Platform/BrightStep · Admissions CRM
Admissions CRMBrightStep

Admissions CRM, from inquiry to enrollment.

Built for independent colleges that need Slate's depth without Slate's complexity.

20,000+
contacts managed at HEC Rabat
16%
conversion rate
3,800+
applications processed
BrightStep is used by admissions teams at
01Pipeline

Every application visible, every stage owned.

A visual pipeline tailored to each program or year group — define the exact stages your admissions process needs, then watch your team move candidates through them. No more spreadsheets, no more lost applications.

  • Custom stages per programme or year group (PGE, Exec Ed, Year 7 entry)
  • Bulk actions and saved views by cohort
  • Auto-assigned reviewers and SLA timers
  • Full audit log — every change attributed and timestamped
02Outreach

Reach candidates where they actually read.

WhatsApp Business built in. Two-way conversations, templates, broadcast lists — all tied to the candidate's record. 85–95% read rate vs 20–30% for email. Voice calling included. SMS and two-way email with candidates: coming soon.

  • Native WhatsApp Business API integration
  • Per-candidate threads inside their record
  • Template messages with personalization tokens
  • Compliance: opt-in tracking, retention controls
03Interviews

Run interviews that actually inform decisions.

Native video interviews with live note-taking and structured scoring. No Zoom recordings to download, no Excel scoresheets to merge — everything attached to the candidate's record, ready for the committee.

  • In-browser HD video — no app install for candidates
  • AI transcript with keyword spotting and timestamps — coming soon
  • Structured scoring rubric matched to your criteria
  • Recording stored in EU, retention you control
04Payments

Application and tuition fees, collected in-platform.

Online payments via Payzone, our Moroccan partner, for application fees, deposits, and instalments. Receipts issued automatically, recorded against the candidate, reconciled against your accounting system. No third-party portals, no chasing transfers.

  • 3D Secure, PCI-DSS compliant, via Payzone
  • Card payments in MAD · collected in Morocco
  • Instalments, reminders, dunning workflows
  • Reconciliation exports for your finance team
05IntelligenceLive

An AI agent that answers, scores and follows up.

BrightStep Intelligence picks up the WhatsApp conversation the moment a lead writes in. It answers from the knowledge bases your institution writes, scores each lead, creates tasks and reminders for your team and leaves a note on the contact. In production today and improving every week.

  • Answers from your own knowledge bases — programmes, fees, deadlines, required documents
  • Scores leads as the conversation unfolds and flags the hot ones to your team with a task
  • Creates tasks and reminders, adds notes on every contact
  • Add-on on Core and Max · 2,000 credits/month included · setup waived on Max
06AutomationsComing soon

The CRM acts on what happens — and on what doesn't.

Automations watch for a moment — a form submitted, a fee paid, an interview booked — or a silence: no reply for five days, a fee unpaid for three. Your team writes the rule in plain parts: which record, which event, which conditions, which actions. BrightStep owns the engine and the safety fence, so a misconfigured rule can never spam a family.

  • Four presets to start: welcome a new lead, nudge a quiet one, chase an unfinished application, remind an unpaid fee
  • Actions: WhatsApp with email fallback, notify a colleague, create a task, tag, assign, wait and re-check
  • Built-in brakes: opt-out honoured, at most two automated messages per contact per 72 h, quiet hours, imports never fire
  • Shadow mode first — every rule logs what it would have sent before it goes live · 499 MAD/month on Core, included in Max, no per-run charge
Candidate experience · 05

A dedicated space for every candidate.

Candidates create an account, see exactly where they stand, upload required documents, and pay fees — without calling or emailing your team. Less back-and-forth for you, more clarity for them.

The journey · 06

Eight weeks. One audited timeline.

A real applicant moves through BrightStep on a predictable cadence — and your team always knows where they are. Here's what that timeline looks like, end to end.

1
Day 0
Inquiry
Prospect submits interest. Auto-routed to a counsellor; the AI agent answers first questions on WhatsApp.
2
Week 1
Application
Documents uploaded, fee paid, application formally received.
3
Week 3
Review
Reviewers score against rubric. Audit log captures every decision.
4
Week 5
Interview
Video interview with live notes and structured scoring.
5
Week 8
Enrolled
Offer accepted, deposit paid, record handed to EasyClass.
Comparison · 07

Why not a generic CRM?

A sales CRM is built to close deals — quickly, against a quota. Admissions doesn't work that way. You're stewarding a multi-month, multi-stakeholder journey that ends in a registrar's database, not a contract. The tools should match.

HubSpot Sales
BrightStepBrightStep
Pipeline model
Sales stages: lead → MQL → SQL → close
Application stages tailored to your programs
Candidate communications
Email-centric, basic SMS
WhatsApp Business native (85–95% read rate); SMS & email coming soon
Interviews
No native video, requires Zoom + manual scoring
In-browser video with structured scoring
Application fees
Generic invoicing, manual reconciliation
Payzone, fee-and-receipt in one record
Documents
Attachments scattered across emails
Structured uploads, expiry checks, requestable
Automation & AI
Workflows and AI assistants gated behind Professional / Enterprise tiers
AI agent on WhatsApp live today; automations with built-in safety caps coming soon
Admissions workflows
Build from scratch with custom objects
Out of the box for higher-ed and K-12 admissions, scholarships, intl. students
Data residency
US-hosted (default), EU available at higher tier
EU-hosted (OVHcloud, France), CNDP-aligned
Time to live
3–6 months, with consultant fees
5–10 days, no consultants required
Pricing for a 12-person team
€2,400/mo (Enterprise tier needed for most features)
4,392 MAD/mo · flat
×4More expensive
HubSpotBuilt for sales
BrightStepBuilt for admissions
See the full comparison ·BrightStep vs OpenApply (schools)
Customer case · 08

How HEC Rabat structured large-scale admissions.

