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Module 01 · Clients

One record per school. Nothing scattered.

From the first qualification call to archived years later, a school has one authoritative profile in Crest: identity, people, population, service state, commercial terms, and every document — connected, searchable, and complete by construction.

crest / schools / SPCM
snapshot

San Pedro Colleges of Mindanao

SPCM · higher ed · Davao City

subscription · per-student
  1. SY 2023–2024

    archived snapshot

    5,120students

  2. SY 2024–2025

    verified count on file

    5,340students

  3. SY 2025–2026

    verified count on file

    5,480students

Every statement keeps the snapshot it was billed against. Enrollment shifts next term? A new snapshot supersedes — it never rewrites the old one.

A school profile aggregates everything in one place

The profile is the engagement.

Every school profile is organized as the working surface it becomes in practice — the tabs your team actually lives in.

Overview
Identity, sector, location, tax ID, ownership, lifecycle stage
Contacts
Roles, channels, archive — never a silent delete
Population
Dated academic-year snapshots with verified counts
Service profile
Essentiel readiness, tapping, devices, servers, notes
Portals & pricing
Module access, package mode, customizations, fees
Commercial
Subscriptions, contracts, statements, payments
Implementation
Projects, milestones, customizations, documents

Population is dated, by design.

Student counts change every term. Crest treats population as a history of verified snapshots — so the number on an old statement is still explainable years later.

  • +Academic-year and term snapshots: total, verified count, verification date, notes
  • +Subscriptions can bill on actual, verified, minimum, manual, or academic-year basis
  • +Committed minimums and maximums clamp the billable count
  • +A corrected count supersedes — it never rewrites the snapshot it replaces

Readiness, workspace-wide.

The Service Operations queue derives readiness from real records — it never manufactures placeholder contacts or contracts to fill a checklist.

  • Essentiel deploymentcurrent school year on record
  • Support accessportal credentials provisioned
  • Tapping readinessdevices verified against inventory
  • Record completenessderived from real related records

Import without fear.

Bringing years of school records in is a preview-first workflow: Crest reconciles by school code and normalized name, skips what exists, and never overwrites a live record.

2,000

school rows per accepted upload, 25 MB limit

0

existing records overwritten by an import

Every

row outcome recorded against the import job

See Crest on your own portfolio.

A working session with your numbers: schools, subscriptions, receivables. We'll set up a workspace and walk your lifecycle end to end.

Invitation-only · Onboarding guided by the team that built it