greymatter Student Lifecycle CRM Solutions for the Public Sector

• Event Creation, Scheduling & Portal Display with registration
• Event App with offline capability
• Virtual or In-person events
• Paid or Unpaid Events

• Configurable experiences by role
• Portal Forms

• Surveys/Forms
  • Build custom surveys and forms
• Landing Pages
  • No-code landing page design and creation for microsites, forms, events, and more. 
• Social Media Management
  • Ability to create social media campaigns, post directly from CRM into social accounts, track interactions, clicks and shares in CRM and create leads directly in CRM
• Text Messaging
  • Send and recieve individual or bulk text messages 
• Student Journeys (Campaign Automation)
  • Use templated journeys, create your own sequential journey for students, inbound or outbound campaign automation

• Unlimited chatbots with custom flows and content
• Authenticated or un-authenticated chatbot experiences
• Ability to provide personalized information to students based on data within CRM

• Agency Application, Evaluation & Contracts
  • Agencies can apply to represent your University or College. Evaluate these agencies & create and manage their contracts and agreeements in greymatter
• Agency Commission Management
  • Manage commission structures, calculate commissions due and their status
• Agency Portal
  • A portal to allow agency representatives to manage their agreements, apply on behalf of students and view their commissions
• Agent bulk uploads & Agent On-Behalf of Student
  • Ability for agents to bulk upload program applications and complete checklists on behalf of students
• Agent roles management
  • Manage multiple roles for an agency such as the Owner of the agency or a counsellor within the agency or a finance representative of the agency

• Prospect Segmentation
• Communication & activity timeline
• Lead Import Export
• Unibuddy Integration
• Athletic Recruiting
• High School Accounts
• Territory & Goal Management
   

• Multi-Program & Multi-term Application forms
• Application Wizards
   

• Reviewer Portal
• Automated Scoring
• Configurable Evaluation Rubrics
   

• Application Checklists

• Offers and decision letters
  • Generate encrypted decision letters, offer letters and the ability to include award and funding packages
• Offer acceptance & deferral management
  • Allow students to accept and defer offers

• Informative data insights for staff at every level

• Scholarships & Awards
• Scholarship Application & Evaluation

• Referee & Reference Management
• Reference Forms
   

• Student Portal Access for cases
  • Create easy access knowledge articles and supporting resources for students and applicants. 
• Case auto-Routing, communication & Processing
  • Review cases with automated workflows
• Knowledge Base Articles
   

• Curriculum 
  • Student degree planner, what-if analysis, and degree audit. 
• Course Catalogs
   

• Current Student Portal Access to plans
• Degree Plan creation, modification & Approvals
• What-if analysis
• Degree Audit
   

Appointment scheduling for student advisors integrated in student portal and with Microsoft outlook, teams, and zoom for online or in-person meetings. 

• Virtual or In Person Appointments
• Self-service appointment booking for students via portal
• Resource Management
  • Bookable resources are anything that can be booked such as a staff member, a pool of staff members, a facility or equipment
• Outlook Integration
  • Two-way integration with outlook allows for reading and writing calendar information
• Appointment related communication 

• Virtual Tokens
• Configurable Service stations, Campuses and Services
• Text and email updates
   

• Configurable risks and alerting
  • At risk student detection and customizable early alert system
• Referrals 
  • Refer cases to other departments
• Student To-Do's and Success Plans
• Badges, Achievements and Accomplishments
• Risk and Engagement Scoring
• Interventions
• Behavior Incidents
   

• Faculty Portal and App
• Class roster management
• Class Schedules
• Attendance tracking
   

• Credit or non-credit offerings for continuing Education
• Course registration
• Batch registration capabilities
   

• Full lifecycle lead to order for B2B Opportunities

• Discounts and Waivers
• Payment Processors and Payment Methods
• Financial Transactions and receipts
   

• Programs
  • Course Association, Prerequisite, Co-requisite management

Admissions Optimizer provides actionable intelligence through three sub-modules that power each step of the acquisition process:

• Lead Scoring: This submodule assigns a conversion probability to each candidate in the recruiting funnel, helping your teams prioritize their attention on those prospects with the greatest potential to advance and become students. With Lead Scoring, each prospect receives a score that guides strategic decisions and improves conversion rates.​
• Campaign Optimization: By analyzing the attributes that maximize conversion, this submodule allows you to identify key characteristics and values ​​for each program, modality, and academic cycle. Admissions Optimizer turns your marketing campaigns into a precise tool, giving your marketing team the power to focus their efforts on the segments with the greatest potential for success.
• Customization of Commercial Management: This sub-module prescribes the ideal time and the right channel to interact with each candidate, maximizing the likelihood of conversion. With a focus on personalizing each contact, this component ensures that your sales and admissions teams are always one step ahead in their relationship with prospects.

Foresight combines the power of personalized predictive models with Generative Artificial Intelligence, offering a unique and advanced solution for student retention:

• Custom Predictive Models: Dozens of models tailored to the institution continuously calculate the probability of each student dropping out, identifying individual risk factors that allow for timely and targeted intervention. 
• Generative Artificial Intelligence: Two elements of Generative AI enrich the experience and effectiveness of Foresight:
• Narrative for the Intervention Team: We deliver not just a risk score, but a contextual narrative that helps student wellbeing teams understand risk factors and the best intervention strategy, aligned with the university’s portfolio of solutions.

Portrait analyzes each student's learning process based on the "digital footprints" they leave in the learning management system (LMS). Portrait assesses student learning from four key pillars: executive functions, social skills, learning readiness, and academic achievement. Portrait uses a learning analytics framework with 16 specific indicators,

Skills Planner analyses the skills acquired by students during their courses and compares them with the labour market requirements for the desired graduate profile. By identifying skills gaps, Skills Planner prescribes a specific curricular path for each student, recommending courses and adjustments to their academic plan that allow them to close those gaps. With this approach, students can improve their employability upon graduation, ensuring that their professional profile is aligned with market expectations and demands.