AI CRM is a CRM for schools that fills itself: every parent, guardian or prospective family who calls, chats, writes or fills a form becomes a contact, with the whole story on one record. Admissions inquiries move through stages you can rename, and the office keeps the decisions only a person should make. It is not the student record.
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Contacts
Everyone who leaves a name with an e-mail or a phone lands here with where they came from and their status; imported lists wait in their own tab.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Add a field for the grade a child is entering and the school of interest.”
Lisa“I'm adding two fields to every contact: grade entering, a choice, and school of interest, a choice. Apply?”
You talk. Lisa sets it up. Applied only on your yes.
How K-12 Schools use it
In the enrollment CRM for private schools, the director asks in plain words which toured families went quiet for a week, and Lisa reads the list.
A father who called twice and chatted once appears as one contact, with both calls and the chat on his timeline.
A family asks to stop the admissions mail; Lisa pauses all marketing to them, and a reply typed by hand still goes out.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI CRM does, for every business ›
Works withAI PhoneAI WebchatAI Web FormsAI DemoAI QuotingAI BookingAI Follow-upAI TicketsAI Returns & WarrantyAI Calls TranscriptsAI Marketing
One record
A name with an e-mail or a phone given on a chat, a call, a form or an e-mail becomes a contact, with where it came from.
Calls, chats, e-mails, forms, quotes and tasks on one timeline, newest first, so the registrar sees what the family already asked.
One press and Lisa writes a one-page brief: who the family is, what they asked, what was sent and what to say next.
The time zone comes from the country, so a family abroad receives the AI's e-mails between seven in the morning and seven at night their time.
Set-up
Every call, chat, form or e-mail that gives a name lands in Contacts and Leads from the first morning; a list you import waits in review.
Tell Lisa the kinds your school uses, such as parent, guardian and feeder preschool, and she fills the settings before you apply.
Keep the deal stages or rename them for admissions, and add fields of your own: text, number, date or choice.
Run it free for 7 days with no credit card and read every contact it captured and every inquiry it opened.
Questions & answers
No. Grades, attendance and official enrollment stay in your student information system. AI CRM keeps the front-office side: conversations, tours, inquiries and requests, the part that usually lives in notes and voicemail.
By talking to the school. In a family CRM for schools, anyone who gives a name with an e-mail or a phone on a call, a chat, a form or an e-mail becomes a contact by themselves, with the source on the row; anonymous chats stay out of the list.
Yes. Rename the deal stages to your own, such as inquiry, toured, applied and enrolled, and view them as a board or a list. A deal opens when a family asks for the virtual open house or a tuition quote, and only a person marks one lost.
Managers only, and every export is logged with its author. Imported lists wait in Import review until someone accepts them one by one, and imported contacts are never auto-called.
Yes. Parent, guardian, feeder preschool, community group or vendor: you name the kinds of contact your school needs, and lead notes tell the AI what to say in every mail it writes to them.
Keep exploring
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for K-12 Schools ›
Easy setup
Answers & books
Sells
Helps your team
Included
Award-winning AI
REAL AI - the whole Front Office is AI, not old software with an AI button.
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