Does the Growth Suite Include a CRM?

This is a Montessori Growth Suite feature. It is not included in a standard Montessori Compass subscription. Learn more about the Growth Suite →

Yes — the Montessori Growth Suite includes a purpose-built CRM (Customer Relationship Management system) designed specifically for schools. It's the engine that drives personalized family engagement, efficient workflows, and informed decision-making across your entire admissions and marketing process.

Lead Management

Capture and organize every prospective family in one place. Whether leads come from inquiry forms, ads, phone calls, or events — nothing slips through the cracks.

Unified Family Records

Every interaction — emails, SMS messages, forms, documents, appointments, and payments — is stored in a single centralized contact record. Your admissions and marketing teams always have the full picture.

2-Way Communication

Send and receive emails and SMS messages directly from the CRM, with all conversations logged automatically. No switching between tools, no lost threads.

Automation

Trigger personalized communications, assign tasks to staff, and move leads through your admissions funnel automatically — without manual effort.

Activity Tracking

See exactly which families opened emails, clicked links, scheduled tours, or submitted forms. Use that data to follow up at the right moment with the right message.

Reporting & Dashboards

Track performance across the entire admissions pipeline with built-in reports and dashboards — no spreadsheets required.

Reach out to our support team to learn more about the Montessori Growth Suite.