From scattered spreadsheets to an audited pipeline.

HEC Rabat's Executive Education arm was growing 4× in three years. Their admissions team was buried in inbox threads and version-conflict spreadsheets. In under three months, BrightStep replaced the entire stack — and the team owned it without a single consultant.

"In under three months, our admissions team went from chasing spreadsheets to running an audited pipeline from prospect to enrolment."

H
Hamza El KouhenDirecteur Général Adjoint, HEC Rabat
3,800+
applications in the 2026/27 cycle
−70%
drop in escalations to top management
×4
growth in Exec Ed in 3 years (100 → 400)
7.8%
acceptance rate
Pricing · 09

From 499 MAD per month.

Three plans, unlimited contacts on all of them. Admission campaigns are added when you open recruiting — not before.

Starter
499 MAD/mo
Core
999 MAD/mo
Max
2,999 MAD/mo
Extra seat
199 MAD/mo

Billed annually, excluding taxes. Year-1 onboarding from 4,999 MAD.

FAQ · 10

Questions we hear most.

If yours isn't here, ask the team directly — usually a same-day response.

Most institutions are running a first admissions campaign within 5–10 business days of kickoff. There are no consultants in the loop — your team uses our setup wizard, imports your existing programs and candidate data, and starts. We sit alongside for the first cohort to make sure things go smoothly.
Most customers replace their existing admissions CRM (or admissions-shaped use of a generic CRM like HubSpot or Salesforce) with BrightStep. We integrate with your registrar / SIS — including EasyClass natively — so once a candidate is enrolled, their record flows downstream automatically.
Yes. A public REST API with scoped API keys lets you create and retrieve contacts from your website forms, chatbot or existing systems. Keys are managed in organisation settings and the interactive documentation is published from the platform.
Yes — it is in production and improving every week. BrightStep Intelligence is an AI agent that nurtures leads on WhatsApp, scores them, creates tasks and reminders for your team, and adds notes to each contact, grounded in the knowledge bases your institution writes. It is an add-on on Core and Max — not on Starter, which has no communication channels — at 1,999 MAD/month with 2,000 credits included; the one-time setup is waived on Max. See the pricing page.
Automations let your team write rules the CRM applies on its own: when something happens (a contact is created, a fee is paid, an interview is booked) or when something doesn't (no reply for five days, a fee unpaid for three). A rule picks a record type, an event, conditions and actions — send a WhatsApp template with email fallback, notify a colleague, create a task, tag, assign, wait and re-check. Six brakes are always on: opt-outs are honoured per channel, at most two automated messages per contact per 72 hours, nothing between 20:00 and 09:00 in your timezone, one nudge per quiet spell, imports never trigger messages, and every new rule runs in shadow mode before an admin switches it live. They are in development now; pricing is already published — 499 MAD/month on Core, included in Max, no per-run charge.
WhatsApp is the default channel because it has 85–95% read rates in our customers' markets. Voice calling is built in today. SMS and two-way email conversations are coming next, so that every candidate can be reached on WhatsApp, SMS or email from the same thread.
BrightStep is hosted in the European Union (OVHcloud, France). All candidate data, files, recordings, and analytics stay in the EU — same residency for backups. We are GDPR-aligned and aligned with Morocco's Law 09-08 (CNDP); our CNDP declarations are being filed. We sign DPAs and provide a full sub-processor list.
Yes — every program can have its own pipeline stages, application form, document requirements, scoring rubric, and reviewer assignments. The setup is no-code; your admissions team owns the configuration without an engineer.
Both. BrightStep has no degree-programme assumptions: each entry point — Early Years, Primary, Year 7, Sixth Form or a Master's intake — is a workflow template with its own form, documents, assessments, interviewers, offer and fee. Parents are the contact, the child is the applicant, and WhatsApp reaches families the same way. Your school MIS (SchoolBase, iSAMS, Engage…) stays the pupil record; BrightStep hands the enrolled pupil over on enrolment day by CSV or REST API.
Three flat plans, billed annually: Starter 499, Core 999 and Max 2,999 MAD per month. Contacts are unlimited on every plan and seats are included (2 on Starter and Core, 5 on Max); an extra staff seat is 199 MAD/month. Core includes the communications suite (WhatsApp Business, voice calling, branded email). Campaigns, video interviews and online payment collection are add-ons on Starter and Core, and included in Max; Automations (coming soon) is an add-on on Core, included in Max. Nothing is reserved for Max. Full list prices are on our pricing page.
BrightStep is one of three products in the GEERD suite. When a candidate is marked enrolled in BrightStep, their record flows into EasyClass (class roster, student ID, timetable). When they graduate from EasyClass, their record flows into AlmaHub (alumni profile, pre-filled). You can buy any single product or the full suite.
Get started · 10

Run your next admissions cycle on a platform built for it.

Tell us about your institution and your next intake. We'll set up a 30-minute walkthrough, tailored to your programs — no sales pitch, just a working session.

Response within 24h· Live in 5–10 days· No consultants