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- Schools/Tutoring CRM
- Get started
Get Schools/Tutoring CRM running in four steps.
Set up a customer relationship and rehearse the path to an independently reviewed session.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Schools/Tutoring CRM. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Schools/Tutoring CRM in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started to enter CRM for Schools/Tutoring. Name the organization and the people who will own customer relationships, tutoring sessions and session review. Set the access each person needs for their work.
Prepare the first operating cycle
Create one school or family account with a named contact. Open an opportunity and enter its subject, owner, expected value and date. Add a priced service line, qualify the opportunity, submit the proposal and record the customer’s outcome. Plan the follow-up with a due activity. For a won engagement, create a draft session linked to the opportunity and attach a supporting note.
Review before release
Ask a different person to review the submitted session. Check its revision, decision and operation receipt together. Have the Sales Lead inspect the pipeline stage and follow-up queue. Have Operations Coordinator trace the receipt to its source case. Once the team can explain each handoff in this example, use the same conventions for the next school or family.
Set up Schools/Tutoring CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.