Efficiency Scale of an Ed-tech Platform

Introduction

Edumilestones is one of the largest platforms for career counselling in India. It works like a discovery ecosystem where counsellors list their services and students look for trusted guidance. The platform supports thousands of counsellors across the country and handles dozens of calls every day.

The Challenge

Counselling teams received a steady stream of leads, but every interaction required manual tracking. Follow-ups were written in notebooks, call notes lived inside spreadsheets, and nobody knew which leads had been contacted.

• Leads arrived via multiple channels and needed to be routed manually.
• Counsellors added notes on paper or scattered files, so context was easy to lose.
• Follow-ups depended on memory rather than reminders, which caused opportunities to slip.
• Managers had no central dashboard to see who was performing well or which leads were stuck.

The lack of structured workflows slowed conversions, increased friction on calls, and made it hard to coach against reality.

The Turning Point

Trudosys partnered with the platform to build a lightweight CRM that fit the counsellors' rhythm instead of forcing a heavy workflow.

The Trudosys Solution

Trudosys created a focused calling CRM that captured what teams already did manually and automated the rest.

• Complete Call Tracking - Every call automatically lands inside the CRM with detailed logs and outcomes.
• Simple Lead Management - Counsellors see all their leads, update statuses, apply labels, and move leads through a clear follow-up pipeline.
• Quick Notes - Counsellors add short reminders after every call so others know what happened next.
• Smart Reminders - Follow-ups are scheduled and nudged automatically so nothing slips through.
• Performance Visibility - Teams can see how many calls they made, answered, and their overall follow-up ratios in one place.

Implementation

The rollout started with a small group of counsellors. Their feedback shaped the CRM so every improvement was rooted in their actual workflow. Once adoption felt natural, the platform went live across the entire network.

Results and Impact

• Follow-ups increased because reminders were automatic.
• Conversions improved as counsellors had full context before calling.
• Time spent searching for notes dropped significantly.
• Managers gained clarity on call volumes and team priorities.

The biggest win was that the CRM fit smoothly into their routine without forcing extra work.

Technologies Used

The Road Ahead

Trudosys and Edumilestones are exploring features that make the counselling workflow smooth from the first call to the final session.

Closing Thought

If your counselling or calling team wants clarity and structure without a heavy CRM, Trudosys can help.