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CRM Advise is the official platform for documenting and submitting student check-ins. It allows faculty and staff to record meaningful interactions, monitor student engagement, and ensure appropriate follow-up when needed. Submitting check-ins consistently helps support student success, improve communication across departments, and maintain accurate records of outreach efforts.

Ellucian CRM Advise is a student success and advising platform designed to help improve retention, progression, and graduation rates. This article highlights the general navigation of the system.

There are a few settings Ellucian recommends changing to improve the ease of use of the system since the platform is configured to default to Microsoft Dynamics settings.

Emails in CRM Advise are used to communicate directly with students regarding outreach, support services, reminders, and follow-up related to alerts, requests for assistance or support.

Alerts in CRM Advise serve as an early notification system to identify students who may need support. They allow faculty, staff, and students to raise concerns related to academic progress, engagement, wellness, financial challenges, or other barriers to success.

The MySHU portal allows students to request assistance, connecting them with appropriate support services.

Student referrals are submitted to CRM Advise through the MySHU portal.

General information for what CRM provides for the University and how to access the system.

Steps to link advisors and advisees in Colleague.