Customer Management

There’s only one boss: The customer

Customer Management

Encourage your expansion by encouraging your customers

Power-up your pipeline

Make your sales pipeline work for you, producing reports and forecasts, and tracking the customer data you need to drive sales. With comprehensive customer data capture, you’ll always know your sales team are focused on the right leads.
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One place to find it all

No more duplicated information – save time by storing everything from order history to communication history; proposals to contact details in a single, secure place.
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Make your customers care

With uncomplicated control over all aspects of your mailing lists, you can target customers with a laser-focus, highlighting loyalty discounts, offers and the courses best suited to them.
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Plus these other great features too!

Capture data at a stroke, and use it to grow your business

Really get to know your customer, with customer categorisation, and complete communication and order tracking

Secure document storage, for you and your customers’ peace of mind

The world’s best archive at your fingertips – store your customers’ documents with ease

Need info in a hurry? System previews highlight all customer details at a glance

Generate mailing lists that put your message in front of the most receptive readers

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See for yourself just how our training management system can help your business