CRM Dashboard
The goal was to design and deliver two seamless dashboards—a student portal for personalized study abroad resources and progress tracking, and a custom CRM for MastersBuddy’s team to streamline lead management, automate communication, and boost student conversions while reducing third-party costs.
Year
2024
Category
SaaS Dashboard
Tools
Figma
Industry
Sales & Marketing
About
MastersBuddy is a leading study abroad consultancy founded by top B-School alumni. With over 5000+ students guided, millions in scholarship wins, and a strong record of admits to schools like LBS, Duke, Cornell, and ISB, they helps Indian students navigate the complex study abroad journey with personalized mentorship, step-by-step loan & visa guidance, and interview prep.
Project Scope
End-to-end UI/UX design in Figma for both dashboards.
Collaborate with developers and founders for logic-driven workflows.
Design handoff with detailed documentation for smooth in-house development.
Focus on cost efficiency, scalability, and conversion optimization.
The Challenge
MastersBuddy was relying on expensive third-party CRM tools that lacked key features and couldn’t fully align with their unique student onboarding process. They needed:
A cost-effective, custom-built CRM with tailored features
A student-facing dashboard that was engaging, resourceful, and tied directly to the CRM
Smooth integration between both dashboards for real-time data syncing
A premium, intuitive design that built trust and credibility with students
The Solution
I designed two interconnected dashboards over 2.5 months, collaborating closely with the founders, developers, and operations team.
Student Dashboard
A conversion-focused learning hub with free and paid access tiers.
Free Access:
Recorded video resources for IELTS Prep (Vimeo integration)
Profile evaluation tool with strengths, weaknesses, and recommendations
Bookmarking and saved universities
Referral bonus system (cash rewards for successful referrals)
Paid Access:
Loan & visa guidelines PDFs
Kira interview training videos
Industry-specific guides (business management, engineering, data science, etc.)
IELTS preparation tracker (progress + time tracking)
Downloadable 101 guides
CRM Dashboard (MastersBuddy Team)
A custom-built sales CRM replacing costly third-party tools
Lead Management: From first contact to conversion with status flags (new lead, callback, DNP1–DNP7, active, not converted, converted)
Calendar & Scheduling: Organize student calls, follow-ups, and warm lead engagements
Templates Management: Create/edit dynamic WhatsApp & email templates with custom data fields
Communication Hub: Schedule email & WhatsApp campaigns using templates
Team Allocation: Assign students to sales reps & monitor progress
Student Details: Comprehensive data including intake, preferred course/country, CGPA, degree, lead source, assigned rep, and communication history (calls, recordings, follow-ups, messages)
Data Sync: Directly connected with the student dashboard for smooth onboarding and real-time updates
Collaboration & Design Process
Started with discovery calls to understand student onboarding flow and sales team pain points
Defined custom workflows with founders to replicate their exact processes in a scalable, digital format
Designed modular UI components in Figma for faster development cycles
Regular feedback loops with founders, developers, and operations team ensured business goals stayed central
Delivered a developer-ready handoff with detailed annotations and states for every component
Final Results
7X improvement in lead management efficiency with the custom CRM
Reduced server and tool costs significantly by eliminating third-party CRM dependency
Higher student conversions through streamlined onboarding and personalized resources
Improved collaboration between sales teams and students via real-time synced dashboards
Built a scalable system that supports growth without increasing operational overhead
To design a website that tells MastersBuddy’s success stories, builds trust through mentorship, makes it easy for students to book free counseling, explore programs, courses, universities, exams, and drives real leads with a design focused on results.
