Case study

OEC CRM Case Study

Custom CRM eliminating lead loss across 50+ branches.

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Problem

Leads were split across WhatsApp groups and spreadsheets, which caused missed follow-ups, inconsistent ownership, and poor management visibility.

What Client Needed

OEC needed a single system for leads, counsellor follow-ups, student records, fees, and branch reporting.

Tech Stack

React, Vue, Firebase, Node.js

Client Testimonial

The CRM gave our branches a single source of truth for every student enquiry and follow-up.

Features Developed

  • Multi-branch lead pipeline
  • Automated follow-up reminders
  • Counsellor activity tracking
  • Branch dashboards
  • Student documents and fee records

Results

  • Zero lead leakage across 50+ branches
  • 70% improvement in counsellor productivity
  • 2,500+ active student records centralized

Screenshots & Product Views

Text-accessible walkthrough of the key screens and workflows created for this project.

01

Lead pipeline view showing enquiry stage, counsellor owner, source, and next follow-up date.

02

Branch dashboard view summarizing active leads, admissions, pending follow-ups, and counsellor activity.

03

Student profile view with documents, fee records, notes, and application history.