Managing Your Lead Pipeline
Track prospective families from first contact through enrollment.
Set up lead management, customize enrollment forms and packets, review submissions, and configure automatic guardian account creation for new families.
Track prospective families from first contact through enrollment.
Give families a link where they can ask about enrollment and book a tour on their own, then let Neztio move them through your pipeline.
See where families drop out between inquiry and enrollment, which sources bring them, and why you lose them.
Create or duplicate a form, add the fields you need, publish it, and send it to families to fill in and sign on their phone.
Group the forms a new family must complete into one packet with one due date, and send it in one step.
Open what a family submitted, approve it so profile fields update, or send it back with a note about what to fix.
Bring a waitlist or a list from another system into your pipeline in one upload.
Who is a guardian, who may only pick up, who to call in an emergency, and where each is set on the child's profile.