For colleges & universities

Grow Enrollment and Partnerships with AI Prospecting.

CRMCoPilot helps enrollment, advancement and partnership teams find the organizations and working professionals they need to reach, research them, and draft personalized outreach, without hours of manual research.

Free plan with 5 verified leads a week · No credit card · Native CRM connections on paid plans

  • Graduate & professional schools
  • Continuing & executive education
  • Career services
  • Advancement & corporate relations
CRMCoPilot search screen with a plain-English prospect search bar, filter sidebar and an ideal-customer form
Actual CRMCoPilot product screen.

The problem

Why higher ed teams need a different pipeline

Traditional enrollment pools are shrinking

Fewer traditional-age students means more of the growth has to come from somewhere else.

Pressure to grow adult and non-degree revenue

Graduate, certificate and workforce programs depend on reaching working professionals and their employers.

Partnerships are built one contact at a time

Corporate, employer and research partnerships start with knowing which organizations to call and who to ask for.

Small teams, manual research

Staff piece together prospect lists from websites and spreadsheets between everything else on their plate.

Who CRMCoPilot finds Organizations and working professionals, reached at their work email. It does not source high-school students, prospective-student or applicant lists, or consumer contacts.

How it works

From target to CRM in four steps

  1. Define your target

    Describe the organizations or professionals you want in plain English, then refine with filters for industry, size, location, job title and seniority.

    In higher edHealthcare employers within 50 miles of campus with 500+ employees, and their HR and learning leaders.

  2. AI agents find and enrich prospects

    Search a licensed company and contact database, the public web and Google Maps. Fit scoring ranks results, and work emails are checked for deliverability before you use them.

    In higher edAn Autopilot agent delivers new matching employers and contacts on a schedule you set (paid plans).

  3. Personalized outreach

    AI researches each prospect with sources and drafts an email or video script your team edits. Sequences send from your connected Gmail and stop when someone replies.

    In higher edA partnerships director edits a draft that references the employer's recent expansion.

  4. Results into your CRM

    Native connections to GoHighLevel, Zoho CRM, Pipedrive, HubSpot and Salesforce, with duplicate checks by email and company domain. Paid plans can also export a CSV.

    In higher edNew employer partners land in your CRM assigned to the right team.

Use cases

Six ways higher ed teams use CRMCoPilot

These are workflows you configure in CRMCoPilot, not ready-made templates. Each card shows what's available today.

Available nowa shipped feature does thisBuild it todayset up from search, scoring and AutopilotPartly availablesee the note on the card

Build it today

Graduate, Executive & Continuing Education Recruitment

Graduate and non-degree programs are bought by working professionals, and often paid for by their employers.

Finds professionals by job title, seniority, industry and location, flags people new in their role, and finds the employers in your region that employ them.

Example input
Nurse managers and clinical directors at hospitals in your state, plus their HR and learning leaders
Expected output
Named professionals and employer contacts with verified work emails

Built with: Saved search + title and new-in-role filters + Autopilot (decision-maker search on paid plans)

Reaches professionals at their work email. It doesn't provide student, applicant or consumer lists, or education history.

Build an agent for this workflow →
Partly available

Corporate Partnerships & Employer-Sponsored Education

Workforce, certificate and degree partnerships start with employers that invest in upskilling.

Finds employers by industry, size and location, then researches each one from public sources, such as its careers and benefits pages, before you reach out.

Example input
Employers with 1,000+ staff in your region that mention tuition assistance or upskilling on their website
Expected output
Employers with HR, learning and development, and talent leaders, plus research notes

Built with: Keyword search + fit scoring + AI research

There's no tuition-assistance data field. Whether an employer offers it comes from per-company research of public sources, so confirm before you rely on it.

Build an agent for this workflow →
Available now

Career Services & Employer Relations

Internship and hiring partners change every year, and finding new ones takes time.

Flags companies that are actively hiring and finds their recruiting and HR contacts, so employer relations can build an internship and hiring-partner pipeline.

Example input
Companies hiring entry-level roles in your graduates' fields within your region
Expected output
Hiring companies with campus-recruiting and HR contacts

Built with: Hiring Signal agent + title filters (paid plans)

Start using this today →
Partly available

Advancement & Corporate Giving

Corporate sponsors, matching-gift companies and foundations are scattered across your region.

Finds companies and foundations by location, industry and size, and identifies community-relations, CSR and executive contacts to approach.

