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Planning and Digital Transformation

Constituents Relationship Management (CRM)

Constituents (Customer) relationship management or CRM software enables Fresno State to manage relationships with students, parents, staff, alumni, and other stakeholders.  It handles all aspects of the entire student lifecycle, from enrollment and academic progress tracking to fundraising management and reporting tools.

Who is going to use it and why?

Constituents include: Students (Primary), Faculty, Staff, Alumni, Donors and Community.  The key benefits are:

  • Improved Student Recruitment
  • Enhanced Enrollment Management
  • Increased Student Engagement
  • Enhanced Student Support Services
  • Improved Retention and Graduation Rates
  • Data-Informed Decision Making
  • Enhanced Communication and Collaboration
  • Efficient Resource Management
  • Strengthened Alumni Relations
  • Enhanced Institutional Reputation


  • Student Center: including demographic information, enrollment history, academic records, and contact details.
  • Enrollment tracking: Manage the enrollment process from lead generation, application, acceptance, and enrollment.
  • Academic progress tracking: Monitor student progress, including grades, attendance, and behavioral records.
  • Communication tools: Stay in touch with students, parents, staff, and alumni using email, SMS, and other communication channels.
  • Event management: Plan open days, reunions, and fundraising events.
  • Fundraising management: Manage donations and other fundraising activities.
  • Data Analytics and Reporting tools: Use a dashboard to gain valuable insights into operations and make data-driven decisions that support student retention.
  • Integrations with other educational systems: Connect with other software systems such as Learning Management
  • Systems (LMS), Student Information Systems (SIS), and Finance and Accounting Systems.