Admissions
Track this workflow with controlled records, ownership, status changes and reporting.
All solutions
School & Academy CRM CRM
CRM for admissions, student profiles, fees, attendance, classes, exams, certificates and parent communication.
The category workflow uses the same customer, document, payment, permission and audit foundations as the rest of the platform.
Operational modules
Structure the work your team already performs.
Enable only the records and actions relevant to this business category.
Student profiles
Track this workflow with controlled records, ownership, status changes and reporting.
Fee management
Track this workflow with controlled records, ownership, status changes and reporting.
Attendance
Track this workflow with controlled records, ownership, status changes and reporting.
Exams and results
Track this workflow with controlled records, ownership, status changes and reporting.
Parent communication
Track this workflow with controlled records, ownership, status changes and reporting.
01
Capture
Add the customer, requirement and source record.
02
Assign
Give the work a responsible person and next action.
03
Transact
Create documents, payments and operational records.
04
Review
Use activity and reports to manage the next decision.
Review this workflow with your team.
Start a trial or discuss the modules, roles and integrations required for deployment.