CRM for Training Providers

The CRM Software for Training Providers is targeted for training services providers working on Corporate or individual training. The product is designed to help you in your entire life cycle of attracting, servicing and retaining training clients. Whether you are an individual training provider or a firm engaged in training with multiple trainers in your company – this product will help you manage your entire business cycle.

With our CRM for the training industry you can take your business to the next level. We help you build a central database of your customers and prospects. You can nurture the prospects, manage the pipeline of upcoming engagements and get insights of your business with our 50 plus repost.

Our CRM built on the proven Zoho platform is one of the most secure and affordable Customer Relationship Software for Training Business worldwide. Our phased approach to implementation ensures that you are up and running within a week with the first stage.

Modules of CRM for Training Providers

The following modules are available in CRM Software for Training providers:

• Lead Capture – Capture Leads from multiple sources
• Lead Management – Tracking, Nurturing and Qualification of Leads
• Companies / Contacts – The business or individuals with whom you will don business.
• Training Deals – Training related Business Opportunity for Individual or Business Customers
• Quotations – Quotation for Training courses
• Courses – Master of Training Courses you offer
• Trainers – Master list of your trainers
• Batches – Training Batches for one of your courses
• Registrations – To track the enrollment of a participant for Training Batch
• Invoices & Payments – track Bills and Payment for your registered participants 
• Analytics – Reports and Dashboard

Key Features of Training Provider CRM

• Integrate with your website to capture leads
• Integrate with your business Email 
• Integration with Social Media Channels
• Segment your leads as per business requirement
• Track your activities – tasks and meetings
• Track Training Batches and registrations
• Run 50 plus customizable reports
• Role based security to limit access to data and features
• Unlimited records
• Access from anywhere on the cloud using Web, Mobile
• Customizable software as per your business needs

Pricing of CRM for Training Providers

Subscription Fee – Customers will need Enterprise Edition of Zoho CRM. The subscription fee is

• USD 40 USD/User/Month Paid Annually
• INR 2400 USD/User/Month Paid Annually

One Time Setup and Onboarding fee – One time setup fee including 20 hours of Customization Service included

• USD 2400 Paid Upfront
• INR 170000 paid Upfront
• Additional Service – USD 30/hour or INR 2000/hour

Getting Started with Training CRM for Training Business

Contact us – Schedule a Demo