Contact person: Custom CRM for Education Agency

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Location: Huntly, Australia

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"I need a web-based CRM that mirrors the day-to-day workflow of an overseas education consultancy. The platform must revolve around three fully-featured modules: lead management, student management, and HR/employee management, plus an integrated invoice creator that draws data from all areas.

In the lead module I rely on lead scoring to qualify prospects, automated follow-ups to keep them warm, and clear lead segmentation for targeted campaigns. For students, the system has to track each application step, store and organise every document we collect, and keep conversations together in a communication hub so counsellors never lose context. On the HR side, I want staff profiles, attendance and leave tracking, basic payroll calculations, and permission-based access that lets managers view team analytics while protecting sensitive data.

Because invoicing sits at the centre of our revenue flow, the CRM should allow one-click invoice generation from either the student or HR modules, pulling in approved fees, discounts, and tax values automatically.

Deliverables:
• Responsive web application with the three core modules and invoice engine fully wired together
• Dashboard-level analytics for leads, student progress, and HR metrics
• Role-based access controls and activity logs
• Deployment, brief hand-over documentation, and a short video walkthrough of key functions

If you’ve built similar CRMs—or can demonstrate a clear plan for doing so—let’s discuss timelines and your preferred tech stack." (client-provided description)