Customer Management

Comprehensive customer management software for training companies

Customer Management

Encourage business 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 extensive customer data capture, you'll always know your sales team are focused on the right leads.

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Piecing together a training company's customer management software system

Retain, reward, remarket

With uncomplicated control over all aspects of your mailing lists, you can target customers with a laser-focus. Developed specifically for training companies, our software enables you to create highly personalised communications, loyalty rewards, discounts and suggested courses based on hard data.

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Dashboard of course management software for training companies

One hub, all the data

No more duplicated information across multiple systems - our single, secure hub is designed to make it easy and efficient to manage all of your customers. From past orders to communication history, proposals to contact details, you'll find it all in one place.

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Man looking into training company software

Training software that helps you accomplish more

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

Customer categorisation and complete communication and order tracking means you can truly understand your customer

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

Identify up-sell opportunities easily

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