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Trade School Automation & Insights

Complete Automation & InsightsSystem

Automate operational tasks to save administrative time and remove student roadblocks.

Contacts CRM
Smart Workflows
Student Surveys
Report Builder
Visual flow chart of various automation use cases.
2x
Higher Survey Completion Rate
30%
Average Time Saved
Unlimited
Custom Fields
7x
Higher Conversion with Automated Replies

Simplify your Operations, Engage More Students, and Never Miss a Step

Lumion connects your entire student journey with powerful tools for workflows, contact management, and automated feedback.

Centralized Contact Management

All your leads, applicants, and students in one place—no duplicates, no confusion, just a single source of truth for every interaction.

Smart Workflows

Automate repetitive tasks like follow-ups, reminders, and stage changes so staff can focus on conversations, not clicks.

Lifecycle Triggers

Send the right message at the right time, automatically. Trigger texts or surveys when students enroll, complete a course, or make their final payment.

Get Timely Feedback

Collect student feedback at key milestones with automated surveys that double response rates and surface insights instantly.

Custom Dashboards & Reports

Track pipeline health, response rates, and student satisfaction from one dashboard that updates in real time.

Improved Efficiency & Engagement

Schools using Lumion automation reduce admin time by up to 30% and see conversion rates more than triple thanks to faster follow-up and personalized communication.

How It Works

Set-up custom fields, labels, and workflows to automate repetitive work and stay organized.

1

Track Every Contact

  • Every lead, applicant, and student is logged in Contacts CRM, ensuring a single source of truth across enrollment, payments, and communications.
  • Teams are able to view the contact record and see all related activity, reducing confusion.
Lumion CRM contact view
2

Trigger Smart Workflows

  • Workflows run in the background to advance stages, draft messages, and update records automatically.
  • No manual data entry, no missed follow-ups.
Workflow example automating a message.
3

Collect Feedback & Build Trust

  • Surveys trigger at key moments ("Why didn't you enroll?", "How was your visit?", "Post-graduation outcomes")
  • Schools gain insights to improve programs and reduce drop-off before applications are submitted
Feedback collection interface with survey questions and analytics showing top answers in a pie chart
4

Monitor the Funnel

  • Dashboards highlight where students drop-off so staff can act quickly
  • Custom labels and filters allow you to create the views that matter to you the most.
Dashboard view of current student contacts and their statuses.
5

Customize Reports

  • Build custom reports so you only see the data that matters to you
  • Get detailed analytics on inquiries, enrollment, payments and other student data
Reporting dashboard view with charts and graphs.
6

Optimize Operations

  • Create custom fields and labels to keep your data organized according to your school's operating processes.
Lead stages table view.

What Trade Schools Say

Hear from administrators using our enrollment software

The best thing that has come out of it is that the students have an opportunity to sign up for the payment plan while they inquire about us, making it a seamless process for someone who is just looking to get the information quickly.

K

Kristine L.

Founder

Elite Dental Assisting

If a student missed a payment, I would just reach out to them individually. If they missed multiple payments, then I'd be the one to say, "Well, I have to remove you from the boot camp." Having Lumion as a third party helps keep my relationship with students focused on educating and the hands-off management saves me time.

T

Trevor P.

Founder

Coders Campus

I love that with Lumion that all of our financing is set up in one location so we're not having to juggle multiple systems. Whenever I have requests I get immediate responses and they are always friendly, efficient, and professional.

T

Tammy L.

CEO

National Training Inc.

5.0 Average Rating

Join hundreds of satisfied trade schools using Lumion

Ready to Transform Your School Operations?

Join 400+ trade schools using Lumion to streamline enrollment, increase conversions, and improve student outcomes.

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