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  • October 23, 2025
  • CRM-Masters
  • 0

Client Profile

Our client is a fast-growing online learning platform based in Dubai, offering live classes, recorded modules, and certification courses. The company caters to school students, college aspirants, and professionals looking for upskilling through digital learning solutions.

Current Landscape

Before Zoho Implementation, the client relied on disconnected systems for student management, admissions, marketing outreach and reporting. Key data was scattered across spreadsheets and email accounts, with manual processes resulting in high errors and poor visibility.

Region

Dubai

Business Type

B2B, B2C

Technology Used

Zoho Learn

Zoho CRM

ZOHO Books

Zoho Books

Zoho Campaigns

Zoho Analytics

Project Background

As the platform grew, managing the admission lifecycles, class scheduling, parent-student communications and tracking student progress became increasingly challenging. Leadership sought a unified, scalable solution to automate core processes, improve communication, and boost conversions.

Industry We Served

Online Education, e-learning

Challenges faced by the Online Learning Platform

Manual Administrative Process

Manual enrolment handling, fee tracking, and reporting caused delays and errors that increased the administrative burden on staff.

Limited Learner Engagement and Interaction

The platform lacked interactive content, a communication tool, and timely feedback mechanisms, leading to passive learning experiences and reduced learner motivation and completion rates.

Collecting Feedback and Conducting Assessments

The client lacked an automated method for gathering learner feedback and evaluating knowledge.

Difficulty in Certification and Compliance Tracking

The client faced challenges in customizing and automating certification issuance and tracking compliance requirements, which are professional nd corporate training credibility.

Lack of Mobile Access

Learners could not easily access content on mobile devices or benefit from flexible learning schedules, limiting accessibility and overall learner satisfaction.

Fragmented Data

The client’s learning platform operated with multiple disconnected systems for course management, learner data, finance, and communication, resulting in data silos and inefficiency. This made it difficult to get a unified view of learner progress, financial status and operational metrics.

Our Solution for the Online Learning Platform

Zoho Learn

Our team implemented Zoho Learn as a unified LMS to centralize course creation, assessments, learner tracking, and certification management. This reduces the data silos and provides a single source of truth across the learning platforms.

Zoho Books

We implemented Zoho Books to automate invoicing, fee collection, GST compliance, financial reporting, improving accuracy and cut administrative costs. This led to faster payments and clear financial tracking linked with learner data.

Zoho CRM

Zoho CRM automated lead capture, learner onboarding, follow-ups, and communication campaigns, streamlining the admission workflow. This automated CRM system improved lead conversion rates and provided a holistic view of lead journeys.

Zoho TrainerCentral

With the implementation of Zoho TrainerCentral, the client facilitated live virtual classroom and self-paced courses, enabling real-time learner participation, session recording, and cohort progress tracking. This solution enhanced learner interaction and provided instructors with robust engagement tools.

Zoho Subscription

Zoho Subscription seamlessly managed recurring payments, renewals, cancellations, and billing notifications, ensuring steady revenue flow and improved customer retention.

Zoho Campaign Account
Zoho Campaigns

With Zoho Campaigns, users receive automated, personalised email and SMS campaigns featuring course reminders, motivational messages, and announcements, which increase learner engagement and course completion rates.

Zoho Survey

With the implementation of Zoho Survey, our client created customizable feedback forms, quizzes, and evaluations, enabling course improvements and measuring learner satisfaction.

Results Achieved with Zoho

Key Outcomes Included

  • Feedback collection and reporting via Zoho Survey increased in response rates, yielding richer data for course development and support. 
  • Administrative workload reduced with process automation from Zoho CRM and Zoho Books, enabling faster admission and more accurate financial tracking. 
  • Automated subscription renewals through Zoho subscription led to a drop in missed payments and improved cash flow consistency. 

 

  • Course completion becomes more successful after deploying Zoho Learn interactive modules and drip scheduling, which greatly improves learner engagement and satisfaction.

Performance Improvements

0 %

reduction in administrative workload

0 %

Increase in course completion rates after implementing Zoho Learn

0 %

increase in feedback response rates by using Zoho Survey

0 %

increase in payment accuracy and faster reconciliation with Zoho Books

About CRM Masters Infotech

(ISO: 9001-2015 & ISO 27001:2022) Certified Company.

As a Zoho Premium Partner, we bring 9+ years of experience in delivering end-to-end Zoho Solutions that help businesses achieve digital transformation. With a strong focus on supporting online learning platforms and enterprises across multiple industries, our expertise lies in designing, implementing, and customizing the Zoho application according to your business requirements. 

 

Over the years, we have successfully executed more than 4000+ Zoho projects and built a reputation for reliability, innovation and positive business impact worldwide.

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Frequently Asked Questions (FAQ's)

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