CRM & Course Inventory System

@Microlent

Hello! I can build you a single, integrated workspace that replaces spreadsheets, centralizes course data, and automates follow-ups so no lead is lost. Recommended Platform (For Your Use Case) ➡ Airtable + Automations (+ optional Zapier/Make) Best balance of CRM + database + automation + easy team adoption. More structured than Notion, simpler than full CRM tools. How I’ll Structure It Course Catalogue Database • Destination, school, price, start dates, duration, visa notes • Fast search + filter views (country, budget, intake date) Lead & Pipeline CRM • Enquiry → Contacted → Qualified → Applied → Booked → Completed • Conversation notes + linked course selection • Activity timeline per student Automations • New enquiry → auto create lead + task • Follow-up reminders (24h / 3 days / 7 days etc.) • Optional email reminders or Slack/WhatsApp alerts Dashboard • Leads by stage • Upcoming follow-ups • Courses by demand / destination Best regards, Jasmin

@n2rtechnologies

Hello, I understand the challenges of managing a growing agency, especially when it comes to keeping track of students and their language programs. A well-structured CRM and course inventory system can streamline your operations, eliminate the chaos of spreadsheets, and provide you with real-time insights into your student placements and course offerings. I will develop a tailored solution that includes a user-friendly interface for managing student information, course details, and communication logs. Additionally, I can implement features for tracking student progress and automating reminders for important deadlines. My goal is to create a system that not only meets your current needs but also scales with your agency as it grows. Let's discuss how we can transform your operations and make your agency more efficient. Regards, Nurul Hasan

@LiveExperts

Hello, As the leader of Live Experts, I can confidently say that we are more equipped to handle your needs than any other competitors. Our team of skilled engineers and developers excel in all aspects of the technology world, from firmware to web development. We understand your painstaking struggles with spreadsheets and are confident we can alleviate this chaos with our broad range of skills including data management, software architecture, and website design. The heart of your project is not solely creating a workspace, but rather optimizing your workflow and simplifying processes by streamlining your tools. This calls for a comprehensive understanding of your current situation and the capacity to provide a well-suited solution- which we offer! We have an in-depth understanding and significant hands-on experience with platforms like Notion, Airtable, and Trello -placing us in a unique position to recommend the smartest choice for you. Moreover, our proficiency in building no-code automations is exactly what you need. We take pride in transforming complex ideas into user-intuitive interfaces. After finalizing the platform, not only will we set up an efficient database system and automate tasks & reminders but we shall also provide you with a detailed user guide or loom video to make sure- even without outside assistance- you're able to maximize the efficiency of your CRM and course inventory system. Make the winning decision now; Thanks!

@extreamcode

Hi, I understand how overwhelming managing student enquiries and course data across multiple spreadsheets and notes can become. Your need for a unified, automated workspace to streamline lead management and course inventory is clear, and I’m confident I can craft an intuitive, efficient system tailored to your agency. With extensive experience in no-code solutions like Airtable and Notion, combined with skills in automation and CRM setup, I’ll guide you through selecting the optimal platform for your team’s size and budget. I will design a structured, searchable database for courses and leads, implement automated follow-up reminders, and build a straightforward dashboard for easy filtering and lead-course linking. Finally, I’ll provide a clear user guide or Loom video to empower your team to manage the system independently. I’ve shared an initial estimate based on your description, and once we go over a few technical or functional details, I’ll confirm the exact cost and delivery schedule. I’m excited to help you transition from manual chaos to seamless workflows Which platforms have you considered so far, and are there any specific features or integrations you absolutely need? Thanks, Asad

@divumanocha

Hello, I came across your project and found it truly interesting. With over eight years of hands-on experience in this field, I have successfully delivered high-quality solutions to clients worldwide. My dedication to excellence is reflected in the 180+ positive reviews from satisfied clients. I’d love to bring this expertise to your project and ensure outstanding results. However, I do have a few important points I’d like to clarify to align perfectly with your vision. Let’s connect via chat so I can share relevant examples of my past work. I look forward to hearing from you. Best Regards, Divu.

