CRM & project management support for education organizations

A Trusty Oak EA working in education CRM and project management typically starts by auditing your existing setup — whether that's a Salesforce Education Cloud org with outdated contact records or a Monday.com board that's drifted from how your team actually works — and getting it organized before taking on ongoing maintenance. From there, they handle tasks like logging family and student communications, moving prospects through your enrollment pipeline, updating program milestones, and flagging overdue action items to the right staff member. They work inside your existing tools rather than introducing new ones, and they follow the workflows your team has already established or help document them if they're still informal. You stay in the loop through a standing check-in or async updates — whatever fits your schedule — but you're not managing the day-to-day data entry or task tracking. Your Client Success Manager at Trusty Oak helps scope the work during onboarding so the EA knows exactly what to own versus what to escalate.