How to Configure Your CRM 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 available within the CRM settings.

Prerequisites

• Admin access is required to view and modify settings.

Getting Started

To begin configuring EduCtrl CRM:

1. Login to your Admin Panel

2. Navigate to the Settings section under the System menu

Key Settings and Configuration Areas

1. General Settings

Configure your CRM’s identity:

• Application name

• Portal, email, and admin panel logos

• Contact email and phone

• Favicon and color theme

  Go to Settings > General

2. Business Configurations

Set up:

• Business name, address, and tax ID

• Bank details and invoice branding

• Multi-entity configuration support

  Go to Settings > Business Configs

3. Branch Management

Create and manage physical office branches. Assign users and leads to specific branches.

Go to Settings > Branches

4. Home Page

Control what appears on the portal’s front page:

• Enable/Disable homepage slider, Staff Login, and Agent Login buttons

• To edit homepage content, go to Pages > Type = Module Page - home > Edit

• Modify content blocks (e.g., "Take your first step...") via Settings > Content Blocks

5. Modules

Enable or disable CRM modules as per your organization's needs:

• Student panel features

• Multi-language support

• Payment gateways

  Go to Settings > Modules

6. Banners

Upload and manage home page slider images.

Go to Settings > Banners

7. Content Blocks

Edit and manage dynamic sections below the main homepage content.

Go to Settings > Content Blocks

8. Lead Status

Define lead lifecycle stages:

• Default statuses: Hot, Prospect, Counseling, Converted, Disqualified, Warm, Cold

• Set lead deadlines to trigger alerts

• Configure lead sources, disqualification reasons, and communication modes

  Go to Settings > Lead Status

9. Student Documents

Customize document upload options by study level:

• Set mandatory/optional for documents like SOP, Essay, etc.

• Allow uploads for each course preference

  Go to Settings > Student Docs

10. Additional Documents

Create custom document types for students:

• Specify file types, destination-based visibility, and whether mandatory

  Go to Settings > Additional Docs

11. Student Status

EduCtrl provides default statuses:

• Pending, Course Preference Added, Documents Uploaded, Application Processing, Admission Complete, Rejected/Dropout

• Rename or add new ones

• Trigger automatic updates based on actions (e.g. course added)

  Go to Settings > Student Status

12. Web to Lead Forms

Create public inquiry forms:

• Auto-create leads from form submissions

• Assign to staff/branch

• Embed code or generate QR

• Add custom fields saved under "Lead Notes"

  Go to Settings > Web to Lead

13. University Application Status

Customize stages of university applications:

• Set required notes, document upload, and whether status can be reverted

• Define stage order for dropdowns

  Go to Settings > Application Status

14. Additional Services

Manage services like:

• Accommodation, Flight Tickets, Insurance

• Define application flow and statuses for these services

  Go to Settings > Services List

15. Uni Apply Agents

Configure aggregators associated with student applications and track invoices.

Go to Settings > Uni Apply Agents

16. Custom Attributes

Add custom profile fields for leads/students:

• Field types: Text, Dropdown, Checkbox, Date, Year

• Target: Lead, Student, or both

• Set as mandatory or optional

  Go to Settings > Custom Attributes

17. Form Builder

Create fully customizable lead capture forms:

• Share via link or QR

• Embed into websites and landing pages

  Go to Settings > Form Builder

18. Notifications

Enable/disable:

• In-App and Email alerts for leads, students, and applications

• Notifications go to assigned staff, their manager, and super admin

  Go to Settings > Notifications

19. Email SMTP Configuration

Configure outgoing email server:

• Use your domain's SMTP

• For Google Workspace, follow OAuth 2.0 integration

  Go to Settings > Email SMTP

20. Outbound Email Sending

• Assign "From Email"

• For bulk sends, use Mailjet, Brevo, or SendinBlue

• Use "Send Test Email" to validate

21. Study Levels

Manage student intent levels like:

• Undergraduate, Postgraduate, PhD

  Go to Settings > Study Levels

22. Country

Enable/disable destination countries you offer services for.

Go to Settings > Country

23. Tax Configuration

Create multiple tax rates:

• Choose inclusive or exclusive

• Region-based tax control

  Go to Settings > Tax

24. Custom Labels

Rename internal terms to match your organization's vocabulary.

Go to Settings > Custom Labels

25. Communication Integration

• Outbound Call: Integrate with Exotel or Zadarma

• WhatsApp: Connect via Wait or AiSensy

• SMS: Configure your provider’s gateway

26. Integrations

• Google Lead Ads: Add Webhook key

• Use Zapier or Pabbly for Facebook/Instagram form leads

27. Email Sync

• Sync your inbox to auto-log leads or activities

• All emails sent/received are tracked

  Go to Settings > Email Sync

28. Holidays

Define organization-wide public holidays to reflect on calendars.

Go to Settings > Holidays

29. Advanced Settings

Explore additional system-level configurations.

Go to Settings > Advanced

Tips & Best Practices

• Use modules and content blocks to control front-end experience.

• Keep lead/application statuses aligned with actual workflows.

• Use email and WhatsApp automation for timely communication.