Course Booking System
Our Course Booking System is designed to transform booking and client management for independent training providers.
Grow your course bookings
With Active’s complete course booking and client management system you can transform your approach to promoting, selling and managing training course bookings.
Course Booking System Features
Course Bookings
Apprenticeships, post 16 study, employability skills, in-work skills etc
Leads & Opps
Improve pipeline management with automated lead creation from enquiries
Accounts & Contacts
Manage contacts in our CRM System
Data Security
Have peace of mind with Microsoft Enterprise data protection
Automated quote creation
And other document templates
Course vacancy record
Track and manage course places
Dashboards & reporting
Build the dashboards you need or add Power Bi for deeper analysis
Automated workflows
Streamline processes, saving admin time and cost
AI ready
Utilise Microsoft Copilot (subject to licenses)
Arrange a free system preview
System Benefits
Maximise course fill rates and turn empty seats into revenue without increasing marketing spend. With our Course Booking System you can track availability, automate reminders, and optimise scheduling so every course runs at full capacity.
Streamline your bookings process and payment tracking for fewer admin headaches and increased cashflow. Reduce errors and save time with automation, attracting repeat customers with our easy-to-use system.
Elevate your reporting and make data-driven decisions with real-time insights into course performance, customer trends, and revenue forecasts. Our system helps you make smarter decisions when considering the right courses to offer.
Improve the customer journey with automated follow-ups and personalised marketing to keep your clients engaged.
Integrate your course directory in the system with your website to improve your booking process as customers can find accurate course information and book places quickly.
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.