Simplify the finances of your educational institution with Classlife

Registrations, receipts, invoices, payments to employees and suppliers… The financial management of an educational institution includes many procedures and data. With Classlife and its advanced educational ERP you can have them in the same space to be able to control and keep all payments up to date and, at the same time, streamline and automate processes.

We here explain how the functionalities of the  financial module of our platform can facilitate the day to day to your school and your team.

Define the foundations of your finances

With Classlife you can keep track of all payments and collections. You will only have to include the necessary data when setting up the financial module, in which you can introduce:

  • All bank accounts linked to the center.
  • Different accounts or registers depending on the needs of your institution: secretary register, savings account, a cash for check payments, etc.
  • All kinds of discounts: for large families, for school year, etc.
  • The indicators that will be used to generate series of invoices in the section of counters.

Organize all your money flows

Once this base configuration is made, it will be much easier to keep track of receipts, invoices, remittances and, ultimately, all the financial management of the center. In addition, all processes will be correlated between them, facilitating the automation of certain procedures and avoiding errors or loss of information and data.

With Classlife’s financial module you can:

  • Create personalized payment agreements for students: fractional payments, payments with multiple payers, with different forms of payment (card, direct debit receipts…), with customizable taxes, etc.
  • Generate and invoice receipts quickly and easily. These receipts are created automatically when students set up payment agreements and can be billed with a single click, also in bulk. In addition, it is possible to generate free receipts whenever necessary, unrelated to the enrollment.
  • Manage bank remittances. Control payments through direct debit receipts and generate the necessary files for your online banking.
  • Check the payment forecast and overdue balance according to the amounts, deadlines and due dates set out in the payment agreements.
  • Generate financial reports to monitor the economic activity of the center. You have a wide range of lists and reports with which to be up to date and have a global vision of the state of the institution’s finances.
  • Manage payments to suppliers. You can schedule payments and control expenses, add invoices and generate treasury reports.
  • Control and automate the payment of employees’ salaries. Take financial control of the human resources of your institution: generate worker cards, create the contracts you need and close all kinds of agreements thanks to the digital signature.

In addition, with Classslife you have the option to integrate the best solutions on the market and add new functionalities to all those already available in the platform.

Manage your sales team in the most effective way

What is a school without students? Your institution needs new students every year and to get them you must have a sales and marketing team that takes care of it. A department that prepares branding campaigns, that captures leads and, of course, that works to get new enrollments.

Classlife helps you manage your sales team and all its tasks, as well as offering graphs and reports to measure the results of all actions. Interested in knowing how?

Our CRM is specially designed to integrate all customer and potential customer data, with functionalities to facilitate the management of your sales team and to optimize your sales flow.

Contacts Management

Classlife allows you to manage all the leads and interested contacts to be able to make the best possible follow-up, without losing opportunities and thus boost the sales of your center. To do this, the platform has the following functionalities:

  • Import of listings. Add all the contacts you already have easily and quickly by importing your lists.
  • Dynamic lists and custom listings. Set up lists with the fields you need and save search criteria and filters for faster access.
  • Connection with lead generation forms and third-party tools. Through the Classlife API you can connect any form to the platform and integrate other platforms with which you work in your day to day, such as Salesforce, Hubspot or ActiveCampaign.
  • Creation and assignment of channels. The platform allows you to sort contacts according to the source channel (event, social networks, form, etc.), generating as many channels as necessary.
  • Organization by contact status. In addition to this organization according to source channel, Classlife allows you to view, organize and manage contacts according to their status: depending on whether they have been contacted, if they are interested, if they have been discarded, etc.
  • Custom fields on the contact report. The platform allows schools to customize and  add fields to fill in the contact sheets according to their needs.
  • Activity record. Classlife generates an automatic record of all communications and interactions with the contact.

Team Management

Managing teams is always a challenge, not only at an organizational level but also in terms of communication. Our platform greatly facilitates this management and communication since it unifies all the processes in the same space and offers functionalities and automations that guarantee a better organization.

