Project Plan

task icon

Task

Redesign and develop a custom CRM application

Team icon

Team

Product Manager, UX Researcher, Product Designer, UX/UI Designer, Business Analyst, 3 Back-end and 2 Front-end developers, QA

Duration icon

Duration

9 month

Scope icon

Scope

76 CRM screens + adaptive versions

Overview

Inventor is an international network of out-of-school educational institutions that help children develop programming, engineering, and project-thinking skills from a young age.

We partnered with Inventor to design and develop a new, more effective CRM system. The greatest challenge our team faced was to make it intuitive enough for kids, their parents, and teachers to use it with no effort.

Our team has delivered a web customer relationship management application that collects all the necessary data for teachers, students, and parents.

Deliverables

Results

Limeup implemented a solution that meets the needs of the Inventor’s growing global operation. Our team designed and developed a CRM system that is now helping the network of schools efficiently manage their educational process.
Our customer relationship management application includes education-specific features like the course and enrollment management, scholarships, tuition payment tracking, and automatic e-mail notifications.
Student Progress
Schedule
Clients
Employees
Student Profile details
Finances equipment
Student Progress
Schedule
Clients
Employees
Student Profile details
Finances equipment
Student Progress
Student Progress
Schedule
Schedule
Clients
Clients
Employees
Employees
Student Profile
Student Profile details
Finances
Finances equipment

Discovery Phase

The client approached us with an existent CRM that worked poorly and did not cover the needs of a rapidly growing network of schools.

To deliver the best results, we needed to design the CRM system according to the precise users’ needs. We conducted extensive user research and learned about the solutions existent on the market. Our designers needed to find the balance between collecting the most relevant information and making the system simple enough so that non-experienced users could access it without effort.

Discovery Phase

Information Architecture

We completed the discovery phase by finding what users want to accomplish and how they want to accomplish it. We then organized content into an information architecture that allows users to adapt to product features, find what they’re looking for, and complete their goals.

steps of building CRM Application for Edtech

Information Architecture

Information Architecture

Talk with Limeup expert

Discuss your idea with our experts to define the perfect solution for your needs.
Get a free consultation
Platon Tsybulskii
Platon Tsybulskii
Get a free consultation

User persona

inventor user persona 1
inventor user persona 2
Math teacher

Age:46

Status:Married

Location:Worcester

Practical
Patient
Reading
Hardworking

Biography

inventor user persona 3 is a math teacher at an after-school program. She has 2 grown children of her own, so she loves her job and feels like she was born to do it. Every day inventor user persona 3 spends hours planning lessons for her students. She believes that a motivating approach to learning is essential for students' development. inventor user persona 3 wants to be able to interact more with her students' parents.

Personality

Loyal
Frickle
Introvert
Extravert
Analytical
Creative

Goals

  • Effectively plan your working time
  • Tracking progress of your students
  • Have all possible functions in one platform
  • Don’t spend a lot of time for paperwork

Motivation

  • Start planning your time
  • Easily find the information you need

Needs

  • Automation of routine processes
  • Easy-to-use daily schedule
  • A multifaceted system for assessing student progress

Frustration

  • Too much time spend
  • Not enough information of students
  • Inconvenient interface
  • Errors in product operations
inventor user persona
inventor user persona 1
Math teacher

Age:46

Status:Married

Location:Worcester

Practical
Patient
Reading
Hardworking

Biography

inventor user persona 2 is a math teacher at an after-school program. She has 2 grown children of her own, so she loves her job and feels like she was born to do it. Every day inventor user persona 2 spends hours planning lessons for her students. She believes that a motivating approach to learning is essential for students' development. inventor user persona 2 wants to be able to interact more with her students' parents.

