Customization & Settings

- EduCtrl CRM offers a powerful and modular settings panel that allows administrators to configure branding, workflows, integrations, and automation. This article explains each configuration category...

- EduCtrl CRM allows administrators to define custom lead stages to reflect the organization’s unique sales process. Proper configuration helps in streamlining follow-ups and lead tracking.Step-by-St...

- Learn how to extend student or lead profiles in EduCtrl CRM using custom fields (attributes), so your team can collect the exact data needed for your processes.PrerequisitesAdmin access is required...

- Learn how to customize your in-app and email notifications in EduCtrl CRM to stay informed about updates that matter to you — including leads, students, applications, and tasks.PrerequisitesYou mus...

EduCtrl allows organizations to manage multiple physical office locations using the Branch Management feature. Each office or campus location can be configured as a separate branch within the system.A...

- EduCtrl allows you to customize various standard field labels used throughout the CRM. This helps organizations adapt the system terminology to match their business process, industry, or internal n...

In EduCtrl CRM, every student record is assigned a Student Status that represents the student’s current stage in the admission or onboarding process. This can also be referred to as the Student Lifecy...

EduCtrl allows administrators to configure and manage the complete university application workflow using Application Pipeline Stages (also called Application Status).You can configure application stag...

Many study abroad consultancies provide additional student support services beyond university admissions. EduCtrl allows you to configure and manage these services directly within the CRM.Some common...

Study Levels in EduCtrl define the type or level of education a student intends to pursue. These study levels are used throughout the CRM for student profiling, course matching, application processing...

EduCtrl includes several predefined student document upload options such as academic certificates and commonly required admission documents, including:PassportCV / ResumeSOP (Statement of Purpose)LOR...

EduCtrl allows organizations to configure and manage company holidays directly within the CRM.To configure holidays, navigate to:Admin Panel → Settings → HolidaysHoliday Configuration - Administrators...

EduCtrl allows organizations to configure and manage one or multiple business entities within the CRM.To manage business configurations, navigate to:Admin Panel → Settings → Business ConfigsBusiness I...

EduCtrl allows administrators to enable or disable various CRM modules and frontend features based on organizational requirements.These settings help customize the platform experience for students, st...