CRM System for Awesome Training Providers Like You

Training Provider CRM is crafted for Training Providers who focus either on Retail or Corporate Training.

Built on award-winning Zoho CRM, it handles everything that’s required for a Training Provider to run their business: Managing Leads and Contacts, Tracking Opportunities, Invoicing and Recording Payments, Enrolments, Managing Courses and Instructors, Tracking Activities with the ability to Integrate with your Website, Email system and Social Media channels.

How Does Training Provider CRM Help

Lead Capturing

  • Capture Leads from Website, Social Media, Email Inbox.
  • Track Your Website Visitors, Chat and Convert Them as Lead.
  • Categorize Leads into Retail or Corporate Training.
  • Capture the Course They are Interested In.

Nurture and Qualify Leads

  • Set up Drip Marketing via Auto responders
  • Once Leads look prospective, Convert them into (A) For Corporate Training: A Company, Contact and a related Engagement (B) For Retail Training: Contact and a related Engagement.

Generating Quote and Invoice

  • Generate a Quote from the CRM.
  • Convert a Quote into an Invoice and Start Recording Payment.

Manage Enrolments

  • Record Which Candidate Enrolls to Which Course.
  • Capture Course Result and Next Recommended Course.

Courses and Instructors

  • Capture Course Details with Start and End Date, Capacity, Class Duration, Class Room, Instructor Name.
  • Record Instructor Profile with Courses Offered.

Vendors and Purchase Orders

  • Capture Vendors and Their Contacts.
  • Record Purchase Orders for Books and Other Course Materials.

Collaborate via Feeds (Group Message or Private Message)

All Interactions in One Place

  • Emails are Inside the CRM.
  • Tasks, Events, Calls, Notes, Chat Transcript: All in One Place.

Promote Courses via Email and Social Media Campaigns

  • Track the Campaign Result inside CRM.

Reports, Dashboards and Automations

  • Pre-built Reports and Dashboards.

Powerful Workflow Automation Rules

Simple Pricing

Subscription Fee: $40/User/Month

(Billed Annually or $50 Month-to-Month)

One-Time Fee: $2997

(15 Hours of Done for You services / Additional hours @ $32/Hour)

Downdload Pdf

Subscription Fee: INR 2400/User/Month

(Billed Annually or INR 3000 Month-to-Month)

One-Time Fee: INR 1,80,000 + Tax

(15 Hours of Done for You services / Additional hours @ INR 1920 + Tax/Hour)

Downdload Pdf

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

Vaibbhav Jain, Senior Manager - Operations, EduKart

We have been using Zoho around a year now, and sought help from GoldenLion due to our inexperience with the tool. Since then, they have been a tremendous help.Very efficient, friendly and knowledgeable. I highly recommend their services, and couldn’t be happier with the service we have received so far. Send them an email, and they answer within the hour!

Luke Zane Edwards, Marketing Executive, Alpha Aviation Group

Alpha Aviation Group, a global brand in the field of aviation training for the airline market, has recently engaged GoldenLion to develop and then support the Zoho CRM product as its basis for a structured and transparent sales process.

Martin Williams, Director Sales, Alpha Aviation Group

Questions You Might Have

Which Edition of Zoho CRM Should I Use?

In order for the customization to work, you must be a subscriber of the Enterprise Edition of Zoho CRM.

How Much Does Training Provider CRM Cost and What Do I Get?

Training Provider CRM is available at an One-time fee. However you need to pay subscription fee for Zoho Suite of Apps.

What's the Delivery Time?

We will deliver you the customized version of Training Provider CRM within 7 Working Days.

How Can I Sign Up for Zoho CRM Account?

You can sign up for a Free Trial here. Note: this will be the Standard Zoho CRM when you sign up, Not the customized version for Training Provider CRM.

Can I Further Customize Training Provider CRM in Future?

Yes. You can either do it yourself OR hire us at an affordable fee.

Am I Locked with Zoho?

No! Never. You are not locked into any long-term contracts. You can pay monthly or yearly, whichever works best for you.

Why Can't We Customize Zoho CRM Ourselves?

You can of course! However there will be tremendous learning curve involved. We bring together our experience of implementing Zoho CRM across hundreds of companies and help you leverage this application in the quickest possible time.

Can I Have a Demonstration Before I Buy Training Provider CRM?

Yes! Of course. You can schedule your session here.

What Support Do I Get Once I Go Live?

You get 24/7 Support over Email from GoldenLion. Besides that you get support from Zoho via LiveChat, Email and Phone.


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