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CRM for a foreign language school

Employees / Financial Management / Learning Process Management

Objective and Purpose

The developed CRM system aims to ensure better management of relationships with potential and actual students. It allows the storage and structuring of students’ personal data, their previous courses, interests, and communication history. The CRM also helps the school automate course registration, payments, and class scheduling processes, thereby improving service quality.

CRM Functionality

The CRM system consists of three main modules: Users, Finance, and Training. Each of these modules is responsible for its own functionality and interacts with the others. The "Users" module includes data on students and potential customers. The "Finance" module tracks financial transactions, course payments, invoices, etc. The "Training" module includes information on training programs, class schedules, and more.

The “Users” Module

Users

In the "Users" section, you can see all participants in the training process, view basic data about each user, and add new users. In the "Roles" section, you can edit and assign user roles with different capabilities or grant Super_Admin status with full access to all pages.

Students

In the "Students" section, you can view a list of students enrolled in a particular course, edit and view personal data on students, and add new ones. You can find students by searching for their names. The "Teachers" section is similar and has almost the same functions.

The “Finance” Module

Student Transactions

In this section, you can see student transactions with different statuses, including accruals (when a student deposits funds into their balance) and write-offs (when a student's balance is charged after a class). All transactions are performed automatically. You can also edit transaction data and filter it by various parameters such as date and name.

Teacher Transactions

This section is similar to the "Student Transactions" section and has the same functions. Additionally, you can generate a report on the work done and the accruals made. Reports can be generated in PDF format for a single class or a specified period.

The “Training” Module

Courses

This section contains the entire list of courses. You can hide courses that are currently inactive, view detailed information on each course (including students, teacher, price, start date, etc.), and add new courses.

Classes

In this section, a convenient calendar is provided where you can view information for different periods and for specific teachers. You can delete or add new classes by setting the date and time, and all this can be edited later if necessary. This section is also used to note when a student is absent.

Used Technologies

Linux ubuntu server

The project is hosted on a virtual server running Ubuntu 22.04. Using a virtual server allows us to fully control the settings and adjust the server to our needs for the best performance.

MySql

The most popular database, MySQL version 8.0, is used.

Symfony, PHP

We use the latest version of PHP, which is 8.3, and the latest LTS version of Symfony, which is 6.4.

Results

As a result of the project, we developed a CRM system tailored to the needs of modern business. It helps effectively track customers, store their personal data, analyze data, and automate payment and scheduling processes. This increases the school’s productivity and helps attract new customers.

To Order a CRM System

This CRM system is suitable for any school or online learning platform.

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