How One Teacher Managed 100+ Students Without Hiring in Just 30 Days!

🧩 The Problem

Before using our ERP system, this coaching institute in Kanpur faced constant daily challenges:

❌ Attendance was still marked manually — and often forgotten
📞 New leads came in, but there was no structured follow-up
🧍‍♂️ The teacher had to handle everything — from fees to parent issues
💰 Monthly fee collections were delayed and untracked — some students had ₹1,200 pending, others ₹4,000
🧾 Homework, reminders, and updates weren’t consistently sent to all students

In short, the teacher was spending more time on admin work than actually teaching.

💡 The Solution

In just 5 steps, our ERP transformed the way the institute operated — without needing extra staff:
Here’s what we did, step by step 👇

1️⃣ Step 1: Smart Dashboard Setup —

A live dashboard was created to show everything at a glance — student count, attendance, fee status, new enquiries.
“Every morning, I could see exactly where things stood in 30 seconds,” said the owner.

2️⃣ Step 2: CRM + Deal Notes + WhatsApp Automation —

All student enquiries (from Facebook, calls, and walk-ins) were tracked in the CRM.
They used Deal Notes to log demo class status, document submissions, and admission progress.
WhatsApp automation was used for:
– Demo class invites
– Pending fee reminders
– Test and homework alerts
No follow-up was missed.

3️⃣ Step 3: Attendance + HR Tracker —

Student attendance was recorded through a QR or app-based system.
Teacher leave records were also automated — no paperwork, no confusion.

4️⃣ Step 4: Finance Automation + Fee Collection —

Each student was linked to their specific fee plan.
Monthly fee reminders went out automatically with receipts.
UPI payment links made it super easy to pay — no chasing.

5️⃣ Step 5: Real-Time Reports —

They now had reports for:
– Daily attendance
– Fee recovery %
– Student dropouts
– Active/inactive students
This helped them take action early and improve retention.

📊 The Result

📈 100+ students were tracked without hiring admin staff
💬 85% follow-ups closed via WhatsApp
💰 92% of fees collected before the due date
🧑‍🏫 The teacher focused on teaching, not operations
🧾 Zero confusion in fee records or attendance logs