Industry

CRM for Education and EdTech

How schools, courses, and EdTech projects manage students, groups, teachers, and payments in one system, count active students by level, and automate monthly billing — on NetHunt.

Who it's for: Schools, training centers, language and offline courses, and EdTech teams — from dozens to 1000+ active students. Businesses where several entities live in parallel (students, groups, teachers, payments) and need to be seen together, not in separate Excel files, with monthly billing and a teacher gradebook.

We recommend: NetHunt CRMUspacy
In short

A quick brief on CRM
for this industry

In short
  1. For schools, courses, and EdTech, WDP recommends NetHunt CRM — a Ukrainian system right inside Gmail, where the flexible folder model works as a lightweight ERP, not just as a sales pipeline. For very large migrations (35,000+ records), we consider Uspacy as the alternative.
  2. We build student data as linked folders Lead → Student → Payer Contact with two-way sync, so the full history — payments, level, attendance, correspondence — opens in one click.
  3. Management sees how many active students there are and at which levels: "active students" pipelines by level A1–B2 plus Looker Studio BI replace manual counting.
  4. We move monthly billing at scale onto the server via API (Portmone with invoices, webhooks, and sub-invoice mapping; reconciliation against the sole proprietor, FOP), while only single event-driven automations stay native — this keeps you on the base plan instead of the advanced one even with hundreds of students.
  5. For teachers we build a Teacher Portal (Laravel, JWT, RBAC) with a grade journal and two-way sync with NetHunt. Base implementation — 4–6 weeks; the full ecosystem with portal and billing — a phased rollout over several months.
What we cover

Common tasks in this industry

What hurts most often — and how we solve it, natively or with custom work.

Lead → Student → Payer in one model

Student data lives in disconnected tables: one person holds the payments, another holds attendance, and no one has the full picture. In NetHunt these are linked record folders — Lead, Student, and Payer Contact with two-way sync, so a student's entire history (payments, level, correspondence) opens in one click.

How many active students — without manual counting

Without a system it is impossible to quickly answer how many active students there are right now and how many are at level A2 or B1. We build "active students" pipelines by level A1–B2 plus Looker Studio BI, so management sees database slices instantly instead of assembling them by hand.

Monthly billing at scale via API

Issuing invoices to hundreds of students every month by hand is impossible, and doing it with native automations is expensive on the action limit. We move bulk and recurring billing onto the server via API: integration with Portmone (invoices, webhooks, sub-invoice mapping) and reconciliation against the sole proprietor (FOP). Only single event-driven automations stay native.

Teacher gradebook and portal

Teachers and methodologists work without a single tool — the gradebook, grades, and group rosters are scattered. We build a Teacher Portal (Laravel, JWT, RBAC) with a grade journal and two-way sync with NetHunt: the teacher runs lessons in their own interface, the data lives in the CRM.

Non-standard learning processes

Schedules, levels, certificates, or custom group logic rarely fit an off-the-shelf CRM. This is possible, with custom work: a flexible folder model plus Tasks and Workflows are configured to your process — the only catch is the NetHunt plan, since the number of folders is capped by it, and we account for this before the contract.

Why NetHunt for education

Education businesses rarely suffer from “bad sales” — they suffer from fragmented data. A student exists simultaneously across several dimensions: which group they are in, who their teacher is, how much they have paid, what level they are at. When each dimension lives in a separate spreadsheet, no one has the full picture of the student, and a simple question like “how many active students do we have right now, and how many of them are at B1” takes half a day. That is why, for schools, courses, and EdTech, we recommend NetHunt — not as a “sales” CRM, but as a lightweight ERP: a system that holds all these entities together. For very large migrations (tens of thousands of records), we consider Uspacy as the alternative.

The key here is the data model. In NetHunt a student goes through the path Lead → Student → Payer Contact, where these folders are connected by two-way sync: from the student’s record you can see their group, teacher, balance, and all correspondence. On top of this we build “active students” pipelines by level A1–B2 and Looker Studio BI, so management sees the number of active students at each level instantly. The second advantage is Gmail: administrators don’t learn a new program, and every email to parents links itself to the student’s record. The third element is automation: we maintain a catalog of 45 automations, but the key decision is architectural. Bulk and recurring work (monthly billing for hundreds of students, payment reconciliation) we move onto the server via API — integration with Portmone (invoices, webhooks, sub-invoice mapping) and FOP reconciliation, while leaving only single event-driven automations native in NetHunt. This is exactly what keeps a school on the base plan instead of the advanced one even with hundreds of students.

What this looks like in practice is clear from our flagship education project (anonymized). A language school with an active pipeline of hundreds of students (at peak — from 600 to 1400 students) kept its data in disconnected Excel spreadsheets, and teachers had no single gradebook. We built linked Lead/Student/Payer/Groups folders, integrated monthly billing through Portmone with FOP reconciliation, connected Binotel telephony and notifications in Telegram with a Viber fallback, and for teachers we built a Teacher Portal on Laravel (JWT, RBAC, grade journal) with two-way sync — a separate block of end-to-end development of roughly 55 hours: architecture, backend, frontend, integration, deployment. Base NetHunt implementation is 4–6 weeks, while the full ecosystem with portal and billing is rolled out in phases over several months. If your process has its own specifics, those can be accounted for too, with custom work: the folder model is flexible, and the only question is the right architecture for your learning cycle and the NetHunt plan.

FAQ

Frequently asked questions

What people ask in this industry — specific answers.

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