Client Intelligence

Beyond a CRM. A Living History.

Every family, every child, every interaction — organized by relationship, not just data. Know your community the way they deserve to be known.

Relationships, not just records

Traditional CRMs treat families as rows in a spreadsheet. Paper Glade treats them as the living relationships they are — connecting parents, children, conversations, and class histories into one coherent picture.

  • Parent profiles linked to children with enrollment tracking
  • Cross-channel contact details: phone, email, WhatsApp, Instagram
  • Full conversation history accessible from every profile
Parent directory with child counts and social channel indicators

Key Capabilities

Built for service businesses that demand excellence.

Family Profiles

Rich, connected profiles for parents and children. Contact details, enrollment status, preferences — all in one view.

Custom Tagging

Organize families with flexible tags — by interest, enrollment stage, location, or any criteria unique to your centre.

Staff Notes

Private internal notes on every family. Capture context that matters — dietary needs, communication preferences, important milestones.

Leads Pipeline

A dedicated view for prospective customers. Track inquiries from first touch to enrolled dependent, with full conversation history.

Engagement History

See every session attended, every message exchanged, and every enrollment — a complete timeline of each customer's journey.

Dependent Tracking

Track enrollment status, age, and session participation for every dependent. Active, trial, inactive — always know where they stand.

Ready to experience it?

Start your free trial today. No credit card required.