CRM for education:

trainings, courses, and online schools

The CRM for education streamlines the management of courses, trainings, and online schools by automating event administration, attendance tracking, and subscription management. It optimizes communication with clients, handling of applications, scheduling, and team management, allowing you to focus on delivering high-quality education. With integrations and a mobile app, this comprehensive solution is perfect for modern educational projects.
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We will connect communication channels to the CRM system - and all communication will take place in one space for you

Integration of communication channels with the CRM system for education

Your clients can register for courses or ask questions through Email, Telegram, Viber, and other channels, while managers view all correspondence in a single CRM window. This ensures convenient access to the entire communication history, enables quick responses to inquiries, and simplifies the management of the entire communication process in one place.

Ideal for:

Online schools and educational courses

Automate the management of educational programs, attendance, and client communications, allowing teachers and administrators to focus on enhancing the quality of education.

Training centers

Streamline your work with clients, courses, and instructors through automated application processing, subscription management, and reminder systems.

English schools, language courses, sports schools, and dance studios

Maintain centralized student records, manage schedules, track attendance, and oversee subscriptions, optimizing administrative workflows for both teachers and managers.

Thought leaders and influencers

Expand your reach and easily manage your courses and events. Simplify communication, efficiently handle applications, and foster meaningful engagement with your students.

About the service:

1

Client communication:

Maintain effective communication across various channels. Use personalized fields in client cards, organize bundled offers, and set up automated reminders.
2

Application management:

Process event or course applications automatically, track their statuses, and structure workflows for convenient management. The system allows you to create tailored offers for each client.
3

Attendance management:

Create attendance schedules, track statuses, send automatic notifications to clients, and manage rescheduled sessions. All information is accessible via an intuitive calendar.
Learn more about
the features and functionality of the
service, apply for a free demo
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4

Course and event management:

Oversee class schedules, manage teacher and location availability, and monitor participant numbers. Control event types and interaction between instructors and clients within a unified system.
5

Directories:

Organize and structure information about cities, locations, clients, and events. Manage application sources, client inquiries, and event types for seamless operations.
Integrate the system with popular communication channels, use the mobile app, automate business processes, and analyze data. The service is easily scalable to meet your needs.
6

Platform features:

Platform features

Application monitoring
Track the status of all applications in real-time for timely responses.
Customizable client cards
Add the necessary fields to client cards, tailoring them to your business needs.
Communication history
Store all client communication and calls in a unified space for analysis.
Task automation
The system creates tasks based on templates or previous client actions.
Event calendar
Manage events through an integrated calendar with customizable reminder settings.
Individual workspaces
Organize personalized spaces for each team member with their tasks and calendars.
Group notifications in messengers
Use Telegram or Viber for bulk reminders and discussions.
Data filters
Set up filters for quick searches of clients, applications, or tasks.
Task distribution within the team
Assign tasks to team members with automatic notifications.
Performance analytics
Generate reports based on custom criteria for detailed activity analysis.
Mass mailings
Set up personalized email, SMS, or messenger campaigns for clients.

See how it works

Attendance Journal:
Track student attendance at events with customizable data for detailed analytics.
Personalized Workspaces:
Create user-friendly interfaces for administrators, instructors, and managers.
Learn more about
the features and functionality of the
service, apply for a free demo
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Check the correctness of the completed data

Pricing

Plan A
$300
Order
Plan B
$400
Order
Plan F
$450
Order

Account connection

Registration of a new account, inviting and setting up employees in Planfix

Free support and training, days

3
5
7

Client communication process

Manage a conversation pipeline with clients and track their current status
Work with package offers (2, 4, 6, 8... events or sessions)
Easily enroll clients in multiple events or courses at once
‎Кастомізовані поля та картка клієнтаUse customizable fields and a detailed client card
Create personalized planners or workspaces for managers or team members
Set up filters for quick sorting by any field
Communicate simultaneously with both the internal team and clients in separate threads
Send automated reminders about upcoming sessions or events

