Team-ready workflows
Consistent processes across recruiters and managers—without spreadsheets, side lists, or “who has the latest file?”
- Standardized statuses
- Clean drill-downs
- Saved actions in CRM
Centralized outreach operations
Recruitment Intelligence, Organized.
Campaign Reach centralizes lead management, territory oversight, and outreach workflow into one secure platform— so teams stay aligned, fast, and accountable.
Role-based access
Single source of truth
Faster daily workflows
A single operational hub for outreach teams
Campaign Reach eliminates fragmented workflows by bringing lead tracking, territory rules, and performance insight into one cohesive system. It’s built for clarity in the moment and consistency over the long term.
Territories you can trust
Assignments come from your territory rules—so every page reflects the same logic and the same source of truth.
- County + state routing
- Overflow handling
- Term + latest batch
Performance that’s actionable
Dashboards that don’t just report—each metric opens the list behind it so teams can move immediately.
- Click-to-drill
- Daily KPIs
- Clean audit trail
How teams use Campaign Reach
The platform is designed around the daily cadence: ingest → assign → execute → measure. No duplicate systems, no rework.
1
Ingest
Admin uploads the latest term file—data becomes queryable immediately for the entire team.
2
Assign
Territory rules route leads by county/state with overflow coverage for mismatches and missing data.
3
Work
Recruiters run calling plans, update call/housing status, and log interactions—all persisted.
4
Measure
Managers see KPIs and drill into the list behind every number to coach and course-correct fast.
Built for accountability
Every update can be tied back to a term, a student, and (when enabled) the user who made the change.
Made to feel fast
Lightweight UI patterns—clean cards, smart drill-downs, and quick actions—so the platform stays usable all day.
Useful for every role on the team
Recruiters focus on outreach. Managers focus on coverage and outcomes. Admins maintain clean territory rules and datasets.
Recruiters
Daily execution
- Calling plan + recent activity
- Persistent call & housing updates
- One-click student profile (lead modal)
Managers
Coverage + coaching
- Territory summary and rollups
- KPI drill-down lists
- Identify gaps and rebalance
Admins
System integrity
- Term dataset versioning (batch)
- Territory Manager rules
- Role-gated access controls
Modern, secure foundation
A clean architecture with Postgres as the single source of truth—backed by role-based access and audit-friendly data.
Netlify hosting
Supabase Auth
Postgres data model
Versioned imports
Role-based permissions
Admin / Manager / Recruiter access gating to protect sensitive workflows.
Consistent calculations
Counts and KPIs are driven by the same term + batch logic across the platform.
Audit-friendly updates
Status changes can be persisted with timestamps and (when enabled) user attribution.
What you gain
Clearer operations, fewer manual steps, and faster follow-through.
1 platform
for intake + outreach
0 rework
from mismatched rules
Click-to-list
from every KPI
Persisted CRM
notes + statuses
FAQ
Quick answers to the most common rollout questions.
Is this just a dashboard, or can we actually work from it?
Campaign Reach is built to be used all day—KPIs drill into lists, profiles open with real actions, and changes persist (call status, housing status, notes).
How does territory assignment work?
Territories are defined in your Territory Manager rules (county/state + overflow). Pages read those rules and apply them consistently.
How do we keep the data clean each term?
Each upload creates a new import batch. Pages filter by term + the latest batch ID—so the platform always reflects the current dataset without deleting history.
Can we restrict access for different staff types?
Yes—role-based access supports Admin, Manager, Recruiter (and other roles as needed) so users see only what they should.
Ready to run outreach like a real system?
Launch the platform and start working from a single source of truth—no spreadsheets, no mismatched counts, no guesswork.