@Rekhathakur

Dear Client, I am full-stack developer with a business-oriented mindset, I am confident that I can build the ideal CRM and course inventory system you are seeking. Not only do I possess the technical prowess in platforms like Notion, Airtable, Trello and beyond, but I also have a keen understanding of a multitude of industries. My proficiency in React.js, Vue.js and other related frameworks allows me to create smooth-running interfaces that are not only highly functional but also user-friendly. Combining this usability with my experience in building CRM systems and logistics solutions, I can ensure that your workflow will be streamlined from the first contact to the final enrollment. Lastly, my communication skills must be highlighted; I am adept at breaking down complex concepts into comprehensible instructions, which means creating an inclusive user guide or video for your team's self-sufficiency will be made simple. Additionally, my customer service intuition guides me towards building automation workflows that truly meet your needs never putting a single lead at risk of slipping through the cracks. With me onboard for this project, you can expect nothing less than seamless simplicity and peace of mind!! Thank you!!!

@Julian29

Hello, HAVE HANDS-ON EXPERIENCE WITH SUCH PROJECT I have 15+ years of proven experience in full-stack and no-code platforms, and I confidently understand your requirement to create a scalable, user-centric workspace that combines lead management with course inventory. -->> Searchable course catalogue with filters for destination, price, and start date -->> Automated lead capture, follow-ups, and task reminders -->> Dashboard linking courses directly to leads for easy tracking -->> Recommendations on the best platform (Notion, Airtable, Trello, or alternative) -->> Step-by-step guidance with a concise user guide or Loom video My approach emphasizes clean structure, efficient automations, secure data handling, and an agile workflow. I am in chat as I have a few queries to ensure the platform fits your team and budget. Successfully implement this project from start-to-finish. Let's build a system that streamlines your workflow, keeps every lead on track, and saves you hours of manual work. Thanks & regards Julian

@technologybeach

As an experienced Full Stack Developer and Software Engineer, I bring a unique blend of technical expertise, problem-solving mindset and a commitment to provide efficient end-to-end digital solutions. Have extensive experience in building custom solutions such as CMS, E-Commerce, ERP and CRM systems - perfect for your project’s requirements. Am comfortable with various platforms such as Notion, Airtable, Trello and can help you choose one that best suits your agency's size and budget. My proficiency in frontend development [HTML5, CSS3], backend development [PHP, Node.js], databases [MySQL, MongoDB]and APIs & Integrations makes me well equipped to handle lead management and course-inventory aspects of your project smoothly. I have a deep understanding of how crucial automation is for systems like this and can design no-code automations that will save you heaps of time and increase team productivity considerably. Choosing me for this project means having an expert who will not only build your CRM & Course Inventory System but would also take the time to explain it to your team in clear language and ensure they can maintain it independently.

@Herculesz

Hi I can build a unified workspace that replaces your spreadsheets and scattered notes with a clean, automated system for course inventory, lead management, and structured follow-ups. The main technical challenge is connecting course data, leads, and reminders in one platform without creating complexity, and I will solve this by designing linked databases, automated pipelines, and clear dashboards tailored to your agency’s workflow. I’ll recommend the best tool for your size and budget—such as Notion for flexible portals, Airtable for powerful filtering, or an alternative if it fits better—before building the final system. Your searchable course catalogue will support filters for destination, price, and start dates, and each course will link directly to a lead. Automated nudges will keep your team on schedule with follow-ups and tasks. I’ll deliver a simple, organized workspace your team can use immediately. Clear documentation or Loom training will ensure you can maintain everything independently. Thanks, Hercules

@vipworks

I specialize in Shopify, WordPress, and Web Development Technologies, and am willing to start RIGHT AWAY on your project. I will create a customized integrated workspace for your language programme agency, providing seamless lead management and course inventory solutions. Let's discuss the details! Regards, Pooja.

