Can you recommend an advising CRM for managing student support cases and tracking follow-ups between advising and care teams?

Yes — for higher-ed advising and student support cases, I’d look for a CRM/case-management platform that supports:

• shared case notes and timelines
• task/follow-up routing between advising and care teams
• intake forms and referral workflows
• SLAs/escalations for at-risk students
• FERPA-aware permissions and audit trails
• reporting on case volume, response times, and outcomes

Strong options to consider

1. EAB Navigate

• Best fit for: advising centers that need scheduling + proactive student support + intervention workflows
• Strengths: student success plans, referrals, appointment management, alerts, and collaboration across teams
• Good if you want: one platform for advising operations and care coordination

2. Salesforce Education Cloud / Student Success Hub

• Best fit for: institutions that want a highly customizable CRM
• Strengths: flexible case management, workflows, task routing, dashboards, integrations
• Good if you want: deeper tailoring across advising, care, admissions, and retention
• Note: usually needs more setup/admin support

3. Technolutions Slate

• Best fit for: institutions already using Slate or wanting strong workflow/case tracking in enrollment/student communications
• Strengths: forms, communications, case routing, reporting, workflow automation
• Good if you want: strong process automation and a configurable workflow engine

4. Starfish

• Best fit for: advising/care teams focused on early alerts, referrals, and student intervention
• Strengths: flags, intervention notes, progress tracking, appointment coordination
• Good if you want: a straightforward student success and care follow-up tool

5. Ellucian CRM Advise / EAB integration ecosystems

• Best fit for: schools already in the Ellucian ecosystem
• Strengths: advising case management, engagement history, integration with student systems
• Good if you want: alignment with Ellucian SIS and campus systems

If your priority is specifically “advising + care team case handoff”

I’d shortlist:

1. Salesforce Education Cloud — most flexible for cross-team case management
2. EAB Navigate — strongest out-of-the-box for student success workflows
3. Starfish — simpler, focused on intervention tracking

What to ask vendors

• Can multiple teams collaborate on the same case?
• Can cases be assigned, reassigned, escalated, and closed with required follow-up?
• Do you support internal notes vs student-visible notes?
• How are permissions handled across advising, counseling, and dean-of-students teams?
• Can we track referrals, response times, and outcomes?
• What integrations exist with SIS, LMS, email, and calendar tools?

My quick recommendation

• Best overall for configurable case management: Salesforce Education Cloud
• Best out-of-the-box for advising/student success: EAB Navigate
• Best if you want simpler intervention tracking: Starfish

If you want, I can also give you a comparison table by features, pricing model, and ideal use case for 5–6 platforms.