  • Creation of sales users. Create as many users as your sales team has and choose the necessary permissions for each user.
  • Automatic assignment of leads to salesperson according to rules. Create assignment rules so your contacts automatically go to the portfolio of the salesperson you choose. For example, you can assign contacts based on location or field of interest.
  • Assign tasks to a specfic salesperson. Send tasks to your sales team through the platform to keep record.
  • Calendar. Each salesperson has an updated calendar with all their tasks.
  • Automatic messaging and alerts. Your sales team will be able to send messages to contacts from the same platform, which will be registered to keep everything under control. In addition, it is possible to automate responses and warnings.

Campaigns and results

Marketing is also an important part of branding and the acquisition of new potential students. With Classlife you can also make campaigns and actions focused on achieving these goals.

  • Email marketing. Send newsletters from the platform to your contacts whenever you need it. Classlife has drag & drop templates that make this task easier and faster than you imagine.
  • Reports and charts. The platform generates charts and reports with the results of these actions: open ratio, clicks, etc. This way, the decisions you make will always be based on data and evidence.

Sales Reports

In addition to these reports regarding email marketing, Classlife also collects data on the actions of the entire department: the results of the sales pipeline, the performance of the sales team and the ROI (Return on Investment) of the different channels.

Our all-in-one management platform is really just that: a space from which you can control all the sales department and organize all the actions and data. Want to know more about Classlife? Ask for your free demo now!

What is a SIS in education and why is it important?

Mujer usando SIS para gestión académica

Discover how the Academic Module of Classlife can transform your educational institution

An SIS (Student Information System) is necessary to facilitate the administration work and improve the academic management of an educational institution. In this day and age, all centers, no matter the studies they offer, must use a tool like this. Academic management is certainly something easily said than done, and we know it because there is a lot behind these two words.

The academic secretary of an educational institution constantly works with a large volume of data, and a lot of it is very important and private information of workers and students. This makes it necessary to use tools that facilitate their management and all the tasks that this entails.

In this post we will explain how a management software like Classlife can transform the day to day of your institution.

Take the academic management of your institution to the next level

Classlife has an academic module specifically designed to facilitate this management work to the institutions. This tool allows to join all the information in a single space and even automate several day-to-day tasks.

The academic section of our platform has different parts:

  • Academic configuration: to create all types of degrees, calls, evaluation systems, and more.
  • Educational Offer: to create all the degrees and courses you need, as well as define how they will be carried out.
  • Enrolment groups: to carry out mass actions by academic groups and save time in management. 
  • Students lists: to easily access the list of students enrolled in each school year.
  • Classrooms: to create the necessary classrooms for each subject easily, either one by one or by mass actions.
  • Classroom performance: to keep track of the planning and communication of all classrooms.
  • Attendance control: check the attendance records of students and keep a daily control.
  • Official documentation: to create the basis and be able to correctly generate the necessary and official documents for the institution.

What makes Classlife's academic management software stand out from the rest?

It is very simple and at the same time very complex. Classlife’s academic management module automatically connects with the rest of the platform’s modules. Therefore, it nourishes itself and the rest of the sections. Thus, all the information and documentation of the academic secretary is connected with the sales module, the finances one and the LMS Campus.

Conexión entre módulos

This facilitates greatly the management of registrations, payments and collections, student monitoring, etc. And all of this, minimizing the risk of human error and data loss since everything is located in a single cloud platform.

Connected with other tools

In Classlife we understand the need, or even preference, that educational institutions may have when using other software to manage other departments. That’s why, as well as being able to use the three other modules we offer, Classlife allows you to connect other tools to the platform via API. Tools like Salesforce, Hubspot, Moodle, Zoom, Typeform and many more.

Learn more about Classlife’s academic module and transform the academic management of your institution.

What is a LMS and what is a virtual classroom for?

Concepts such as virtual classrooms and LMS are not new. It has been many years that educational institutions, mainly universities, use these types of digital tools to facilitate the learning for their students. But do you know precisely what a virtual classroom is? And, what is a LMS? Do you know what functionalities it has to offer? We explain it all below.

