3x
Increased productivity in the education sector
Kanban CRM for Schools eliminates repetitive manual tasks and allows your team to focus on managing school communication efficiently.
Kanban CRM for Schools: An Empty Spot Costs the Whole School Year
Each unclosed enrollment in January is lost revenue for twelve months, and family decisions happen in just a few weeks.
Our Clients Companies that trust the operation
+180k
Messages and media exchanged every day
+1,200
Companies that trust our solutions
+40k
Automations built on our platform
O que é CRM Kanban para Escolas
The Kanban CRM for Schools from Nexloo organizes leads and negotiations in a visual Kanban-style pipeline integrated with WhatsApp, tailored to the specific needs of schools and educational institutions. With a solution developed for the education sector, your team automates communication with parents and enrollment management, focusing on what really matters: managing school communication.
Companies in the education sector face unique challenges in communication and customer relationships. The complete service platform Nexloo addresses these challenges with accessible technology, quick setup, and proven results from hundreds of schools and educational institutions across Brazil.
Results
Benefícios do CRM Kanban para Escolas
What changes at the school when enrollment and re-enrollment become funnels with deadlines.
80%
Reduced response time
Serve schools and educational institutions instantly at any time, leaving no message unanswered.
24/7
Full availability for schools and educational institutions
Clients in the education sector receive immediate responses even outside business hours.
45%
Increased customer satisfaction
Resolve questions and demands from schools and educational institutions quickly, enhancing the customer experience.
Features
Funcionalidades do CRM Kanban para Escolas
Recursos projetados para transformar o atendimento no segmento de escolas.
Visual drag-and-drop pipeline
Move negotiations between funnel stages with intuitive drag-and-drop and see progress instantly.
Funnel stage automation
Automatic rules move leads between columns based on actions, elapsed time, or scoring.
Cards enriched with history
Each card displays contact information, conversation history, and pending next actions.
Multiple customizable pipelines
Create separate funnels for different products, teams, or processes with custom stages.
Visual pipeline with drag-and-drop
Move deals between funnel stages with drag-and-drop and visualize the total value at each stage.
Automatic activity logging
All interactions via chat, email, and phone are automatically logged in the contact's history.
Funnel that arises from the conversation
The card is not created manually afterward: it appears when the conversation starts, already with the contact, the source channel, and the history attached. No one needs to remember to register anything.
Drag to change stage
Moving the deal from one column to another is done by dragging the card. The stage changes, the entry date is recorded, and the automation for that phase triggers — without an intermediate form.
Multiple funnels, one for each process
New sales, renewals, post-sales, and recovery have different stages and don't fit in the same framework. Each becomes its own funnel, with its own rules.
Custom fields by business
Tax ID, contract number, product of interest, source of referral. You define what needs to be recorded, and the field applies to all cards in that funnel.
Task with a date on each card
Every deal carries its next action and the date for it. What is due today appears on the responsible person's list; what has passed the deadline shows up in red for the manager.
Responsible for the card, not the queue
Each deal has an owner, and the owner appears on the card. Transferring means changing the responsible party — and the entire history goes along, without passing anything verbally.
Reason for loss is mandatory
A lost deal only leaves the funnel with a recorded reason. This list at the end of the quarter tells you if you lose due to price, deadline, or delay.
Automation by stage change
Did it go into "proposal sent"? Trigger the follow-up email and create the return task in three days. The rules are yours, and they run automatically.
Forecast for closing by stage.
Each stage has a probability, and the weighted value of the funnel comes from that. The forecast shifts from being a manager's guess to a calculation.
Comece a usar CRM Kanban para Escolas
Peça um diagnóstico gratuito e descubra como o CRM Kanban pode transformar seu atendimento.
Segments
Para quem é o CRM Kanban para Escolas
The educational institution formats that earn the most with a kanban funnel.
schools and small educational institutions
Teams of 2-10 people
Lack of organization in communication with parents and enrollment management leads to lost opportunities and daily rework.
growing schools and educational institutions
Teams of 10-50 people
Increasing volume of demands exceeds the team's capacity to manage school communication effectively.
schools and educational institutions with multiple locations
Operations with 3+ locations
Standardizing service across branches and maintaining uniform quality is challenging without centralization.
Consultative sales with a long cycle
Starting from 3 users
They have negotiations that last weeks and go through several hands — and need to know where each one left off without asking anyone.
High volume lead operations
Starting from 3 users
They receive more opportunities than they can keep track of and lose them due to forgetfulness, not price.
Post-sales, renewal, and expansion
Starting from 3 users
They need a funnel separate from new sales, with its own stages and renewal timelines.
Professional services with a proposal
Starting from 3 users
They send budgets and rely on manual follow-up — which is exactly what disappears when the week gets busy.
Health and aesthetics with treatment plan
Starting from 3 users
They present budgets that are rarely approved on the spot and need to resume the conversation days later.
Real estate, vehicles, and high-value goods
Starting from 3 users
They work on few high-value opportunities, where losing track of one is costly.
Education and enrollments
Starting from 3 users
They have a concentrated season and need to know how many enrollments are at each stage before the window closes.
Billing and debt recovery
Starting from 3 users
Leads agreements with stages and deadlines that need to be monitored by time, not by memory.
Recruitment and selection processes
Starting from 3 users
They move candidates through stages of a process and need to see where each position got stuck.
