All work
SaaS2025

CRM Portal

College & institute lead management for admins and counsellors

CP
Timeline
12 weeks
Our role
Product design & Django full-stack build
Services
Full-Stack DevelopmentSaaS Product DevelopmentAndroid
Tech
DjangoPostgreSQLRedisCeleryKotlin
2Role-based portals
CSV/XLSXBulk lead import
APIWebsite webhook + mobile

The challenge

Admissions teams were juggling spreadsheets, WhatsApp threads, and missed follow-ups. They needed one CRM for lead intake, counsellor assignment, activities, targets, and reporting.

What we did

  • 1

    Built a Django CRM with separate admin and counsellor workspaces, granular permissions, and analytics.

  • 2

    Shipped bulk lead import from CSV/Excel, webhook intake from the website, and visit scheduling flows.

  • 3

    Extended access with a Kotlin Android app and API layer for counsellors in the field.

Counsellors finally work from one system — assignments, follow-ups, and targets are all visible.
Operations Lead Institute CRM team

More work

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