TMS & CRM

The engine room of your training business.

Manage courses, automate compliance, and track your sales pipeline. A unified back-office designed to eliminate administrative overhead.

B2B Sales Pipeline
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Acme Corp Training
24x Advanced First Aid
£3,400
AJ
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TechFlow Q1 Onboarding
12x Health & Safety
£1,850
Paid
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Full CRM & Sales Pipeline

Track leads, score opportunities, and manage the entire quote lifecycle. Built-in activity logging ensures your sales team never misses a follow-up.

  • Lead generation & scoring
  • Opportunity tracking
  • Quote lifecycle management

Smart Scheduling

Drag-and-drop calendar management that prevents double-bookings. Automatically assign instructors based on their qualifications and availability.

  • Conflict prevention engine
  • Instructor qualification matching
  • Multi-day course support

Compliance & Certification

Automate the entire certification lifecycle. Generate digital certificates instantly upon course completion and track expiration dates automatically.

  • Automated certificate generation
  • Expiry tracking & reminders
  • Training matrix reporting

Workflow Automation

A powerful rules engine that automates your repetitive tasks. Set up "If X happens, do Y" rules for emails, tasks, and alerts.

  • Custom trigger events
  • Automated email sequences
  • Task generation rules