woman on phone while using crm+

7 Reasons Why You Should Make the Switch to CRM+…and 1 Reason Not To

By Sierra Rossing on Jul 1, 2021 9:12:55 AM

The cat’s out of the bag. CRM+ is here and ready to make you fall in love with marketing automation all over again. But that’s not the only reason you should make the switch to our new, advanced CRM system. We’ve detailed 7 reasons why we know you’ll love the platform and 1 reason why you may not... we know, scandalous!

1) New, Easy-to-Use Interface and Navigation

First, CRM+ is specifically designed to organize your family information, leads, and communications across all your centers—in one place. Talk about ease of use!

You can quickly and easily switch views between corporate, regional, and individual centers so that you remain up to date with your team's performance and your prospective families no matter where you are. Not to mention, you can open multiple tabs at once to stay on top of all your daily activities (we see you, multi-taskers!).

2) New Home Screen Dashboards  

The new home screen dashboards are more than just easy on the eyes. They offer real-time updates about the performance of your center, such as enrollment revenue in your pipeline, the number of leads who are scheduling tours, completing tours, and those families who are registering or waitlisting.

3) Custom Reporting Capabilities   

CRM+ offers custom reporting tools that are sure to blow your socks off! Say ‘goodbye’ to downloading multiple excel files and spending your valuable time manipulating the data into pivot tables, charts, and graphs. You can now visualize your data in whatever way works best for you at the click of a button.

4) Partner Marketplace for Easy Integrations  

Use the Partner Marketplace to connect your current software tools and browse for new ones. Generate more leads with integrations to childcare listing platforms, such as Winnie, Kinside, and Care.com. Leads are automatically integrated into CRM+ for follow-up. Plus, integrate with management systems to keep records accurate and eliminate manual data entry. 

5) New, State-of-the-Art Template Editor  

It’s really as simple as it sounds. With CRM+’s drag and drop editoryou can easily create beautiful emails with block modules that you can actually drag and drop into your email template. But wait, there’s more...These modules are all editable, allowing you to change the color, style, size, and location to fit your brand. 

Plus, you can build templates for more than just desktops. You can create designs for tablet and mobile views so that your outgoing email communications are easy for parents to read on their cell phones and iPads 

Whether you want to send videos, images, documents, or simple message communications, you can do it all with CRM+. Save time by uploading your files into the system and storing them for future emails.

6) An Audit Trail to Keep You Organized

CRM+ features an Audit Trail that, when activated, displays content and system behavior in a table. In layman’s terms, an Audit Trail is a register of actions, events, or activities associated with a contact within CRM+. It can be related to creation, modification, or deletion of records.

Most importantly, audit trails can help your organization by:  

    • Giving you a big picture of your center’s business  

    • Helping you troubleshoot issues  

    • Cutting down on duplicate communication efforts 

This combined with our refer and transfer, communications, and activity tracker features provide you with more insight than ever before! 

7) Custom Statuses to Suit Your Workflow  

Just because we like you, we wanted to make things even easier and more customizable. So, in CRM+, we’ve included Custom Statuses. With this function, you’ll be able to:  

  • Rename statuses to suit your workflow  

    • Make changes to the status names to suit your center’s workflow. Personalize each status based on how families move through the enrollment process. 

  • Remove unimportant statuses to simplify your lead funnel  

    • Keep it simple! We’ve made it easy to remove steps in the funnel that do not serve your center’s enrollment process. 

  • Add custom statuses in between other statuses to align CRM+ with your real-world workflow  

    • Know exactly where families are in the enrollment funnel by adding all the steps that families go through prior to enrolling with your center. 

And finally, 1 reason not to make the switch to CRM+...

You should NOT make the switch to CRM+ if you don’t like streamlined, customizable, updated software that makes it easier for you to get more leads. But let’s be honest, we all know that you do! 

So, what are you waiting for? Click here to request the switch to CRM+; and don’t worry, we’re here to help.

Make the Switch


ChildcareCRM Customer Resources  
Get Started with ChildcareCRM as a New User 

To learn more about CRM+ and how it can help you stay connected to parents and optimize your enrollment, schedule a demo with one of our Solutions Consultants. 

Sierra Rossing

Written by Sierra Rossing

Sierra Rossing is experienced in Content Marketing with a proven track record in marketing strategy, graphic design, copywriting, and social media management. Sierra attended the University of North Texas where she graduated with a Bachelor of Arts in Communication Studies and a minor in Spanish. Sierra is passionate about helping to grow companies and guiding them as they build their brand and establish their marketing message within their desired marketplace.

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