Campus Virtual Classlife

What is a virtual classroom?

A virtual classroom is only a part of the LMS and it is the space that teachers use to conduct their lessons. Therefore, as the name suggests, a virtual classroom is the equivalent of a traditional physical classroom.

Here is where the main interaction between teachers and students occurs, even tough this communication can go even further thanks to the functionalities of LMS. 

What is a LMS?

A LMS (Learning Management System) is an online space used mainly by educational institutions to organize their trainings.  It is not only a space to conduct the lessons, but also to deliver tasks, consult grades, among others. Moreover, it must facilitate the communication between students and teachers. 

This space has this name because, as we mentioned before, for many years it has been something used mainly in the sector of higher education.  Thus, LMS has intended to be, and it is today, the online equivalent of a university campus.

What should a LMS offer?

A good LMS must provide answers to real and current necessities for the educational institution and the students. Consequently, it must be an easy space to browse, that allows to conduct management tasks and monitor the trainings, and of course, that promotes and facilitates the users communication.

Going into detail, the functionalities that Classlife’s LMS offers, and that should not be missing in a LMS, are the following:

Tablas de contenido

1. A Space for the Contents

Each subject inside the LMS (what in Classlife is known as classroom) has its own table of contents. In this table, which is visible for all enrolled students, the teacher will upload all the necessary contents for this training: from information for the classroom and lectures, to surveys and exams.

2. A Space for Educational Resources

Teachers have a section to put all the materials that they consider useful to complement the trainings and that can help students when studying. Here it will be all non-obligatory lectures or information that will not appear in the exam.

3. Tools for Online Trainings

During 2020,the necessity to offer virtual classrooms has been obvious. In Classlife we have the functionality “Live Classroom” which allows the connection of the platform with tools, such as Zoom, mantaining the security and privacy that the platform offers.

4. Handovers Control

Students and teachers are able to consult the state of their tasks, both the handed over and the pending ones. The assignments can be uploaded and downloaded from the platform and, also, there is the possibility to add coments or annotations.

5. Space to Consult Grades

Also, inside the Classlife platform, teachers can conduct evaluations and rate students, whom are able check their grades whenever they want.

6. Integrated Messages

Easy and direct communication is key to improve users experience in the LMS. This is why Classlife allows to send direct and private messages (as long as you have the necessary permits to do so; which is determined by the educational institution).

7. Customized Students Schedule

The schedule is compound of the classrooms information, the scheduled handovers and even the exceptional events that the student may create. Classlife’s idea is that this schedule would be actualized dynamically and automatically. Therefore, if a student enrolls in a classroom that is conducted between monday to friday from 8 to 9, an incoming daily note will apear in their schedule.

8. Picture Gallery

Classlife’s LMS allows users to create different galleries to share pictures, for instance, of some activity conducted during their training, an event or an educational trip.

9. A Space for Communication: Walls and Forums

Every user of the platfrom can communicate by sending messages trought the wall, or in the profile of a user, the institution or a teacher.

Classlife’s LMS offers all this functionalities and more, ensuring the security and privacy of all users. Our LMS, gives an answer to every necessity of an educational institution without having to leave a enviroment as secure as our all-in-one platform 

What does Classlife's LMS have that other educational platforms do not have?

Classlife is an educational management platform of new generation and, as such, it has several characteristics that make it a fuller tool than the majority.

1. Integration with the Academic Module of Classlife

With this module it is possible to configure every type of eductational offer, from elementary schools to universities, covering acadmies and all types of regulated trainings.

Red social privada

2. Social Network-like Enviroment

As every face-to-face training, students and teachers communicate, share information and experiences. Each classroom in Classlife has a wall that boosts student’s participation. 

3. Use Your Favourite Tools

Classlife’s LMS, allows the connection with tools such as Zoom, Adobe Connect, Google Drive, or the synchronization with other platforms as Moodle or Canvas to totally adapt to reality and to the necessities of every institution.