Managing client requests

Accept unlimited requests for various products or events
Track requests using a pipeline that shows their current status
Automatically generate the required number of sessions or events based on selected packages or products
Assign unique numbering to each session or event

Managing client attendance

Treat each visit or event as a separate entity with customizable options
Add custom fields for visits or events
Use an attendance or event pipeline to track their current status
Assign unique numbering to each visit or event
Link each client visit to the main event or course
Access individual attendance calendars for each client and a consolidated general calendar
Send automated notifications to clients through their preferred communication channel

Managing courses and events

Treat each course or event as a standalone entity with customization options
Add custom fields for courses or events
Use a course or event pipeline to track their current status
Access calendars for courses or events filtered by each trainer or teacher, along with a general calendar
Monitor trainers’ or teachers’ availability through a workload calendar
Track the availability of specific locations using a dedicated calendar
Send automated notifications from trainers or teachers to clients via their preferred communication channel
Manage course or event types (group, individual, etc.)
Track the number of participants for each course or event
Maintain detailed profiles for trainers or teachers

Directories

Directory of cities or locations, if there are multiple
Directory of client inquiries for the company's existing products
Directory of sources where client requests originate
Directory of events/courses offered by the company
Directory of event types (e.g., group, personal, etc.)

Overview of system capabilities

Integrations with website, Instagram, Facebook, Google Forms, Viber, Telegram, WhatsApp, and corporate email
IP telephony support
Financial analytics tools
Employee grouping and hierarchical structure management
Mobile app access
Optimize accounting processes

and communication with clients –

faster, more efficient, with complete control!

How it works?

Platform Presentation

Arranging a video call with you to demonstrate the capabilities of the platform according to your request
1

Creating Terms of Reference

Discussing tasks and requirements for the implementation, agreeing on terms and conditions
2

System Setup

Configuring the platform according to the ToR
3

Hello World

Agreeing on all settings and connecting the platform to your accounts
4

Support and Maintenance

Providing technical support and staff training
5

Chat with the support team

You can ask all questions about the platform or work process in a joint chat with our support team

User reviews

Victoria Brezgalova

СЕО
Thanks to ProcessFather and Planfix, we have improved all of our processes by 70%. 100% improvement wouldn’t have been possible since we are a large production company.

Without automation, we would go crazy, especially with social media. Thanks to Planfix, I have two online store managers working effectively. When it comes to requests from our social media accounts, my managers and I always have a finger on the pulse. Thanks to Planfix, managers see interested customers under each post and do their best to convert every lead to an actual buyer. In the past, we lost too many customers because we didn’t properly manage the comments under our posts. And now, using Planfix, we work with every customer who simply leaves a comment under a post expressing how they liked something that we sell. In 50% of cases, these leads become customers.

Big thank you to your entire team for constantly being online and answering my questions. Couldn’t be happier to work with professionals like you!

Andriy Panchenko

СЕО
I own a company that manufactures and sells shoes online. Before we implemented Planfix, my main problem was that we couldn't scale the business. I could not hire new managers, there were problems with connecting Facebook and Instagram, and other sites. We could not reply to our customers in messengers. I had a separate manager or several managers for each site, they were confused and conflicted with each other. Decent control of KPIs and manager productivity was out of the question.After we implemented Planfix, we were able to scale the business. Managers became universal regardless of the site, and clear and understandable control tools were implemented. Before Planfix, I had 3 people working in the sales department. Today I have 17 people working there. We’ve almost tripled our sales!I went through many CRM systems before implementing Planfix, the main deciding factor for me was the approach that Mykola and his team used at ProcessFather. I talked to a lot of teams that implemented both Bitrix24 and AMO CRM, and they weren’t completely satisfied with the CRMs. It was very important for me to be in constant contact with Mykola and his team so that my demands were met as quickly as possible, and exactly the way I wanted.I am absolutely satisfied with the cooperation, this is the fourth year that we’ll be working together. Everything is great. Thank you, ProcessFather!

Kim Fomkin

СЕО
To everyone who’s currently struggling with business automation and building systematic work processes for the company, I definitely recommend Mykola and his team.

