Task Book

Type the mobile number

Licence: Student file on every licence. Visitor and lead search on Full CRM.

Enter the mobile number. The full file opens.

Staff type the registered mobile. An enrolled student’s file opens on every licence. A visitor or lead, with visits and calls, opens on the Full CRM licence. Old history stays on that same number after admission.

Staff ask three people for one student. Fees in one place, attendance in another, WhatsApp on a phone. A visitor who came last month is a new face every time.

Any staff with login types the registered mobile. If they are a student, you see visits, complaints, attendance, fees, receipts, WhatsApp, homework and exams. If they are still a visitor or lead, you see visits, whom they met, the talk, and how many times you called.

  • One search: student or visitor — the number decides.
  • Parent visits and live grievances stay on the student file.
  • Find student is the fastest screen at the front desk.

The Messages tab is the same WhatsApp chat as the inbox. Nothing is on a personal phone.

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

Leads → Find studentAdmin

Fastest way when you know the mobile number

98765 43210

Enrolled student

Rahul Sharma

Roll 24 · Class 8-A

Parent visits 2 · Open case: fee query · Attendance 96%

If not enrolled — visitor / lead

Priya Mehta

Came 3 times · Last met Rohit · 4 calls logged

Student profileAdmin
RS

Rahul Sharma

Roll 24 · Batch 8-A · Enrolled

OverviewVisitsCasesFeesReceiptsAttendanceMessages

Enrollment

Roll number24
CourseClass 8
Enrolled on12 Apr 2026
Batch8-A

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We set up your institute. You keep the data.