What is Epoq Connect Customizable Admissions CRM?

Epoq Connect is a modular, highly customizable CRM platform designed to unify student inquiry lists, automate counselor follow-up callbacks, and streamline enrollment queues using round-robin routing rules.

Does Epoq Connect integrate with WhatsApp and email?

Yes! Epoq Connect has deep API integrations with official WhatsApp business templates, bulk SMS channels, and email providers, allowing automatic inquiry check-ins and registration alerts.

Can we customize the student databases and pipelines?

Absolutely. You can customize the fields, deal stages, branch permissions, and lead allocation scripts to fit your exact operational admissions workflows without any rigid constraints.

Customizable CRM Software for Admissions, Sales & Teams

Why High-Growth Teams Choose Epoq Over Rigid CRMs

Traditional corporate CRMs force your team into rigid pipelines and generic sales stages. Epoq Connect offers a fully customizable framework designed to adapt to your unique customer journeys.

All Inbound Inquiries in One Place

Deduplicate automatically. Student inquiries arriving from Google Search, social ads, walk-ins, and education portals land in one shared admissions inbox. No more leaks or delayed initial responses.

HOT PROSPECT

⚡ Auto-WhatsApp

WARM

📧 Callback Dialer

Smart Status Tracking

Identify the exact priority of prospective candidates using custom course tags, interview milestones, and color-coded flags. Trigger powerful automation rules based on stage changes dynamically.

▶

02:14

Automated Call Recordings

Automatically record and store call logs of admission counselors calling student leads. Monitor counseling quality scripts, maintain student compliance logs, and review follow-up notes with a secure playback vault.

Counselor Queue Management

Monitor counselor call durations, daily active callbacks, and individual lead conversion counts. Route fresh inquiries to specific campuses or teams using smart round-robin queues.

All the features to optimize your admissions workflow

Epoq Connect comes packed with modular CRM utilities designed to keep your customer engagement structured and fully accountable.

👤

Lead Ownership & Assignment

Assign and enforce candidate lead ownership across counselors, eliminating duplicate outreach and conflicts.

📊

Real-Time Performance Stats

Track counselor call counts, daily active callbacks, and conversion yields on a live super-admin leaderboard.

🔄

Auto Lead Re-Assignment

Automatically reallocate stale or unanswered student queries back into active queues to ensure no enrollment falls cold.

🔔

Follow-Up & Callback Alerts

Receive desktop push alerts and calendar notifications exactly when a prospective student's scheduled callback is due.

🔍

Lost Deal Tracking

Flag and analyze lost inquiry pipelines to isolate drop-off stages and recover missed enrollment revenue.

📥

Data Export & Reports

Export student registration logs, counselor work logs, and fee projection metrics to Excel or PDF with one click.

🎙️

Unlimited Call Recordings

Store encrypted audio files of student counseling sessions inside the unified contact history card for quality auditing.

🔒

Role-Based Access Control

Configure granular team permissions. Keep multi-center database partitions secure and segmented by branch location.

⚡

Workflow Automations

Build custom automation scripts—round-robin routing, stage-triggered messages, and interview task creation—running 24/7.

Live Lead Journey

Every lead tracked, every step of the way

From the first inbound contact to a closed deal, Epoq Connect logs every interaction—calls, messages, follow-ups—and surfaces the right next action for your team at exactly the right time.

📋 Auto-create contact profiles from web forms, ads & WhatsApp
🔁 Stage-based pipeline: New Lead → Contacted → Qualified → Closed
⏰ Smart follow-up reminders when deals go cold for 48 hrs

See It Live

🙋

New Lead: Sarah Mitchell

Source: Google Ad · Product: Enterprise Plan · Stage: New Lead

Auto-Assign · Agent James

📞

Follow-Up #2 Logged · Day 3

Call recorded · Notes saved · Next action: Send Product Demo Link via WhatsApp

Pipeline → Proposal Stage

✅

Deal Closed — Contract Signed

Plan: Enterprise · Onboarding task auto-triggered · Closed in 9 days

⚠️

Stale Lead Detected

No activity for 14 days · Stage: Evaluation · Flagged for Review

Auto-Analysis · Drop-off Risk High

📊

Manager Alert Triggered

Pipeline Health Alert · Re-assigned to Retention Team

Re-engagement Sequence Sent

🎯

Lead Recovered

Deal reopened · New demo booked · Lost Revenue Saved

Lead Analytics

Spot lost leads before they drop off

Don't rely on gut feelings. Epoq Connect's analytics engine flags inactive deals, visualizes your drop-off points, and helps your team recover lost revenue automatically.

🔍 Auto-flag leads that have been stuck in a stage for too long
📉 Visual funnel reports showing exactly where deals are lost
🔁 One-click re-engagement campaigns for dropped pipelines

Explore Analytics

Smart Automation

Deals followed up. Team performance tracked. Automatically.

Epoq Connect's automation engine fires the right reminder at exactly the right moment—and the performance dashboard gives managers a real-time view of every agent's output, without a single manual report.

