Everything you need to launch your education business CRM — follow the sections below in order for the smoothest setup experience.
Create a New Contact
Every enrolment journey starts here. Add any student, parent, or prospective family to your Komunzy database so you can track their journey from first enquiry to enrolled student.
Navigate to Contacts in the left sidebar.
Click the + Add Contact button in the top-right corner.
Fill in the contact details. At minimum, enter a name and either an email address or phone number. The more information you add, the easier it is to personalise your follow-ups.
Click Save. The contact will now appear in your contacts list.
Edit an Existing Contact
Keeping contact records up to date ensures your follow-ups stay relevant — for example, when a student moves to a new programme or a parent changes their phone number.
Navigate to Contacts.
Click on the contact's name to open their Contact Card.
Edit any field on the left-hand panel. Click Save when done.
Delete a Contact
Navigate to Contacts.
Select the contact using the checkbox to the left of their name.
Click the Delete button in the top toolbar.
Type DELETE in the confirmation box to confirm, then click Delete.
Create Custom Fields
Custom fields let you track information unique to your school — for example, "Year Group", "Subject Interest", "Referral Source", or "Sibling at Centre".
Navigate to Settings → Custom Fields.
Click Add Field.
Choose the field type: text, dropdown, date, checkbox, etc.
Name the field (e.g. "Year Group"), set the group, and click Save.
Set Up Social Planner
Schedule and publish posts to Facebook, Instagram, and Google Business directly from Komunzy — no more switching tabs.
Connect Your Social Accounts
Navigate to Marketing → Social Planner.
Click Connect Account and choose Facebook, Instagram, or Google Business Profile.
Log in to your account and grant the required permissions.
Your page will appear under Connected Accounts.
Schedule Your First Post
Click + New Post.
Select the accounts you want to post to (you can multi-select).
Write your caption, add an image or video, and set a date and time.
Click Schedule Post. It will appear in your content calendar.