Connect & Engage
Provider CRM
Pipeline management for employers, universities, and training providers. Track relationships, schedule interactions, and build a network that benefits every cohort.
- pipeline stages
- 4pipeline stages
- tabs: Directory · Contacts · CRM
- 3tabs: Directory · Contacts · CRM
- before a provider is flagged
- 30 daysbefore a provider is flagged
Records › Employers / ProvidersThe provider directory, the outreach pipeline, and an AI follow-up drafted in context.
Why it matters
What changes
The honest version of the before, and what it looks like once this is running.
- The employer network living in one person's contacts
- Relationships going cold with nobody noticing
- The same employer approached twice by two different staff
- Every outreach email written from a blank page
- A directory with type, status, sectors, contacts and last contacted
- A pipeline: Prospect → Contacted → Active → Inactive
- Overdue and due-today follow-ups surfaced before they slip
- AI-drafted follow-ups written from the actual relationship history
How it works
Up and running in minutes
Three steps, in the order you'd actually do them.
Import your network
CSV or Excel import, manual entry, or an AI search for local providers you don't yet have.
Work the pipeline
Prospect, Contacted, Active, Inactive - with overdue and due-today follow-ups surfaced before they slip.
Convert to a booked event
Turn a provider into a confirmed school event from their record, and the history builds itself.
In detail
How it actually works
The mechanics behind the screenshot.
The pipeline tells you who to chase today
Follow-ups are split into Overdue, Due today and Total pending, and a separate list names prospects and contacted providers nobody has reached in thirty days. That second list is the one that quietly decides whether next year's programme has enough employers in it.
- Four stages: Prospect, Contacted, Active, Inactive
- Follow-up dates colour-coded - red overdue, amber due today
- 'Providers needing contact' surfaces relationships going cold
- Interactions logged by type: email, call, meeting, event, LinkedIn
Boots
Employer · never contacted
Rolls-Royce
Follow-up due today
NHS Trust
3 events this year
Univ. of Nottingham
Visit booked
A follow-up written from the relationship, not a template
The AI draft knows who this provider is, what was last discussed, which benchmark you are trying to serve and who is sending it. You pick a channel and a purpose, and get something you can send after a read rather than a rewrite.
- Channel: email or LinkedIn message
- Purpose: follow-up, careers fair invite, work experience, employer talk, mentoring, re-engage
- Draws on the last logged interaction and your school context
- Copy it out, then mark as sent so the history stays accurate
What you get
Everything included
No add-ons, no per-seat pricing - it's all in the platform.
Kanban pipeline for every employer and provider relationship
Full contact history and relationship notes in one place
Event and visit scheduling with calendar synchronisation
AI follow-up drafts written from the actual relationship history
Overdue and due-today follow-ups surfaced before they slip
Bulk import from existing spreadsheets or CSV files
Evidence & integrations
What it proves, and what it plugs into
Your employer base is what Benchmarks 5 and 6 are made of - and the Governance Pack reports on it directly.
- 5Encounters with Employers & Employees
- 6Experiences of Workplaces
- 7Encounters with Further & Higher Education
Events
Turn a provider into a booked event
Outlook / Gmail
Correspondence history against contacts
CSV / Excel
Bulk import your existing network
Questions
The things schools ask
Yes - CSV or Excel import, or add providers manually. There is also an AI search for finding local providers you do not yet have.
Directory is the table of organisations. Contacts is the named people at them. Outreach CRM is the pipeline and the follow-up queue - the tab you work from day to day.
Correspondence uses a header-only mail scope and is filtered to known employer contacts. Chapter can show you that a thread happened and with whom; it is deliberately not a mailbox reader.
From the provider record. The event then links back to their profile, so their history builds up as a real record of the relationship.
Connect & Engage
Related features
See Provider CRM in action
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