Audience: All school staff
Duration: ~30 minutes
Learning objectives
- Know which Skolzo product to use for your role
- Sign in and navigate the school workspace
- Understand CRM vs ERP boundary
- Install mobile PWA when applicable
1. Skolzo products
| Product | URL | When to use |
|---|---|---|
| Public directory | https://skolzo.com | What parents see |
| School Workspace (CRM) | https://crm.skolzo.com | Before a child is enrolled |
| School ERP | https://erp.skolzo.com | After enrollment — operations |
| Parents portal | https://skolzo.com/parent/mobile/home | Parents & students (mobile) |
Same login email may work across CRM and ERP depending on your role.
Guide index (pick your role)
| I am… | Start here |
|---|---|
| New staff (any role) | You are reading this guide |
| Admissions / counselor | Counselor & admissions |
| Marketing / listing | Marketing & directory |
| Accounts / fees | Finance · Collections |
| Teacher / academic | Academics & teacher · LMS |
| HR / payroll | HR & payroll |
| IT / integrations | IT admin · Integrations |
| Principal / owner | Principal & reporting · Billing |
| Front office / parents | Student 360 & portal · Parents mobile |
| In-app questions | Sovix assistant · Help for this page in CRM/ERP |
Full list: docs.skolzo.com search or sidebar.
2. Sign in
- Open https://crm.skolzo.com/login (or erp.skolzo.com for operations-only staff).
- Enter the email your school admin invited you with.
- Complete password or Google sign-in.
- You land on
/school-panel(CRM) or/erp(ERP) based on permissions.
Parent users are redirected to the parents portal — they do not use the staff CRM shell.
3. CRM vs ERP
| Stage | Tool | Example tasks | Learn more |
|---|---|---|---|
| Enquiry → admission | CRM | Leads, calls, WhatsApp, listing | Counselor guide |
| Enrolled student | ERP | Fees, attendance, academics | Finance · Teacher |
| Leadership reporting | CRM | Funnel, counselor KPIs | Principal guide |
| Users & integrations | CRM | Roles, telephony, webhooks | IT admin guide |
Convert to Student on a lead moves data into ERP automatically — see Convert to student in the counselor guide.
4. Navigation basics
- Left menu — grouped by Overview, Admissions, Finance, etc.
- Campus selector — if your school has multiple branches, pick the correct campus.
- Bell icon — alerts and notifications.
- Switch to ERP/CRM — link in sidebar when you have access to both.
- Help for this page — top of content; opens the matching guide on docs.skolzo.com.
- Sovix — bottom-right chat (Ctrl+Shift+K); full guide at Sovix assistant. Use Sovix for “where is…?” while working; use docs for full role training.
5. Mobile install
| Role | Install from |
|---|---|
| Counselor | https://crm.skolzo.com/school-panel/mobile/home |
| Parent | https://skolzo.com/parent/mobile/home |
| Teacher / driver | https://erp.skolzo.com/erp/mobile |
Use browser Add to Home Screen. See the Mobile apps (PWA) guide.
Troubleshooting
Access denied after sign-in — Your role may not include this product. Ask your school admin to assign CRM or ERP access in /school-panel/users.
Parent account on staff CRM — Parent logins belong on skolzo.com, not crm.skolzo.com.
Missing menu items — Permissions are role-based; your admin can adjust roles under /school-panel/roles.
Campus data looks wrong — Select the correct campus from the campus selector in the header.
Practice exercise
- Sign in to your school workspace with credentials from your administrator.
- Open your school profile and preview the public listing.
- Switch to ERP (if permitted) and open the students list.
- Install counselor mobile PWA on your phone.
FAQ
I see "access denied" — Ask your school admin to assign the correct role in /school-panel/users.
Which URL for parents? — Direct them to https://skolzo.com/parent/mobile/home, not crm.skolzo.com.
Go deeper: Counselor & admissions guide