Step by step we’re solving various processes in my IT company. As a recent example, we have developed and implemented a system for our new "server technical support and administration" services that automates and simplifies work with our clients.

I really like Mykola's work principles. He’s always eager to offer the best solutions, without trying to add extra work. Our cooperation is very efficient and transparent.

Yaremenko Vadym

СЕО
Our company offers chimney and venting services with home visits. For 6 months we’d been using AMO CRM, but it did not solve our problems, so we started to look for another solution that would cover our needs while offering flexible settings + good ratio of price/quality. At the Business Concentrate forum, we were advised to pay attention to PlanFix, and that’s how we turned to the guys from ProcessFather. We didn’t have a huge budget, so we broke down the CRM integration into step-by-step stages, and everything worked out 🙂 Hooray! Slowly but surely, we’ve adjusted all the main processes and taught the employees how to work with the platform. It took them some time to get used to this new software, but eventually, they figured it out! Now everything works as we wanted. The reports are displayed automatically and there’s finally no need to create them manually! We’re exploring all of the features, improving, making adjustments, and learning! I’m really satisfied with the cooperation 😀🙏 The most valuable thing to note is the loyal, understanding, and compassionate attitude of Mykola and his ProcessFather team!

Andriy Kolomiytsev

СTО
Many thanks to Mykola! I’m happy to cooperate with ProcessFather.

Their team of specialists managed to implement a model of our company's business processes into the CRM Planfix system, which allowed to formalize the relationship in the vertical management of the company and make the work process much more manageable.

I definitely recommend these guys.They respond almost instantly to any adjustment requests and when new tasks arise.

Cool people, great cooperation.

Albert Shoom

СЕО
Huge thanks to ProcessFather for helping to put our social media in order. Instagram and Facebook provide little functionality to work with customers, and ProcessFather, together with Planfix, fills all the gaps due to which we may lose customers, orders, and money.

The platform takes some time to get used to, but after that life becomes much easier))

And most importantly, whenever something is unclear, you can contact ProcessFather support, and they will instantly solve any of your problems.

Alexandr Kuznetsov

СЕО
Planfix is a powerful corporate governance tool. We at InteractiveCenter didn’t use PlanFix to its full potential before teaming up with ProcessFather. In the span of several months of cooperation, we’ve managed to digitize important business processes. Mykola is extremely proactive! He doesn’t simply follow the ToR but predicts and makes guesses about what we actually need. Then he helps us to form requests and implement them. Recommended!

Anastasia Karida

Lead Maketer
It is a pleasure to work with professionals who can hear, submerge into, and understand the specifics of the client's business process. Thank you Process Father for your promptness, expertise, and patience :)

Nikita Pustovoi

СMО
For some time we worked with AMO CRM. It was convenient for us in terms of making calls, the sales department was satisfied, the integration with landing worked great, and everything was great. But the integration with Instagram and direct messages, in particular, worked crookedly. There were very few useful settings, filters, analytics, controls, etc…

We didn't know what to do and by chance, I met Mykola and his company ProcessFather. He offered to start working with Planfix. We didn’t know about this software at all, you’d agree it’s not the most popular platform out there. But we decided to take a risk and give it a try. So now with Planfix, our team has grown to 17 people, they work with the platform efficiently, and everything’s clear and transparent. There are different policies for the distribution of leads, you can easily monitor conversion rates, and you can see how many leads of different statuses each manager works with. We can precisely determine the load and therefore draw conclusions. It has become much easier to run a company.

Simple chatting in the direct messages doesn’t lead to any conclusions, it is impossible to calculate the profit. With 12 people, you can’t just go in and count the money. Without this platform, we would not be making as much money for sure. Everything would be much more complicated. Employees would not earn so much, they would have lower efficiency, it’s all closely connected. We would have an increased staff turnover, the recruiter would have more work, and so on ...

Just imagine how one platform can solve so many issues. I am very grateful to ProcessFather for their help, what they did for us is just fantastic. You surely gotta try to work with them!

FAQ

This is the first time I'm seeing your platform. Why should I trust you?

