Contact person: Business Client

Phone:Show

Email:Show

Location: Gurugram, India

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"Project Title

Build a Simple CRM for Home Tutoring Using Google Sheets (Leads, Parents, Tutors, Trials, Payments)


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About Us

We run a home tutoring agency (Home Guru Tutors) for KG–12, JEE/NEET in Delhi NCR.
Currently, our operations are managed manually using phone, WhatsApp, and basic Google Sheets.

We are not technical and need a developer to build a simple but robust CRM on top of Google Sheets to manage our daily operational workflow.


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Project Goal

Create a workable CRM system (web UI + Google Sheets backend) where our team can:

Manage daily leads

Track parents and students

Maintain tutor database

Assign tutors to leads

Schedule and track trial classes

Track conversions

Track monthly payments and commissions

Generate basic reporting (daily, weekly, monthly)


Backend database must be Google Sheets only.


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Preferred Tech Approach

Use Google Sheets as the master database

Build a simple web UI using either:

Google Apps Script Web App, or

Lightweight web app (Node.js or Python Flask) connected to Google Sheets API


Must be easy for non-technical staff

Should work on desktop and mobile browser


Developer can propose best approach.


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Google Sheets Structure (Minimum Required Tabs)

1. Leads Sheet

Tracks all enquiries

Suggested fields:
LeadID, Date, ParentName, Phone, Area, StudentClass, SubjectsRequired, Board, LeadSource (Google/WhatsApp/Referral), LeadStatus (New/In Process/Trial Fixed/Converted/Closed), AssignedTo, NextFollowUpDate, Notes


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2. Parents and Students Sheet

Fields:
ParentID, ParentName, Phone, WhatsApp, Email, Address, StudentName, Class, School, Board, Subjects, Budget, Preferences (female tutor, timings, etc.), Status (Active/Inactive), CreatedFromLeadID


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3. Tutors Sheet

Fields:
TutorID, TutorName, Phone, Area, City, Pincode, Subjects, Classes, Boards, ExperienceYears, Mode (Home/Online/Both), PreferredAreas, Qualification, CurrentStatus (Active/Inactive), Remarks


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4. Assignments and Trials Sheet

Fields:
AssignmentID, LeadID, ParentID, TutorID, TrialDate, Time, Mode, Status (Scheduled/Done/Cancelled), TrialFeedbackParent, TrialFeedbackTutor, FinalStatus (Converted/Not Converted), MonthlyFeeFinalized


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5. Payments and Commission Sheet

Fields:
PaymentID, ParentID, TutorID, Month, TotalFee, OurShare (50 percent first month, 10–15 percent recurring), TutorShare, PaymentStatus (Pending/Received), DateReceived, PaymentMode, Notes


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6. Users and Team Sheet (optional)

Fields:
UserID, Name, Role (Sales/Tutor Recruiter/Coordinator/Admin), Phone, Email, Active (Y/N)


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Core CRM Functional Requirements

1. Lead Management

Input new leads easily

Filter by status, class, area, source, assigned staff

Change lead status through lifecycle

Set and view follow-up reminders


2. Parent and Student Management

Convert lead into parent record

View interaction history

Search by name, phone, area


3. Tutor Management

Add and edit tutor profiles

Search and filter tutors

Track tutor assignment history


4. Trial Class Coordination

Assign tutor to lead

Schedule trial

Record feedback

Mark conversion status

View upcoming trials


5. Conversion Tracking

Count conversions by date range

Track tutor conversion performance

Track source effectiveness


6. Payments and Commission Management

Record agreed monthly fee

Automatically calculate our share

Track pending payments

Track tutor payouts

Monthly revenue summary


7. Basic Reporting Dashboard

Reports required:

Leads received

Trials completed

Conversions

Active parents

Active tutors

Monthly revenue


Dashboard can be in CRM UI or Google Data Studio/Looker Studio.


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Access Control Requirements

Minimum roles:

Admin: full access
Team (Sales/Coordinator): view and edit leads, trials, parents, tutors

Google login preferred but optional.


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Optional Features (Not Required in Phase 1)

Auto-import leads from Gmail

WhatsApp profile message generator

SMS or WhatsApp API



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Deliverables

1. Fully working CRM web application connected to Google Sheets


2. Google Sheets file with templates and headings


3. Simple user interface suitable for non-technical staff


4. User guide including:

how to access

how to add and update records

how to schedule trials

how to update payment status



5. Post-delivery support for minor fixes (2–3 weeks)




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Ideal Developer Profile

Experience with Google Sheets automation

Experience with Google Apps Script or Google Sheets API

Has built CRM or workflow management tools previously

Can communicate clearly in simple language


Please include in proposal:

Similar past work

Suggested tech approach

Estimated timeline for MVP

Estimated cost" (client-provided description)