Cases
A parent comes to the office with a complaint. Fees were deducted twice. The child was marked absent on a day they were present. A document is still pending. In many schools that complaint is spoken once, written in a diary, or dropped in a staff WhatsApp group. A week later nobody can say who was supposed to finish it.
On Full CRM, that complaint becomes a case on the student. The office opens it only after the child is enrolled. A visitor who has not joined is still an enquiry and a call, not a case. The same student file that already has attendance, fees, and homework now also has this open item.
What the office fills in
The case needs a title. The staff member picks a type: fees or payment, an academic doubt, documents, a general query, or a complaint. They can add a short summary. They must give the case to an active staff login. An inactive login cannot take it. The software gives the case a number, marks it open, and keeps who opened it.
Later, another person can take the same case. The handoff stays on the record, so the next staff member does not start from a blank chat. When the work is done, the case is closed. Open and closed are the two states. There is no separate app for this.
This is not on Starter at ₹3,000, and it is not on Academic Plus at ₹6,000. It is part of Full CRM at ₹10,000 a month. GST is extra. The parent does not get a login to the case list. If you also send a WhatsApp, that message is a separate switch on the same Full CRM licence, and Meta bills it.
How it sits with the rest of the day
Search the student by name, roll number, or the registered mobile. The call you logged earlier, the fee, and the case are on that one person. A fee complaint does not need a new register. The case type can be fees, and the receipt is still the fee screen on Academic Plus and above.
A coaching institute uses the same case. The student must already have a roll number and a batch. Read institute CRM for the visit and the admission, and school CRM for the packs. Prices are on pricing.
Cases do not print a certificate and they do not publish the result. Those PDFs are on certificates, which is the Full results licence. The public site of the campus, with home, courses, and contact, is the institute website.
If you want this on your own students, book a demo. We will open a case on one enrolled student and show who it is assigned to.
Questions people ask
Is a case included in the ₹3,000 or ₹6,000 pack?
No. Cases are on Full CRM at ₹10,000 a month. Starter and Academic Plus do not open cases.
Can I open a case for a visitor who has not joined?
No. A case is only for an enrolled student. A visitor stays as an enquiry and a call until admission.
Does the parent see the case screen?
No. Parents do not get the office screens. The case is for your staff. The parent still sees the institute WhatsApp number when you message them.
What happens if the staff member is on leave?
The case can be given to another active staff login. The note and the student stay the same. It does not sit on one person’s phone.