Track potential students from first contact to enrollment. Pipeline with 6 statuses, lead-to-student conversion.
Lead pipeline with filtering
2
New
1
Contacted
1
Interested
1
Enrolled
0
Conversion
Pipeline
New
Lead enters system from website form, Facebook, or manual entry.
Contacted
First phone or email contact. Note added with details.
Interested
Trial lesson happened, lead is interested. Ready for enrollment.
Enrolled / Converted
Lead enrolled in course - click 'Convert to student' to create account.
Lost
Lead not interested - goes to archive. Can be restored.
Recruitment
6
pipeline statuses
From new to enrolled
5
lead sources
web, FB, referral, phone, walk-in
API
integration
Website form → leads automatically
1 klik
conversion
Lead → student or parent account
API
Generate API key, add one endpoint to your form - leads go automatically to CRM with the right source.
API key management
Website
ck_a1b2c3d4...
Last: 19.03 14:30
RevokeImportant
API key is only visible once when generated. Save it in a secure place.
Integration example
curl -X POST https://xxxxxxxxxxxx.com \ -H "Authorization: Bearer ck_your_api_key" \ -H "Content-Type: application/json" \ -d '{ "name": "Jan Kowalski", "email": "[email protected]", "phone": "000-000-000", "source": "website", "notes": "Interested in B2 course" }'
Response: 201 Created
{ "id": "uuid...", "threadId": "uuid..." }API fields
namerequiredemailmax 100phonemax 100sourcemax 100interestedInmax 100notesmax 1000Conversion
From action menu change status, move to students or parents. Lead data fills the form - just add a password.
Lead action menu
Actions
Conversion dialog - data from lead prefilled
Convert to student
Create student account based on lead data “Jan Kowalski”. Lead will be moved to archive.
First name *
Last name *
Email *
Password *
Phone
Location
Pola z green border were automatically filled with lead data.
Archive
8
Lost leads
Not interested. Can restore.
12
Completed (conversion)
Moved to students/parents.
Archive actions
Features
New → Contacted → Interested → Enrolled / Lost - drag between columns or change via dropdown.
Website, Facebook, referral, phone, walk-in. Filter by source in list view.
POST /api/crm with Bearer token. Website form sends data - lead auto-appears in pipeline.
Generate key (visible once). Revoke with confirmation. Permission: only owner/admin.
Move lead to students or parents. Data prefilled. System creates user account with status active.
Pin important leads to top of list (localStorage). Notes per lead with timestamps.
100 requests/minute per API key. 429 Too Many Requests with Retry-After header.
Lost and done leads in separate tab. Restore to pipeline with one click.
Besides students - convert leads to parent accounts. Same process, different target role.
6-status pipeline, API for website forms, one-click conversion to student.
Start today
16 modules, zero add-on fees. 14 days free — full version, no credit card. Schools from 170 PLN/mo.
Start in 2 minutes. No credit card, no commitments.
Book a free demo