CRM Views
See client relationships at a glance.
Manage everything from sales pipelines, customer engagement, and orders with ClickUp's 10+ highly flexible views. Easily track and manage your accounts on a List, Kanban Board, Table view, and more.
![views graphic (2).png](https://images.ctfassets.net/w8fc6tgspyjz/35MPdM1zxhZr23Ca2juL78/a412b02b3e209319a779682cfb92dac4/views_graphic__2_.png)
Gantt Charts
Revolutionize your school's organization with ClickUp's customizable CRM system designed specifically for educational institutions. Streamline communication, track student progress, and boost productivity all in one platform. Say goodbye to scattered data and hello to a centralized solution with ClickUp for Schools. Sign up now to transform your administrative processes.
Free forever. No credit card.
CRM Views
Manage everything from sales pipelines, customer engagement, and orders with ClickUp's 10+ highly flexible views. Easily track and manage your accounts on a List, Kanban Board, Table view, and more.
Forms
Streamline your intake process, organize response data, and automatically create tasks with custom branded Forms powered by conditional logic.
A CRM provides a centralized database for storing student information, including contact details, academic records, attendance, behavior reports, and communication history. This eliminates the need for multiple spreadsheets or systems, ensuring that all staff have access to up-to-date information.
CRMs can automate communication with parents through features like email templates, messaging systems, and scheduling tools. This ensures that important updates, event reminders, progress reports, and other communications are sent out in a timely and consistent manner.
CRM systems can streamline the enrollment process by tracking inquiries, applications, and admissions status. They can also provide insights into enrollment trends, conversion rates, and areas for improvement, helping schools optimize their recruitment efforts.
By tracking student interactions, participation in extracurricular activities, academic performance, and feedback, CRMs can help identify at-risk students or those in need of additional support. This proactive approach enhances student engagement and overall academic success.
CRMs can maintain a database of alumni contacts, track their engagement with the school, and facilitate targeted outreach campaigns. This helps schools build and nurture long-term relationships with alumni, encouraging support for fundraising initiatives and networking opportunities for current students.
Key features and benefits of using CRM software for schools include improving student engagement, enhancing communication with parents, streamlining administrative tasks, centralizing student data, and enabling data-driven decision-making for academic success.
CRM software can help schools improve student enrollment and retention rates by enabling personalized communication, targeted outreach, and data-driven insights to enhance engagement and support throughout the student lifecycle.
CRM software streamlines communication between teachers, parents, and administrators in a school setting by providing a centralized platform for sharing updates, progress reports, scheduling meetings, and addressing concerns efficiently.