CRM Software with Website for Language School & Study Consulting

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  • Proposals: 1
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  • #2294351
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Shreef E.
has already sent a proposal.
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Description

Experience Level: Expert
CRM Software for Language School & Study Consulting

and this Style of Website with LOGIN

https://livedemo00.template-help.com/wt_prod-21762

Consultant Dashboard with all Info´s Overview Frontoffice
Customer Profiles, with Image and all Personal Info we require.
- Client Information on his Profile, which we can add for him, or he when registering himself from website and will directly goes into our System
o Basic Information; Name; Email; Phone; Address
o Passport Information like Passport No & Expiring Date
o His Picture
o Which Language Classes he booked/attended (He can book from website, and we call him, or we add class from our System) NO PAYMENT GATEWAY YET – ADDED LATER
o What he must pay or paid already. Like Green for paid and red for not paid. With reminder System for Client and for our Employees,
o Section Study, for what he wants to study and where. Which language school in foreign country & when
 Notification to Backoffice /eMail
 eMail to the Language School from us with all details from Client to register him with copy of his Passport which needed to be upload to his Profile
o Section Visa, where to put his Appointment at the Embassy. We put all details and client can see it from his profile
o Section Motivation Letter, where to put his Motivation Letter. As File.
o Upload Section for Documents such as Diploma; Copy of his Passport
- Our Products
o Consulting Packages
o Language Class Packages
o Other Products; Housing and so on
o All Products which can be booked by a client
- Language School Partners in Foreign Country
o Here we add every Partner we have, which in Client profile can be chosen from. We need to can edit every Language school with dates and products they offer so it will show client how much it will cost him to study in that language school in foreign country
 Example: Client Chooses School XXX and wants to take Language Class B1 B2 and C1 – without or with accommodation. And it says B1 starts in 04.03.2019 for example and finish with C1 in 01.08.2019. So we have to add every partners program into our CRM
- Our own Language School Section
o Where we can Plan the Classes, in which Room, which Teacher and which client will attend. Add Client to language class
- Employees
o Who is who´s Consultant, add Consultant to Client
o Who is teaching which class, add Teacher
- Billing System
o Everything should be linked to each other, if we book language class and other product to client, automatically should be possible to generate A invoice/bill
- Reminding System
o If client hasn´t paid his stuff, client gets mail and consultant gets msg on his dashboard
o If client hasn’t decided language school in foreign country or university, reminder
o Maybe some other stuff where Consultant needs to get remind
- Language School Certificate System
o Choose which attends of class did pass the exam and generate Certificate to print
- Client Login from our Website
o Client can login to his Profile and can see #
 His Appointment at the Embassy
 If his Motivation letter is uploaded (not read it) only see its Green instead of red perhaps
 Which language classes he is attending to (date and who the teacher is)
 If his documents are ready (translations)
 Book language class of our own language school without payment just request and than on dashboard will come up that he needs to get called from consultant

Some points will be added which we might forgot so keep that in mind.

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