Unlock Deeper Impact with Scholar Relationship Management (SRM)
Scholar Relationship Management (SRM) provides a single, top-down view of a scholar’s journey so you can maintain relationships, track meaningful outcomes, and tell powerful stories about your program’s impact.
Insights
Comprehensive Scholar Insights
With SRM, gain a transformative view of every scholar’s unique journey. From initial applications to disbursements and communications, this platform delivers the critical data and insights you need to make inspired, informed decisions and communicate powerful stories of impact.
Customization
Tailored to Your Organization’s Needs
Every program is unique, and SRM rises to the challenge with its customizable fields and tags. Designed to adapt to your organization’s specific needs, the platform ensures that managing data and relationships becomes intuitive, seamless, and effective.
All-in-one
All-in-One Platform Integration
Save time and simplify your process with our integrated platform. SRM brings together everything—applications, communications, financial disbursements, and contributor information—offering a straightforward way to manage your program with ease.
Communication
Custom Communication Functionality
Elevate your connections with scholars through SRM’s built-in communication tools. View past email exchanges, SMS conversations (when enabled), and schedule personalized reminders with one holistic system that keeps every touchpoint meaningful and impactful.
Data
Efficient Data Management
With the flexibility to edit, export, and view supplemental data at both an individual or mass level, SRM empowers you to act quickly and efficiently while prioritizing what matters most—supporting your scholars.
Ready to Get Started?
Discover what SRM can do for your award programs. Request a demo with a Kaleidoscope team member.
FAQs
SRM is ideal for organizations that:
- Need scholar-level insights that go deeper than program-wide reporting
- Want to maintain long-term relationships with scholars beyond disbursement
- Tell stories of impact through qualitative and quantitative scholar data
- Track and manage organization-specific scholar details
- Prefer a unified system that integrates scholarship management and relationship tracking
Unlike general CRMs, SRM is built specifically for scholarship programs. It integrates key data points like applications, awards, communications, contributors, and disbursements, designed around the lifecycle of a scholar.
Yes! With SRM, you can track and manage contributor and reviewer contacts, as well.
You can view all contact records across your organization, including:
- Profile and contact details
- Communication timelines
- Scholar-specific application history
- Award disbursements
- Review scores
- Contributor activity
- Custom fields and organization-specific data
Yes. SRM provides a communication timeline for each scholar, including:
- All past and scheduled emails
- Transactional messages (e.g., application submitted, reminders)
- SMS messages (if SMS functionality is enabled)
Admins can see a full list of a scholar’s applications across all programs, with the ability to:
- View scores and statuses
- Add/edit award amounts and tags
- Open applications for editing
- Add supplemental details
SRM tracks all contributors (e.g., recommenders, parents) associated with a scholar. You can view contributor forms across programs and make edits as needed.
Absolutely. SRM offers a full breakdown of disbursement history per contact, including:
- Total awarded and disbursed amounts
- Remaining balances
- Editable disbursement records
Yes. You can add custom, organization-specific fields to contact records. This data can be edited or exported individually or in bulk.