CRM

In your online school, like in any LMS system on Softbook, there is a built-in section called “CRM System”. It consists of the following subsections: The “Contacts” subsection contains a database of contact information for your contacts. Here you can find information such as name, phone number, date of addition, and actions taken with them. […]

The CRM system of your online school on Softbook consists of several sections, and the first one is “Contacts”. This section contains information about people with whom you communicate prior to the moment of purchasing your products. Contacts can be created in two ways: With the appropriate settings, all contacts that appear in the “Sales” […]

The CRM system of your online school on Softbook consists of several subsections, and one of them is “Deals”. Deals are cards that contain information about completed and planned transactions at any stage of working with clients. The “Deals” subsection is designed as a ready-to-use kanban board with customizable stages that can be edited and […]

Your online school’s CRM system on Softbook consists of several subsections, and one of them is “Funnels”. Funnels represent the stages that make up the process of converting your leads into students, selling courses, or other educational products available in your online school. In the “Funnels” subsection, you will see a list of all your […]