PathFinders
Industry
Student Relationship Management
Technologies Used
HTML, CSS, JS, PHP, Laravel & MySQL DB.
Client
At PathFinders, we understand students’ unique pressures and obstacles and are committed to helping them overcome them. Our advisors work one-on-one with you to assess your strengths, identify areas for improvement, and create a customized action plan to help you reach your goals. With our support, you’ll gain the confidence and skills you need to succeed in school, career, and life.
Challenges
The main challenge of our client is data management. The extensive amount of data generated from student interactions, inquiries, and feedback is overwhelming to manage and analyze effectively. This data includes personal information, academic records, and communication history, which needs to be organized, processed, and stored securely.
The client wants a better, more robust, and long-lasting relationship with its students as they lead to creating an energetic environment to work in and create the opportunity to be creative and showcase their skills.
Solution
Understanding the client’s asks, we created a solution that helps them to manage all the student’s data and maintain a healthy relationship with them. To effectively manage data, our team implemented a robust data management system that allows for efficient data storage, processing, and analysis.
With our solution, the client can manage completed and pending invoice payments for further clarification. To overcome integration challenges, we used the APIs to ensure compatibility and seamless data transfer between systems. Also, we run regular data testing and maintenance to establish data consistency between systems. Integrate automation to streamline several manual processes involved in managing student relationships, such as appointment, scheduling, and communication tracking. It can also help to increase efficiency and reduce errors, freeing up the time for staff to focus on more strategic tasks.
They can manage
- Student Details Management
- Branch Details Management
- Institution Details Management
- Invoice Management
- Task Management
- Enquiry Management
- Fully Dynamic Management
The Admin can
- Create unlimited user roles
- Create tasks
- Create & manage categories in the course, document, referral status, relation & marital status
- View the powerful admin panel
- View, edit & delete profiles
- Manage general settings
- Set access permission for data application
- Chat option with other users
- Enable/disable sections
- Provide notifications to the students & staff through email
- Keep track of lead progress status
- Upload documents (PDF, JPG, PNG, DOC, DOCX)
The Consultant can
- Create, update & delete student details
- Create & view quick inquiries
- Create, view & update the inquiry list
- Create, view, update & delete tasks
- View the informative dashboard
- View students list
- View assigned student details
- View visa expirable leads list
- View Calendar
- Update the status of the student
- Transfer leads
- Modify Email templates
- Chat with other users
