Plan

Improve forecasting and business visibility

• Improve business insight and understanding
• Allocate resources more effectively for maximum ROI
• Eliminate time-consuming processes for planning courses/resources
• Gain detailed insight into course profitability
• Ensure training is delivered as efficiently/effectively as possible

Manage

Streamline operations with automation

• Automate your repetitive, time-consuming tasks such as emails and certificate generation
• Customisable levels of access, including visibility for your customer's managers
• Provide self-service options for your delegates
• Improve your customer journey and experience

Sell

Grow with intention and boost course bookings

• Instantly advertise live dashboards of courses on your website
• Never miss an enquiry again with our CRM tools
• Have your booking system running 24/7, even when you're not
• Reach a wider pool of delegates

Course & resource management

Access all course, delegate and resource information in one central place.

Online booking & payment

With live course schedules, online course bookings and payments.

Surveys & feedback

Create, customise, and modify your customer surveys. Turn your feedback into actionable insight.

Sales & marketing

Fill your courses using our powerful sales and marketing tools.

Customer relationship management

Manage your enquiries and opportunities with customer relationship management features.

Automation

Our powerful automation tools eliminate repetitive tasks and processes.

Reporting & BI

Gain unparalleled insights into your training business with our reporting tools.

Integrations & add-ons

accessplanit's integrations & add-ons keep everything in one place.

Finance & invoicing

Everything stacks up when you manage your training operations and finance from one central platform.