Swim School CRM

Manage families, swimmers, leads, waivers, balances, notes, messages, purchases, and lesson history in one swim-specific customer system.

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Swum clients CRM showing client totals, retention alerts, plans, invoices, and searchable customer rows
Family-firstCustomer records

Organize parents, swimmers, and family-level purchase history together.

SearchableOperations

Find customers, lesson context, payment history, and messages without digging through threads.

ConnectedBooking context

CRM data connects to bookings, payments, waivers, progress, and communication.

  • Swum clients CRM with family accounts, customer rows, plans, and time-credit context

    Keep family accounts organized

    Track parents, swimmers, birthdays, lesson history, and customer-specific details in a swim lesson context.

  • Swum balance and transaction view connected to customer payment records

    Connect money to customer records

    Balances, packages, plans, purchases, time credits, refunds, and payment history stay tied to the right customer.

  • Swum messages inbox with searchable parent communication threads

    Communicate from the same workspace

    Keep messages, announcements, notifications, and email outreach close to your customer data.

Family and Swimmer Records

Store parent records, swimmer profiles, birthdays, notes, lesson context, and account status.

  • Family accounts
  • Swimmer details
  • Customer notes
  • Account status

Customer Search

Find customers quickly across larger schools and growing instructor businesses.

  • Search tokens
  • Customer lookup
  • School-wide context
  • Fast admin workflows

Waiver and Compliance Context

Keep required waivers, consent records, and customer-specific compliance details tied to the right family.

  • Waiver records
  • Signing enforcement
  • Document history
  • Custom questions

Balances and Purchase History

Review balances, time credits, packages, plans, deposits, refunds, and transactions from customer context.

  • Balances
  • Packages
  • Plans
  • Transactions

Messages and Notifications

Keep parent communication connected to the lesson and customer data that prompted it.

  • Direct messages
  • Mass email
  • Message board
  • Notifications

Customer Analytics

Understand customer spend, purchase behavior, lesson types, and retention signals.

  • Top customers
  • Customer spend
  • Purchase mix
  • Revenue reporting

Common Questions

Is Swum a general CRM?

Swum is a swim-specific customer management system. It connects family records to swimmers, lessons, payments, waivers, messages, and progress.

Can I manage parents and multiple swimmers in one account?

Yes. Swum supports family-oriented records so parent and swimmer information stay connected.

Can Swum track purchase and balance history?

Yes. Customer records can connect to balances, packages, plans, time credits, transactions, and purchase history.

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