Playground

Sasha Reiss

Zach Fortin

Molly Farber

Manage leads, automate outreach, and grow enrollment

CRM & Marketing

Learn how Playground CRM can put your child care business growth on autopilot

What is CRM?

How CRM and marketing tools work for admins

Overview

Set up your forms, tour bookings, and email automations.

Get Started With CRM & Marketing Automation

How to create, customize, and activate your Camber voice and chat AI agent in Playground

Set Up Your Camber Voice & Chat Agent

Connect external tools like Zapier, Meta, Winnie, and Care.com to Playground CRM

CRM Integrations

Setup & Implementation

Common issues and solutions for the CRM and Marketing Automation in Playground

CRM & Marketing Troubleshooting

Sync your calendar to CRM to schedule tours with ease.

CRM Calendar Connections

Analyze lead conversion to optimize your funnel!

CRM Reporting

Manage your connected email/phone and customize fields and stages.

CRM Settings

Automate tasks so your team can stay on top of new leads!

CRM Tasks

Call, email, and text your leads all from Playground CRM!

Communicate with Leads in CRM

Create automated email and text message sequences

Create & Manage Automations in CRM

Create & Manage CRM Emails

Create & Manage Forms in CRM

Create text message templates to send to leads!

Create & Manage SMS Templates for CRM

Embed forms and tour bookings directly on your website

Embed Forms & Tour Bookings on Your Website

Enroll students in your program directly from your CRM!

Enroll a Lead from CRM

Track where your leads come from by adding UTM codes to your form links and viewing source, campaign, and medium data directly on each lead in Playground CRM

How to Track Lead Attribution Using UTM Codes

Learn how to use the Conversations tab in Playground CRM to view and manage all inbound and outbound calls and text messages, including call statuses, message delivery details, and communication…

CRM Conversations

Manage your leads and graduate them to CCMS!

Manage Leads in CRM

Learn how to view and filter notifications in Playground CRM, including missed calls, SMS, emails, and application alerts.

View Notifications in CRM

How to manage availability, meeting links, and bookings

Create & Manage Meetings

Nadiuska

James Aschkenasy

Manage leads, outreach, and your enrollment pipeline

Guides & How-To

Create a custom design with text, images, and links

Go to your Playground account

Recent Updates

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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