Every Interaction, One Timeline

See the complete story of every admission enquiry — every call, email, WhatsApp message, stage change, document upload, and payment — in one chronological timeline.

  • Chronological view of all lead interactions
  • Cross-channel activity tracking
  • Filterable by activity type
  • Team collaboration notes
  • Automatic logging of system events
  • Exportable activity reports

Sound Familiar?

  • Asking parents to repeat information: Full history visible before every interaction
  • Counsellors unaware of colleague's previous calls: Shared timeline shows all team interactions
  • No record of what happened when: Auto-logged timeline with timestamps for every event

Complete Activity Timeline Features

Everything you need to modernize your school's activity timeline.

  • Unified Timeline: All activities in one chronological feed: calls, emails, WhatsApp, stage changes, documents, fees.
  • Activity Filters: Filter by type (calls, emails, notes), by date range, or by team member.
  • Quick Notes: Add notes directly to the timeline. Pin important notes for quick reference.
  • Auto-Logging: System events auto-logged: stage changes, score updates, automation triggers.
  • Team Visibility: Every team member's interactions are visible — enabling seamless handovers.
  • Export: Export a lead's complete activity history as PDF for records or compliance.

Get Started in 4 Simple Steps

  1. Interact: Call, email, WhatsApp, or meet a parent. Log notes after each interaction.
  2. Auto-Capture: System auto-logs stage changes, score updates, document uploads, and payments.
  3. Review: Before any interaction, review the timeline to understand full context.
  4. Handover: When reassigning a lead, the new counsellor has complete history instantly.

Frequently Asked Questions

What activities are tracked?

Everything: calls, emails, WhatsApp messages, stage changes, document uploads, fee payments, score updates, notes, and automation events.

Is logging automatic?

System events (stage changes, score updates, automation triggers) are auto-logged. Manual activities like calls and notes are logged by the counsellor.

Can I export a lead's history?

Yes. Export the complete activity timeline as a PDF document for records or compliance purposes.

Can I filter the timeline?

Yes. Filter by activity type, date range, or team member to find specific interactions quickly.