Custom Monday.com Student CRM

Our overseas-education consultancy has outgrown spreadsheets and email folders; everything now needs to live in Monday.com. I want a complete workspace built from the ground up that mirrors our student journey from the very first enquiry to the moment they fly out. • Intake form The form must flow straight into a master board and capture personal details, educational background and application preferences. Status and owner columns should populate automatically so the right counsellor is alerted as soon as a lead arrives. • Outlook document sync Incoming attachments—application forms, transcripts and certificates, passport and visa copies—need to land beside the correct student item without manual drag-and-drop. If the connection requires [login to view URL]’s native Outlook app or a custom Make/Zapier/Graph API scenario, I’m open to your recommendation. • Guided workflow & automations I want a clearly mapped pipeline that, at minimum, covers Initial Consultation → Document Submission → Visa Application, then continues through offer, finance and departure. Each hand-off should: – change status & owner automatically – email the student (and parent when necessary) – push a WhatsApp message to keep momentum – drop calendar reminders for counsellors if a step stalls. • Communication and follow-ups Time-based nudges for students who haven’t responded, plus daily digests for counsellors summarising overdue actions. • Visibility & reporting Dashboards that let management view the entire funnel while counsellors see only their own students. Basic KPI widgets—conversion rate, average processing time, intake pipeline value—are essential. Acceptance criteria 1. All forms, boards and dashboards live in our [login to view URL] account and function as described. 2. Outlook and WhatsApp integrations pass live tests on at least three dummy students. 3. A short hand-over video or call walks my team through maintaining the system. If you’re experienced with [login to view URL] automations, integrations, and API work, I’m ready to start as soon as we agree on a plan.

Mã dự án: 40233980