CRM operations and configuration support
Extend Your Team with Structured LeadEx CRM Managed Services
Support reporting, user governance, workflow configuration, templates, data segments and approved promotional operations through a clearly defined service scope.
Interface illustration · actual configuration varies by institution
Connected operating context
Keep the right information beside the next action
Managed CRM services for education teams that need structured configuration, operational support and continuous improvement around LeadEx CRM.
Reports & Analytics
Configure useful operational views and recurring management reporting around agreed admissions measures.
User Management
Support approved user, role, access and operating-structure changes through governed processes.
Voucher & Promocode
Coordinate approved application-fee promotions, vouchers and related operational reporting.
Configured workflow
Move work through a visible, accountable flow
Each step can be configured around approved roles, data and operating rules.
- 01
Discover
Confirm priorities, responsibilities and access boundaries.
- 02
Configure
Implement approved reports, users, workflows, templates and segments.
- 03
Operate
Support the agreed recurring service activities.
- 04
Improve
Review outcomes and prioritise controlled enhancements.
Automation, governance and signals
Increase visibility without removing human control
Use approved automation and live operational context within the confirmed product scope.
Defined service scope
Managed Services is shaped through a written scope rather than assumed to be included by default.
Governed access
Service activity follows approved permissions, data boundaries and ownership.
Institution-specific support
Cadence and deliverables reflect the selected operating model.
Capability index
Core capabilities in Managed Services
Each capability is designed around education workflows, data context and team accountability.
Reports & Analytics
Configure useful operational views and recurring management reporting around agreed admissions measures.
User Management
Support approved user, role, access and operating-structure changes through governed processes.
Voucher & Promocode
Coordinate approved application-fee promotions, vouchers and related operational reporting.
Workflow Automation
Configure approved triggers, actions and monitoring around admissions work.
Template Manager
Organise approved communication templates for consistent use across enabled channels.
Data Segment Manager
Create governed applicant segments for reporting, communication and operational action.
Frequently asked questions
What education teams ask about Managed Services
Clear answers for teams evaluating fit, workflow and configuration.
Is Managed Services included with every LeadEx CRM plan?+
No. Managed Services is a separately confirmed service scope based on responsibilities, cadence and access requirements.
Which areas can the service cover?+
The agreed scope may cover reports, users, workflows, templates, segments and approved promotional operations.
Does the service replace institutional decision-makers?+
No. Institutional owners retain approval and decision responsibility while the service supports agreed operational work.
See it in your admissions context
Build a managed service plan around your operating priorities
Review the required services, responsibilities, cadence, access boundaries and measurable outcomes with our team.