Ellucian CRM Advise review
Coordinates student risk alerts, casework and outreach across advising and support offices.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Student support teams at colleges and universities can use Ellucian CRM Advise to identify students who may need help, coordinate follow-up, and track engagement and performance. Role-based views bring student information together for staff, while cases and support plans help offices coordinate work. Its focus is student success and retention rather than the full range of higher education CRM functions.
The product’s strength is its student-success workflow: configurable risk benchmarks and alerts can inform automated outreach, and communication plans, lists and workflows support targeted follow-up. Staff can manage cases across multiple offices and communicate by bulk email, texting or chat. Engagement tracking and configurable dashboards, risk analysis and reporting provide ways to monitor activity and student indicators. Institutions seeking a system centered on advising and coordinated casework should find this breadth relevant; it is not positioned for admissions recruitment or fundraising.
CRM Advise integrates student information systems, learning management systems and degree audit data, making those connections central to its cross-system view of students. Deployment options include cloud and self-hosted, and the product is aimed at mid-market and enterprise institutions. The pricing model is contact sales, so buyers should plan to discuss costs with Ellucian. Choose it when student advising, alerts and multi-office support coordination are the priority; institutions seeking a CRM that also handles admissions or advancement should look elsewhere.
Ellucian CRM Advise pros and cons
- Where it wins
- Flags students for support with configurable risk benchmarks and alerts
- Coordinates cases, support plans and communications across multiple offices
- Connects SIS, LMS and degree-audit data with configurable analytics
- Where it doesn't
- Does not cover admissions recruitment or advancement fundraising
- Pricing requires contacting sales
- Requires student data integrations to support cross-system views
Ellucian CRM Advise fact sheet, pricing and score →
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update