Student CRM & 360° Management

The central nervous system of your tutoring business. Move beyond spreadsheets. Manage Leads, Academics, Payments, and Communication in one unified profile.

TutorDesk Student CRM is a specialized database built for education businesses. Unlike generic sales CRMs, it understands the Student Lifecycle—connecting a student's academic progress (Analytics), financial history (Payments), and family relationships (Parent Accounts) into a single, actionable dashboard.

Lead Management & Enrollment

Tutoring Lead Management

Enquiry & Lead Pipeline

Never lose a potential student. Track enquiries from website, Facebook, and walk-ins.

  • Kanban View: Drag-and-drop leads across stages: "New Enquiry" → "Demo Scheduled" → "Enrolled".
  • Auto-Capture: Syncs directly with your website contact form.
  • Follow-up Reminders: System nudges you if a lead hasn't been contacted in 48 hours.
Family Account Management

Parent & Family Mapping

Manage siblings easily. One parent login, multiple student profiles.

  • Unified Billing: Send a single invoice to the parent for two siblings taking different courses.
  • Emergency Contacts: Store critical medical info and emergency phone numbers securely.
  • Access Control: Grant parents "View Only" access to attendance and grades.

The 360° Student Profile

Student Academic History

Academic History Timeline

A complete chronological log of the student's journey with you.

  • Session Logs: See every past class, including topic covered and tutor notes.
  • Performance Trend: View quiz scores over time graph directly on the profile.
  • Attendance Stats: Instant view of "Total Present vs. Absent" classes.
Student Document Management

Secure Document Vault

Go paperless. Store all student files in one secure cloud location.

  • File Types: Store Enrollment Forms, ID Proofs, Past Report Cards, and Medical Certs.
  • Homework Archive: Past assignments are auto-saved to the profile from the Classroom.
  • Privacy: Documents are encrypted and only accessible to assigned tutors and admins.

Communication & Logs

Student Communication Log

Centralized Comm Log

"I didn't get the email." Yes, you did. Track every interaction.

  • Email Tracking: See when emails were sent, opened, and clicked.
  • Notes System: Tutors can leave internal notes (e.g., "Student is weak in Calculus") visible only to staff.
  • WhatsApp Integration: Send updates via WhatsApp directly from the CRM dashboard.
Custom CRM Fields

Custom Data Fields

Every business is unique. Customize the CRM to fit your needs.

  • Flexible Data: Add fields for "Exam Board", "T-Shirt Size", "Dietary Needs", or "Referral Source".
  • Filter & Sort: Use custom fields to filter student lists (e.g., "Show all IB Students in Grade 10").
  • Import/Export: Custom fields are fully compatible with Excel import/export tools.

Why TutorDesk vs. Generic CRMs?

Feature TutorDesk Student CRM Salesforce / HubSpot
Primary Entity Student + Parent (Linked) Lead / Deal (Sales focus)
Academic Data Native (Grades, Attendance) Requires complex custom coding
Scheduling Integrated Class Calendar Meeting links only
Cost Included in Plan Expensive per-user fees

CRM FAQs

Is my data exported easily?

Yes. You own your data. You can export your entire student database to CSV/Excel at any time with one click.

Can I bulk update students?

Yes. You can select 50 students and perform bulk actions like "Move to Grade 11", "Assign Tag", or "Send Email" instantly.

How does migration work?

We offer a white-glove migration service. Provide us your current spreadsheets, and our team will clean, format, and upload them for you.

Organize Your Chaos.

Switch to the CRM built for educators, not salespeople.

SchedulingFee CollectionProgress Reports