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.Free Test Drive
Don’t just take our word for it, read what our customers have to say about their experience of working with us.
Alpha Aviation Group, a global brand in the field of aviation training for the airline market, has recently engaged GoldenLion to develop and then support the Zoho CRM product as its basis for a structured and transparent sales process.
It has been a great pleasure to work with the GoldenLion team. The application has been a great help to our business. It helped reduce potential human error, reduce duplication of work, minimize time spent on manual tasks and improve customer satisfaction. GoldenLion supported us in every step.
GoldenLion has been an amazing firm to work with. They were super responsive and were able to handle complicated tasks with ease. This will definitely be a long-term relationship.
Awesome services and a great team who worked closely with us to make things happen in great software.
With the Training Provider CRM in place, you can capture leads from all your marketing channels in one place. Not only that, the CRM lets you nurture the leads with automated emails, activity reminders, etc. Here’s how!
With the CRM for Training Provider, you can capture leads from websites, social media, and emails in one place. The Training Provider CRM lets you categorize the leads as Corporate or Retail and the courses they are interested in.Free Test Drive
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.Free Test Drive
One of the unique requirements of a training business is managing the Enrolments well. The Training Provider CRM lets you track your sales pipeline in the Engagement module. Once you close an Engagement, you can create multiple enrolments against the same.
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.Free Test Drive
The CRM for Training Provider lets you manage multiple Enrolments for one Engagement. 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.Free Test Drive
Training Provider CRM lets you organize and manage training batches effortlessly. With the system in place, you can create Batches for your classroom sessions as well as online live classes. You can maintain all details in the Batch module and take Enrolments against each.
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 balance capacity as well, so you don’t end up overbooking for your classroom training. You can tag instructors with each Batch and send class reminders to students as well.Free Test Drive
With the Training Provider CRM, you can generate certificates in just one click. Create pre-designed certificate templates within the CRM and make certificate generation super easy for your team. Here’s how!
The CRM for Training Provider uses Zoho Writer to create beautiful Certificate Templates. Once a student completes a course, you can generate a gorgeous Certificate with a click of a button. You can either use one Certificate Template or create multiple Course-specific Templates. Once you generate the certificate, you can send the same to the student from the CRM itself.Free Test Drive
Tracking the performance of any business is critical for the right decision-making. The Training Provider CRM makes your CRM data readable with comprehensive reports and dashboards. The system comes with tons of pre-built reports and you can create new ones in a jiffy!
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’s more, the Home Page dashboards can be customized for each user.Free Test Drive
Working with awesome people is a reward in itself! Especially when they have such lovely words for us.