Workflow Management

Smart software for training companies

Workflow Engine for Training Companies

Play by your own rules

Work smarter

Workflows enable you to work smarter. Set up rules and triggers just once, and the training management software will perform all those time-consuming administrative tasks, so you don't have to. Manual training admin made easy.

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Course management software dashboard for training companies

Automate all your communications

From a learner's booking confirmation to venue updates for your trainer, workflows can automatically send a whole range of templated communications via email and SMS. It all happens without you ever manually typing out another email again.

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Training company software dashboard

Refine every process

Training companies need course management software they can rely on. Now, harness the power of the Workflow Engine to set up automatic status changes, tasks or actions based on your rules and streamline your every process.

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Company managing admin processes on a training management software system

Workflow Management software that delivers a stronger service

Automate joining instructions, booking confirmations and follow up feedback forms

Manual admin made easy for your training business

Map all of your customer touch points and schedule them in the Workflow Engine

Place the right message in front of the right people at the right moment with intuitive triggers

Create branded materials and communications that make an impact

Optimise workflow rules to fit your training business, and maintain actions, status changes and removals

Set specific triggers to send automated emails and schedule reports for total company overview

Improve communication across your business

A wide range of filters and triggers for complete flexibility

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Streamline your processes and cut your admin time

accessplanit contained all the functionality we required to simplify processes and speed up training accessibility across the pharmacies. We are delighted with the results and capabilities of the system.

Nicola Flood, Lloyds Pharmacy
read our case studies