service portal

Zendesk customer service software gives a free credit for six months with access to tailored resources and a growing network and community of customer experience experts.


5. Hubspot

This is one of the best CRM software tools that serve all businesses ranging from startups to large business ventures. In addition, Hubspot offers free tools for teams and best manages customers’ contacts well.


Hubspot CRM enables you to do many valuable things with your contact base, such as keeping all contact information (including internal notes) in a centralized place and automating different reminders.


Hubspot CRM is software built for marketing and sales companies that want to use proven techniques for ushering in new clients and customers, especially businesses that generate customers via online marketing and sales.


In your quest to identify a CRM perfect for your business, chances are high you have come across HubSpot free CRM. You can store up to a million contacts in your HubSpot database with the free CRM. Furthermore, an unlimited number of your team can access your database, Integration with Gmail and Outlook, Email and Meeting Scheduling, Capture, Store, and track sales leads.


Hubspot’s CRM is a tool that teams find friendly to use, and more so, it automates tasks the number of administrative tasks to concentrate on. In addition, Hubspot gives access to the visibility into the sales pipeline in real-time through the visual dashboard.


Hubspot CRM allows you to access sales performance reports and individual performance in real-time. This allows business managers to review and identify potholes so that teams can lay strategies for achieving success where it has failed.

Hubspot has solutions for small, medium and big businesses. However, Hubspot works better for everyday business transactions since it is easy to use, captures customers, manages data, records calls and meetings, manages sales pipelines and also aids sales reps to monitor contacts with customers and deals. In addition, Hubspot aids managers to get an insight into the sales activities, marketing tools and activities.



Small businesses and startups commonly use Hubspot and medium companies and serve large enterprises. Hubspot provides a free trial version that supports small businesses and startups through their growth stages. Packages that can be accessed at a cost include; a starter package for $45 a month, a professional package for $450 a month, and a package for big enterprises goes for $1200 per month.

Hubspot is one of the CRM software commonly used by businesses in Rwanda. It has unique benefits it delivers to its users, such as; being easy to use, a free forever trial version, and cheap packages.


Hubspot features include;

  • Free CRM software

  • Free versions of sales Hub

  • Combination of Gmail

  • Outlook calendars, and Email

  • Deal stages

  • Pipeline and opportunity tracking

  • Website chats and bots

  • Email tracking

  • Reporting and tracking meetings

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