CRM Advise

CRM Advise is an application within the Ellucian software program on the Chaffey Portal and serves as a student relationship management platform designed to improve student support, engagement, and retention by collecting data and outputting tailored resources for each student.

Application Overview

CRM Advise, by Ellucian, is a powerful support platform used at colleges and universities to promote early intervention and enhance communication between students and their institution. It collects data and creates a holistic profile for each student.

With tools for targeted messaging and advising workflows, staff can deliver customized outreach and manage student support tasks effectively. These features help ensure that students receive the right help at the right time.

Usages and Features

This platform supports early intervention by allowing faculty and staff to flag academic or behavioral concerns, prompting timely follow-up. It provides a 360° student profile with insights into performance, engagement, and communication history.

Key Features:

  • Early alert system for identifying and addressing student concerns
  • Comprehensive student profiles with academic and engagement data
  • Personalized messaging based on risk factors or milestones
  • Workflow tools to help advisors manage follow-up tasks

If you require access or installation of CRM Advise on a district device, please contact the IT Help Desk for further assistance.

Support and Resources

CRM Advise (Ellucian Support) Provided Resources

For assistance with CRM Advise or other general issues, you can find support and instructions on their page: or contact their Customer Center.

For other general issues, you can check their provided resources:

  • Request a Discovery Call: Request a Call/ Demo
  • Email: actionline@ellucian.com
  • Phone: 800-522-4827

Chaffey Resources

If you're experiencing issues related to CRM Advise access, you may contact our Chaffey IT Helpdesk using the following methods: