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Customer Relationship Management (CRM)

Manage Interactions with Families

Your Procare CRM

Customer Relationship Management (CRM) is a method of managing your interactions with families, from the point of first inquiry up to and including enrollment at your center and even into the future.

With a CRM for your child-centered business, you can organize, automate and report on things such as how a family heard about you, who has recently taken a tour, who is on your waiting list, etc. You can contact people by phone or email and generate lists to keep track of families as they move through your enrollment cycle.

Inquiry to Enrollment

Using the built-in features of Procare’s Family Data software, it’s easy to handle CRM tasks, such as guiding potential new families from the inquiry stage to your waiting list, to pre-registered, and to enrolled.

You can manage enrollment status levels, like First Inquiry, Visited Center, Pre-Enrolled, Enrolled, and Summer Break. You may also track reasons a child may eventually leave your care, such as Moved Away, Graduated Program, Financial Reasons, Staff Conflict, etc.

Let Parents Register Online

Procare even offers an online wait list service, known as MyProcare, that allows parents to enter pre-registration information through your website or a link you send by email. Then, you decide when to import and enroll them.

Procare. Your Customer Relationship Management system.

CRM Global Tracking Items Screenshot CRM Enroll Status Screenshot

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Customer Reviews

Lynn
Saint Paul, MN

Procare has exceeded our expectations and I would highly recommend this to any preschool that is interested in streamlining billing procedures and having little to no collection efforts with tuition accounts!

Procare Software User Support

User Support - Our Job is to Make Your Job Easier

Our U.S.-based support team is dedicated to providing solutions, training and tools with the option of remote support technology to diagnose and repair your issues.

We also have an entire support website dedicated to helping you succeed with videos, articles, tips, live webinars and more.