Smarter Lead & Student Management for Early Education Schools in Atlanta, USAEnterprise Application
Primrose School of Alpharetta East and Primrose School of Peachtree Corners are leading early education centers under the Primrose franchise, serving families with high‑quality childcare and learning programs.
challenge
The schools needed more than what their existing CRM (Procare) could offer:
1. Limited visibility into lead stages (inquiry, tour, enrollment, lost).
2. No automation for workflows, dashboards, or lead scoring.
3. No dedicated student module for child profiles, forms, billing, and enrollment tracking.
4. Staff required a simple, educator‑friendly interface without sales jargon.
solution
7 dot2 IT Consulting delivered a two‑phase Zoho CRM implementation:
Phase 1: Web crawlers extracted lead data from Procare, uploaded via API into Zoho CRM. Custom workflows, dashboards, Kanban views, and automated actions were built to track every stage of the lead journey.
Phase 2: A new Student Module was created with detailed child profiles, bulk email/SMS, digital forms with eSignature, billing plan integration, and exportable enrollment tracker files.
Benefit
1. Full visibility into lead lifecycle and conversion ratios.
2. Automated workflows reduced manual effort and improved response times.
3. Educator‑friendly screens simplified adoption by non‑technical staff.
4. Real‑time dashboards and reports improved enrollment insights.
5. Streamlined student management with digital forms, billing, and enrollment tracking.
6. Scalable foundation for future automation (tour scheduling, digital signatures, ad integrations).
7 dot 2’s value proposition is immense. We get best in class IT support (wide spectrum) at very effective cost. This creates win win for both. Wish you continue maniacal customer focus and grow.
