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Cloud CRM Software for Training Businesses

Training CRM provides a complete solution for course management, sales, marketing and finance helping achieve a 360° view of every learner/delegate and customer.

Individual Databases

Manage your business easily.

Individual databases for all areas of a training company’s needs, including Training Courses, Learner-Delegates and Trainers.

Training Course Management

Manage any course form start to finish.

Effectively manage your trainers, learner-delegates and venues with powerful course management at the core of the software.

Learner Progress

Get learner performance results in seconds.

Create and save company defined learner-delegate performance reports in minutes, with optional exports to Excel or PDF.

Certificate Creation

Flawless certificates every time.

Create personalised, course specific certification at the click of a button, reducing the risk of human error.

360° Customer View

Understand your customers.

View and interact with customers easily with integrated prospecting, marketing, sales and support.

Cost Effective

Software that doesn't cost an arm and a leg.

Pay for what you need via affordable monthly payments and expand as your business grows.

Marketing Made Easy

Deliver great marketing campaigns.

Dynamic database filtering targets the right customers and lets you market your services in the most effective manner, whether via Email, Post or SMS.

Access from Anywhere

All you need is an internet connection.

The software is based in the cloud, meaning data is securely backed up. You can also restrict access to certain IP addresses and time of day.

Training Industry Specific

Don't settle for bloated, generic software.

Our software is based around industry specific features without the generic bloat of other CRM systems. We even work with industry bodies and providers to integrate with their services.

Tailor Made Software

Software that adapts to your business, not the other way round.

Our flexible software compliments and works with your business processes using bespoke workflows to help you manage everyday tasks with ease.

Powerful Reporting

Complete insight into your business.

Reporting is crucial for any business to gain an understanding of what works and what doesn't. Our reporting suite allows you to report on any or multiple database fields.

Secure Data Storage

Secure, automated backup of your data.

You need never worry about losing your data again. We securely host and backup your data on our servers. We can even send you a backup via FTP for extra piece of mind.

User Permissions

Access to what is required and nothing else.

You don't want every member of staff to be able to view and modify all of your data, with our software you can make sure your staff can only view and modify the areas of the software they require.

Document Management

Seamlessly manage all correspondence.

Our advanced document management system allows you to create personalised documents at the click of a button and save any incoming correspondence alongside the customers record for ease of access.

Financial Control

Keep on top of your finances.

Process orders, generate invoices and manage arrears collection easily and effectively, all within the software.

White Label Software

Reinforce your business identity.

We will customise our software to display your logo and match the interface to your business colours.

Free CRM Updates

We'll never charge you for updates.

When we make updates you will receive that update at no extra cost and with minimal disruption to your service.

The BrightOffice Training System software has made such a difference to our company – it has saved time, streamlined processes and increased the services we can offer. The team at BrightOffice have been fantastic – they offer support and advice whenever you need it and will customise the system to meet your business requirements

- Georgina Watson, WHS Safety Solutions
Sage 50 and Sage 200 Integration
BrightSign Electronic Signature

Our software for Training Providers offers a streamlined process which is customised to your exact requirements, both technically and aesthetically.

Designed specifically for the Training Industry, our cloud based Training CRM enables allocation and management of Learner-Delegates, Trainers and the provision of multiple courses.

In the backbone of the Training software is a document management system which allows training providers to access and distribute all course literature effortlessly. It allows you to ensure the standard throughout company literature is consistent from all team members allowing them to better manage their courses, freeing up time for other key tasks.

Within the Training CRM we use dynamic workflows to manage required actions from the delegate or training provider. Correspondence with delegates is easy using our intelligent contact management which allows bulk processing of email and SMS messaging and VoIP functionality.

Benefiting from Sales and Purchase accounts integration, Our CRM for Training Providers allows you to dynamically create great looking invoices for your training courses in seconds reinforcing your corporate branding and brand recognition.

We have the experience and capability to offer you superior support and flexible services designed around your business. For more information about Training CRM please get in touch.

Want to know more?

Get in touch today and we will show you the benefits of Training CRM.

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Officially approved
G-Cloud supplier.