Training Provider CRM

 

Our Quick Start Training Provider CRM system uploaded, trained and live within hours.

If you’re a training company looking to transform your ways of working, a purpose-built CRM can help you to work smarter, not harder. Our Training Provider CRM enables you to strengthen customer relationships and spend more time focussed on delivering high-quality training by automating repetitive processes. With all customer, course and booking data stored securely in one system, your team can easily find accurate information and gain insights to inform decision making.

System Features
Getting Started
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Why choose Active’s Training Provider CRM?

Our Quick Start CRM for Training Providers includes upload of the system into your environment and the training you need to get up and running.

The system is ready to use, with all the features you would expect including accounts, leads and opportunities, pipeline management, booking management and reporting. Our cloud-based system has mobile integration and supports offline working.

Active’s Training Provider CRM is built on the Power Platform, part of Microsoft’s suite of low-code solutions. You can choose to make additional edits yourself or supplement your CRM with additional integrations and support packages from Active. We can also provide support at an hourly rate.

At a Glance

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Course Booking & Delegate Management

Manage bookings with multiple delegates and prepare trainers

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Data Security & Compliance

Cyber Essentials Plus security and data protection

Supports Integration

Integrate with other Microsoft products and business tools

Organisations & Contacts

Manages contacts and organisations in  one easy to use system.

Pipeline Management

Automate lead creation from enquiries and increase conversions.

Automated workflows

To increase process efficiency

Get Started with Active Informatics

For just £349 p/m (+ VAT) our Training Provider CRM package includes:

  • Ready to use system
  • Fast implementation
  • Outlook integration
  • Apprenticeship Standards uploaded as standard
  • Training for admin and end users.

Microsoft Licences purchased separately.

Optional add-ons

Our Quick Start CRM package includes the implementation of your new CRM and training to get your team up and running. If required we can discuss adding integrations with other business tools and on-going support packages at an additional cost.

Full system features

View the full list of features included with our Quick Start Training Provider CRM and see the optional enhancements you can add to personalise the system.

Training Provider CRM

All items below included
£349/ mo

  • Entities

  • Organisation
  • Contact
  • Enquiries
  • Opportunity
  • Courses (Products)
  • Bookings
  • Delegates
  • Activity Timeline
  • Record history
  • Automated processes
  • Marketing preferences
  • Automated quote creation
  • Delegate / registration lists
  • Marketing preferences
  • Table lookups, connections and summaries
  • Apprentice record (APAR)*
  • Apprenticeship course details preloaded*

  • Microsoft features

  • Organisation map location
  • Mobile app (Online/Offline working)
  • Microsoft stack plug and play
  • Teams Phone integration (CRM only)
  • Outlook integration
  • Office 365 integration
  • AI agent (Copilot) for record summary and email support**

  • Security

  • Custom security roles
  • Microsoft owned and operated UK datacentres
  • Cyber Essentials Plus
  • GDPR compliant
  • ISO/IEC 27001:2022
  • ISO/IEC 27018 & 27017

  • Reporting

  • Real time performance dashboards
  • Prebuilt system views
  • Power BI***

  • Training (online and recorded)

  • System Admin (Create users, assign security roles, upload data using templates, configure email templates, create edit system views and dashboards)
  • System User (User settings, platform navigation, enquiry to booking process, create views and dashboards, create products)
  • *If apprenticeship provider
  • **Microsoft license ordered separately
  • ***Power BI license required

Optional Extras

Enhance your CRM
On request

  • Custom options

  • Website and online booking integration
  • MIS integration
  • Additional dashboards and reports
  • Additional security roles
  • Bespoke training
  • Additional entity and fields
  • Website and online booking integration
  • Online enquiry form integration
  • Address lookups
  • Inbound marketing integration e.g. Dot Digital, Click, Mailjet, Hubspot
  • Event management and integration e.g. Eventbrite
  • Bespoke reporting and analytics
  • Third party system integration
  • Bespoke development
  • SharePoint integration
  • Customer self service portal
  • Data import or migration

  • Support

  • Options available on request

FAQs

Why choose Active Informatics?

At Active Informatics, we have over 30 years’ experience in providing innovative data management solutions tailored to meet the unique needs of businesses and public sector organisations.

What are the benefits of choosing our Quick Start CRM?

Our Quick Start Training Provider CRM is purpose built for training professionals. It has all the features you would expect from a modern cloud based CRM and is ready to use meaning you can be up and running quickly.

Can the system be customised to my business?

Our Quick Start system can be extended with elements from our Custom Options list. These are chargable per option in addition to the system cost of £349(+VAT) per month. If you need a fully customisable system you may find our Training Provider CRM Solutions a more suitable option.

Do you offer training and support?

User and administrator training is included in the offer, support packages can be added on at extra cost or can be agreed at our hourly rate.

Next steps

Arrange a no-obligation meeting with our team to see how we can help and to start planning your new CRM.

Arrange a free system preview

Book now