CRM software for training providers.

What's included

Combine the tools you need to run successful training courses with powerful CRM software built for training providers.

All in one place

Combine a 360 view of your customers with automated communications and access levels for effective customer management to create lifelong customer relationships.

Manage the information that matters including contact details, purchase history, course attendance, feedback and communication history all in one place. Use customer data to trigger relevant actions, deliver an exceptional experience and provide everything your customer needs.

accessplanit workflow tools within CRM for training companies

Works the way you do

Every training business is unique. Your CRM should reflect that. Create custom fields, layouts, reports, communications and Workflows to manage your customers your way. And adapt, as your strategy does.

My Teaching trainer portal accessplanit software

Built for your whole team

Centralise all of your customer data and tools to amplify efforts across your business so everyone can focus on building lasting customer relationships from your sales and operations to your training team.

See what you get

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 software for training providers.

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

24/7/365 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
Send unlimited templated communications via email and SMS
Use personalisation and our email design tools to provide on-brand communications

FAQs

Frequently asked questions about CRM software for training companies.

Which CRM software is best for my training business?
If you're looking for a CRM, you certainly have a lot of options to choose from. The main thing you need to decide is whether you're after a stand-alone CRM, or one that is purpose built for training providers, typically with other functionality included.

With accessplanit's CRM software that is built for training providers, you can enjoy the additional functionality of:
- Scheduling new courses directly from the opportunity or enquiry
- Letting your customers book and pay through your website and automatically updating CRM
- Running promotions and eCampaigns with discount codes linking directly to your shopping basket
- Automating course communications and tasks based on triggers within the platform
Do you have sales and marketing tools?

Yes, we have a range of tools to target new and existing delegate opportunities including eCampaigns, social media sharing, Google Analytics and website integration.

Find out more about sales and marketing tools here.
How do I get a demo?

Get in touch!

Submit a demo request today and one of our team will be in contact shortly!

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CRM software for training providers.

What's included

All in one place

Works the way you do