KeepinCRM for a network of kindergartens

The client needed to organize the work with applications, parents, locations, and payments within a single CRM. Inquiries came from various channels - the website, social networks, messengers, telephony, and offline communication, so the team needed a unified logic for processing leads and supporting clients.

In KeepinCRM, they created a portal, set up a funnel from the first inquiry to the client status, added necessary fields to client cards, and structured data about the child, location, source of inquiry, interaction history, and payment. They separately connected the website, Ringostat, Instagram/Facebook, Telegram via E-chat, invoice templates, and banking logic for handling payments.

As a result, the team received a system where applications, communications, clients, invoices, and payments are gathered in one process. This simplified the work of administrators, brought more order to the processing of inquiries, and created a foundation for further work with branches, roles, and analytics.

Website: https://welovekids.ua/

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