greymatter for D365

Full life cycle student relationship management

Are you lacking personalized, applicable information from your students/prospects? Believe in recruitment as much as retention?

If you’re checking YES, you need greymatter for Microsoft Dynamics CRM — a full life cycle, constituent relationship management platform.

What is greymatter for Higher Education?


greymatter brings the right team of advisors, outside-the-box innovators and top-notch programmers to successfully deliver a winning student relationship strategy and solution to best fit your institution.

Frequency Foundry has been very responsive to our unique needs and has an excellent understanding of the post-secondary education sector. We continue to work with Frequency on expanding our student support center technologies and processes. I would not hesitate to recommend other higher education institutions to work with Frequency Foundry.

Athabasca University

Feature List

  • Contact and account management
  • Lead capture and qualification
  • Mass email/mail campaign creation and tracking
  • Event creation, payments and registrations
  • Customizable student web portal
  • Optional Telax hosted Cloud contact centre
  • Integrated with Microsoft Outlook/Office 365 and SharePoint
  • Integrated with Student Information Systems
  • Knowledge base authoring and management
  • Guided services processes
  • Dialog wizards
  • Queue management and skills based routing
  • Workflow and business process automation
  • Integrated with government application portals
  • Integrated with social media platforms
  • Role-based security for reports and CRM entities
  • Customizable dashboards with embedded visualizations


Struggling to craft email templates? Don’t know if your emails are being opened and which links are being clicked? We have a solution. We offer full ClickDimensions integration with greymatter. ClickDimensions contains a user-friendly email template designer, gives open and click rates, and even provides a heat map of your email engagement. In addition, you can create segregated marketing lists for email campaigns that are specifically targeted to the right audience to spark more interest and increase response rate.


No longer will spreadsheets, mismanaged contact systems and shadow databases be of worry. greymatter seamlessly spurs recruitment teams to capture, engage, market and successfully convert prospects. greymatter gives you accurate insight into your recruitment efforts to help generate and qualify student leads.
greymatter is integrated with government application portals, student information systems and Office 365 to ensure the recruitment process captures every detail needed to increase conversion rates. Not only can you input prospective student information into the CRM, but also the agent’s or ambassador’s details. This provides your institute with a comprehensive understanding of the recruiter’s interaction with his or her prospect; you can then build on those touch points by following up with targeted communication efforts.


Use greymatter for Microsoft Dynamics CRM as your full, student life cycle solution that gives you essential tools to engage your target populations, understand service breakdowns and re-define business processes that upsurge retention.
greymatter tracks all student interactions, from prospect to alumni. It creates a conversion record of metrics each time the contact type changes (lead, prospect, applicant, registrant, student and alumni) and automates communication accordingly. greymatter also provides a personalized student web portal for service request submission, tracking and editing. Students can book appointments with institutional personnel through this portal, giving them immediate access to human resources.


Does your institute need to communicate with corporate partners? greymatter helps to enhance relationships with community and business partners by giving them permissions to access data on students’ academic achievements. Your corporate partners may have a vested interest in how students are performing. Now, they can use greymatter to view student progress using the corporate partner portal.

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