CRM for Training Institute
Overview
A comprehensive CRM system designed specifically for training institutes to manage leads, students, and daily operations in one place. The platform replaces scattered spreadsheets and manual coordination with a centralized system that improves visibility across employees, ensures timely follow-ups, and simplifies performance tracking for both students and staff.
Problem Statement
The institute struggled with scattered lead data, inconsistent follow-ups for admissions and fee collection, and time-consuming manual reporting. This resulted in lost opportunities, delayed payments, and lack of clear performance insights.
Solution Provided
Built a centralized web application that streamlines lead management, conversation tracking, and provides real-time reporting dashboards for better decision-making.
Key Features
- Lead Capture and Pipeline Management
- Role-based Access Control (Admin, Employee)
- Student Enrollment
- Fee Tracking and Payment Reminder System
- Bulk xlsx file upload for student data
- Centralized Admin Dashboard
Tech Stack & Impact
Technologies Used
Business Impact
"Reduced administrative overhead by 40% and improved lead conversion rate by 15% within the first 3 months of deployment."