Parent Support for Coding & Robotics Schools Planfix CRM and Project Management System

Parent Support for Coding & Robotics Schools

Respond faster across chat, email, and calls. Show progress with proof and keep families informed and loyal.

Unify Parent Communication — Parent Support for Coding & Robotics Schools

Unify Parent Communication

Route every message into one governed workflow with auto triage, SLA timers, and an audit-ready timeline. Capture email and messenger requests as tasks and keep the full history in one place.

Email to Ticket

Turn inbound emails into tasks with rules, owners, and SLAs applied automatically at intake.

Channel to Task

Capture WhatsApp or Telegram messages as tasks and keep conversations structured and searchable.

Client’s Dashboard

Share progress, files, and messages with parents in one secure place with no extra logins.

Planner Board with Rules — Parent Support for Coding & Robotics Schools

Planner Board with Rules

Run one queue for coordinators with conditional lists. Drag cards between lists to update owners, priorities, or statuses automatically—no copy-paste or manual edits.

How It Works

Show Value Fast

How It Works — Parent Support for Coding & Robotics Schools

How It Works

Capture and classify inquiries with auto triage and SLA timers.
Pull progress and attendance without switching systems.
Reply with templates and personalize from contact fields.
Escalate to teachers or finance using subtasks and mentions.
Set intake rules
Show Value Fast — Parent Support for Coding & Robotics Schools

Show Value Fast

Share a progress update via Client’s Dashboard in minutes.
Drag a card across conditional lists and watch fields update.
Start SLAs and ownership on day one—no heavy setup.
Use the dashboard
Track Work and Outcomes — Parent Support for Coding & Robotics Schools

Track Work and Outcomes

Use data tags for time, feedback, and finance. Build live dashboards and reports for satisfaction, response times, and renewals. Keep audit-ready records for every case.

Data Tags

Log time, feedback, and finance as first-class records usable in reports and automation.

SLAs & Reminders

Use timers and reminders to meet response targets and prevent missed parent follow-ups.

Speech Notes

Record calls, add speech-to-text notes, and analyze outcomes alongside case timelines.

Quick Wins on Day One — Parent Support for Coding & Robotics Schools

Quick Wins on Day One

Enable email to ticket and messenger capture. Start SLAs and ownership immediately. Share your first progress update via Client’s Dashboard in minutes.

Faster First Response

Auto triage routes new inquiries instantly with SLA timers and clear ownership for coordinators.

Consistent Updates

Reply with templates and keep the full thread, files, and approvals inside the same task.

Executive Visibility

Dashboards show satisfaction, volumes, and MTTR trends for peak enrollment and renewals.

Remove Roadblocks — Parent Support for Coding & Robotics Schools

Remove Roadblocks

Unify scattered channels with email and messenger intake. Align messaging using templates and the Client’s Dashboard. Replace manual reporting with data tags, calculated fields, and dashboards for live KPIs.

Objects

Model Students, Groups, and Enrollments with status rules and dedicated fields for education work.

Directories

Store pricing, discounts, and add-ons. Feed invoices, approvals, and reports without spreadsheets.

AI Agents

Summarize threads and extract details into fields to speed updates and reduce coordinator effort.

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