Questions, answered

Click Get started, then use Proto to configure CRM for Schools/Tutoring for your business. Pilot one school account, one opportunity and one reviewed session before expanding the customer book.

Yes. Accounts can represent a school, district or family relationship, with contacts and opportunities linked to the appropriate account.

Use an opportunity for the prospective engagement and opportunity lines for the priced items. Link the primary contact, send the offer through your chosen channel and run proposal submission to log the email activity.

The opportunity and each relationship activity can name a Team Member as owner. A due activity keeps the next call, meeting, email or task visible.

The close workflow records the supplied Won or Lost result and writes an operation receipt. A lost opportunity can carry a loss reason.

Yes. A tutoring session links to its parent opportunity and can also link to the account. Record the tutor, date, purpose, reference and enrolled quantity on the session.

A draft session is submitted, then an independent reviewer records a decision. The approved session and operation receipt remain linked to the case.

Record Attachments can link to an opportunity or tutoring session, with a title, kind and reference URL where relevant.

Start from the receipt’s operation type, status and linked opportunity. Compare it with the activity or session that produced the action and its review decision where applicable.

Plan those connections during implementation. Decide which system owns the customer communication or billing fact and how the team will reconcile it to the account, opportunity and session records.