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CRM Software for Training Course Providers

Many of the UK's leading training course providers rely on BrightOffice CRM to manage their business.


BrightOffice have developed a web based software application dedicated for the Training Course market which offers superior support, functionality and effectiveness in the management of training courses. Offering a streamlined process which is customised to your exact requirements, both aesthetically and technically.

With our web based software solution, you get access to great software which is:
  • Affordable, and generates cost effective savings
  • Cloud based, fast, flexible, easy to use
  • Suitable for organisations of ALL sizes
  • Developed in association with Training Course organisations
  • Branded to your corporate image
  • Functionally rich with continual development of new features including:
    • Customer management database
    • Workflow management
    • Task management
    • Email and letter production facilities
    • Direct SMS integration
    • VOIP integration
    • Integrated Email Marketing Module for Mass Mailing
    • Online tracking for agents and trainers
Features
  • Databases Include, Customers, Suppliers, Staff, Delegates and the Central Training Course Database
  • Training Course Management via Customer Record
  • Import of Customer Prospects to the Customer Database
  • Training Course Profit and Loss Analysis
  • Payments In Module for Receipt of Monies Assigned to Each Training Course
  • Payments Out Module for Payments to Lead Generators
  • Complete Integrated Email Marketing Module for Mass Mailing
  • XML Compatibility so online enquiries can be stored effortlessly
  • Shared company Calendar and Contacts Management
  • Import and Export to data, customer data to CSV Format
  • External logins for Agents and Trainers
  • SMS directly from the TrainingCRM
  • Correspondence Module to allow mail merged letters & emails
  • Attach documents to each Training Course in a variety of formats
  • Comprehensive user control
  • Corporate branding
  • Send letters and emails from within the application, no further software required
  • Workflow Management based on Dates and Milestones
  • System Architecture Events Based on Pro-Active not Re-Active
  • Group Security for users
  • Software customised for Each Company
  • Complete Task Management for Users

 

Additional Benefits
Easy to use: Instant access: Set up within minutes: No additional hardware: Total web based application: World Wide Web access, 24/7: Corporate Branded facility: Increasing the services you can offer: Comprehensive and methodical workflow


Customisation
The look and feel of TrainingCRM can be customised to fit with your corporate branding.  For examples of how this is done please visit any of the following sites:
www.trainingCRM.co.uk
www.EducateOffice.co.uk
www.MyNoGuru.net
PDF Documents

 
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