What sets us apart
Por que escolher Nexloo para Escolas
What's included in the plan for schools.
CRM natively integrated with WhatsApp
Unlike generic CRMs, the Nexloo Kanban was built for messaging conversations from the start.
Automation without complexity
Visual automation rules that anyone can set up, without complex flows or coding.
Instant pipeline visualization
See in seconds where each negotiation stands, which need action, and which are stalled.
Centralized data in each card
All lead information, history, and next steps in one accessible place.
Ecosystem
Integrations that simply work.
Connect Nexloo to the tools you already run on, without friction — more than 5,000 apps available to extend your support hub and automate the work around it
Where the conversation flows to
- Parceiro OficialMeta
- Zapier
- HubSpot
- Salesforce
- RD Station
- Pipedrive
- API REST
Where the lead comes from, and where the team works after
- Mais pedidaMeta Ads
- Google Ads
- Meta Lead Forms
- Google Sheets
- Google Calendar
- Shopify
- Slack
What's changing
The idle position costs the entire school year.
Each enrollment not closed in January is lost revenue for twelve months, and the family's decision happens in a few weeks. It's the operation where follow-up has the shortest deadline and the longest effect.
In practice
How the season starts being monitored
Two boards: new enrollment and re-enrollment. Both with deadlines, because the window closes and the spot doesn't wait.
The vacancy request turns into a card
Series, number of children, and origin are included as fields, with the estimated annual value.
The visit is a marked step
Scheduled, completed, and no-show require different actions from the office.
The documentation has a deadline.
Each pending issue is a task with a due date — and what delays appears before the spot is offered to someone else.
Re-enrollment opens earlier.
The renewal board starts months in advance, with families who have not yet confirmed visible.
FAQ
Before the next season.
The most common questions about enrollment funnel, re-enrollment, documentation, and LGPD.
How does the Kanban CRM for Schools work in practice?
The Kanban CRM for Schools from Nexloo was specifically developed to meet the needs of the education sector. The solution organizes leads and negotiations in a visual Kanban-style pipeline integrated with WhatsApp, tailored for schools and educational institutions. In practice, schools and educational institutions can set up the tool in minutes, connecting their service channels and customizing flows for communication with parents and enrollment management. The system learns from interactions and becomes more efficient over time, allowing your team to focus on managing school communication instead of repetitive operational tasks.
Does the Kanban CRM for Schools have a free plan for schools and educational institutions?
Yes, Nexloo offers a 7-day free trial with full access to the Kanban CRM for Schools for schools and educational institutions. Education professionals can set up the system, connect preferred channels, and test with real demands for communication with parents and enrollment management without financial commitment. No payment information is required to get started. After the trial, flexible plans cater to everything from individual offices to networks with multiple units, scaling as needed. Our team supports schools and educational institutions throughout the evaluation period, ensuring full utilization of the resources available for the sector.
How do I connect the Kanban CRM for Schools to the systems I already use?
Connecting the Kanban CRM for Schools with tools used by schools and educational institutions is done without the need for programming. Nexloo offers ready-made connectors via Zapier and webhooks for the most popular systems in the education sector, as well as a RESTful API for specific integrations. Educational management, scheduling, financial, and marketing software can be directly integrated. For schools and educational institutions with proprietary systems, the API documentation allows technical teams to create custom connections. Our technical support assists with each integration at no additional cost.
How long does it take to set up the Kanban CRM for Schools?
The initial setup of the Kanban CRM for Schools for schools and educational institutions takes between 10 and 30 minutes for the basic version. The process includes creating an account, connecting communication channels, and customizing automatic messages for the education sector. Advanced features such as complex automations and integrations with specific systems for schools and educational institutions may take 1 to 3 days for complete setup. Nexloo provides pre-configured templates for the education sector that significantly speed up the initial setup and reduce the learning curve.
Is the Kanban CRM for Schools secure for data from clients in the education sector?
Absolutely. The Kanban CRM for Schools meets specific security requirements for schools and educational institutions, operating in full compliance with LGPD. Communications are protected by encryption at all stages. Granular access control allows defining which employees can view sensitive data from clients in the education sector. Features such as automatic consent, opt-out, and data deletion meet regulatory obligations without operational effort. Servers with international certifications provide additional protection for information processed by schools and educational institutions.
What is the difference between the Kanban CRM for Schools and traditional CRMs?
Traditional CRMs cater to email and phone cycles with complex interfaces. The Kanban CRM for Schools was built for messaging in the education sector, with a visual pipeline where schools and educational institutions organize negotiations by dragging cards. The direct integration with WhatsApp and channels used in the education sector eliminates manual typing, and each card already includes conversation history regarding communication with parents and enrollment management with follow-up automations to manage school communication.
How long until I see results using the Kanban CRM for Schools?
Initial results with the Kanban CRM for Schools are visible within the first 48 hours, especially in response speed and organization of service for schools and educational institutions. Productivity metrics and reduction of manual tasks appear in the first week of active use. The impact on revenue and customer retention in the education sector typically consolidates between 2 and 4 weeks, as the team masters the tool and automations are refined. Positive ROI is often achieved within the first month for operations with a regular volume of interactions.
Last step
Where is your vacancy is idle
A short conversation to gauge how many vacancy requests from your season lack follow-up.
- No credit card
- Set up in 5 minutes
- Cancel whenever you like
Request your free assessment
No commitment. One conversation to map where your operation is losing sales.
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