Email Into The CRM

Every student's email, filed on their record.

No more forwarding university emails from personal Gmail accounts. Every student gets their own address on your domain, every counsellor gets a personal inbox, and every reply lands on the right file.

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Counsellor inbox with a University of Leeds conditional-offer email open and filed to the student's record

Student addresses

An address for every student, on your domain.

Switch it on and TechUni creates an address for each new student, like ahmed.k.4821@students.youragency.com. Use it on university portals and applications. Anything sent to it arrives in the CRM, on that student's record. The student's personal email is always kept too.

The student's own email address on the agency domain, with three replies filed to the student's record in date order

Filing

Replies land on the right lead, student and application.

When a student or a university replies, the email is filed on the lead or student it belongs to, and on the application when it's about one. Cold emails from a university go to the student's inbox, and a counsellor can file them to an application in one click.

Staff

A personal address and My Inbox for every counsellor.

Each counsellor gets their own address on your domain and a My Inbox that shows the conversations they're handling. Reply, reply all, forward or compose new mail, with Cc and Bcc and attachments, without leaving the CRM.

✓ My Inbox
✓ Sent
✓ Reply, reply all, forward
✓ Compose with Cc and Bcc
✓ Attachments kept on the record

Students see it too, if you want.

If you want, students can see their emails in the student portal's email tab. You decide, with a setting for your agency.

Your settings

✓ Turn the inbox on or off for the whole agency
✓ Choose whether students see it in the portal
✓ Choose whether new students get an address automatically

Questions about the inbox

Do I need new email accounts or Google Workspace seats?

No. The addresses live in TechUni, so you don't pay per mailbox to Google or Microsoft.

What domain do the addresses use?

A subdomain of your own agency domain. We walk you through the DNS records once.

Does it replace our counsellors' Gmail?

For student work, yes: everything about a student stays on the student's record, so nothing walks out the door when a counsellor leaves.