Leads from campaigns (not direct sales) — they move into Sales automatically once they book a demo or pay.
Campaign Leads—
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Recent Activity
Admin Users
Add New Admin Login
Bookmark URL:
Team
Everyone internal, in one place. Invite by email → they set their own password → sign in with their email. A CRM Manager is scoped to one city.
Invite a team member
Departments:
Leads—
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1:1 Demo Bookings—
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＋ Add Parent + Student
Creates a parent + child account immediately. The parent receives a welcome email with login credentials. Set custom access duration in days (e.g. 30 for monthly, 365 for annual, 9999 for unlimited).
Quick set:
Enrolled Students—
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Mini-Project Submissions—
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Module Quiz Scores—
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📩 New Enquiries—
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🏫 Onboarded Schools—
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＋ Onboard a New School
Creates a school + first admin login. Welcome email with credentials goes to the principal automatically.
Quick set:
Reseller-only — they buy seats and sell under their own name. Approving provisions their portal login.
Partners—
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Add Partner
Contact
Commercial terms
🤖 WiseBot launches October 2026 · public form: wisetribes.io/wisebot#prebook
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