@sgrocean37

Heloo, I understand your situation, I’ve helped similar service businesses and course sellers move away from spreadsheets into one clean system that manages leads, follow-ups, and offerings in one place. If your budget is around €1,000, I would actually suggest building this inside GoHighLevel. We can create a simple landing page to capture enquiries, connect it to a CRM pipeline, and set up automated follow-ups (email/WhatsApp/SMS) so every new lead gets nudges and reminders without you chasing them manually. The system can also include a structured course catalogue where you filter by destination, price, or intake date and link each course directly to a lead. This setup removes the need for scattered spreadsheets and documents everything sits in one dashboard. I’ll build the full structure, automations, and then record a short walkthrough so you and your team can manage it confidently. If you’d like, tell me roughly how many destinations and leads you handle per month, and I’ll outline the structure I recommend. Regards, Sagar.

@hireageek

Hi there, I understand the challenges you're facing with spreadsheets and manual processes. As a top freelancer based in California, I've successfully assisted numerous agencies like yours in transitioning to efficient, integrated systems. My experience in building CRM solutions and managing databases will undoubtedly streamline your operations, allowing you to focus on what truly matters: helping students find the right language programs. I will assess the best platform for your needs (be it Airtable, Notion, or another tool) and create a tailored workspace that includes lead management and course inventory under one roof. You can expect automated follow-ups and a user-friendly dashboard, along with comprehensive training for your team. Let’s connect to discuss your preferences and get started. How soon do you want this system up and running? What specific features are you looking for in the dashboard to ensure it meets your team's needs?

@abhisaini0188

As a senior developer with over a decade of experience, I’ve built robust CRM systems for businesses across various industries. My in-depth skills in database management, PHP, software architecture and website design align perfectly with your project requirements. I understand the challenges of managing scattered information and inefficient manual processes, which is why I always focus on building scalable solutions. My proficiency in various development stacks including MEAN / MERN, as well as my familiarity with platforms like Notion, Airtable and Trello, makes me an excellent fit for your project. Drawing from my extensive experience with Odoo ERP/CRM and customised CRM development, I have deep insight into task automation and ensuring maximum visibility across all stages of the customer journey. In addition to designing a workspace that combines lead management and course inventory like you envision, I commit to simplifying the system for easy maintenance by your team. My goal is not just delivering a solution but empowering you throughout its life-cycle. I am confident that my track record of client satisfaction through effective communication, quality code, on-time delivery, long-term support will greatly serve your project’s success. With Regards!

@intelliresponse

With my 13+ years of experience in web automation and AI solutions, I am confident that I can create a highly-effective and customized system to meet your CRM and course inventory needs. Your project of streamlining your scattered data and automating follow-ups resonates deeply with my skillset. I have successfully implemented similar systems and made a significant impact on client's businesses, like using python web automation for sports data extraction from platforms like FlashScore, Wyscout, & Fotmob, which could be applied to your course inventory system. My extensive proficiency in Python, Scraping Tools (Selenium, BeautifulSoup, Scrapy, Playwright) as well as Automation will suite this project effectively. I would advise the use of Notion or Airtable for your size and budget but the final decision is yours. The user guide or loom video I will provide to your team after completion of the job will enable them to confidently maintain the system without outside help. Let's make a positive impact on your agency by developing this organized workspace that saves time and eliminates manual work for you. Let’s discuss further on how we can leverage my skills to meet your exact needs.

@vishal1145

Your biggest risk isn't picking the wrong platform - it's building a system that becomes another abandoned spreadsheet in six months because the automations break or your team can't update it. I've built three similar CRM systems for education agencies, and the pattern is always the same: Airtable for the database layer because you need relational links between courses and leads, Zapier or Make for automations that won't require a developer to fix, and a simple interface view your team can actually navigate under pressure. The mistake most consultants make is over-engineering this - you don't need custom PHP when Airtable's API already handles 90% of what you described. Before I map the architecture, two questions: Are you tracking commission splits or partner payouts per booking? That changes whether we need a third table for financial reconciliation. What's your average lead volume per month - 20 or 200? If it's under 50, we can use Airtable's free tier and native automations. Above that, we'll need Make to handle the follow-up sequences without hitting rate limits. Here's the build approach: - AIRTABLE SCHEMA: Three linked tables - Courses (destination, price, dates), Leads (contact info, status pipeline), Bookings (joins the two with payment tracking). Each course record links to multiple leads so you see conversion rates per destination. - AUTOMATION LAYER: New lead form triggers instant Slack notification, creates Day 3 and Day 7 follow-up tasks, moves lead to "Cold" if no response after 14 days. Built with Airtable automations for simplicity - no external dependencies. - DASHBOARD VIEWS: Filtered views by destination, a Kanban board showing lead pipeline stages, and a calendar view of upcoming course start dates. Everything clickable so you go from "Student interested in Spain" to the course details in one click. - HANDOFF PACKAGE: 10-minute Loom walkthrough plus a one-page cheat sheet for adding courses and updating lead statuses. I'll also include troubleshooting notes for the two things that always break - webhook failures and duplicate lead detection. I've done this exact setup for a study-abroad consultancy in Toronto that went from 8 hours of admin per week to under 2. The system still runs 18 months later without my involvement because we kept it intentionally simple. Let's schedule a 20-minute call to walk through your current lead flow and confirm the automation triggers before I start building. I don't take on projects where the requirements drift halfway through.

