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Hazel CRM

Grow your childcare enrollment on autopilot.

Hazel captures every inquiry, runs childcare-specific email + SMS sequences, and surfaces the next-best move. Ensures every family stays nurtured until they enroll.

Why directors pick Hazel CRM.

Built for childcare directors.

User-friendly. Designed around the inquiry → tour → enrollment funnel — not retrofitted from a sales tool.

AI-infused. Automated next steps.

Hazel always knows the next-best action for every family — and saves you the hours.

Childcare automations, pre-built.

Respond to every inquiry in seconds. 20+ flows ready for tour follow-up, waitlist nurture, and re-engagement.

Ask-a-question reports.

Pre-built dashboards plus plain-English queries. "Tours by source last month?" — get the chart.

Capture leads · every channel

Every inquiry. Every channel. One pipeline.

Phone calls, chat sessions, website forms, walk-ins — every inquiry lands in your enrollment pipeline automatically. Hazel moves families through the stages as they tour, reply, and enroll — so nothing slips and you always know who's where.

  • Auto-created leads from voice calls, chat sessions, web forms, walk-ins
  • Drag-to-move kanban: Just inquired → Tour booked → Toured → Ready to enroll
  • Auto-tag every lead with source, urgency, and child age — no data entry
  • Tour bookings from every channel land in one calendar with source badges
Custom automations

The follow-up you meant to send. Hazel sent it.

20+ pre-built sequences for tour follow-up, waitlist nurture, re-engagement, and welcome series — already speaking childcare. Or build your own: pick a trigger, drop in steps, ship it. Director-friendly. No marketing team, no logic-tree training required.

  • 20+ pre-built sequences: tour follow-up, waitlist nurture, re-engagement, welcome
  • Build your own in plain English — pick a trigger, drop in steps, ship it
  • Director-friendly — no logic trees, no marketing team, no training needed
  • Leads auto-exit a sequence the moment they enroll — per-center branding baked in
Fewer no-shows · higher conversion

Tours that actually show up. Leads that actually enroll.

Pre-tour reminders cut no-shows. Post-tour follow-ups close enrollments. Re-engagement sequences win back stalled leads. Branded marketing material does the heavy lifting in between. The automation isn't busy work — it's the difference between a lead that ghosts and a family that enrolls.

  • Pre-tour reminders (24h before + day-of) cut tour no-shows significantly
  • Post-tour follow-ups (same-day thank-you + 48h nudge) lift tour-to-enroll conversion
  • Re-engagement sequences win back stalled leads automatically
  • Center-branded marketing material baked into every send
Next-best-action

Hazel knows who to call back. And when.

Every lead gets a next-best-action recommendation in plain English — "Call Maria, toured Tuesday, hasn't replied." AI scoring + intent + last-activity + start date roll up into one clear move per lead. Override any recommendation if you disagree.

  • Next-best-action recommendations on every lead, in plain English
  • AI lead scoring (hot / warm / cool) based on call category, tour status, engagement, urgency, child's start date
  • Daily "top 5 to call today" surfaced automatically
  • Director can override any recommendation or score
Automated reports

Type a question. Get the chart.

Type a natural-language question — "where are my best leads coming from this month," "enrollment across my centers over the last 4 weeks" — Hazel writes the dashboard. Pre-built dashboards for the metrics that matter, customizable widgets, CSV export, multi-center rollups.

  • Natural-language report queries — "tours by source last month"
  • Pre-built dashboards: call volume, tour conversion, email performance, attribution
  • Customizable widgets — pin the metrics that matter to your center
  • Multi-center rollups + CSV export
Unified family thread

Every call, email, SMS, note — one scrollable history.

Calls, emails, SMS, notes — every interaction with a family, in one chronological view. Click into any item for the full transcript, message, or detail. No more searching three tools to remember what you told the parent last Tuesday.

  • Calls, emails, SMS, and notes all in one chronological view
  • Click any item for the full transcript / message / detail
  • Voice calls auto-attached — no manual logging
  • Shared across the team — every staff member sees the same history
Hazel AI emails

Every reply, drafted for you. You just approve.

Every parent inquiry gets a draft response in your center's voice — pricing, availability, schedule changes, follow-ups. Edit and send, or auto-send the routine ones. Hazel learns your tone from your past emails and your center's policies.

  • Drafts ready in seconds — in your center's voice, with the right policy info
  • Approve, edit, or rewrite — you stay in control of every send
  • Auto-send the routine ones (hours, directions, basic FAQs) once you trust it
  • Learns from your past emails — sounds like you, not a chatbot
The rest of Hazel

CRM is one piece. See the whole platform.

Integrates with the tools you already use
KidKare
HubSpot
Google Calendar
Salesforce
Calendly
Parachute
+ more
KidKare
HubSpot
Google Calendar
Salesforce
Calendly
Parachute
+ more
KidKare
HubSpot
Google Calendar
Salesforce
Calendly
Parachute
+ more

Childcare Software

Absences logged, attendance updated, meal counts synced — directly in your CMS. No double entry.

Calendar & CRM

Tours booked in Google Calendar or Calendly. Leads created in HubSpot or Salesforce. Automatically.

Parent Communication

Text confirmations sent after tour bookings, absence reports, and schedule changes. Parents stay informed.

Getting Started

Live in less than a week.

Sign up and get Hazel on autopilot.

We set up everything for you — personalizing your Hazel, connecting to your systems, onboarding your team, and helping you go live. You just show up.

Get Started

We learn your center

Share your website, policies, and programs. We configure Hazel to match your center's voice.

We pick a local number and connect your phone

We provision a local phone number, port or forward your existing line, and wire everything up — nothing for you to configure.

We help customize your receptionist

We set your greeting, escalation rules, hours, and how you want calls handled — together, in a single walkthrough.

Hazel goes live — everything tracked

Hazel starts answering. Every call, text, and action is logged in your dashboard.

Watch your enrollment grow on autopilot

Tours fill up, leads get nurtured, families enroll — and you'll wonder why you didn't start sooner.

FAQ · Hazel CRM

Common questions, answered.

Can we use our existing CRM (HubSpot, Salesforce, spreadsheets) instead of Hazel CRM?
Yes — Hazel integrates with most CRMs. But the value of Hazel CRM is that it's built for childcare specifically: kanban stages match enrollment, sequences already speak tour-booking, reports already know what "conversion by classroom" means. Most centers switch over within a month.
How does Hazel score leads?
Hazel looks at call category, time on call, tour status, follow-up engagement (opens, replies), urgency signals ("we need care by Monday"), and the child's start date. Every lead gets a score plus a one-line next-best-action. You can override any score.
Can we edit the pre-built email sequences?
Yes — every template is editable in plain English (no code, no liquid syntax). You can change subject lines, body copy, branching logic, and timing. Per-center branding is automatic.
What does "automatic lead deduplication" actually do?
If the same parent calls twice or fills out a form after Hazel already captured them via phone, we don't create two leads. We merge the new info into the existing lead and keep the full interaction history in one thread.
Can directors override the AI's recommendations?
Always. Hazel surfaces "top 5 to call today" — you can disagree, override scores, mark leads cold, and Hazel learns from your overrides over time.
What kind of reports can the AI report builder generate?
Anything time-based or attribution-based. "Tours booked last month by source," "conversion by classroom this quarter," "email performance by sequence," "time to enrollment by lead source" — Hazel writes the dashboard. CSV export and multi-center rollups built in.

Ready to grow your centers
and give your team their time back?

15 minutes. No commitment. See exactly how Hazel operates for your program.