Education Management

If you are running a school or college, you need a proper database to manage and communicate with your students and teachers. MindaClient's CRM for schools and colleges is the solution. Set up your courses, book people on the courses and manage payments. Education CRM

Product Features


Clients

• Client profiling
• Customise client dropdown fields
• Client fields you can customise
• Number of clients in your database
• Client Texting
• Client Emailing

Appointments

• Schedule future appointments
• Record past appointments
• Schedule appointments for colleagues
• Reminder to clients about appointments
• Reminder to staff about appointments
• Recurring appointment scheduling
• Appointment & activity tracking
• Activity reporting
• Outstanding activities on dashboard
• Integrated Diary
• Bulk assigning of appointments

Reporting

• Client report generator
• Analytics reporting
• Staff activity reporting
• Report on tasks and activities
• Analyse by client and appointment type
• Communication reporting
• Report output to Excel
• Report output to PDF
• Download all reports to excel

User Functionality

• Restrict staff to see their own clients only
• Restrict staff to see their own diary only
• Role permissions
• Task & activity tracking

Communication

• SMS facility available
• Email individual client
• Bulk email clients
• Text individual client
• Bulk text clients
• Schedule automatic reminder to clients for appointments
• Communication reporting
• Email integration - automatic link with Outlook
• Full history of communication with clients

Document Storage

• Upload templates and policies
• Upload documents for clients
• Upload links to dropbox & YouTube etc.

Administration

• Full audit trail helping with compliance
• Access archived content
• Manage your users
• Assign role permissions
• Import clients

User Permissions

• Permission to merge clients
• Permission to view reporting
• Permission to view own and colleagues diaries
• Permission to bulk edit clients
• Permission to view own and colleagues clients

Support

• On screen support
• Email support
• Phone support
• Access to instructional videos

Training

• Set up training
• User training
• Administrator training
• Online one to one training
• Webinar training
• Classroom training
• Train the trainer

Data Management

• Merge client facility
• Bulk data updater
• Pre import cleansing of your data
• Initial transfer of your existing data
• Data management work
• Fixed client import facility

Integration

• Integration with Microsoft Excel
• Output to PDF
• Integration with Outlook
• Integration with Mailchimp
• Output to Hotsoft Hotel software
• Links to Google Maps to find clients

Navigation

• Quick search from every screen
• User dashboard
• Tailored for PC, laptop, tablet and smartphone

Invoicing & Payments

• Add in invoices for clients
• Bulk assign invoices for courses for example
• Automatic weekly or monthly set amount invoicing
• Record payments for clients
• Customise payment types and methods
• Invoice & payment reporting

Online Payments

• Integration with Stripe
• Take online payments from your clients
• Let your clients pay their bills online

Course Management

• Manage your tutors
• Customise course categories and course types
• Max learners facility
• Bulk assign learners to courses
• Bulk assign invoices to learners
• Produce class schedule and class list for tutor
• Bulk text and email a class
• Learning history for each learner

Loan Management

• Library / Lending function
• Set up loan stock
• Duplication facility
• Availability checker
• Waiting list manager
• Return date and time setting
• Automatic reminders to clients
• Report on outstanding items
• Loan history for item
• Loan history for client