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
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Full-Cycle Slate Implementation: Complete deployment from foundational configuration to advanced features like the Reader, Travel, and Deliver modules.
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Slate Optimization & Audits: Reviewing existing Slate instances to improve efficiency, streamline processes, and unlock underutilized features.
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Staff Training & Documentation: Tailored training programs for administrative staff, counselors, and technical teams to ensure maximum user adoption.
Data & Custom Development
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Data Migration & Strategy: Planning and executing the secure transfer of historical applicant and student data from legacy systems into Slate.
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Custom Development & Integrations: Creating complex application logic, advanced Custom Portals, and seamless integrations with SIS/ERP systems (e.g., Colleague, Banner, PeopleSoft).
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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.
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.
CeliaConnect: AI Intelligence Layer for Slate CRM
CeliaConnect is the AI intelligence platform purpose-built for Slate CRM in higher education.
Meet Celia, the AI agent that helps your admissions and enrollment teams understand every student in context. CeliaConnect reads from Slate via secure service queries, applies advanced AI reasoning over your institution's data, and writes structured insights back to Slate fields — all under a no-PII architecture that keeps student identities protected by design. Tagline: Every student, understood.
Key Benefits
AI Reasoning Over Slate Data
Celia analyzes applicant signals across your Slate instance and surfaces actionable insights directly into the records your team already uses.
No-PII By Design
Student names, emails, phones, and addresses never enter AI prompts. Anonymous identifiers and per-tenant encryption are architectural, not aspirational.
Native Slate Round-Trip
Reads via Slate query service URL, writes back via Source Format into your SS_* fields. Insights live where your team already works.
OnboardConnect: Automated AD Provisioning for Higher Ed
OnboardConnect is the multi-tenant student onboarding platform that eliminates manual IT provisioning for higher education institutions.
From the moment a student is admitted in Slate, OnboardConnect automatically provisions their Active Directory accounts, email credentials, and system access — with zero IT intervention. A rule-driven provisioning engine, real-time campaign workflows, and a self-service student portal ensure every new enrollee is fully set up before their first day of class.
Key Benefits
Zero-Touch Provisioning
Student accounts are created, updated, and deactivated automatically based on enrollment status changes in Slate — no manual IT tickets required.
Multi-Tenant Architecture
Each institution operates in a fully isolated tenant environment with dedicated provisioning rules, branding, and audit logs.
Native Slate Integration
Connects directly to your Slate instance via SFTP and API feeds to trigger onboarding campaigns the moment enrollment data changes.