Coding bootcamp replaces Excel lead tracking with Zoho CRM for admissions

Brototype, which trains learners in programming and places them in IT roles, moved enquiries from campaigns, social media and its website out of Excel and into Zoho CRM.

About the client

Brototype teaches computer programming and places learners in IT roles, including people with career gaps, working professionals and beginners.

The challenge

Enquiries from campaigns, social media and the website logged by about 20 executives in one Excel sheet
Follow-ups marked with ticks and crosses, without dates, priorities or comments
No count of converted or lost leads, and no view of campaign effectiveness

What we built

Zoho CRM capturing enquiries from every source automatically
Assignment of leads to counsellors with dated follow-up tracking
Reports on conversions and lead sources
Training for staff who were new to CRM

The result

Admissions run from one system with complete lead history, and management can measure conversions and campaign results.

Have a similar business challenge?

If your business has outgrown spreadsheets or legacy software, talk to us about a phased move to Zoho.

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