Skolzo CRM · Features

Roles & Permissions

Define who sees what — from counselors and telecallers to campus heads and finance — with granular role-based access control.

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Key capabilities

Built for CRM roles and permissions — everything your admission team needs in one platform.

Custom roles

Create roles for admission, marketing, finance, and campus admin teams.

Field-level control

Hide fee data from counselors or restrict export for junior staff.

Campus scoping

Users see only the campuses and programs they are assigned to.

Audit logs

Track who changed records, exported data, or modified settings.

Why teams choose Skolzo

  • Protect sensitive student and fee information
  • Onboard new staff with pre-configured role templates
  • Separate marketing, admission, and finance workflows cleanly
  • Meet compliance requirements with access reviews
  • Scale teams without sharing one admin password

Ready to see it in action?

Walk through Roles & Permissions with your actual admission workflow. No commitment required.

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Frequently asked questions

Transform your admission process with Skolzo

Join schools, colleges, and coaching institutes using Skolzo to manage leads, automate follow-ups, and increase admissions.

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Education CRM for schools, colleges, coaching institutes, and EdTech — manage leads, automate admissions, and increase enrollments.

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Features

  • Lead Management System
  • Lead Nurturing
  • Opportunity / Admission Funnel Manager
  • Campaign Management
  • Marketing Automation
  • WhatsApp, SMS & Email Automation
  • Counselor & Telecalling Management
  • Publisher / Channel Partner Management
  • Remarketing & Retargeting
  • Roles & Permissions
  • Admission Analytics Dashboard
  • CRM Integrations

Solutions

  • CRM for Colleges & Universities
  • CRM for Schools
  • CRM for Preschools
  • CRM for Coaching Institutes
  • CRM for EdTech
  • CRM for Training & Skill Centres
  • CRM for Online Degree Providers
  • CRM for Study Abroad Consultants
  • CRM for Education Channel Partners

Compare

  • Skolzo vs Meritto
  • Skolzo vs Salesforce
  • Skolzo vs Zoho / HubSpot
  • CRM vs Excel / Google Sheets
School directoryContactTerms
CRM sign inSchool portal
SkolzoSkolzoCRM

Features

Lead Management SystemLead NurturingOpportunity / Admission Funnel ManagerCampaign ManagementMarketing AutomationWhatsApp, SMS & Email AutomationCounselor & Telecalling ManagementPublisher / Channel Partner ManagementRemarketing & RetargetingRoles & PermissionsAdmission Analytics DashboardCRM Integrations

Solutions

CRM for Colleges & UniversitiesCRM for SchoolsCRM for PreschoolsCRM for Coaching InstitutesCRM for EdTechCRM for Training & Skill CentresCRM for Online Degree ProvidersCRM for Study Abroad ConsultantsCRM for Education Channel Partners

Compare

Skolzo vs MerittoSkolzo vs SalesforceSkolzo vs Zoho / HubSpotCRM vs Excel / Google Sheets
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