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Training Provider CRM

CRM that Every Training Provider Loves

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.

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Manage Every Aspect of Your

Training Business

Super Easy

Lead Management

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!


Capture Leads from Multiple Channels

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.

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Qualify and Nurture Leads to Close Faster

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.

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Better Manage

Engagements and Enrolments

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.


Manage Multiple Engagement for the Same Customer

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.

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Manage Multiple Enrolments for the Same Engagement

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.

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Training Batches

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.


Create Batches and Track Enrolments for Live Trainings

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.

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Certificate Generation

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!


Design Beautiful Certificate Templates

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.

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Reports and Dashboards

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!


Track Performance

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.

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Here’s What Our Customers Have to Say

Working with awesome people is a reward in itself! Especially when they have such lovely words for us.

Simple Pricing

usd inr
One Time Implementation Fee: INR 1,20,000 + Tax USD 1997
  • Training Provider CRM
  • Up to 15 hours of onboarding service.
  • Additional services @ INR 1920/hour
  • Up to 15 hours of onboarding service.
  • Additional services @ USD 32/hour
Zoho Subscription Fee
  • Zoho CRM Enterprise Edition:
    INR 2400/User/Month USD 40/User/Month
    INR 3000/User/Month USD 50/User/Month
  • OR
  • Zoho One:
    INR 3500/User/Month USD 90/User/Month
    INR 4000/User/Month USD 105/User/Month

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GoldenLion has a very strong customer-oriented team. Their understanding of Zoho is exceptional. Keep up the Good work!

Vaibbhav Jain-img

Vaibbhav Jain

Senior Manager - Operations, EduKart


    Frequently Asked Questions

    Answers to the most common questions on Training Provider CRM

    Why your training institute needs a CRM?

    A CRM is a crucial tool for streamlining your lead capturing, lead nurturing, enrolment, batch management, and invoice generation. The Training Provider CRM lets you centralize your data and run your business from one place. The great thing is you can use the Training Provider CRM on your desktop or mobile devices. All you need is an internet connection and a browser. So, if you are looking at better managing your processes and scaling your training business, you need the best CRM for Training Providers as your primary tool! 

    How to choose the best Training Provider CRM?

    While choosing the right CRM for Training Providers, you need to first and foremost see whether the system works for your business process. No matter how feature-rich a solution is, it’ll fail if it does not follow your business’s process and terminology. The Training Provider CRM, built on top of Zoho CRM, ensures that the solution mimics the standard business process of an individual training provider or a training institute and comes with all the flexibility of customizing it further for unique business needs.

    What set our Training Provider CRM apart?

    The Training Provider CRM comes with industry-standard workflows and automation for you. What’s more, you can easily customize the system further to meet any unique need that you might have. And the best thing is we can transfer this solution to you within 5-7 business days. So, you can go live as soon as possible and start leveraging it for your business.

    How to use your Training Provider CRM?

    Using Training Provider CRM is super easy. Moreover, once we’ve set up the solution for you, we offer complete user training that includes process training, building reports, templates, adding fields, etc. We also share tutorial videos for your reference. 

    What are the benefits of the Training Provider CRM?

    Here are the primary benefits you can derive from the Training Provider CRM: 

    • Centralized data management
    • Effective lead management
    • Streamlined Engagement and Enrolment Management
    • Efficient Batch Management 
    • One-click certificate generation
    • Complete control of student profiles 
    • Comprehensive reports and dashboards
    • Timesaving automation

    Can I make any additional modifications to the Training Provider CRM?

    Of course! The CRM for training providers is built on top of Zoho CRM and therefore comes with robust customization capabilities. Please let our consultant know about the additional customizations you may require during the demo. We’ll understand the requirement, offer suggestions and present you with the effort estimate for the desired modifications. 

    Which edition of Zoho CRM is required for the Training Provider CRM?

    The Training Provider CRM works on Zoho CRM Enterprise Edition. You may purchase the Zoho CRM Enterprise Edition or Zoho One Suite of Applications (Zoho CRM Enterprise Edition is a part of Zoho One).

    More questions? We’re here to help. You can reach our friendly team and we’ll get back to you as soon as possible!

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