Complete Student Profiles with Parent Linkage, Communication & Fee Tracking
A 360-degree view of every student and their family. Our CRM module connects student records, parent profiles, communication history, fee accounts, and academic performance into one unified platform — so you never lose track of any detail.
Every student record is a comprehensive profile that captures personal information, academic history, enrollment details, medical conditions, emergency contacts, and custom fields that you define. The CRM supports multiple enrollment types — regular, part-time, weekend, and short-term courses — with automatic archival of graduated or withdrawn students while preserving their complete history for future reference.
Student profiles are linked to their parent/guardian records, enabling a family-level view. A single parent can be linked to multiple children, and the system automatically merges communication preferences across siblings. This means when a parent updates their phone number or email, all their children records are updated simultaneously — no more disconnected data silos.
The CRM automatically logs every interaction between the academy and the family — emails sent, SMS delivered, phone calls (when manually logged), meeting notes, and fee payment reminders. This creates a complete audit trail that teachers and administrators can reference during parent meetings, ensuring every conversation is informed by complete context.
The built-in broadcast messaging engine allows you to send targeted communications to specific segments — all Class 5 parents, students with outstanding fees, students who missed an exam, or the entire academy. Messages can be sent via email, SMS, or push notification, with delivery tracking and read receipts where supported.
Each student profile includes a complete fee account showing all invoices generated, payments received (with receipt details), outstanding balances, and payment history. Parents can view their fee dashboard through the Parent Portal, download receipts, and see upcoming due dates. The CRM integrates with the billing engine to automatically generate invoices at the start of each billing cycle and send reminders before due dates.
For academies using the Multi-Currency Billing module, the CRM displays fee information in the parent's preferred currency with real-time conversion rates. Partial payments, installments, and scholarship adjustments are all tracked at the student level, giving a precise view of each family's financial standing with the academy.
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