See the full record
Manage prospect, student and operational records with contact details, process history and related actions.
CONSULTANCY & OPERATIONS CRM
Every step clear. Every process connected.
Kernora brings records, application stages, documents and team tasks into one shared workspace. Follow the journey together, from first contact through operational delivery.
The Kernora project overview, support and privacy centre.
FROM FIRST CONTACT TO DELIVERY
- Record & assessment
Establish the needs and starting point.
- Programme & roadmap
Organise stages and target dates.
- Action & follow-up
Connect documents, meetings and tasks.
CRMPortalAutomation
Connected processes. One workspace.
Follow each stage
Use programmes, pipeline stages and roadmaps to see where a record stands and what comes next.
Bring the team’s work together
Organise actions, meetings and target dates through a shared action centre.
Connect documents and payments
Keep document requests, reviews, payment records and receipt tracking connected to the relevant process.
Keep in touch through the portal
Bring forms, documents, offers, contracts and support into a personal portal experience.
Work with rules, follow the results
Define repeatable steps with templates and event-based automations; follow operations through dashboards and reports.
Fits the way your team works.
- Plan records, programmes and processes around how your team works.
- Connect tasks, documents and meetings to the relevant records and stages.
- Follow progress through the team workspace and personal portal.
Have a question?
Get in touch about the Kernora project or privacy on this website.