greymatter for D365

Full Life Cycle Constituent Relationship Management (CRM) Solution

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 CRM for Microsoft Dynamics 365 — a full life cycle, constituent relationship management solution for higher education

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. By targeting the following five areas: Recruit, Admit, Retain, Advance and Promote, greymatter provides a true 360-degree view of a student’s life cycle.

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.

Full Life Cycle Constituent Relationship Management 

CRM is a pervasive, disruptive, transformative and positive culmination of an institutional vision, strategy, processes and technology that come together to enhance the student experience.
greymatter allows institutions to track, measure and manage interactions from first contact as a prospect, through to alumni fostering recruitment, enabling retention, and creating engagement across all constituents. 

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 and Ellucian Banner
  • 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 such as Facebook, Twitter and LinkedIn
  • 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.

greymatter student relationship management


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, banner system, 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 365 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.

What greymatter can do for you


greymatter helps recruitment teams to capture, engage, market and successfully convert prospects while giving you accurate insight into your recruitment efforts.


greymatter assists your admissions department with lead qualification and integration with SIS systems which ensures one single version of truth for student data.


greymatter provides a personalized student web portal for enrolment services. Students can book appointments with academic advisors through this portal.


greymatter is a 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 increases a student's chances of success by tracking engagement and building strong, long-lasting relationships between students and faculty from the very beinning of a student's journey.


greymatter’s outbound dialer function assists your development office so it can focus on connecting with donors and alumni rather than dialing the right number, tracking and reporting.

See it in Action Today!

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