Client Management
CRM for Training Providers
Generic CRM software was not designed for training companies. CertSlate was. Manage clients, staff, bookings, certificates and reviews from one place.
Generic CRM software was not built for how training companies work
A generic CRM is built around sales pipelines: leads, deals, contacts, and calls. A training provider's relationship with a client is fundamentally different. You need to track which staff have been trained, when their certificates expire, what courses they have booked, what feedback they have given, and what renewals are coming up.
None of that maps cleanly onto a standard CRM. Training companies end up with a CRM for contact management, a spreadsheet for training records, a separate tool for certificates, and email for everything else. Every client interaction spans multiple systems.
CertSlate was designed around how training companies actually manage clients. The client record is the centre of everything: their staff, their training history, their upcoming sessions, their certificates, their invoices and their feedback all live together.
Client management built for training providers
Every part of your client relationship, connected in one platform.
Client and staff management
Manage multiple client companies and their staff from one account. See each client's complete training picture: history, upcoming sessions, certificate status, and outstanding invoices.
Client self-service portal
Each client gets their own portal to view training records, monitor compliance, download certificates, and request bookings. Fewer routine enquiries to your office, better service for your clients.
Feedback and reviews
After training, clients can leave feedback through the portal. You get an honest picture of what is working, and positive reviews can demonstrate the quality of your service to prospective clients.
Automated communication
Booking confirmations, certificate reminders, invoice notifications and payment chasers go out automatically to the right people at the right time. Your clients are kept informed without your team having to do it manually.
Manage your client relationships properly
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