Example input
Companies with 250+ employees headquartered in your county, and local foundations
Expected output
Organizations with relevant contacts and research notes

Built with: Saved search + Google Maps search + AI research

No giving history, matching-gift program, wealth-screening or grant data. Use it to build a prospect list, not to rate capacity.

Build an agent for this workflow →
Partly available

Research, Industry & Tech-Transfer Partnerships

Labs and centers need industry partners working in their field.

Finds companies by keywords, industry and technology, then researches each one, citing sources, so you can see why it may fit a lab's or center's work.

Example input
Companies working in battery storage or advanced materials, 50–5,000 employees
Expected output
Matching companies with R&D and business-development leaders

Built with: Keyword and technology filters + fit scoring + AI research

Based on company descriptions and public sources. It doesn't include patent, publication or grant data.

Build an agent for this workflow →
Available now

Account Briefs & AI-Drafted Outreach

Admissions, advancement and partnership staff don't have time to research every organization and write every first note.

AI research with sources and drafted emails or video scripts that your team edits before sending. Sequences send from your connected Gmail and stop when someone replies.

Example input
An employer contact + the program or partnership you want to lead with
Expected output
A researched brief, a draft email and a follow-up sequence

Built with: AI research and pitch + sequences (paid plans)

Account Brief, which turns a pasted CRM record link into an AI brief, works only with Zoho CRM on Gold and above. Emails send from Gmail, not from your CRM.

Start using this today →

Integrations

Works with the CRM and inbox you already use

GoHighLevelNative · several locations on Gold+Zoho CRMNative · plus CRM Focus on Gold+PipedriveNative connectionHubSpotNative connectionSalesforceNative connection
GmailSend sequences and track replies
Meet AlfredLinkedIn campaigns via your own account
CSV & webhooksImport, export and custom workflows

Sending leads to a CRM, sequences and LinkedIn campaigns need a paid plan. See all integrations.

Ways to work with us

Do it yourself, or have our team help

Self-service

Free plan, then from $99/month

  • You configure searches, agents and Autopilot (CRM delivery and Autopilot on paid plans)
  • AI finds, ranks and verifies leads
  • You run outreach from your own Gmail and CRM
Compare plans

Managed

Your own account, custom pricing

  • Everything in Platinum
  • Our team builds and tunes custom agents for your targets
  • Named account manager and help with your outreach
Talk to us about Managed

Done For You

No login needed, from $750/month

  • Our team runs outreach for you
  • Targeting set up for your market
  • Scope and reporting set by your service agreement
See Done For You

Results vary by market and offer.

Higher Education questions

Can CRMCoPilot find prospective students?

No. CRMCoPilot is a B2B prospecting platform. It finds organizations and working professionals at their work email. It does not source high-school students, prospective-student or applicant lists, or consumer contacts.

How does CRMCoPilot help graduate and continuing education enrollment?

It finds working professionals by job title, seniority, industry and location, and the employers that may sponsor their tuition. Your team then sends personalized outreach about relevant programs, and contacts can go to your CRM.

Can it find employers that offer tuition assistance?

Partly. You can search employers by industry, size and location, and AI research checks each company's public sources for upskilling or tuition benefits. There is no tuition-assistance data field, so confirm before you rely on it.

What data does CRMCoPilot use, and how is privacy handled?

It targets professional and business contacts using a licensed company and contact database, the public web and Google Maps. It does not process student records. CRMCoPilot does not claim FERPA or other compliance certifications, so review your institution's own policies for outreach and data use. Unsubscribes, bounces and do-not-contact entries are respected.

Can advancement teams use it for corporate and foundation prospecting?

Yes, for building prospect lists. You can find companies and foundations by location, industry and size, along with relevant contacts. It does not include giving history, matching-gift program or wealth-screening data.

Do I need an existing CRM?

No. You can search, review and run outreach inside CRMCoPilot. To send leads to a CRM, connect GoHighLevel, Zoho CRM, Pipedrive, HubSpot or Salesforce through a native connection; this requires a paid plan. Paid plans can also export a CSV.

How does pricing work?

There's a free plan with 5 verified leads a week and no credit card. Paid plans start at $99 a month and add more credits, AI and Autopilot agents, CRM delivery and outreach. Managed has custom pricing. See pricing for details.

Give your team a prospecting process that keeps running

Start on the free plan with 5 verified leads a week, or talk to us about your market first.

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