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Education Consultancy CRM

Django-based education operations platform — leads, students, customers, sales, invoicing, real-time chat, tasks, assessments, notifications, and counselor leave management.

  • Django
  • DRF
  • Celery
  • Channels
  • Redis
  • MySQL
  • React
  • Twilio
  • WeasyPrint
  • openpyxl

01

Problem

Education-focused service teams needed a unified platform for lead tracking, student management, sales/invoicing, and counselor operations with real-time communication.

02

Solution

Built a consultancy platform with Django REST API, Celery async tasks, Channels/WebSocket chat, and React frontend — covering the full sales and operations lifecycle.

03

Architecture

Django 5.1 + DRF + JWT backend with Celery, Channels/Daphne, Redis, MySQL, and React CRA frontend. Modular Django apps for leads, sales, chat, tasks, leave, and notifications.

04

Business impact

Unified consultancy operations from lead capture through invoicing with real-time counselor collaboration.

Decisions

Technical decisions

  1. 01MySQL for relational CRM data with Django ORM
  2. 02Channels for WebSocket chat instead of polling
  3. 03Celery for PDF generation and notification dispatch

Features

Feature breakdown

  • Lead Management
  • Student CRM
  • Sales & Invoicing
  • Real-time Chat
  • Leave Management
  • SWOT Testing
  • Task Management

Responsibilities

  • Developed lead and student management modules with sales pipeline tracking
  • Built real-time chat with Channels/WebSocket and Twilio integration
  • Implemented sales/invoicing with PDF generation (WeasyPrint) and Excel export
  • Created counselor leave/WFH module and SWOT testing features

Challenges

  • Integrating real-time chat alongside traditional CRM sales workflows
  • Managing complex lead-to-student conversion pipelines with multiple statuses

Performance considerations

  • Redis for Channels layer backing
  • Celery for async PDF and notification jobs

Lessons learned

  • Django's app modularity maps well to CRM domain boundaries
  • Celery + Channels combination handles both async tasks and real-time features effectively

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