We're so excited to announce the release of CRM+, the new version of ChildcareCRM! We’ve created this FAQ with details about switching from your current CRM software to CRM+.
A: CRM+ is the newest version of ChildcareCRM. It’s easier to use, and filled with new features to help you boost enrollment and save time including:
New, easy-to-use interface and navigation
New home screen dashboards
Custom reporting capabilities
Partner marketplace for easy integrations
New template editor
A: We have several places you can visit to get more information:
Live Webinar: Join our CRM+ What’s New Webinar on Monday, June 28 at 5 pm CST (Tuesday, June 29 at 8 am Australian EST). We’ll compare the current version of CRM to the new CRM+ version, review CRM+ new features, and let you know how to make the switch to CRM+.
Facebook Group: Join our Facebook Communities of Practice where we will be posting CRM+ updates and news.
CRM+ webpage: Visit our CRM+ webpage.
A: CRM+ is provided at no additional cost to existing legacy CRM customers.
Childcare organizations with 1-10 locations: You can switch as soon as July. Let us know you’re interested in making the switch, by filling out this form.
Childcare organizations with 10+ locations: We know you'll want to plan your switch to CRM+ to ensure center staff are trained and the switch is seamless. We’ll contact you to create a transition plan along with the best timing to make the switch. In the meantime, prepare your teams for CRM+ by having them join our upcoming webinar, sharing this FAQ, and follow our Facebook Communities of Practice Group for updates.
Childcare organizations currently using our Enrollment Teams feature: Organizations using our Enrollment Teams feature can switch to CRM+ in Q4 2021. Please contact your Customer Success Advisor to discuss moving to CRM+.
Childcare organizations with 1-10 locations: It will take approximately one week to switch to CRM+. This includes 2-hours of training and moving to a new CRM+ URL where all of your current family data, business rule settings, and templates will be available.
Childcare organizations with 10+ locations: We’ll work with each of you on the timeframe for switching to CRM+.
A: Absolutely! You will receive two hours of CRM+ training. This training will also be recorded and available on-demand.
A: Not to worry. All of your family data and templates will be transferred over to CRM+.
A: Yes. When you switch over to CRM+, your Business Rules settings will automatically switch as well.
A: Yes, while transitioning to CRM+ you will have access to your current version of ChildcareCRM for two (2) weeks.
A: To streamline CRM+, we’ve made updates to some of the verbiage. Here’s a quick reference guide:
| ChildcareCRM Term | CRM+ Term |
| Lead | Family/Guardian |
| Lead Date | Family Date |
| Self-Scheduled Tour | Parent Scheduled Tour |
| Business Rules | Workflow Automation |
Don't forget to register for our upcoming webinar and follow our Facebook Communities of Practice Group for updates.