Customer Management System (CRM)
Budget: £1,500 – £3,000 GBP
Our tuition company is looking to move beyond using spreadsheets to track all of our customer information.
For each student, we need to be able to track all of the services they are using with our company:
Weekly tuition (which tutor has been allocated, what day/time)
Mock exams (which have they booked in for - they will choose a number of exams to attend)
Summer school (which weeks/days/times)
Other additional classes
When using the system, each of our tutors should be able to view the students allocated to them. For each of their students, they should be able to view all services that the student has signed up for. The tutor should also be able to log lessons for the pupil by adding the date of the lesson and some notes about the lesson carried out. They should also be able to mark if the planned lesson was missed. In addition, the tutor should be able to track payments from the student, marking off monthly payments received.
Management should be able to view all students in the system and choose to see selections of students filtering by:
Each tutor
Each mock exam
Each summer school week
Each additional class
Students who have not signed up for mock exams
Students who have not signed up for summer schools
Management should also be able to add new students, remove old students, allocate a different tutor to a student, add new services to students etc.
Ideally this system should run on our own web server rather than requiring an external service (particularly one that charges per user or per customer).
For each student, we need to be able to track all of the services they are using with our company:
Weekly tuition (which tutor has been allocated, what day/time)
Mock exams (which have they booked in for - they will choose a number of exams to attend)
Summer school (which weeks/days/times)
Other additional classes
When using the system, each of our tutors should be able to view the students allocated to them. For each of their students, they should be able to view all services that the student has signed up for. The tutor should also be able to log lessons for the pupil by adding the date of the lesson and some notes about the lesson carried out. They should also be able to mark if the planned lesson was missed. In addition, the tutor should be able to track payments from the student, marking off monthly payments received.
Management should be able to view all students in the system and choose to see selections of students filtering by:
Each tutor
Each mock exam
Each summer school week
Each additional class
Students who have not signed up for mock exams
Students who have not signed up for summer schools
Management should also be able to add new students, remove old students, allocate a different tutor to a student, add new services to students etc.
Ideally this system should run on our own web server rather than requiring an external service (particularly one that charges per user or per customer).