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CRM for Exam Preparation Courses: How We Transformed Excel into a Modern Educational System
Today we share a case of implementing a CRM system for an educational center that previously managed students and classes in Excel. We helped the client automate learning: integrated Zoom, SMS and Telegram, added tests, attendance tracking, and parent reports.
Client’s Problem: Managing Courses with Excel
The client — an exam preparation school — used Excel to track students, schedules, and payments. But over time Excel stopped coping with the workload:
- difficult to track attendance;
- data on payments and homework was often lost;
- no unified system of communication with students and parents;
- impossible to evaluate the real progress of students.
The course manager realized: to scale the business, a CRM system for educational courses was required.
Solution: Creating a CRM for Exam Preparation
We proposed a modern platform that automates key processes and unites student management, scheduling, payments, and communication.
Integrations
- Zoom — automatic lesson link creation and saving of class recordings.
- SMS and Telegram — notifications and reminders for parents about lessons, payments, and progress.
- Email — sending study materials and exam reminders.
Tracking and Control
- attendance tracking with instant parent notifications;
- online tests with automatic checking and statistics per student;
- storage of recorded lessons for rewatching.
Transparency and Analytics
- progress reports for parents and teachers;
- financial tracking of payments and outstanding balances;
- flexible reporting for managers and administrators.
Implementation Results
- increased engagement of students and parents through notifications and reports;
- reduced administrative workload by 40%;
- growth in the number of students thanks to a structured system;
- transparent analytics for courses, students, and teachers.
The school now fully controls the process — from student registration to final exam results.
Why This Matters for Educational Centers
Modern courses cannot be limited to offline lessons. Parents and students expect convenient services: reminders, access to materials, testing, and reports. A CRM system improves the quality of learning and builds trust in the school.
Conclusion
This client story shows: even if a business started with Excel, switching to a CRM opens new opportunities. Automation helps scale, improves the quality of education, and makes administrators’ work easier. For schools and exam preparation centers, it becomes a reliable foundation for growth.
