brightwheel

[For Admins] Learn about brightwheel CRM to seamlessly manage your leads, tours, and waitlists.

What is brightwheel’s Customer Relationship Manager (CRM)

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Manage enrollment from first inquiry to future openings, all in brightwheel.

brightwheel CRM (Customer Relationship Manager)

[For Admins] Learn how to set up CRM by building message templates, forms, and tours.

Getting started with brightwheel CRM

[For Admins] Learn how to customize the emails brightwheel CRM sends to families.

Customize and manage CRM message templates

[For Admins] Learn how to customize and share your CRM enrollment forms and packets.

Set up CRM lead forms

[For Admins] Learn how to set CRM tour availability.

Set up CRM tour availability and settings

[For Admins] Learn what types of notifications you'll receive with CRM.

CRM notifications

[For Admins] Learn how to request a fee from a lead, such as a tour fee, and track whether it's been paid.

Request payment from families in CRM

[For Admins] Learn how to move your recent prospects and waitlist to brightwheel CRM and what changes when you migrate.

Migrate to brightwheel CRM

CRM setup

[For Admins] Learn how to add leads, customize your leads view, and use the lead drawer to edit student details.

Add and manage leads in brightwheel CRM

[For Admins] Learn how to move families through your enrollment pipeline, send stage emails, and enroll a lead.

Move leads through your CRM pipeline

[For Admins] Learn how to add families to your waitlist, reorder them and enroll them when a spot opens.

Manage your waitlist in brightwheel CRM

CRM pipeline management

[For Admins] Learn how to forecast open spots and availability, schedule transitions, hold spots, and fill openings from your waitlist.

Forecast open enrollment spots and availability

[For Admins] Learn how to schedule enrollment transitions due to schedule changes, program/room transfers, and withdrawals.

Schedule and manage enrollment transitions

[For Admins] Learn how to hold a spot for a family who is still deciding, so the spot is removed from your enrollment forecast.

Place enrollment holds

Know who wants a spot, see where you’ll have room, and keep classrooms full.

Enrollment forecasting 

[For Admins] Learn how to view upcoming tours, mark a tour complete or a no-show, reschedule, postpone, or cancel a tour.

Manage tours in brightwheel CRM

CRM tours

Create a custom design with text, images, and links

Brightwheel Website

Early Education Resources

Blog

Purchase Experience Curriculum

Additional Resources

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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