01 · Leads and sales
Every lead followed up, all the way to enrollment.
Facebook, WhatsApp, website or walk-in: every enquiry enters the pipeline with a follow-up date. On the day, the team is alerted and the lead gets a message.
- Contact form to place on your website: every request lands straight in the pipeline
- Online level test, graded automatically: the level is filled in on the record by itself From the Pro plan
- PDF quote sent by email and WhatsApp, signed online, turned into an enrollment From the Pro plan
- Kanban or table view, with the source of each lead