Contact Management

Your Single Source of Truth

Centralize and manage student data across your entire institution. Create comprehensive contact records, segment audiences effectively, and ensure data accuracy while maintaining compliance.

Gecko contacts list and Emma Wilson contact profile with fictional student details and activity
  • Customizable records

    Create flexible contact profiles with custom fields that match your institution's needs.

  • Advanced segmentation

    Target the right audiences with dynamic filters and automated labels.

  • Bi-directional sync

    Keep data current across all systems with real-time CRM synchronization.

Common Challenges

Ready to unify your data? Here's what's holding you back.

Here's what we're hearing from our partners about the challenges they face managing student information.

Scattered data

Student information spread across multiple systems leads to incomplete profiles and missed opportunities.

Duplicate records

Multiple versions of the same contact create confusion and waste resources.

Manual updates

Staff spend valuable time copying information between systems to keep records current.

Limited segmentation

Basic filtering tools make it difficult to target specific student segments effectively.

Compliance concerns

Managing consent and data privacy across multiple systems increases risk.

Inconsistent data

Different departments maintain their own records, leading to conflicting information.

Flexible Records

Custom Contact Profiles

Create comprehensive student profiles with customizable fields and dynamic attributes. Match your data model to your institution's unique needs.

  • Custom Fields

    Add any field type to match your existing data structure.

  • Dynamic Attributes

    Track changing student information throughout their journey.

  • Activity History

    See all interactions across every touchpoint in one place.

Custom contact fields and activity history in a conceptual student profile
Dynamic audience filters combine an offer status with event registration
Smart Segmentation

Target the Right Audiences

Create precise segments using dynamic filters and automated labels. Ensure your communications reach the right students at the right time.

  • Dynamic Filters

    Create complex segments based on any combination of fields.

  • Automated Labels

    Tag contacts automatically based on their actions and attributes.

  • Real-time Updates

    Segments update automatically as student data changes.

Data Integration

Seamless Synchronization

Keep your data current across all systems with bi-directional CRM integration. Eliminate manual updates and ensure accuracy everywhere.

  • CRM Integration

    Sync data automatically with your existing systems.

  • Duplicate Prevention

    Smart matching rules prevent creation of duplicate records.

  • Change Tracking

    Monitor all updates with detailed audit trails.

Bi-directional synchronization keeps a fictional student record consistent
Data Management

Comprehensive Data Tools

Powerful features for managing student data across your institution.

Illustrative field mapping for importing contact data

Import/Export

Flexible tools for bulk data management with field mapping and scheduling options.

Fictional communication preferences for Emma Wilson

Consent Management

Track communication preferences and ensure compliance with data policies.

Conceptual permission settings for an admissions team

Access Controls

Granular permissions ensure users only see appropriate data.

FAQs

Questions smart folks like you asked about our Contact Management

If we were in your shoes, these are the questions we'd ask.

University Functions

Supporting Teams Across Your Institution

Our Contact Management solution enhances operations across multiple departments, helping each team maintain accurate and actionable student data.

Admissions

Track prospective students from inquiry through enrollment with complete history.

Marketing

Create targeted segments for more effective communication campaigns.

Student Services

Maintain comprehensive records of student interactions and support needs.

International

Track specific data requirements for international student recruitment.