Graduation operation · Lead Capture
Build a form or landing page on the dashboard with whatever fields you want, plus the company's color and logo, and share it by link or QR Code. Each submission becomes a lead in the CRM, with institution, course, city and source campaign, without duplicating anyone already in the base. You can also publish a booking link where the contact picks a free slot on the salesperson's calendar.
The problem and the fix
If any of these situations sounds familiar, it is because they happen in almost every graduation company, until the right system comes in.
The salesperson comes back from the campus visit with a sheet of paper full of phone numbers nobody types in.
A QR Code on the poster or in the presentation leads to the form, and each submission lands in the CRM instantly, with no typing.
A landing page built outside the system doesn't talk to the CRM, and the lead gets lost in an email.
The page is built right on the dashboard and each submission creates the lead already with institution, course, city, graduation year and default owner.
The same student fills it out twice and the salesperson calls twice.
Anyone already in the base by email or phone doesn't become a new lead: the submission is logged as a duplicate on the existing lead.
Nobody knows which campaign brought in the contact.
The campaign source carried in the link is recorded on the lead and feeds into the CRM's attribution journey.
Booking a meeting with the committee turns into twenty messages back and forth to find a time.
The booking link shows the salesperson's free slots; the contact picks one, and the meeting, the lead and the confirmation all go out together.
In practice
Everyday situations at graduation companies, from the problem to the result, using the modules on this page.
The salesperson presented the company to four classes at a university in a single morning.
The QR Code for that institution's form was on the last slide; students filled it out on their phones with name, WhatsApp and course.
The contacts reached the CRM during the visit itself, with the institution already filled in, and the salesperson left with the list ready for follow-up.
Marketing ran ads on two social networks pointing to the same landing page.
Each ad carried the link with the campaign ID; the landing page recorded the source on every lead it generated.
The team saw how many leads each campaign brought in without a side spreadsheet, and the submission was stored with the answers and the source.
A committee asked for a meeting to learn about the plans, and the salesperson had a packed week.
The salesperson sent the booking link; the committee picked a free slot and answered the link's questions.
The meeting went on the calendar, the lead was created and the confirmation arrived with the calendar file, without a single message exchanged.
How it works
Every step is a real module, and what comes out of one goes into the next without anyone typing it again.
Module by module
9 modules and 46 features on this page, all running on the same class, graduate and event records.
Public capture pages built on the dashboard.
Each form asks only what matters for that campaign.
The institution's form already knows where the contact comes from.
A landing page that looks like your company.
Promotion ready for the poster, the slide and the message.
The submission becomes an opportunity with no one typing anything.
Each form's history, response by response.
The contact picks a free slot on the salesperson's calendar.
Bots don't become leads.
Compare the modules and choose the setup that fits your operation.