Second part of the CRM module is communication tracking and email/SMS blast tool. Email/SMS integration is used to send out reminders (e.g. payment reminders, renewal reminders), alerts (e.g. course start alert, package expiry alert, birthday promotions etc.) as well as ad hoc marketing communication.

	Student Profile	name, birthday, address, objectives for joining the course, signup source, etc
	Parents/Guardians information	multiple parents/guardians information, family history, siblings
	Communication tracking	track any major/important communication between school and parents or students for future reference
	Mass Emails	communication tool to be used to blast important message via email to members (e-newsletter, promotions, etc.) or auto emails blasted out as reminders/alerts (birthday email, course expiry reminder, renewal reminder, etc.)
	Mass SMS	communication tool to be used to blast important messages via SMS to members (reminders, alerts, promotions, etc.), parents or students can also reply the SMS, which is then stored in the system for reference and response management

CRM Module Menu:

Parents Database – Summary Screen:

Parents Database – Detail Screen:

Students Database – Summary Screen:

Multiple Students can belong to one parent:

Student – Membership Info:

Student Detailed Info screen – history of all classes/courses attending/attended

Communication Summary Screen

Communication Detail Screen

Sample Mass SMS

Sample Mass Email

Example of Mass SMS/Email Filtering Criteria

SMS Notifications

Sample Email Notification

	Registration	quickly register new student/parent to process a sale. Allow parents/guardians to update additional info using tablets.
	Sales Process	manage different types of sale – from registration/membership fee, through course sales, merchandize to services (e.g. birthday parties)
	Course Sales	handle different types of classes – free classes, trial classes, packages, promo bundles (e.g. 2 different packages, family packages, any class packages, etc.) Auto renewals for ongoing classes.
	Payments	process returnable deposits, split/partial payments, discounts, payment by vouchers. Generate and auto-email/SMS statement of accounts, payment reminders, etc.

POS Module Menu

POS – Summary Screen

POS – Daily collection summary

POS – Simple interface for processing of new sale

POS – Sales interface with advanced options

POS – Receiving payments (including split payments)

POS – Sample of receipt printout

POS – Quick registration of new students

	Daily Attendance	monitor daily attendance of students, future bookings, upgrades, make-up classes, expiry of packages. Easily reschedule students to different days or different classes.
	Course Schedule	create and organize schedule of classes – generate lessons for subjects/courses with timing, teachers, assistant teachers and rooms assigned. Timing can be once a week (e.g. for Monday 10am class) or multiple times a week (e.g. for class to be attended every Monday and Wednesday). Set maximum capacity for classes to avoid overbooking.
	Teachers Management	monitor teachers schedule and class load. Generate weekly schedule. Generate reports such as attendance per teacher, sales by teacher, etc.
	Dashboards and Reports	System provides daily/weekly class summary to see which classes are fully booked, which still have available places. Attendance can be viewed per student (summary of all classes student is signed up for), per class (summary of all bookings/attendances on different days), daily (all classes and their bookings/attendances per day) and many more.

Attendance Module Menu:

Daily Attendance Management Screen

Sample of attendance sheet printout from the above screen

User can quickly re-schedule student

User can update student’s attendance by clicking the icon

Teacher can close lesson after attendance update is complete

Lesson status will get updated accordingly

User can check each student’s attendance under his/her profile

A report can be printed out

User can re-schedule student from this screen

Lessons summary screen

Lessons attendance summary screen

	Products Management	easily define and categorize all products and services with categories, classes, units of measure and pictures. Use bar codes and QR codes for input/output. Define different price lists for various suppliers or customer groups. See product availability across multiple stock locations within a warehouse or multiple warehouses.
	Purchasing	integrate full process from purchase orders, through product receipts to vendor invoices. Or just process the received stock and don't worry about the rest. Keep the process as simple or as complex as you need. Easily monitor items with low stock level and generate orders to suppliers. Monitor passed sales trends, unreceived purchases, purchase price changes to make better ordering decisions.

Products Module – Menu

Products Database – Summary

Product Detail

Product Prices

Stock Receipts – Summary

Stock Receipt – Detail

Stock Transactions – Summary

Stock Locations

Part of the admin set up is users management which allows users to be set up with definable access level/roles, access to a single or multiple branches. Admin can also set up overall system security settings such as required password strength, inactive session time out, inactive accounts lock out, password reset period, etc. Important part of security is audit log – any changes in the system are logged here – so it’s easy to check who changed/removed what, at what time, what was the original value and what is the new value set.

	Drop Downs	easily change or create new values for any drop down in the system – from contact categories, objectives or signup sources in CRM, through courses, subject categories, subjects in attendance module to packages, course prices, payment types, discounts, membership types, invoice remarks in sales module
	Public Holidays / Term Breaks	define your off days or term breaks. The system will skip those days when generating lesson bookings and disallow manual bookings
	User Management	assign users access level, access to one or multiple branches, define system wide security settings and monitor user activity through audit log

This module is closely linked to other modules in which some of the Accounting transactions are being processed like POS Sales, Generating Invoices and Closing Cash under Sales module.

Complete Accounting Module is available and can be purchased at extra cost, if required.

Accounting module consists of the following:

• Closed Cash Archive  – summary view of all Closed Cashes with detail breakdown by type of payment received for easy reconciliation purposes. User can also print Closed Cash Report for checking.
• Payments Module – this module consists of both AP/AR payments. AR payments are automatically created when sales transaction is handled via POS interface and saved here for reference and tracking. User can also create AP Payment from here is required