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CRM Dashboard

Conversion, revenue, duplicate detection, and audit visibility.

Summary

Operational KPIs across leads, finance, and delivery.

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Essay AI scoring

Preview and manually queue every unscored PTE Write Essay attempt.

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Funnel

Lead distribution by standardized CRM lifecycle stage.

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Revenue By Course

Invoice, collection, and outstanding totals by course.

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Duplicate Detection

Potential duplicate students based on shared email or phone.

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Create Merge Job

Queue a supervised merge job for duplicate student records.

Audit Log

Recent admin mutations across CRM records.

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Student Management

Active, enrolled, and prospective student database.

Teacher:
Main student database here.

Courses Catalog

Manage all available courses.

Course Management content here.

Class Scheduling

Drag active classes onto the calendar to seed, add, replace, or reschedule sessions.

Scheduler calendar will appear here.

Teacher Schedule

Drag sessions to reschedule. Use Weekly pattern to place a recurring week.

Weekly pattern

1 Place this week 2 Activate recurrences

Teacher scheduler calendar will appear here.

Class Management

Administer classrooms, syllabi, and student submissions.

Classrooms will appear here.

Enquiry Tracking

Manage leads before they convert into enrolled students.

Leads will appear here.

Staff

Create teacher accounts and manage staff access.

Create teacher account

Teachers can log in immediately (no email verification required).

Teachers

Accounts with teacher access.

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Accounts & People Access

Manage account status, CRM administration access, and Projects access.

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Notes

Teachers retain Teacher Schedule. Projects access requires a module grant and project membership.

Share the generated password with the teacher. They can change it later from the practice page account panel.
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