Although this smart CRM software was built to facilitate the relationship between tutors and students, it can be used by any small business looking to manage customer relationships.
It has everything an owner or administrator needs to run a thriving and efficient small business. From email marketing campaigns to sales all the way through to teaching resources and monthly reporting and invoicing, this solution is a tried and trusted central source of truth.
The small business CRM enables you to match your freelancers with targeted students in a specific location based on geography, availability, pay rate and skillset.
Create SEO-friendly pages based on location to optimise search results.
In the comprehensive communication module, you can easily create email templates, invoices and any form of messaging for customers or staff.
You can create marketing email templates that will help sell your brand or share teaching resources for your customers.
Keep in regular touch with your remote staff with automated email messaging to ensure consistency across the business.
Manage accounts receivable and payable in the payments section. Monitor income, set up automated payments and download statements.
This software generates invoices for all tutors. You can also edit and change the hourly rates as needed.
Remove the barrier between client and customer with the client dashboard. The client can login to make payments, learn more about available tutors, download resources you have created and edit their profile.
Share promotions and promote positive channels of communication with messaging on the platform.
Within the administration dashboard, have a simple view of all your working relationships and tasks.
Set up invoices, regular auto payments, create client statements and show clearly the staff who are yet to be paid. Set up automatic email and SMS reminders to ensure efficient business and timely payment.
Manage your freelancer working relationships easily in the tutor portal. In this section, your staff can create and edit their profile, seek out available students, manage their payments and keep all of their resources in one place.
Manage all of your sales information in the sales portal. Capture and convert leads to ensure no potential customer slips through the cracks.
The easy to use sales portal enables you to filter so only the relevant information will be shown.
Reduce admin time with automated payments and invoices
Improve stakeholder communication with client, tutor and admin portals.
Create and share email marketing campaigns.
Set reminders to reactivate dormant customers and ensure timely payments
Consolidates all information in one place
All in one marketing, sales, customer management software
Automated emails, invoicing and payments
Debt collection facility
Create SEO-friendly pages based on location
See monthly reports and statements
Tutor profile is mobile optimised
Anywhere where there is 2 big groups that need to be matched up.
“We wanted something that did everything we need in one place with no unnecessary distractions. This small business CRM allows us to manage the admin side of things easily so we can focus on the core business.”
Handles 50 administrators at any one time