Comprehensive Contact Profiles
See a full profile of each person, track conversations, bookings and schedule follow-up activities.
A feature-packed course administration solution for training providers. Organize all customer data, streamline bookings, manage venues, and boost course attendance—everything you need to run a successful training business from one central system.
See a full profile of each person, track conversations, bookings and schedule follow-up activities.
See a summary of upcoming courses and track tasks with a To-Do list.
Generate highly targeted mailings and produce personalized booking documentation.
Print delegate lists, name badges, certificates, and email pre- and post-course documentation.
Process new bookings quickly and easily.
Produce a large range of reports analyzing course profitability and business performance.
Effortlessly manage courses, bookings, venues, and tutors with Trainer.CRM. Streamline course administration by automating repetitive tasks. Delegate data is entered once but used across multiple documents like invoices, personalized instructions, badges, and evaluations. A task diary and calendar ensure nothing gets missed, keeping your schedule on track.
Create, email, and print invoices directly in Trainer.CRM. Generate invoices quickly when a booking is made or as the course date approaches. Send payment reminders and statements to those with outstanding balances. Link Trainer.CRM to your accounting software for seamless integration. Track course expenses and payments for better financial oversight.
Send letters and emails directly from Trainer.CRM to any contact, with all correspondence easily accessible at the click of a button. Shared access allows team members to view communications sent by colleagues. Keep a detailed history of every interaction, schedule follow-up calls, and ensure no sales lead is missed with automatic reminders.
Easily run email and print marketing campaigns by selecting specific groups of contacts or companies. Trainer.CRM merges address details with your campaign content, automating the process for both print and email. Utilize advanced search capabilities to create highly targeted lists and track a complete history of all marketing campaigns.
With a REST API, Trainer.CRM seamlessly integrates with your website, ensuring it stays dynamic and up-to-date. No more outdated course listings—your site will automatically display only upcoming courses. As you add new dates in Trainer.CRM, your website updates automatically, and online bookings are synced directly to the system for easy processing.
Discover how Trainer.crm has transformed the way training providers manage their courses and communicate with their clients. Read what our satisfied customers have to say about their experience with our powerful software solution.