AI CRM for education
Your school needs a system.
Not more tools.
We combine our CRM with proprietary AI to qualify prospects, schedule interviews and follow up with families during the whole admissions campaign through an APP, where leadership oversees and decides from the phone.
Run your school from your phone with AI
Pipeline · Live
142 opportunities
NewNew
38
Qual.Qualified
24
ProposalProposal
18
ClosedClosed
9
María González
$1.840
Carlos Martín
Lead — Inmobiliaria
Revenue today
$16,580
+0% today
47 leads today · Auto
The real problem
Most schools lack structure and procedures.
Inbox · without a system
Your team doesn't need more tools. They need the system to reply first.
Families requesting info don't get a timely reply.
Visits to the school are confirmed late and drop off.
No follow-up between the web form and actual enrollment.
Each family's info spread across email, calls and interviews.
Impossible to know which channel brings the best students.
Manual reminders for payments, deadlines and paperwork.
We build the system that connects your whole campaign in seconds on your phone.
How the system works
The CRM should do the work. Not create it.
Most systems end up being just another operational burden. Ours automates a good part of your team's work.
Estimate based on your company type
15 people · ~300 leads/month
Time savings
What your team stops doing by hand.
Monthly summary
Manual work your team stops doing:
0h
automated each month
Daily
5.3h
Yearly
1,392h
Ahorro en gestión · a $20 USD/h
$0USD/month
≈ $27,840 USD per year
Less admin. More execution.
Mobile operational intelligence
Your whole company, accessible with AI from your phone.
Not AI for demos. AI for real operational work. Query any data and create tasks, meetings and notes for your team in seconds.
Assistant
Online
How many confirmed enrollments so far?
84 confirmed this month (+38% vs last year). 32 families in the interview process.
Which families need follow-up?
21 families with no contact in >7 days. Automatic messages sent with a calendar of visits.
Create a task for Paula: call the Sosa family for an interview.
Task assigned to Paula · Due today 6:00 PM · Notification sent.
Which channel brings the best students?
Top: Referrals (38%), Open Day (24%), Google Ads (20%), Social (18%).
Pull an admissions report for the current campaign.
Report generated · 342 leads · 84 enrollments · CAC $124 · Conversion 24.5%.
What's the response time to a new family?
Current average: 4 minutes. AI handles 81% of initial inquiries.
How many school visits do I have this week?
23 confirmed visits. 12 with follow-up orientation interview.
Which families didn't complete enrollment?
14 families with an open unsigned file. AI is reactivating them with scholarship info.
Your business data, instantly at hand. From anywhere.
Team experience
Teams that stop repeating tasks are teams that produce more.
When your people don't waste hours on manual work, they spend those hours on what moves the business.
What they stop doing
- Copying data between spreadsheets
- Resending follow-up emails
- Searching info in 5 places
- Moving leads between systems
- Confirming bookings by hand
- Generating reports manually
- Remembering pending tasks
- Updating statuses one by one
Manual work that adds no value → automated.
Time freed up
up to 70%
of operational work
Capacity per person
+3×
with the same team
What they do instead
High-value work.
Close sales, serve customers well, build relationships, decide with data.
The difference that changes everything
Traditional CRMvsTFB AI System.
It's not just a CRM with AI. It's an operational layer that works for your company + a proprietary app so the leader can decide from their phone.
Traditional CRM
TFB AI System
Designed for
Traditional CRM
Operational teams. The leader is just an observer of the system.
TFB AI System
The leader. A native app to make decisions from the phone, with operations running on autopilot beneath.
Customer service and qualification
Traditional CRM
Your team replies and qualifies one conversation at a time. If they're away, it's lost.
TFB AI System
AI agents handle and qualify leads 24/7, on any channel, in your brand voice.
Recontacts and meetings
Traditional CRM
Manual reminders. What the team forgets, falls through.
TFB AI System
Automations that recontact, schedule and confirm meetings with no human intervention.
Internal tasks and processes
Traditional CRM
Assigned by hand, living in spreadsheets or scattered chats.
TFB AI System
AI creates, assigns and supervises tasks inside each customer's flow.
Customer processes
Traditional CRM
Each stage depends on someone triggering it manually.
TFB AI System
Automatic actions at every stage: communication, documents, follow-ups, closures.
Queries and reports
Traditional CRM
Pulling a report takes hours or depends on someone else on the team.
TFB AI System
You ask the AI from your phone. Instant answer, 24/7.
Decision-making
Traditional CRM
You look at dashboards and decide by intuition or wait for meetings.
TFB AI System
The AI debates with you: shows scenarios, compares options and proposes next steps.
Leader mobility
Traditional CRM
Visibility fragmented across panels. Hard to operate from the phone.
TFB AI System
Native app with everything: sales, leads, team, reports, AI. In your hand, all the time.
We work with schools, universities and private training
What it is and what it's for
What is a CRM for education?
A CRM for education manages the full admissions funnel: enrollment lead capture, qualification, interview scheduling, candidate follow-up and reactivation of admitted students who don't enroll. The AI replies to inquiries 24/7 and automates reminders for deadlines, scholarships and paperwork to families.
What a CRM for education is for
Handle inquiries without overloading the team
The AI answers frequent questions about programs, scholarships and deadlines at any hour, on any channel.
Reduce drop-off between admitted and enrolled
Automatic follow-up sequences lower the churn of admitted students who don't complete enrollment.
Book interviews and campus visits
No need for the team to coordinate every appointment by email, avoiding no-shows and last-minute cancellations.
Per-channel admissions reports
Visibility on which source (Ads, Open Day, referrals) generates the best real-enrollment conversion rates.
Frequently asked questions
What we've already solved with real schools.
We learned working with schools, universities and private training that live on the admissions process. The idea is simple and critical: adapt your school to the future of educational admissions.
Yes. We adapt the flows: K-12 with annual cycles and family process, universities with admissions by major, private training with short cycles.
Built for real companies
Designed for companies that need structure and scalability.
Recognition
OpenAI Select Partner
The Funnel Box was recognized within the OpenAI Partner Network as a Select Partner — the tier that distinguishes firms with demonstrated ability to deliver AI solutions in real enterprise environments.
Read the announcement
Forbes Business Council
The Funnel Box's application to Forbes Business Council was pre-approved on merit and business track record — Forbes' curated community for business leaders.
Request a demo
Your business already generates plenty of complexity.
We build the system that organizes it.
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