Personality

Loyal
Frickle
Introvert
Extravert
Analytical
Creative

Goals

  • Effectively plan your working time
  • Tracking progress of your students
  • Have all possible functions in one platform
  • Don’t spend a lot of time for paperwork

Motivation

  • Start planning your time
  • Easily find the information you need

Needs

  • Automation of routine processes
  • Easy-to-use daily schedule
  • A multifaceted system for assessing student progress

Frustration

  • Too much time spend
  • Not enough information of students
  • Inconvenient interface
  • Errors in product operations

User journey map

A customer journey map can be a powerful tool to help you visualize and clarify current or future states of customer experience in all stages of the customers.
Entice Enter Engage Exit Entend
Touch Points
  • Word of mouth
  • Website
  • Email
  • Sign In form
  • User profile
  • User profile
  • Schedule
  • Clients
  • Classes
  • Reports
  • Support Chat
  • Email
  • Word of mouth
  • Reviews sites
Research Sign Up Invest Achievements Share experience
User goals
  • Use best education CRM
  • Sign up process easy
  • Plan your schedule efficiently
  • Get detailed information about the student
  • Multifaceted assess of the student progress
  • Ability to contact the parents of student
  • Provide reports to the school administration
  • Get emails about updates
  • Get support 24/7
  • Get promo and reward
  • Share my impressions of the site
  • Gain benefits
User questions
  • How can I solve my problem?
  • What are the features?
  • How can I login easy?
  • How can I protect personal information?
  • How can I plan my time?
  • How can I view students progress and assess their work?
  • How can I contact the student's parents?
  • How to provide reports for school admins quickly?
  • How can I find out about updates and new features?
  • How can I get support?
  • What are the benefits of being an user?
Solutions
  • Reviews
  • Content marketing
  • Quick login with a login and password provided by the school admin
  • Info about protection personal information
  • Schedule with information about about working and free time
  • Detailed information about the student and his/her parents
  • Advanced system of student assessment and progress
  • Automatic report templates
  • Support chat 24/7
  • Mailing of letters
  • Chat support 24/7
  • Internal system of employee evaluation and motivation
Entice Enter
Touch Points
  • Word of mouth
  • Website
  • Email
  • Sign In form
  • User profile
Research Sign Up
User goals
  • Use best education CRM
  • Sign up process easy
User questions
  • How can I solve my problem?
  • What are the features?
  • How can I login easy?
  • How can I protect personal information?
Solutions
  • Reviews
  • Content marketing
  • Quick login with a login and password provided by the school admin
  • Info about protection personal information
Engage
Touch Points
  • User profile
  • Schedule
  • Clients
  • Classes
  • Reports
Invest
User goals
  • Plan your schedule efficiently
  • Get detailed information about the student
  • Multifaceted assess of the student progress
  • Ability to contact the parents of student
  • Provide reports to the school administration
User questions
  • How can I plan my time?
  • How can I view students progress and assess their work?
  • How can I contact the student's parents?
  • How to provide reports for school admins quickly?
Solutions
  • Schedule with information about about working and free time
  • Detailed information about the student and his/her parents
  • Advanced system of student assessment and progress
  • Automatic report templates
  • Support chat 24/7
Exit Entend
Touch Points
  • Support Chat
  • Email
  • Word of mouth
  • Reviews sites
Achievements Share experience
User goals
  • Get emails about updates
  • Get support 24/7
  • Get promo and reward
  • Share my impressions of the site
  • Gain benefits
User questions
  • How can I find out about updates and new features?
  • How can I get support?
  • What are the benefits of being an user?
Solutions
  • Mailing of letters
  • Chat support 24/7
  • Internal system of employee evaluation and motivation

Student profile

The student profile gives an overview of your student’s performance in class. It contains attendance and progress updates, along with personal information like their name, address, phone number, and parents’ contacts.

Student Profile

Progress tracking

A critical feature that students and their parents can use to track their progress and assess which skills they’re still struggling with. This feature promotes academic growth and allows a student to get feedback from teachers in real-time. It also allows parents to see a summary of a student’s progress by week or month so they can quickly see where their child is within the course.

Progress tracking

Tuition payment

Tuition management is a key component of a school’s CRM system. A well-implemented tuition payment feature can eliminate paperwork, streamline processes and reduce staff workload.

Tuition payment
Inventor CRM Application for Edtech

More success cases

Learn more arrow-grey
VoloBank
chart bar icon Fintech
netherlands flag Netherlands

Researched and designed a banking web application

Learn more arrow-grey
volobank
Learn more arrow-grey
Blockch.in
home icon Real Estate
german-flag Germany

Designed and developed a web and mobile tokenization platform for a real estate company

Learn more arrow-grey
Mobile tokinization platform design

Create your product with us

Have a brilliant idea in mind? We know what to do next.

europe-map
Copied to clipboard