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Shark CRM

CRM for educational organizations

Shark CRM
2025

Shark CRM is a lightweight and user-friendly CRM system designed for educational institutions and fitness clubs. It unifies branch operations, client management, and staff coordination in one place.

Managers can maintain student or visitor databases and schedule classes, while trainers and teachers can manage their own timetables. The system automatically reminds about expiring memberships and handles full accounting.

Timeline

Analytics & Architecture3 weeks
Interface Design3 weeks
Core System Development8 weeks
Testing & Launch2 weeks
Total4 months
Budget$35,000

Technologies

Frontend
ReactTypeScript
Backend
C#.NET
Database
PostgreSQL

How the System Works

Clients

Database with profiles, memberships, visit history, and personal accounts.

Schedule

Flexible calendar for trainers and teachers: classes can be created manually with location, time, and participants.

Membership Sales

Managers issue memberships directly from client cards; the system automatically calculates cost and expiration.

Renewal Tracking

The CRM highlights clients with expiring memberships and sends renewal reminders.

Accounting

Payment tracking, client and branch balances. Full financial control in one interface.

Implementation Highlights

Focus on Simplicity

The interface is clean and intuitive: everything revolves around schedule and clients.

Branch Support

Each branch has its own client and staff database, convenient for school and club networks.

Role Separation

Trainers, administrators, and managers have different access levels and features.

Flexible Accounting

Handles cash and card payments, generates reports, and tracks fund movement across branches.

Monetization

System Subscription — SaaS model with pricing based on number of branches and users.

Premium Features — advanced analytics, reporting, and payment service integrations.

Future Development — messenger integrations for client reminders, expanded attendance analytics module.