Evolve CRM setup questionnaire — an interactive form to configure the client's CRM.

EVOLVE SPECIALISTS
STUDY IN THE UK

Setting up your CRM

Answer this once and we build and deliver your finished system. Most answers are pre-filled — just confirm or change them.

Tip: the green-ticked boxes are our suggestions — leave them if they're right, untick or type to change. When you're done, tap Finish at the bottom.
1

Your team & logins

Each person gets a private login. You see everything; each advisor sees only her own students.
👑 Owner (you)
Advisor 1
Advisor 2
App language
2

Your pipeline

Every student moves through these stages. Keep them, or tell us yours.
NewContacted ConsultationApplication OfferVisa Enrolled ✓
Who assigns new leads?
3

What you keep about each student

★ important
We already store the fields below. Tick anything else you track so we build it in now.
Already included
NamePhoneEmailCity Study levelFieldDestinationBudget English/IELTSSourceAdvisorNotes + calls
Also track these? (tick to add)
4

Calls, interest & where students come from

Where do your students come from?
5

What you offer

Destinations you handle
Study levels you place students in
6

Your current students

So your team doesn't start on an empty screen — send what you have and we load it in.
7

Your brand

So the delivered CRM looks like yours, not a template.
8

Your dashboard

Which numbers do you want front and centre? Here's a preview (example numbers).
Students
128
Calls · 7d
64
Conversion
22%
Overdue
5
Tick the ones that matter most
9

WhatsApp & final delivery

Working hours: Mon–Sat to
That's everything — tap Finish, then send your answers to Evolve. We'll build and deliver your CRM.

✅ Your answers are ready

Tap Copy answers, then paste them to Evolve on WhatsApp — or use the WhatsApp button.