Workflow Engine for Training Companies
Play by your own rules
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.
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
Sign up for a free demo!
Streamline your processes and cut your admin time
read our case studies
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.