🔔 Auto follow-up message if a deal goes cold for 48+ hours
📅 Meetings scheduled with automated pre-call reminders
🏆 Live agent KPI dashboard—calls, deals closed, response time

Explore Automation Suite

❄️

Deal Gone Cold: Marcus Johnson

No contact for 48 hrs · Stage: Proposal Sent · Automation Rule Triggered

Auto-Reminder · WhatsApp Sent

💬

Follow-Up Message Delivered

"Hi Marcus, just checking in on the proposal. Happy to answer any questions!" · Read ✓✓

Meeting Booked · Manager Notified

🏆

Performance Dashboard Updated

Agent James: +1 Deal Closed · Response Rate: 96% · Weekly Rank: #1 on Team

Why Teams Switch

Replace scattered tools with one intelligent CRM

Excel sheets, sticky notes, and fragmented WhatsApp groups can't scale with growing admission teams. See exactly where Epoq Connect changes the game.

Visual Pipeline vs. Static Spreadsheets

Stop hunting through rows of data. Epoq Connect gives counselors a drag-and-drop pipeline board—move leads from New Inquiry to Enrolled in one click.

✓ Epoq Connect

✓ Lead status tracking (Inquiry → Enrolled)

✓ Color-coded priority flags

✓ Bulk status updates in one click

✓ Auto-log every status change

✗ Excel / Generic CRM

✗ Manual row-by-row status updates

✗ No visual pipeline view

✗ Overwritten history—no audit trail

✗ Shared sheets cause data conflicts

Counselor Analytics vs. Gut Feeling

Know exactly which counselors are converting leads and which need support—with live stats on call counts, response time, and conversion rate by agent.

✓ Epoq Connect

✓ Per-counselor conversion dashboard

✓ Average response time tracking

✓ Daily call log with recordings

✓ Workload balancing across team

✗ Excel / Generic CRM

✗ No per-agent performance view

✗ Call notes lost in personal notebooks

✗ Manager relies on self-reported data

✗ No overload detection or alerts

Smart Automation vs. Missed Follow-Ups

80% of leads require more than 5 touch-points. Epoq Connect auto-schedules follow-up calls, sends WhatsApp nudges, and escalates cold leads—so no opportunity falls through the cracks.

✓ Epoq Connect

✓ Rule-based WhatsApp sequences

✓ Cold lead auto-escalation after 48 hrs

✓ Scheduled reminder calls + SMS

✓ Campaign templates per program type

✗ Excel / Generic CRM

✗ Manual reminders via sticky notes

✗ No cold lead detection system

✗ Missed callbacks = lost enrollments

✗ WhatsApp broadcast sent manually

Flexible and transparent pricing

Choose the model that fits your institutional workload. Scale your desks seamlessly as your inbound inquiry volume grows.

3 Months Starter

Billed Quarterly

₹899

✓ Up to 5 Active Counselors
✓ Lead Ownership Request queues
✓ Automated Callback reminders
✓ WhatsApp API integration
✓ Basic Conversion Analytics

Start Free Trial

Frequently Asked
Questions

Find answers to common technical, functional, and billing inquiries regarding Epoq Connect.

What is Epoq Connect? +

Epoq Connect is a highly customizable, unified conversational CRM that helps modern teams and startups manage their sales pipelines, integrate WhatsApp and VoIP, and close deals faster from a single workspace.

Does Epoq Connect integrate with WhatsApp? +

Yes, Epoq Connect features deep API integrations with WhatsApp, email, SMS, and cloud telephony services to unify your customer communications.

How much does Epoq Connect cost? +

Epoq Connect pricing starts at ₹599 per user per month on our annual subscription plan, making it highly affordable for growing startups and agile teams.

Can I customize Epoq Connect for my business? +

Absolutely. Epoq Connect is a modular CRM, meaning you can fully customize the workspace, deal pipelines, and automated lead routing rules to fit your exact operational needs without rigid constraints.

Get in Touch

Epoq Zero LLP Office Address

We assist scaling organizations in deploying bespoke software pipelines on time and under budget. Let's build your unified student and sales CRM workspace.

Kailas Nagar, Palliyil Road, Kottapuram, West Fort, Thrissur, Kerala, 680004, India

Direct Callback Desks

(+91) 8606207307 (+91) 8078495140 (+91) 7560931829

Institutional Desk

info@epoqzero.com

Trusted by Leading Educational Institutions

Why High-Growth Teams Choose Epoq Over Rigid CRMs

All Inbound Inquiries in One Place

Smart Status Tracking

Automated Call Recordings

Counselor Queue Management

All the features to optimize your admissions workflow

Lead Ownership & Assignment

Real-Time Performance Stats

Auto Lead Re-Assignment

Follow-Up & Callback Alerts

Lost Deal Tracking

Data Export & Reports

Unlimited Call Recordings

Role-Based Access Control

Workflow Automations

Every lead tracked, every step of the way

New Lead: Sarah Mitchell

Follow-Up #2 Logged · Day 3

Deal Closed — Contract Signed

Stale Lead Detected

Manager Alert Triggered

Lead Recovered

Spot lost leads before they drop off

Deals followed up. Team performance tracked. Automatically.

Deal Gone Cold: Marcus Johnson

Follow-Up Message Delivered

Performance Dashboard Updated

Replace scattered tools with one intelligent CRM

Lead Pipeline Management

Counselor Productivity

Follow-Up Automation

Visual Pipeline vs. Static Spreadsheets

Counselor Analytics vs. Gut Feeling

Smart Automation vs. Missed Follow-Ups

Flexible and transparent pricing

Transform your customer conversions today

Frequently Asked Questions

Epoq Zero LLP Office Address

Direct Callback Desks

Institutional Desk

Frequently Asked
Questions