Our Planfix platform team gets most of our work through word-of-mouth recommendations from our direct users and business owners, without any social media advertisements. We proudly share our client testimonials, you can find them directly on the website :)

How much does it cost to work with your platform?

Support and staff training are included in the cost of all service packages, the only difference between the packages is the duration of the support period.

How much will it cost to migrate to your platform?

Data import is included in the cost of Plan B and Plan F service packages.

How long does the setup take?

It can take 2-3 business days to prepare and set up your account. At any given stage of preparation, you can join the process and control the work if you wish.

Why are you unique?

We do not simply sell software, we set up the perfect workspace for your company. Our product is built based on our experience of working with more than 30 Instagram stores.

If I don't have a website now, will I be able to connect it later?

Absolutely! When setting up your account, we will prepare all the necessary settings for receiving requests from the website in advance. In the future, the site can be connected whenever you need, and the setup will take practically no time.

How much do your services cost?

The cost of CRM integration varies depending on the service package. Every package price you see on our website is a one-time payment for our services that includes CRM integration and setup.After making a one-time payment, you will only need to pay a subscription fee for the CRM Planfix software product. The cost of the subscription fee for further use is calculated based on the number of employees who will work in the account. For additional details about the pricing, please refer to https://planfix.ua/prices/

If I need to make adjustments after the test period, who should I contact?

Usually we cooperate with the majority of clients even after the end of the test period on the terms of hourly service payments. These are set individually.

What directories are available in the system, and what information do they contain?

The system provides various types of directories that make it easy to expand your product line and scale your business without requiring developer assistance. You can effortlessly add new locations, sources of information, courses or events, types and packages of sessions, and even include potentially interesting directions for your clients.

How can you communicate with clients through the system, and what features does it offer for this?

Communicate with clients through their preferred channels, such as Facebook, Instagram, Email, WhatsApp, Viber, or Telegram. All messages from different platforms are collected in the Planfix Timeline, where you can instantly respond to the client. The reply will be sent to the channel from which the query originated. If a platform you need is missing, integration possibilities through open APIs allow you to connect with any tool.

How does the system assist with processing client requests and tracking their statuses?

The system supports efficient processing of client requests manually, semi-automatically, or fully automatically. You can easily create unlimited requests for different products or events using a convenient request planner. Automatically generate the required number of sessions/events for each request, simplifying the planning process.

Why choose us?

Uniqueness
Our solution stands out in the market
Our solution has no equivalents on the market.
We support customers and respond to requests in an average of 15 minutes
Experience
Planfix has been on the market from 2013, providing a reliable foundation for your personalized HRM/ATS system
IT Expertise
Our team has of experience in IT from 2018, working on various IT solutions for businesses, which gives us insight into the specifics of such products and effective operational management
Ease of Use
We've ensured that making any changes can be done without involving programmers
Platform for Building Your Own Management System
Planfix is more than just project and task management. It helps you create CRM, production management systems, employee workload management, and much more. It's a comprehensive system for managing your company, not just a collection of modules
Unique Tools
Planfix allows you to do what's impossible in other systems. Even basic features like recurring tasks or report builders in Planfix are implemented at a deeper level, providing more capabilities. The Planner, Chronicle, and Analytics make the system powerful and pleasantly surprise everyone who gets acquainted with Planfix
Planfix Helps You Work the Way You Need
Not how its creators imagined. You can use ready-made solutions or decide how it should work yourself. This freedom attracts our users, and thanks to it, Planfix literally grows with your company
A Unified System Where Everything Is at Hand
All departments and business processes in Planfix work with shared data, eliminating the need for manual data transfer and duplication. This streamlines work and reduces the likelihood of errors between departments and processes
Planfix Can Look Like Your Corporate Management System
In corporate colors, with your company's logo and menu items leading to your websites and services. This makes it the "main program" that your employees launch when sitting at their computers, increasing their engagement in the work process
Planfix Offers User-Friendly and Fast Apps for iOS and Android
Even when you're on the go, you'll have access to your projects, receive timely reminders, communicate with colleagues and clients, assign and complete tasks