Project Summary
CnEL India designed and delivered a secure, CRM-driven mobile application for both iOS and Android that centralizes student, instructor and admin workflows. All data synchronizes with Vtiger CRM (leads, students, instructor assignments, attendance, payments and class details) so the mobile app is always driven by the single source of truth.
Challenges
- Provide role-based mobile access (Student, Instructor, Admin) with different permissions and views while keeping CRM as the authoritative backend.
- Ensure that CRM changes (for example an inactive student) immediately reflect in mobile access and visibility.
- Enable instructors to upload and manage class content (videos, notes), handle attendance, and manage student lifecycle events from the app.
- Support soft-delete workflows for media, robust filters (location, day, time, instructor) and admin acceptance flows for new registrations.
Why CnEL India was the best team for this project
- Deep CRM integration expertise: Our team implemented tight, secure synchronization with Vtiger CRM so that leads, students, instructors and class data remain consistent across web and mobile.
- Role-first UX design: We designed intuitive flows for Students, Instructors and Admins so each persona only sees the data and actions they need, reducing errors and training time.
- Proactive data governance: Login states (active/inactive) are controlled by CRM status — when a student is marked inactive in Vtiger, their app access is automatically suspended.
- Scalable media management: Video upload with soft-delete (trash) and permanent delete workflows were implemented so content can be managed safely without accidental loss.
- Automated onboarding: Instructor accounts are auto-generated by the system (randomized username + email), with automatic email notifications so admins don’t have to perform manual setup.
- Secure, performant mobile architecture: Native-grade builds for iOS and Android that efficiently fetch CRM-driven data, with caching and offline-safe behavior for common views.
- Clear audit & approval flows: Admin review for new student registrations, decline/payment follow-ups and quit/exit approvals are implemented so the CRM remains accurate and auditable.
Solution Overview
Unified Logins
Three clear entry points on the homepage: Student Login, Instructor Login, and Admin Login. App access and visibility are governed by the Vtiger CRM user status.
Student Portal
- Login with CRM credentials (username & password).
- Access to instructor-uploaded Videos and Notes.
- View Class Cancellation requests and General Messages — push notifications delivered for important updates.
- Students can only view and edit their own profile.
Instructor Portal
- Instructors are created by Admin with system-generated credentials and auto-notified by email.
- Instructors see only their assigned data and classes; they can select classes by location and manage assigned class rosters.
- Actions: take attendance, send notifications, add notes, upload videos, mark students as present, approve quits.
Admin Capabilities
- Full visibility across instructors and students.
- Approve or reject new registrations; manage declined payments and follow-ups.
- Generate instructor usernames automatically; system sends email with credentials.
Class & Attendance Workflows
Class list shows assigned classes and types of students: regular, new registrations (pending admin approval), direct entries (instructor-added). Instructors can mark attendance via a persistent footer with quick actions (Attendance, Send Notification, Notes).
Filters & Reports
Multi-criteria filters (location, day, time, instructor) and in-app App Report and Class Leave reports that are compiled from CRM data for admin review.
Key Features (Technical)
- Bi-directional sync with Vtiger CRM (students, leads, instructors, class metadata, attendance, payments).
- Role-based authorization and real-time status enforcement (inactive students blocked immediately).
- Video upload with metadata (date, time), soft-delete (trash) and permanent delete flows.
- Push notification engine for class messages, cancellations and admin alerts.
- Admin acceptance workflow for new student registrations & instructor lifecycle events.
- Lightweight mobile-first UI optimized for quick class operations and low-latency list rendering.
Development & Delivery Process
- Kick-off & requirements validation: Mapped CRM objects to mobile screens and permission matrices.
- Design sprints: Rapid UX iterations for Student, Instructor and Admin flows with clickable prototypes.
- API & integration build: Secure REST endpoints to sync Vtiger CRM data with mobile clients.
- Native builds & testing: Parallel iOS and Android development, unit & integration tests, UAT with instructors and admins.
- Deployment & handover: App store submissions, admin training, and knowledge transfer for ongoing support.
Business Benefits
- Operational consistency: Single source of truth via Vtiger CRM reduces duplicate records and manual reconciliation.
- Faster instructor onboarding: Auto-generated accounts and email delivery remove manual steps and accelerate readiness.
- Improved student engagement: Direct access to videos, notes and notifications increases retention and reduces missed classes.
- Reduced admin overhead: Approvals, reports and follow-ups are streamlined within the CRM-connected app.
- Safer content management: Soft-delete and admin controls protect against accidental removal of training media.
Client Testimonial
“Working with CnEL India was a game-changer for our learning program. They delivered a polished iOS & Android solution that hooks directly into our Vtiger CRM — every change made in the CRM flows straight to the app. Instructors love how easy it is to manage classes and upload videos; admins appreciate the approval and reporting workflows. The team was responsive, technically excellent, and delivered on time. We highly recommend CnEL India for any CRM-integrated mobile project.”
— Satisfied Client
Next Steps & Contact
If you’d like CnEL India to build or extend a CRM-driven mobile portal like this, we handle end-to-end delivery: discovery, CRM mapping, native builds, testing and post-launch support.