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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.

  • Cancel anytime
  • No per-certificate fees
  • US dollars supported

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.

Run and prove

Run the courses and prove the training

  • Booking management Schedule training for client companies with attendees, dates, venues and trainers.

  • Open enrolment and public booking Publish sessions on a public booking page. Anyone can browse dates and book, with no login.

  • Trainer management and portal Assign trainers to bookings. They see schedules, materials and registers in their own portal.

  • Certificate generation Branded templates, automatic PDFs, QR verification on Pro and expiry tracking.

  • Automated expiry reminders Staff and clients are reminded before certificates expire, so renewals happen on time.

CertSlate training schedule showing upcoming sessions and trainer assignments

Clients and money

Look after clients, get paid and see how it is going

  • Client and staff management Manage many client organisations and their staff, with compliance across every client.

  • Client self-service portal Clients view records, monitor compliance, download certificates and request bookings.

  • Invoicing and payments Generate invoices from bookings and send them with automated payment reminders.

  • Analytics dashboard Pro See bookings, revenue and course performance across your business.

  • Training record bulk import Bring a whole cohort in from a spreadsheet, with certificates issued automatically.

CertSlate client self-service portal showing booking request form

Also new in CertSlate

New

CertSlate Live

Run quizzes, polls and Q&A on your attendees’ own phones. They scan a QR code to join, with no app and no account.

See CertSlate Live

New · Pro

Your courses on your own website

Add pictures and an overview to each course, then show a catalogue and a page for every course on your own site.

See how it works

Run your training business from one platform

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