🧩 The Problem
A mid-sized coaching institute in Pune was struggling with:
❌ Students missing fee due dates
📊 No proper dashboard to track pending payments
🧍♂️ Admin team manually calling parents and students
🤯 Confusion over staff salaries, attendance, and bonuses
🧾 Frequent miscommunication between accounts and counselors
The institute’s director said: “Every month, we were chasing money. We had no central system to know who paid, who didn’t, and what was promised.”
💡 The Solution
They implemented our Smart ERP + CRM System.
1️⃣ Step 1: Dashboard —
Setup central Dashboard to track fee collection targets, overdue amounts, and reminders.
2️⃣ Step 2: HR Module —
Activated HR Module to automate faculty attendance, shift timings, leave requests, and monthly payroll generation.
3️⃣ Step 3: CRM with Deal Notes + WhatsApp Automation—
Used CRM with Deal Notes + WhatsApp Automation to automatically send gentle reminders to parents and students about fee dues.
4️⃣ Step 4: Vendor Payments + Expense Tracking—
Streamlined Vendor Payments + Expense Tracking to monitor coaching center operational costs.
5️⃣ Step 5: Real-Time Reports —
Deployed Real-Time Reports to identify leakages in fee collection and delayed follow-ups.
The staff was trained to check dashboards daily → no more manual note-keeping.
📊 The Result
🎯 ₹12 lakh recovered from overdue payments in just 60 days
👨🏫 Faculty salaries and overtime were calculated correctly
📲 WhatsApp reminders had a 65% response rate
✅ Counselors got automatic alerts for pending follow-ups
📉 Reduced operational delays and manual errors
The director happily shared: “For the first time, I could see my collection targets vs. actuals at a glance. We saved time and recovered lakhs without hiring extra people!”
🔍 Why It Worked
✔️ Smart automation, not extra manpower
✔️ Daily dashboard check = zero leakages
✔️ Automated WhatsApp alerts = timely collections
✔️ User-friendly interface for non-technical staff
It became their daily habit → simple tools, powerful results.
📣 Final CTA
“Are fee dues eating your coaching institute’s profits?”
“Switch to a dashboard-driven ERP + CRM + WhatsApp automation and grow without stress.”
👉 Talk to us. Let’s build your zero-leakage system!
