Enrolment season is a sales process: it starts when a prospective student first calls and ends when the contract is signed. Orion's CRM module manages that process, and every approval-based job in the institution, with the same structure.
Key capabilities
People and organisations
Prospective students and parents, organisations, companies and suppliers are tracked as Prospect, Active or Passive.
Job tracking
Jobs carry an owner, priority, planned dates, estimated effort, sub-jobs and a checklist; comments and system events share one timeline.
Job types and approval steps
Ordered approval steps are defined per job type; common job types are shared across every institution.
My Approvals
Users see every job awaiting their approval in one list and approve or reject with a reason.
Time logs
Time spent on a job is logged and compared with the plan.
CRM dashboard
Open jobs, pending approvals and prospect status are summarised on one screen.
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