Month: December 2024

In today’s world, effective time management is a necessity. It is an axiom among managers and directors who strive to save as much time and effort as possible while automating all critical processes in the best way. For educational centers and online schools, automatic reminders and notifications have become indispensable tools. Thanks to the Voopty CRM system, you can significantly enhance the productivity of teachers, administrators, and students.

Voopty is more than just a CRM for business management. It is a specialized CRM/ERP system designed specifically to meet the needs of educational institutions. It helps efficiently control all processes, including through features like automatic reminders and notifications.

Step-by-Step Guide to Setting Up Automatic Reminders and Notifications in the Voopty CRM System:

1. Log in to the Voopty platform using your username and password. If you are a new user, please register.
2. Navigate to the CRM system section called Mailings. This section can be found in the main menu on the left by clicking the three horizontal lines.
3. In the Mailings section, you will find two subsections — Mailings and Reminders.
4. After selecting one of the subsections, explore all available options and determine which notifications are needed for specific situations:
   • Mailings: This subsection allows you to create and automate bulk mailings for students or their parents. For example, you can notify them about important events at the educational institution or upcoming school holidays. This can be set up for students from the My Clients section or for leads in the Client Acquisition and Retention section. For better understanding, watch the video tutorial on mailings on our YouTube channel.
   • Reminders: This subsection is specifically designed for setting up personal reminders. You can configure triggers for automatic notifications based on your needs. For instance, reminders for upcoming lessons, overdue payments, or expiring subscriptions. Reminders can be set for both teachers and students, with options to choose the timing — from 1 to 24 hours before the event. More information about the setup is available in the video tutorial on reminders.
5. In the Voopty CRM system for educational institutions, you can select different channels for sending reminders:
   • Email
   • Telegram/Viber bot
     This depends on the information stored in the teacher’s or client’s card, such as an email address or phone number (provided the recipient is subscribed to your institution’s chatbot).
6. After completing the setup and verifying its accuracy, activate the feature and test it. Send a test notification to ensure everything works correctly.

Benefits of Automatic Reminders and Mailings:

• Improved student discipline: Regular reminders about lessons and assignments help students stay organized and avoid absences.
• Increased efficiency for teachers and administrators: By automating routine processes, staff can focus on more critical tasks.
• Enhanced communication: Thanks to multichannel notifications, messages reliably reach recipients, whether via email or chatbot SMS.
• Full integration with other modules: Voopty synchronizes notifications with schedules, financial data, and tasks, ensuring seamless system operation.

Automatic reminders and notifications in the Voopty ERP system help maintain student discipline, optimize the routine work of teachers and administrators, and improve communication among all participants in the educational process. With integration into schedules, financial modules, and tasks, Voopty ensures complete control over all processes.

CRM systems have become an integral part of modern business operations.
Their main purpose is to organize customer relations, optimize internal processes, and improve team efficiency, as employee comfort is crucial for business success.
The Voopty CRM system is a convenient, flexible, and functional tool, perfectly suited for small and medium-sized businesses.

Why is Voopty the Perfect System for Your Team?

Convenience and Intuitiveness.
Voopty is designed to help users navigate the interface quickly, even if they’ve never worked with CRM systems before. Its ease of use reduces the time required for employees to adapt.

Customization Flexibility.
The system allows you to tailor functionalities to the specifics of your business. You can add new fields, create automations tailored to your needs, and integrate the system with other services, such as Binotel telephony or payment systems like WayForPay, LiqPay, and Stripe.

Voopty Support.
Voopty provides quality customer support via Telegram and video meetings on Google Meet. This ensures prompt and effective resolution of any issues and smooth implementation of the system.

How to Properly Prepare Your Team to Work with Voopty?

Assess Your Business Needs.
Before implementing Voopty, it’s essential to identify the tasks the CRM system should address. For instance, it could be organizing a customer database or automating reporting. These and many other requirements are met by Voopty’s extensive functionality.

Employee Training.
The Voopty CRM team offers several support options:

• Telegram Support Chat: If you have questions, the Voopty team will quickly respond in the Telegram chat, help you set up your account, and explain all the principles of using Voopty.
• Google Meet Video Meetings: If your team needs detailed visual explanations, Voopty specialists will organize a meeting where they will demonstrate step-by-step how to use the CRM system.
• YouTube Training Videos: The Voopty YouTube channel provides setup tutorials and video-format answers to the most common customer questions.

Implementation Stage.
We recommend creating a Voopty account and using the “14-day free trial” to set up the system according to your business needs with your team’s help. This will help identify gaps in understanding the system and make necessary adjustments from the very start of using Voopty.

The Voopty CRM system is an excellent choice for businesses seeking convenience, automation, and efficiency. Thanks to high-quality, continuous support via Telegram chat, Google Meet video meetings, and YouTube training materials, your team will quickly master the system, and your business will operate more productively.

Modern businesses need convenient and quick solutions to work with clients.
One such tool is the creation of landing pages—single-page websites that serve as a point of interaction with clients. Voopty CRM offers a built-in landing page creation feature included in the subscription price. This allows businesses to launch user-friendly websites for collecting applications, reservations, and client information without additional costs.

What is a Landing Page in Voopty?

A landing page in Voopty is a public webpage created without requiring additional specialists like programmers or designers. This tool effectively addresses needs such as attracting new clients, presenting company services, enabling online bookings, and processing applications.

Key Features of Voopty Landing Pages

Voopty CRM landing pages allow you to include essential information on your website to attract clients:

• Contacts and Location. Provide potential clients with information on how to find you or contact your team.
• Service Pricing. Add a price list to the public page so clients can immediately see your business’s service costs. Detailed instructions are available in a video.
• Group Booking. Voopty enables you to set up a booking function for available time slots, especially useful for educational or service-based businesses. Details on configuration are in the video.
• Client Testimonials. Showcase positive feedback on the public page using Voopty CRM features.
• Automatic Lead Transfer to the CRM System. Applications submitted through the landing page are automatically sent to the “Client Acquisition and Retention” section in Voopty CRM, enabling your team to process them efficiently. Instructions are available here.

Step-by-Step Guide to Setting Up a Voopty Landing Page

STEP 1. Create a public page in the “Public Information” section. A helpful video guide is available via a link.

STEP 2. Fill in basic information, such as the company or school name, description, contact details, and add a logo and background for visual appeal. Optionally, include client testimonials and links to your company’s social media pages.

STEP 3. If necessary, enable online bookings for classes. In the “Courses and Groups” section, select the group to display on the site and toggle the “Time Slots Available for Booking” option. Once configured, clients will be able to select a course and book their preferred time directly on the public page.

A landing page in Voopty is a powerful tool to help your business attract more clients and optimize internal processes. Leverage Voopty’s training videos and support team to create your ideal public page.