@ixorawebmob

Hello, I’ve gone through your project details and this is something I can definitely help you with. With over 10 years of experience in developing custom CRM and database solutions, I understand the complexity of managing leads and course inventories, particularly in the education sector. I specialize in no-code platforms like Airtable and Notion, which are excellent for implementing a streamlined workspace tailored to your needs. My focus will be on creating a searchable catalogue for course descriptions, automating customer follow-ups, and providing a simple dashboard for easy course management. Once we agree on the platform, I will design the structure, build the databases, set up automations, and provide a user guide or tutorial video for your team. My priority is ensuring that you and your team feel confident using the new system. Here is my portfolio: https://www.freelancer.in/u/ixorawebmob What specific features are must-haves for your team in this new system? Let’s discuss over chat! Regards, Arpit Jaiswal

@Dimitarg1

Let’s goal goal goal — and replace your spreadsheet chaos with one clean, smart system ? This is exactly the kind of workflow consolidation I help agencies with. Based on your needs (catalog + CRM + automations), I’d likely recommend Airtable for structure + flexibility, or Notion + automation layer if you want a simpler UI. I’ll first review your current process, then propose the smartest setup for your size and budget. What I’ll build: Central course catalogue (searchable, filterable by destination, price, start date) Lead pipeline with clear stages (Enquiry → Follow-up → Applied → Confirmed, etc.) Linked database structure so each lead connects directly to selected courses Automated reminders + follow-ups (task creation, email nudges if needed) Simple dashboard for quick overview of leads, tasks, and course availability You’ll receive: Fully live workspace Working automations Clean dashboard view Short Loom walkthrough + simple maintenance guide My approach is practical and easy-to-maintain — no overengineering, just a system that actually reduces stress and saves time. Quick question: how many leads per month are you roughly handling? That helps determine the best automation setup. Let’s goal goal goal and give your agency breathing room again.

@kishanbwts

Managing leads and course info across multiple systems causes real headaches—I’ve helped a similar education agency move from spreadsheets to a single Airtable base with automations for follow-ups, which cut their manual work by half. I’d start by learning the main workflows for enquiries and course data you currently handle. Then, I can recommend the best platform—Airtable is great for searching and filtering courses, plus it’s user-friendly. I’ll design a clear structure linking leads to courses, set automated reminders for follow-ups, and build a dashboard to filter courses by destination, price, and start date as you need. For tasks and automated nudges, would you prefer emails, notifications in the app, or both? Also, do your follow-ups vary by course or lead type, or are they consistent? Once set up, I’ll create a straightforward Loom video guiding your team on day-to-day use and future updates. This structured workspace will reduce your manual follow-ups and keep everything in one place. Ready to start by mapping your main processes and choosing the right tool.

@FizzaNadeemK

I can set up one clean workspace that replaces your spreadsheets with a searchable course catalog and lead pipeline. We will pick the right tool for your size and budget, then structure courses, leads, and follow ups in one place. Automations will create tasks for each new enquiry and nudge your team at set intervals. You will get a simple dashboard to filter by destination, price, or start date and link courses to leads. I have built similar no code systems where clarity and reminders stopped leads slipping through. One risk is overcomplicating the setup, so I will keep the workflow simple and easy to maintain. Do you already have your courses and leads in one sheet or spread across multiple files?