Case Study: Cloud Membership

An award-winning private tuition and home-schooling company used Cloud9 Insight to replace their legacy bespoke CRM system, integrate with Xero and implement a self-service portal for their users. 

Customer Challenges

  • Siloed data​
  • Legacy, clunky and redundant software
  • Complex invoicing process​
  • Need to simplify member registration process​
  • No ability for members to self-serve
  • Difficulty in scaling business with existing manual processes



Private Education

Company Size

1750 Users


United Kingdom

Technology Solutions

  • Dynamics 365
  • Self-service Portal
  • Xero integration


Cloud9 replaced a legacy bespoke CRM with a Dynamics 365 for Sales solution integrated with Xero for their financials alongside a self-service portal. ​

This enabled consistent and reliable workflows across the business, which manages Tuition, Invoicing and Payments. ​Data was migrated from the legacy system into the new D365 CRM system environment.

How it works

Private Tutors can see upcoming tutoring work which is available through a portal. From here, they are able to register an interest in a job and once assigned, a session can be planned. Once a month, all the sessions which have been submitted via the portal into Dynamics are processed to calculate and generate a single invoice per client (Parents).

Key Benefits

  • Automation of processes through bespoke invoicing structure
  • Automation of the client journey
  • Tutors able to more easily access available work

Future Projects

Phase 2 is planned to add a Marketing Module and implement D365 Business Central to replace their Financial solution (currently Xero)

A long-term relationship with continuing support

This company took out a Membership Support Contract with Cloud9 that has encouraged continued enhancement, optimisation and training of CRM. With a single data view comes endless possibilities for reporting and data manipulation plus the team is supported with the unlimited disposal of our consultants.

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