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Ratings and Reviews 0 Ratings
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monday sales CRMLeveraging the adaptable low-code/no-code platform of monday.com, WORK OS, the monday sales CRM offers a fully customizable solution that enables business owners and sales teams to efficiently oversee all facets of their sales cycle and customer information in a singular, centralized system. Users can effortlessly capture leads from various sources, manage contact information with ease, and monitor the status of every deal, ensuring that no potential opportunity is overlooked. With the ability to create tailored dashboards, teams can confidently analyze their data and gain a comprehensive view of sales activities and performance, allowing for the optimization of processes or strategic adjustments without requiring IT knowledge. The monday sales CRM significantly reduces hours spent on repetitive tasks by automating manual processes through no-code solutions and seamlessly integrates with existing tools used by sales teams. Additionally, it supports the nurturing of client relationships by facilitating the management of post-sale activities, including onboarding and project oversight, while allowing for the effortless generation of personalized invoices and quotes. In contrast to conventional CRMs, monday sales CRM stands out as an exceptionally user-friendly platform, ensuring that sales teams are equipped with a CRM they genuinely enjoy using, thereby enhancing overall productivity and engagement. Moreover, the system's flexibility ensures that it can evolve alongside the changing needs of the business.
What is Vela CRM?
Vela emerges as a powerful and versatile customer relationship management system specifically engineered for the tuition industry. Built from the foundation to meet the requirements of top tuition companies worldwide, Vela facilitates the simplification of operations, improves efficiency, and removes the reliance on separate systems, unwieldy spreadsheets, and complex integrations. With Vela at your service, you can adeptly manage your daily tasks, oversee billing and invoicing, produce in-depth reports, and much more. It offers thorough monitoring of leads throughout their entire lifecycle. Furthermore, it provides real-time calculations of expenses, profits, and margins while automating a variety of tasks and document generation. This level of automation allows your team to focus on the most valuable leads and effectively coordinate their daily responsibilities, leading to increased productivity. Additionally, the extensive capabilities of Vela guarantee that every facet of customer relationship management is effortlessly consolidated into a single, intuitive platform, ensuring a seamless user experience from start to finish. Such integration not only enhances operational flow but also fosters stronger relationships with clients.
What is TADS Tuition Management?
The Business Office oversees a range of financial tasks, such as managing tuition and incidental bills, processing different payment options, and ensuring these transactions align with the general ledger. By utilizing TADS Tuition & Billing Management, you can automate your workflow, improve accuracy, and facilitate follow-up communications with families effortlessly. This not only saves valuable time in your busy day but also allows for more efficient management of administrative duties. Offering families options that meet both your institution's requirements and their needs can make private schooling more accessible and contribute to a more varied student body. With TADS Tuition Management, you have the capability to customize tuition agreements to address your school's specific objectives and the unique situations of each family. Individual agreements can be tailored for each child, providing significant flexibility in the billing process. By streamlining your billing operations, you enhance both accuracy and efficiency, which in turn enables your administrative team to dedicate more time to nurturing relationships with families, even when it comes to financial discussions. Ultimately, this approach cultivates a more supportive atmosphere that positively impacts all stakeholders involved, fostering an inclusive educational community.
Integrations Supported
Additional information not provided
Integrations Supported
Additional information not provided
API Availability
Has API
API Availability
Has API
Pricing Information
$25 per month
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Vela
Date Founded
2014
Company Location
United Kingdom
Company Website
www.velacrm.com
Company Facts
Organization Name
TADS
Date Founded
2002
Company Location
United States
Company Website
www.tads.com/product/tuition-and-billing-management/
Categories and Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Categories and Features
Child Care
Billing & Invoicing
Calendar Management
Check-in / Check-out
Child Care Center
Daily Reports
Employee Management
Food Program Records
For Preschools
Home-Based
Immunization Records
Lesson Plan Management
Mailing List Management
Menu Planning
Online Registration
Parent / Child Records
Parent Portal
Payment Processing
Photo Gallery
Text Messaging
Volunteer Management
Wait List Management
School Accounting
Accounts Payable
Attendance Management
Billing & Invoicing
Budgeting & Forecasting
Class Loading
Fixed Asset Management
For Private Schools
Fund Accounting
General Ledger
K-12
Payroll Management
Purchasing