Built for Training Providers
Software Built
for Training Providers
Generic software was not built with training companies in mind. CertSlate was. One platform for every part of running and growing a training business.
Most software was designed for other industries
Spreadsheets, generic CRMs, separate invoicing tools and shared folders can hold a training business together at small scale. They are affordable, familiar and flexible enough to bend into shape for a few clients.
But training companies are not generic. They manage multiple client organisations with hundreds of staff across them. They run courses with specific trainers, materials, registers and certificates. They track compliance, renewals and expiry across every learner. And they do all of this while trying to grow.
Once you have more than a handful of clients, those workarounds start to break down. Information lives in too many places. Things get missed. Administration grows faster than the business. CertSlate was designed specifically to address this.
Everything a training provider needs in one platform
Connected processes, not disconnected tools.
Certificate generation
Branded templates, automatic PDF generation, QR code verification and expiry tracking. Certificates go out when training is completed, without manual steps.
Client and staff management
Manage multiple client organisations and their staff under one account. Track training history, certification status and compliance across every client.
Booking management
Schedule training for client companies with attendees, dates, venues and trainers. Handle enquiries, confirmations and post-training follow-up from one place.
Open enrolment and public booking
Publish course sessions with a public booking page. Anyone can browse upcoming dates, see prices and book directly. No login required.
Automated expiry reminders
Staff and clients receive automatic email reminders before certificates expire. Renewals happen before compliance gaps appear. Pro accounts set their own reminder schedule.
Client self-service portal
Client managers log in to view training records, monitor compliance, download certificates and submit booking requests without contacting you for every update.
Trainer management and portal
Maintain a roster of trainers, assign them to bookings, and give them their own portal to view schedules, access materials and manage attendance registers.
Invoicing and payments
Generate invoices from bookings and send them from the platform. Automated payment chasers reduce the time your team spends following up outstanding invoices.
Analytics dashboard
See bookings, revenue, learner numbers and course performance across your business. Make decisions based on data rather than estimates.
Everything connected
A client makes a booking. A trainer is assigned. The course is delivered. Attendance is recorded. Certificates are generated. The invoice is sent. The renewal is tracked. That is the complete connected training journey, in one platform.
Booking → Delivery → Attendance → Certificate → Invoice → Renewal
Run your training business from one platform
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