Real-time reporting & CRM

See your entire training operations at a glance. Get instant visibility into upcoming courses, registrations and revenue, easily drill in to take action.

• Track and manage upcoming courses and availability
• Monitor all your registrations and see details of sign ups as your courses go live
• See orders and revenue trends that highlights any outstanding invoices or approvals
• View leads breakdown by month and see trends and manage and complete your daily tasks

Manage all of your important relationships in one place. Automatically store contacts, track course activity and outcomes, capture and nurture leads and easily access certificates, documents and more.

• Effortlessly capture and manage every lead, registration and organization
• Have everything at your fingertips with full communication history, certificates, documents and contracts
• Use customer data and custom fields to trigger actions and campaigns
• Native Salesforce integration that syncs contacts, organizations and courses in real-time

Boost registrations and grow your business. Run targeted campaigns, drive leads and registrations, and track ROI with powerful marketing and sales tools.

• Build smart lists filtered by course activity, renewal date, location and custom fields
• Run targeted email campaigns to promote your courses, monitor activity and track results
• Automatically send surveys to capture sentiment and improve course content
• Integrates with Google Tag Manager, Google Analytics, Meta, SurveyMonkey, Mailchimp and more

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Surface valuable insights and make data-driven decisions. Create and schedule tailored reports for your business, customers and stakeholders measuring performance, profitability and engagement.

• Create your own reports or select from a library of pre-built templates
• Report on business critical metrics, such as registrations, revenue, instructors and courses
• Automatically schedule reports that are sent to key stakeholders
• Use integrations or access our robust API to enrich your business intelligence