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Partnership
Why We’re Building This
Higher education teams are expected to deliver more—faster packaging, cleaner compliance, better enrollment yield, tighter cash management, and clearer student communication—while systems remain fragmented and hard to configure.
CrestPoint is developing a new integrated platform that brings together:
Financial Aid
(packaging + compliance + operations)
Student Information System (SIS)
(records, registration, billing touchpoints, lifecycle tracking)
CRM
(lead-to-enrollment communications, document collection, pipeline visibility)
OUR GOAL
Reduce administrative friction, improve accuracy and speed, protect compliance, and strengthen the student experience—without sacrificing institutional control.
What We’re Looking For
We are seeking partner institutions that want a seat at the table while we build.
Ideal Partner Profiles
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Community colleges, technical/career institutions, public universities, private/non-profit schools
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Schools experiencing enrollment shifts, increased verification/document volume, or tuition revenue pressure
Partnership Mindset
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Willingness to share current-state workflows (confidentially)
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Desire to influence features and priorities
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Openness to pilot testing and providing structured feedback
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Institutions that want stronger workflow automation and clearer cross-office alignment (FA, Student Accounts, Admissions, Registrar, IT)
What Partners Receive
Design partners get early access and direct influence—this is not a generic beta list.
Potential Incentives (You Can Choose These)
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Discounted pilot pricing
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Extended implementation support
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Priority onboarding and dedicated success resources
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Recognition (optional) as a founding partner institution
Partnership Benefits
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Early access to prototypes and pilot releases
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Priority influence on roadmap and workflows
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Configuration built around your policies (not one-size-fits-all)
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Compliance-first development aligned to federal requirements and audit realities
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Data-informed dashboards across aid, enrollment, and student accounts
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Reduced process time and fewer handoffs through integrated workflow design
What We’re Building (High-Level Modules)
Financial Aid (Packaging-Heavy + Compliance-Ready)
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Awarding and packaging logic by program/term/campus
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ISIR intake workflows and task routing
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Verification and document tracking
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Satisfactory Academic Progress automation
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COD support workflows and reconciliation readiness
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Overaward prevention and change tracking
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Student-facing award clarity and communication templates
SIS (Student Lifecycle + Academic Records)
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Student profile and status tracking (admit → enrolled → graduate/withdraw)
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Program/term structures and enrollment status rules
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Registrar workflows (registration, add/drop, grade posting, transcripts)
SIS (Student Lifecycle + Academic Records)
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Student profile and status tracking (admit → enrolled → graduate/withdraw)
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Program/term structures and enrollment status rules
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Registrar workflows (registration, add/drop, grade posting, transcripts)
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Holds, milestones, and cross-department visibility
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Institutional reporting readiness
CRM (Recruit → Enroll → Retain)
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Lead capture, campaigns, and outreach automation
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Pipeline stages aligned to your admissions model
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Appointment scheduling and communications history
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Document collection and messaging triggers
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Hand-off workflows into Financial Aid and SIS
How the Partnership Works
We keep this structured and low-burden.
Step 1 : Discovery (2–3 sessions)
We map your current workflows across Financial Aid, Admissions/CRM, Registrar/SIS touchpoints, Student Accounts handoffs, and reporting needs.
Step 2 : Build + Review
We present clickable prototypes and workflow logic for feedback. You validate what works and what needs refinement.
Step 3 : Pilot Launch
Partners pilot selected modules (Financial Aid first, with SIS/CRM integration waves) in a controlled rollout.
Step 4 : Optimize + Scale
We measure time saved, error reduction, compliance readiness, and student experience improvements—then expand scope.
Security, Compliance & Data Stewardship
CrestPoint is committed to institution-grade safeguards:
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Role-based permissions and audit logging
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Secure data handling expectations
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Policy-based configurations by institution
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Strong documentation and change tracking to support audits and reviews
(We’ll provide a security overview and governance model during the partnership call.)
Time Commitment (Designed to Be Reasonable)
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~2–4 hours/month during design validation
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Pilot phase time varies based on scope (we plan it with you)
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Feedback can be provided via brief structured reviews (not endless meetings)
Ready to Partner?
If your institution wants to modernize how Financial Aid, SIS, and CRM work together—and wants to influence a platform built for real-world campus operations—we’d like to talk.
Become a Design Partner
Submit your interest and we’ll schedule a short partnership call.
What to include:
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Institution type (public/private/career/community college)
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Primary pain points (Financial Aid, SIS, CRM, or all three)
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Who should be involved (FA Director, Registrar, Admissions/CRM lead, IT, CFO/VP)
Some FAQ’s
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CrestPoint Group’s mission is to help colleges and universities strengthen financial operations, optimize enrollment and net tuition revenue, and enhance the student experience through strategic, data-driven solutions.
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