What coaching institute owners ask most — before migrating from spreadsheets to TutorDesk.
How is TutorDesk's student CRM different from a generic CRM like Salesforce?
Salesforce is built around sales deals and revenue pipelines — it has no concept of batches, academic performance, attendance, or parent-student family links. TutorDesk's student CRM is education-specific: it connects each student's profile directly to their batch schedule, test results, fee history, and parent contact without any custom coding. It is also sized and priced for coaching institutes, not enterprise sales teams.
Can I import existing students from an Excel or CSV file?
Yes. TutorDesk's bulk import tool accepts CSV and Excel files. You map your column headers to TutorDesk fields — Name, Grade, Parent Email, Phone, Batch — and the import completes in seconds. If your data needs cleaning first, TutorDesk's support team offers a white-glove migration service.
What is the difference between the Student CRM and the Enquiry CRM?
The Enquiry CRM manages prospects before enrolment — capturing leads, tracking follow-ups, scheduling demos, and converting enquiries into students. The Student CRM manages the full lifecycle of enrolled students — batches, academic history, fees, documents, and parent communication. When a lead converts, their record moves from the Enquiry CRM into the Student CRM automatically.
Can one parent login see multiple children's records?
Yes. TutorDesk's family mapping links all siblings to a single parent account. The parent portal shows each child's attendance, test scores, and fee status under one login. Fee invoices for siblings can be combined into a single bill, making payment easier for families with multiple children at your institute.
Can I add custom data fields to student profiles?
Yes. You can create institute-specific fields on student profiles — Exam Board, Target Exam, School Name, Referral Source, Dietary Needs. Custom fields appear on every student profile, can be used to filter student lists, and are included in all CSV exports.
Is the student database accessible on mobile?
Yes. The TutorDesk mobile app gives teachers and admins full access to student profiles on Android and iOS. You can look up a student's attendance, check their test scores, see fee payment status, and add internal notes — all from your phone without needing a laptop. Details are on the mobile app page.
Can I export all student data from TutorDesk?
Yes, with a single click. TutorDesk exports your full student database — including all standard and custom fields — to CSV or Excel at any time. There are no data lock-in restrictions. You own your data completely.
How do student documents get stored and organised?
Each student profile has a Document Vault where you can upload enrolment forms, ID proofs, past report cards, and medical certificates. Files shared by teachers via the LMS or live class are automatically archived to the student's profile as well. All documents are encrypted, searchable by type or date, and accessible only to assigned staff.
