Case study · Custom SoftwareOne CRM for clients, staff, payments and invoices.
3RDi Consulting wanted its team on high-value work, not repeat tasks. We built one system on Zoho Creator that holds students, universities, partners, staff and payments, sends its own follow-ups and reminders, and writes its own invoices.
One CRMOn Zoho Creator
StudentsApplications and stages
UniversitiesProgrammes and deadlines
PaymentsFees paid and due
InvoicesGenerated automatically
EmployeesTeams and tasks
Agents and partnersWho referred whom
- Client
- 3RDi Consulting, Mumbai
- Industry
- Education consultancy
- Platform
- Zoho Creator
- What we built
- One CRM, with automations, reminders and invoices
What runs on its ownThe repetitive steps, automated end to end.
Every step below used to need someone to remember it. Now the system does it, and the team sees what happened.
- 01⌗Logic A student is added With course, stage and owner.
- 02⌗Logic Reminders scheduled For the team and the student.
- 03⌗Logic Follow-ups sent Emails and messages go out on time.
- 04⌗Logic Payment recorded Against the right student and plan.
- 05⌗Logic Invoice generated Created and sent without retyping.
- 06⌗Logic Dashboard updated Trends and charts, always current.
Built and run by BlackSynq
Inside the systemOne place for the whole team.
Every record in one place.
Shortlists, partners and payments sit on the same student record, so nobody keeps a side spreadsheet.
- ⌗LogicShortlistsUniversities, programmes and deadlines per student.
- ⌗LogicAgents and partnersWho referred each student, and what they’re owed.
- ⌗LogicInvoices and paymentsFees tracked, invoices generated automatically.
Add a shortlist
StudentSelected student▾
UniversityChoose▾
Programme typeMaster’s▾
CountryUnited Kingdom▾
DeadlinePick a date▾
IntakeSeptember▾
SubmitWho did whatBuilt around how 3RDi already worked.
-
Map
How 3RDi worksStudents, universities, partners, staff and payments: where each piece of work lived.ProductDesign
-
Build
One system on Zoho CreatorRecords, forms and views for every team, with the right access for each person.Software engineersDesign
-
Automate
Follow-ups, reminders, invoicesEmails and messages, alerts and invoices that run on their own.Software engineersDevOps
-
See
DashboardsTrends, charts and insights for the founders, always up to date.Software engineersProduct