Certified Slate Professionals at your service!

The Experienced Approach to Slate Implementation and Optimization

We are a dedicated, high-expertise partner specializing in the Technolutions Slate CRM platform for Higher Education. Our sole focus is maximizing your admissions, enrollment, and student success outcomes.

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Your Dedicated Slate Experts

A Singular Focus on Your Success

We are a dedicated, high-expertise partner specializing in the Technolutions Slate CRM platform. You'll work closely with certified Slate professionals who have deep, hands-on experience delivering complex, high-volume admissions and enrollment solutions.

From foundational system implementation and data migration to advanced custom development and strategic optimization, we cover the entire applicant lifecycle to maximize your admissions, enrollment, and student success outcomes.

Applicant-First Philosophy

Our approach ensures your instance is designed not just for functional efficiency, but to deliver personalized, self-service experiences to your users. We are well-versed in the latest Slate best practices, from Forms and Queries to Portals and Custom Objects.

Our Slate Success Pillars

Strategic Alignment

Customizing Slate to directly support your unique recruitment and marketing funnels.

Flexibility

Building a scalable system that adapts easily to changing institutional requirements.

Data Integrity

Ensuring clean, standardized data structures for accurate reporting and analytics.

Expert Quality

Solutions developed and implemented by certified Slate experts with deep institutional knowledge.

User-Centric Design

Prioritizing staff efficiency and the prospective student experience within every portal and communication.

Slate CRM Services

We offer specialized services that cover every phase of the Slate lifecycle. All our services are backed by years of experience and consummate expertise in Higher Ed enrollment.

Implementation & Optimization

  • Full-Cycle Slate Implementation: Complete deployment from foundational configuration to advanced features like the Reader, Travel, and Deliver modules.
  • Slate Optimization & Audits: Reviewing existing Slate instances to improve efficiency, streamline processes, and unlock underutilized features.
  • Staff Training & Documentation: Tailored training programs for administrative staff, counselors, and technical teams to ensure maximum user adoption.

Data & Custom Development

  • Data Migration & Strategy: Planning and executing the secure transfer of historical applicant and student data from legacy systems into Slate.
  • Custom Development & Integrations: Creating complex application logic, advanced Custom Portals, and seamless integrations with SIS/ERP systems (e.g., Colleague, Banner, PeopleSoft).
  • Form & Portal Design: Developing high-impact, mobile-responsive Forms and intuitive Portals that enhance the applicant experience.

FormifyConnect: Seamless Offline Lead Capture

FormifyConnect is our dedicated mobile application for offline lead capture, built specifically for Slate CRM.

It solves the critical problem of connectivity gaps at recruitment events, high schools, and college fairs by allowing admissions teams to collect and validate student inquiries even without Wi-Fi or cellular service. The app securely stores all submissions locally and seamlessly syncs them back into your Slate instance when an internet connection is restored.

Key Benefits

Offline-First Reliability

Collect data anywhere, eliminating paper forms or lost data.

Guaranteed Data Integrity

Mirrors Slate validation and branding, ensuring clean records.

Secure & Compliant

All locally stored data is protected with Encryption at Rest.

30-Day Risk-Free Evaluation

ChatifyConnect: Native WhatsApp Messaging for Slate CRM

ChatifyConnect is the definitive WhatsApp messaging solution, built exclusively for Slate CRM.

This comprehensive, cloud-based platform eliminates communication silos by embedding two-way staff-to-student conversations directly within Slate workflows. Transform Slate into a central, compliant hub for all student messaging, turning conversations into conversions.

Key Benefits

Real-Time Messenger in Slate

A modern, two-way communication interface that centralizes all student conversations within Slate with familiar WhatsApp UI.

Seamless Slate Integration

Deeply embedded in Slate with integrated student directory, contextual messaging, and automatic personalization.

WhatsApp Compliance & Validation

Maintain compliance with strict WhatsApp Business API policies through automated validation and secure media handling.

Start Free - No Commitment

Our Systematic Slate Approach

We uncover your unique enrollment goals and current pain points. We map your full applicant lifecycle (from Inquiry to Enrollment) to design a comprehensive Slate blueprint that establishes end goals and success metrics.

We transform the blueprint into a tangible Slate instance. This includes Forms, Queries, Rules, and Portal build-out, utilizing custom Liquid markup and HTML to meet your visual and functional requirements.

Executing the final configuration and integrating Slate with necessary institutional systems (SIS, payment gateways, etc.).

Rigorous User Acceptance Testing (UAT) of all Rules, Deliver messages, and Application Logic in real-world scenarios to ensure flawless functionality before Go-Live.

Providing comprehensive, hands-on training for your team to enhance seamless user adoption and confidence in managing the system independently.

Proactive post-launch support, performance monitoring, and ongoing consultation to ensure a long-term return on your Slate investment as your recruitment landscape evolves.