Lost leads
Instagram, site, referrals — leads scattered. Manager forgets to call back, lead goes cold.
CRM FOR LEARNING CENTERS
Planfix for online schools and learning centers
Students, groups, payments, schedule, homework, Zoom and messenger integrations.
Free consultation
5 pain points of a learning center
Student tracking
Who came to a trial, who paid, who attended 5 of 10 classes — all in Excel.
Payments
Manual payment control: paid or not? Lost revenue.
Parent communication
Newsletters about holidays, payments, concerts — copy into each messenger. Time loss.
Performance analysis
Which course is more profitable? Which teacher retains most students? — Unknown.
How Planfix + n8n solves it
Lead pipeline
Instagram inquiry → bot → Planfix. Auto-reminder to manager: «call back in 10 min».
Student card
Parent contacts, group, payments, attendance, progress — all in one card.
Payment control
Monobank/LiqPay/WayForPay integration via n8n. Payment → auto-status «Paid».
Mass communication
Segments: «Not paid this month», «Missed 3 classes» → auto-mailout in Telegram/Viber.
Analytics
Course profit dashboards, student acquisition, teacher retention.
What exactly we set up for a learning centre
In education money leaks in two places: the lead that never reached a trial class, and the student who quietly stopped coming. The system is built around those two points.
Student card
Course, group, schedule, payments, attendance and the history of communication with parents in one place instead of the administrator's notebook.
Groups and schedule
Classes, teachers, rooms or online links. You see where seats are free and where it is time to open a new group.
Payments and packages
How many classes are paid, how many attended, when the package expires. Payment reminders go out automatically rather than when someone remembers.
Attendance
A teacher marks it in under a minute, and the same data feeds payroll and the signal about a student who stopped coming.
Churn signal
Two consecutive misses or an unused package creates a task to reach out — the cheapest moment to retain a student is before they finally decide to leave.
Pipeline from Instagram and the website
Enquiry, call, trial class, payment, with reminders so a lead does not die between "interesting" and "I will think about it".
Communication with parents
Schedule, payment and news messages with history in the card, instead of the administrator's personal chats.
Teachers
Load, classes delivered, rates and payout calculation — transparent for both sides.
Centre analytics
Trial-to-sale conversion, group occupancy, churn, revenue per student — the numbers behind decisions about new courses.
How the implementation goes
1. Audit
How groups, payments and attendance are handled today, where students come from and what hurts most.
2. Model
Courses, groups, package types, administrator and teacher roles, reminder rules.
3. Setup and migration
Students, groups, schedule, payments. Active records move; archives on request.
4. Launch
We train administrators and teachers on the real schedule and tune the setup during the first weeks.
Learning center
- Student, group, lesson cards
- Payment integration
- Instagram lead pipeline
- Telegram/Viber mailouts
- 30 days of support
Frequently asked questions
Teachers do not want to mark anything. Is it mandatory?
Marking attendance is one action per class from a phone. Without it neither payroll nor the churn signal works, so it is the minimum worth insisting on. Everything else is handled by the administrator.
Our payments live in a notebook and in someone's head. Can that be migrated?
Yes, and this is usually where the money is found: unclosed packages, forgotten debts, students attending for free since last month. Migrating active payments takes a few days.
Can payment reminders be automatic?
Yes, and it is the fastest payback in the whole system. The reminder follows a rule — N days before a package expires, in the messenger the person actually reads.
We run both offline and online groups. Can both work here?
Yes, the only difference is a link instead of a room. Schedule, payments and attendance behave the same.
How long does the launch take?
Usually two to three weeks. The longest part is not configuration but migrating current students and payments — manual work we do together with your administrator.