Student CRM Portal Development
1. The Problem
An education company offering online and offline courses was facing difficulty managing student engagement and learning progress. Students found it hard to track their courses, live sessions, fee payments, and study materials. Key issues included:
- No centralized portal for students
- Confusion around session timings, assignments, and exams
- Lack of visibility on fee status
- Limited student-mentor interaction
- Low referral activity
They needed a simple, all-in-one student portal to improve learning experience and student management.
2. Our Approach
We began with understanding the student journey from registration to course completion. Our UX/UI team created easy-to-use screens and user flows. We focused on:
- Keeping navigation simple and clean
- Showing key information upfront on the dashboard
- Making learning content accessible with a few clicks
- Enabling mentor support and referral system
We involved real students during testing to ensure the platform was intuitive for them.
3. Solution
We developed a Student CRM Portal with the following features:
- Login
- Secure student login with access to all modules.
- Dashboard – Quick overview with:
- Cards showing Courses Enrolled, Attendance, Total Fee Paid, and Pending Fee
- Details of Current Course
- Notifications for updates and alerts
- List of Upcoming Sessions
- Courses
- Searchable list of enrolled courses
- Each course includes:
- Overview
- Video Lessons
- Live Lectures
- Assignments
- Exams
- Attendance Tracker
- Book Your Mentor
Students can book 1:1 sessions with mentors for help or guidance.
- Refer & Earn
Students can refer friends and earn rewards, helping the platform grow.
- Profile Details
Students can view and update their personal and academic information.
- Logout
Safe and secure logout feature.
We ensured a mobile-friendly design so students could access everything on the go.
4. Outcome
After implementation:
- Student satisfaction increased due to a clear and organized portal
- Daily student logins increased by 65%
- Fee tracking improved and reduced manual follow-up
- Students found it easier to stay on track with sessions and assignments
- Mentorship bookings increased, helping students feel more supported
- The Refer & Earn system brought in new student leads organically
The Student CRM Portal helped the education company deliver a smoother and more engaging learning experience.
