Manage training courses, seminars, workshops, webinars, CPD and other events. Track bookings, send quotations, invoices and joining instructions. Quickly generate inhouse certificates and upload accredited certificates.
Work closer with your customers and help manage their training and compliance.
Manage your whole process from initial enquiry to issuing certification and beyond.
Focus on customer success, customer engagement and earn repeat business.
See at a glance the events you have today, this week and next week.
Keep track of event quotations, joining instructions and invoices for each event.
Quickly see available spaces, dates, presenter and location information
Track your sales performance and see an overview of booking statuses
See an overview of expiring or expired certificates you have issued
Manage your upcoming, started and ended events
Keep an archive of all events and access all historic data for them
Directly send quotations to customers and have them accept or reject them
Create and send joining instructions to attendees using templates
Generate invoices and send them to customers
Get status updates for quotations, invoices and joining instruction emails (delivered/opened/clicked)
Log attendance, pass marks and upload or generate certificates for attendees
Monthly calendar view makes planning capacity easier
Go directly into an event to manage it
All your customer information, statuses and performance in one place
Collaborate with your customers to ensure their workforce are fully trained
All parties get reminded to book refresher training in advance
Give them access to their own training matrix, upcoming events, expiration notifications and other tools
Take their training management pain away
Help them stay, increase awareness, stay compliant and reduce administration time
Your customers get their own free dashboard and account to log in
Track your customer sales journey from initial enquiry to certification
Send quotations to customers, issue invoices and export to your finance package
Full history of all pipeline activity
Proactively identify repeat business opportunities and arrange refresher training
Don't let expired training certificates slip through the net and keep your customers informed and compliant
Protect your customers and keep their trust by providing a rock solid reminder service
Understand your customers, users and sales cycle better to identify areas for improvement
Year on year sales performance to monitor and forecast your growth
Quickly see who are your highest and lowest grossing customers and understand them better
Measure the sales performance of your individual team members and reward them
Create an account instantly and start managing your training provider business more efficiently.