Project Title Build a Simple CRM for Home Tutoring Using Google Sheets (Leads, Parents, Tutors, Trials, Payments) --- About Us We run a home tutoring agency (Home Guru Tutors) for KG–12, JEE/NEET in Delhi NCR. Currently, our operations are managed manually using phone, WhatsApp, and basic Google Sheets. We are not technical and need a developer to build a simple but robust CRM on top of Google Sheets to manage our daily operational workflow. --- Project Goal Create a workable CRM system (web UI + Google Sheets backend) where our team can: Manage daily leads Track parents and students Maintain tutor database Assign tutors to leads Schedule and track trial classes Track conversions Track monthly payments and commissions Generate basic reporting (daily, weekly, monthly) Backend database must be Google Sheets only. --- Preferred Tech Approach Use Google Sheets as the master database Build a simple web UI using either: Google Apps Script Web App, or Lightweight web app (Node.js or Python Flask) connected to Google Sheets API Must be easy for non-technical staff Should work on desktop and mobile browser Developer can propose best approach. --- Google Sheets Structure (Minimum Required Tabs) 1. Leads Sheet Tracks all enquiries Suggested fields: LeadID, Date, ParentName, Phone, Area, StudentClass, SubjectsRequired, Board, LeadSource (Google/WhatsApp/Referral), LeadStatus (New/In Process/Trial Fixed/Converted/Closed), AssignedTo, NextFollowUpDate, Notes --- 2. Parents and Students Sheet Fields: ParentID, ParentName, Phone, WhatsApp, Email, Address, StudentName, Class, School, Board, Subjects, Budget, Preferences (female tutor, timings, etc.), Status (Active/Inactive), CreatedFromLeadID --- 3. Tutors Sheet Fields: TutorID, TutorName, Phone, Area, City, Pincode, Subjects, Classes, Boards, ExperienceYears, Mode (Home/Online/Both), PreferredAreas, Qualification, CurrentStatus (Active/Inactive), Remarks --- 4. Assignments and Trials Sheet Fields: AssignmentID, LeadID, ParentID, TutorID, TrialDate, Time, Mode, Status (Scheduled/Done/Cancelled), TrialFeedbackParent, TrialFeedbackTutor, FinalStatus (Converted/Not Converted), MonthlyFeeFinalized --- 5. Payments and Commission Sheet Fields: PaymentID, ParentID, TutorID, Month, TotalFee, OurShare (50 percent first month, 10–15 percent recurring), TutorShare, PaymentStatus (Pending/Received), DateReceived, PaymentMode, Notes --- 6. Users and Team Sheet (optional) Fields: UserID, Name, Role (Sales/Tutor Recruiter/Coordinator/Admin), Phone, Email, Active (Y/N) --- Core CRM Functional Requirements 1. Lead Management Input new leads easily Filter by status, class, area, source, assigned staff Change lead status through lifecycle Set and view follow-up reminders 2. Parent and Student Management Convert lead into parent record View interaction history Search by name, phone, area 3. Tutor Management Add and edit tutor profiles Search and filter tutors Track tutor assignment history 4. Trial Class Coordination Assign tutor to lead Schedule trial Record feedback Mark conversion status View upcoming trials 5. Conversion Tracking Count conversions by date range Track tutor conversion performance Track source effectiveness 6. Payments and Commission Management Record agreed monthly fee Automatically calculate our share Track pending payments Track tutor payouts Monthly revenue summary 7. Basic Reporting Dashboard Reports required: Leads received Trials completed Conversions Active parents Active tutors Monthly revenue Dashboard can be in CRM UI or Google Data Studio/Looker Studio. --- Access Control Requirements Minimum roles: Admin: full access Team (Sales/Coordinator): view and edit leads, trials, parents, tutors Google login preferred but optional. --- Optional Features (Not Required in Phase 1) Auto-import leads from Gmail WhatsApp profile message generator SMS or WhatsApp API --- Deliverables 1. Fully working CRM web application connected to Google Sheets 2. Google Sheets file with templates and headings 3. Simple user interface suitable for non-technical staff 4. User guide including: how to access how to add and update records how to schedule trials how to update payment status 5. Post-delivery support for minor fixes (2–3 weeks) --- Ideal Developer Profile Experience with Google Sheets automation Experience with Google Apps Script or Google Sheets API Has built CRM or workflow management tools previously Can communicate clearly in simple language Please include in proposal: Similar past work Suggested tech approach Estimated timeline for MVP Estimated cost