Customer Relationship Management

Comprehensive customer relationship management software for training organizations

Customer Management

Encourage business expansion by better connections with your customers

Power-up your pipeline

Make your sales pipeline work for you. Produce reports and forecasts, as well as tracking the customer data you need to help drive sales and keep your sales team focused on the right leads.

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Piecing together a training company's customer management software system

Retain, reward, remarket

Target your customers with laser-focus and take control over all aspects of your mailing lists. Developed specifically for training companies, our training management software enables you to create highly personalized communications, loyalty rewards, discounts and suggested courses based on hard data.

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Dashboard of course management software for training companies

All your data, in one place

Say goodbye to duplicating information across multiple systems - our easy to use CRM is designed to make it easy and efficient to manage all of your customers. Keep track of past clients; communication history; proposals, and contact details, all in one simple and safe place.

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Man looking into training company software through magnifying glass

Accomplish more, with training software

CRM software for training providers with in-built training management system for ultimate control

Capture customer data quickly, and use it to grow your training organization 

Manage your sales pipeline, produce reports and forecasts, and easily display the information you need to drive sales on your Dashboard

Customer categorization, and complete communication and order tracking helps you truly understand your customer

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

Easily and securely store customer documents- giving you ease of access, whenever you or your client needs them

Need info, fast? System previews highlight all your customer details, at a glance

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

Easily identify up-selling opportunities

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Grow your sales pipeline with accessplanit CRM