Customer relationship management software for training companies.

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What you get

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A 360 view of your customer journey

Combine the tools you need to run successful training courses with powerful customer relationship management features.

1.

Customer data

  • Gain a 360 view of your customer information in one place
  • Create custom fields to capture the customer data you need 
  • Configure layouts, filters and dashboards to manage customer data your way
  • Use up-to-date customer data to trigger effective Workflows
  • Bulk edit functionality to update data quickly
  • GDPR friendly features for customer data compliance

2.

Booking & payment

  • 24/7/265 online booking and payment straight from your website or customer portal
  • Let customers pay their way with payment options including card, invoice, cash and vouchers
  • Generate invoices, reminders, credit notes, statements and refunds
  • Let your customers book and pay online for courses, products and services
  • Offer discount codes, group and business block-bookings

3.

Access 

  • Provide and manage access for a wide range of internal users to effectively manage customer relationships 
  • Access levels for administrators, operations, resourcing, sales and marketing, customer managers and trainers
  • Create unlimited dashboards based on roles or functions such as sales, operations and finance
  • Provide read-only access to ensure the right people can edit the right information 

4.

Automation & admin

  • Rules and triggers automate customer admin including communications, tasks, notes, payments and surveys
  • Document generation tools automate the creation of certificates, sign-in sheets, delegate training packs and other materials
  • Use mail merge functionality to ensure documents are personalised, relevant and effective  
  • Set-up tasks and reminders to ensure all customer-related tasks get done

5.

Data management

  • Export the data you need for decisions and use it more widely from manipulating in Excel or presenting in PDF or Word
  • Our importer provides easy data ensuring your customer data stays up to date
  • APIs connect with external tools such as HR systems, sales and marketing packages and virtual learning environments
  • Pre-built integrations include Moodle, Google Analytics, website, Zynk, Exchange and ADFS

6.

Customer communications

  • Manage and segment your customers and communicate accordingly
  • Automate all customer communications from joining instructions and booking confirmations to reminders
  • end unlimited templated communications via email and SMS
  • Use personalisation and our email design tools to provide on-brand communications

FAQs

Frequently asked questions about training management software.

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