Student Welfare CRM Platform Development

Заказчик: AI | Опубликовано: 19.03.2026

I need a web-based platform that lets our welfare team, students, and administrators collaborate seamlessly. The system must recognise three distinct roles—Admin, Welfare Officer, and Student—so each user sees exactly what they need without over-exposure to other areas. Core functions • Data management for student, staff, and interaction records, including secure bulk import tools. • A student-to-agent allocation engine that can distribute caseloads automatically or allow manual overrides. • Real-time chat and calling with every exchange instantly logged against the student profile for full history. • Bulk messaging that reaches users by email and other messaging channels from one screen. • Automated workflows covering birthday greetings, periodic reminders, and any custom automated responses we configure later. • Dashboards and exportable reports so we can track engagement, response times, and welfare trends at a glance. Technical expectations The codebase must follow clean, modular architecture that scales as our numbers grow. Think along the lines of a lightweight CRM with engagement-centric extras rather than a monolithic system. Experience building similar CRM or communication platforms is essential; please include links or screenshots of past work that best illustrate this. Next steps Along with your portfolio, outline your proposed tech stack, development methodology, a rough milestone schedule, and your team structure (roles and approximate allocation). I’m aiming for a long-term partner who can own the platform beyond the first release, so highlight how you handle maintenance and feature expansion as well.