Training Provider
CRM System
A CRM system perfectly designed for training provider professionals.
Transform your way of working
Our Training Provider CRM System is perfectly designed for education and training professionals, helping you manage the apprenticeship process from enquiry to enrolment and beyond. The system consolidates your existing systems, bringing together functionality for those working in business development and employer engagement, course bookings, marketing, enquiries, applications and apprenticeship enrolment. With powerful automation, our solution helps you save time, reduce costs and further your business objectives.
Arrange a free system preview
System Features
Accounts & Contacts
Built around learners & employers
Pipeline Management
Automate lead creation from enquiries and increase conversions.
Course Bookings
Apprenticeships, post 16 study, employability skills, in-work skills etc
Full MIS integration
Holistic view of all learners
Data Security
Data is secure with Microsoft Enterprise data protection
Apprenticeship vacancy record
With automatic NAS upload
Advanced reporting
Build the dashboards you need or choose Power BI for deeper analysis
Automated workflows
To increase process efficiency
Microsoft 365
We create a Microsoft app just like Word or SharePoint
Change of employer record
Avoiding duplication of records
Apprentice interview record
For full transparency at every stage
Automated contract creation
And other document templates
Seamless integration
Integrate with other systems and data sources to reduce admin
Income Calculator
Forecast apprenticeship income with our calculator tool
Marketing & lead gen
Dynamic marketing lists plus marketing platform integration option
System Benefits
Consolidate your systems by bringing together the functionality your teams need into one user friendly training provider CRM system. Reduce licensing costs and be certain of your data security with Microsoft Enterprise data protection.
Simplify your pipeline by automating lead creation from online enquiries, reducing missed opportunities and helping you increase conversions.
Strengthen your customer relationships with all teams working from a single data source, removing data silos to make sure contacts receive timely, relevant messaging.
Elevate your reporting using real-time data, advanced forecasting with AI insights and the ability to build the dashboards you need. We can also help you implement Power BI which allows you to see deeper insights, highlighting success factors and ways to drive your business objectives forward. We can help you build the reports you need, for example ESFA funding forecast models, dashboards and reporting that account for start dates, programme length, planned completions, drop-out rates, cohort pipeline.
Improve funding forecasting and account management with the ability to identify levy and non-levy accounts within the system.
Amplify your presence with automated vacancy upload to the Find an Apprenticeship website and reduce admin time with the ability to import your candidates and applicants.
Easy to use system built on the same platform that spans your existing Microsoft environment, making it easy to enhance your return on investment.
Hear from our customers
Read our customer success stories and see the solutions we have implemented for other training providers and further education colleges.
Arrange a System Preview
Contact our team to arrange a no obligation preview of our Training Provider CRM, we can discuss your business requirements and show you how our solution can help you further your objectives.
Discover a more productive way
How it works.
Step 1
Kick off
An initial online meeting to identify the core Project Team from Active and the customer’s side and go over the standard system, likely configuration changes and data migration/integration requirements. Set workshop dates and who will need to attend.
Step 2
Workshops
The CRM system is uploaded into the customers M365 tenant. A form and field level review is undertaken, data inputs and outputs are identified, and documentation discussed before a final specification is produced.
Step 3
System build
Configuring the solution to suit the customer approved specification after the workshops e.g. amending forms and fields, building data import templates, localising system settings and assigning user permissions etc.
Step 4
Training and go live
Once the final system is approved we will train administrators to import data using the system excel templates and creating dashboards. Other users will be trained on the system web interface, mobile app (working offline) and Outlook integration.