Student Lead Management System
Web App
ERP Build
CRM Build
AI Automation
Introduction
We built a connected CRM and ERP system for Smart Point Training and Education L.L.C. to simplify the way student leads, sales, and finance operations are managed. The goal was to remove manual work, automate lead handling from social platforms, and create a smoother, faster experience for both the team and prospective students.
Year
2026
Industry
Education
Duration
4 Weeks
The Challenge
At Smart Point, student leads coming from social media were being captured and managed manually across disconnected workflows. Sales teams spent valuable time sorting inquiries, updating records, and coordinating follow-ups instead of engaging with students. Financial reporting was equally fragmented, with manual invoice handling increasing delays,
“We were wasting too much time manually sorting leads instead of actually talking to students.”
Mr X, Operations Manager
Our Approach
We began by closely studying how Smart Point’s sales team handled leads day to day, identifying where manual coordination was slowing response times and increasing workload.
Instead of combining separate CRM and accounting tools, we built a connected ERPNext ecosystem hosted on Frappe Cloud, ensuring lead management, invoicing, and reporting worked together seamlessly.
We refined workflows around the team’s actual operations, creating a stable system that reduced friction without disrupting how they already worked.
The Solution
We delivered a connected sales and finance system that replaced manual lead handling with automated, real-time workflows. Built around the team’s everyday operations, the platform simplified student onboarding, reduced administrative pressure, and created a smoother process from inquiry to enrolment and invoicing.
Real-Time Lead Capture — Student inquiries flow instantly from social platforms into the CRM automatically.
Automated Lead Assignment — Leads are routed directly to sales representatives without manual coordination delays.
Integrated Sales Dashboard — Teams track inquiries, follow-ups, and conversions from one centralised workspace daily.
Automated Invoice Generation — Invoices with VAT configurations generate automatically once student enrolments are confirmed successfully.
Connected ERP Ecosystem — Sales, finance, and reporting workflows operate together without disconnected manual processes.
Results
Within weeks of launch, Smart Point’s team shifted from manual coordination to faster, more focused student engagement. Administrative workload reduced significantly, while lead response, tracking, and invoicing became smoother and more reliable across the entire enrolment journey.
System delivered Live in less one month
100% Automated Lead Capture
Zero Manual - Lead Assignment Workflow
Real-Time - Invoice Generation Process
“Leads finally stopped getting lost between teams. Everything feels faster, clearer, and much easier to manage now.”
Mr X, Operations Manager
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