// ALL MODULES / CRMUmów pokaz
Ładowanie...
Gotowy na porządek w szkole?
14 dni za darmo - bez karty kredytowej, bez zobowiązań.
Gotowy na porządek w szkole?
14 dni za darmo - bez karty kredytowej, bez zobowiązań.
Track prospective students from first contact to enrollment. A pipeline with 6 statuses, lead-to-student conversion.
2
New
1
Contacted
1
Interested
1
Enrolled
0
Conversion
6
pipeline statuses
From new to enrolled
5
lead sources
website, FB, referral, phone, visit
API
integration
Website form > leads automatically
1 klik
conversion
Lead > student or parent account
New > Contacted > Interested > Enrolled / Lost / Closed. Clicking a pipeline card filters the table.
Website, Facebook, referral, phone, visit. Filter by source in the toolbar. A badge on every lead.
POST /api/crm with a Bearer token. A website form sends data - the lead lands in the pipeline automatically. cURL and docs in the drawer.
Key generation (shown once). Revocation with password confirmation. Max 1 active key. 15s cooldown.
Move a lead to students or parents. Data prefilled. The system creates the account and archives the lead.
Pin important leads to the top of the list (localStorage). Notes from calls and interests.
Filter leads by source and status, search by name, phone or email. Find a specific contact in a second.
Lost and closed leads in a separate tab. Restore to the main CRM. Permanent deletion.
Besides students - convert leads into parent accounts. The same prefilled dialog with a role choice.
The lead arrives in the system from a website form, Facebook or manually.
First contact by phone or email. Notes from the conversation.
A trial lesson took place, the lead is interested in the course.
The lead signed up for the course - click 'Move to students' and you're done.