Leads, visits & calling

Licence: Full CRM

Every visit, every call, every meeting — stored on that person.

Full CRM stores each visit and each call on that mobile: who they met, what was said, and the next follow-up. The call queue is in the CRM. There is no separate dialer product.

A parent visits twice. Third time, staff ask the same questions. Nobody knows whom they met last time, or how many times the team already called.

This is a visitor system plus a calling CRM. Walk-in is logged: who they met, why they came, what was said. Assigned calling list, call log, follow-up. When they take admission, they get a roll number and a batch. Old visits do not disappear.

• See first-time visitors and people who came again.
• Call queue — log the call so the next staff can see it.
• Convert to student: unique roll number, batch assigned.

After a connected call you can send WhatsApp from the CRM. The chat stays with the same person.

This screen is part of the school CRM. Packs are on pricing.