CRM that every
Training Provider Loves
With the Training Provider CRM in place, you can now manage your Leads, Engagements, Enrolments, Courses, and Batches like never before!
Free Test Drive
CRM that every
Training Provider Loves
With the Training Provider CRM in place, you can now manage your Leads, Engagements, Enrolments, Courses, and Batches like never before!
Free Test DriveEverything in ONE Place
If you are a training institute or an individual training provider, then the Training Provider CRM is your perfect choice for lead nurturing, enrolment, and batch management. Built on the award-winning Zoho CRM, the CRM for Training Provider is tailored to map the unique requirements of your business.
If you are looking for a CRM system that is super easy to use, offers a wide array of functionalities, and comes with robust customization capabilities, then Training Provider CRM is the right choice for you!
Lead Management
Lead management is super-easy with the Training Provider CRM. From capturing leads to managing them effortlessly we can do all with the Training Provider CRM.
With the CRM for Training Provider, you can capture leads from Website, Social Media, and Emails in one place. The Training Provider CRM lets you categorize the leads as Corporate or Retail and capture their interest.
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Centralize your nurturing process with all your activities and emails in one place. Once qualified, convert Corporate Leads into Company, Contact, and Engagement; convert Retail Leads into Contact and Engagement.
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Engagements and Enrolments
Managing Enrolment and Engagement is at the heart of a Training Provider Business. With the CRM for Training Provider in place, it is intuitive and effortless.
Training Provider CRM lets you manage multiple Engagements for all your Corporate or Retail customers in one place. This way, you can see the complete engagement history for a customer in a centralized location with all crucial information like how many times and when they have purchased training from you, who is the contact person for each of the corporate engagements, etc.
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The CRM for Training Provider lets you manage multiple Enrolments for one Engagement too. In the case of a Retail Customer, one individual might purchase multiple training courses bundled together. In this case, each course they are opting for will be an Enrolment. In the case of a Corporate Customer, a Company might purchase training courses for multiple employees. Here, each employee will be a unique Enrolment. You can manage the start and end date of the Enrolment, status of the Enrolment, marks obtained for the same, etc., under the Enrolment module.
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Training Batches
Batch management is hassle-free with Training Provider CRM. Now you can manage every aspect of all your training batches with the tailored CRM in place.
With the Training Provider CRM in place, you can now create Batches for all your Live Training Courses. You can create a start date, end date, define class timing and enrolment capacity for each batch. As you keep enrolling students for a batch, the system lets you know the available capacity as well, so you don’t end up overbooking your classroom training. You can tag instructors with each Batch and send class reminders to students as well.
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Certificate Generation
Certificates are the acknowledgment a student seeks. Now you can create beautiful certificate in one click with Training Provider CRM.
The CRM for Training Provider uses Zoho Writer to create beautiful Certificate Templates. Once an Enrolment is complete and status is updated, you can generate a gorgeous Certificate with a click of a button.
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You can either create one Certificate Template or multiple Course specific Templates. Once you generate the Certificate, you can share the same with the student right from the CRM itself.
Free Test DriveReports and Dashboards
The Training Provider CRM comes with tons of pre-built reports and dashboards that make your data more readable and help you stay on top of your business. You can decide to place the most important dashboards right on the Home Page of your CRM. What more, the Home Page dashboards can be customized for each user.
Affordable Pricing
INR 2400/User/Month
USD 40/User/Month
INR 3000/User/Month
USD 50/User/Month
Plus tax as applicable
INR 3500/User/Month
USD 90/User/Month
INR 4000/User/Month
USD 105/User/Month
Plus tax as applicable
INR 1,55,000
USD 1997
Plus tax as applicable
Includes 20 hours of onboarding service.
Additional customizations are charged at INR 1920/hour plus tax as applicable.
Includes 20 hours of onboarding service.
Additional customizations are charged at USD 32/hour plus tax as applicable.
Team that Drives Your Success
Expertise, experience, and most importantly, a crazy passion for customer success is what drives our team. Meet them here!
