Functions
Schedule
Keep a convenient appointment calendar. Filter it by week, day, employee, or branch. Visits can be edited, rescheduled, or canceled in one click.
Leads
CRM system for the sales department to track the status of leads. The manager will not lose a single client.
Employees
Add employees to the system by adding the information you need and setting up access rights. Register a personal account for an employee according to their role in the company.
Clients
Enter new customers into the system, where you can assign them to a branch, select a responsible employee, and bind a subscription. Group them according to their status. Provide access to your personal account.
Branches
The function helps to keep personal calendars and all records for specific branches. Now it will be much easier to keep track of each department.
Adaptive
Convenient adaptive for mobile phones, tablets, and PCs allows you to control all processes from any device and location.
Finance
Control business income and expenses, type of payments without leaving the CRM. Calculate employee salaries, expenses, and net income for the selected period.
Statistics
Comprehensive statistics on visits, customers in different time periods, and different destinations. Reports on payments, debts, and subscriptions.
Subscriptions
Customize services, payment types, and prices individually for your business. Link subscriptions to customers.
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Voopty - Ukrainian CRM for educational institutions
The main function of the Voopty CRM system is to automate work, improve the quality of service and the company’s bottom line. The CRM is implemented in order to standardize the work of employees, streamline the company’s operations, and prevent the loss of customers.
The Vupti CRM system allows you to receive reports on the state of affairs, facilitates the organization of work and administration processes. At the same time, it increases the completeness of coverage of activities and reduces the amount of routine work. In particular, the CRM of the Vupti system can be used to control
– scheduling and record keeping – there is a convenient attendance calendar for this;
– for an online school: group and individual classes;
– creating a file of customer and student cards;
– personal access to the employee’s office;
– personal accounts of students;
– reports on new clients and those who have left;
– ensuring the reliability of important data storage;
– organization of work with branches, if necessary;
– setting up different access rights for employees.
Voopty CRM functionality is being improved and regularly updated with new features. It is a kind of electronic journal for a large number of businesses.
With Voopty’s functionality, you don’t need to worry about:
Collecting information and keeping track of customers
The CRM system records all information about the client’s interaction with the company. The program allows you to record customer birthdays, visit history, payment history. And, of course, full automatic customer accounting
Planning and analysis
Among the important functions of the Voopty CRM system, it is also worth noting the ability to collect data on all company processes. With Voopty, you can track problems in the organization of the company’s current processes, for example, find out that an online Ukrainian tutor has too much workload and should distribute students to other teachers.
Voopty has the necessary reports and analytics. With Voopty, it is much easier to analyze processes, develop business, and calculate employee salaries.
Personnel management
After the implementation of the CRM system, the manager gets the opportunity to track the activities of each employee of the company, and managers can plan their work.
The head of the company can check the statistics of the department or each employee at any time and assign new tasks.
Time management – a convenient calendar for scheduling visits
Among the functionality of the Vupti CRM is a calendar that is used to keep track of visits scheduled for a specific period. All scheduled lessons or other visits will be automatically added to the calendars of your students and teachers.
The task calendar will help you plan your week and avoid feeling overwhelmed. By adding new tasks, you will have a complete overview of your plans for the day or week.
Excel spreadsheets and complex CRM systems are no longer relevant, with the Wupti CRM system interface, you can plan and organize your workflow very easily.
There is also an option to integrate with Google Calendar.
How Voopty CRM helps your business:
– Manage the workload of employees – for example, you can analyze how many hours a teacher or online tutor works, how many students they have, and more easily and clearly calculate salaries for part-time or full-time specialists.
– Maintain financial statements, conveniently analyze income and expenses, no matter how students make payments – separately for each lesson or pay in advance
– Check all information about clients in their personal accounts, monitor payments and active schedules. In the personal account, you can put a client on hold, in which case the lessons for a specific period are automatically removed from the calendar and you don’t have to enter everything manually.
– Simplify all paperwork in the school, optimize time and resources for administration.
Group and individual visits
You can set up individual visits in the Voopty CRM schedule. In addition, it is possible to set group sessions. You and your employees can keep track of all visits and monitor the activity of customer visits.
Creating your own website and Voopty CRM database
You can create your own landing page on Voopty. Clients can make an appointment with you through your page automatically or leave a request and have you contact them – it will be as you set it up.