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Cutting Edge Software Ltd

Trainer.crm is a feature packed solution that helps training providers run a successful business. It is a multi-user system that organises all your customer data in one central location. Powerful Customer Relationship Management features help you get more people attending your courses. Advanced course co-ordinator functions keep a track of course dates, bookings, venues and tutors and manage the myriad of tasks that need to be completed to put on a great training course.

It’s features work together to save you time and make you more successful. It does all this and more:

Gives you a full profile of each person - instantly know which courses a contact has attended or expressed interest in along with details of correspondence and mailings sent to them.

Tracks conversations with potential customers and schedules follow-up activities.

Generates highly targeted mailings with its powerful search facilities.

Processes new bookings quickly and easily.

Produces personalised booking documentation that can be printed or emailed with a few clicks.

Shows a summary of up-coming courses with the number of bookings for each course.

Tells administrators what tasks have to be completed as each course approaches.

Prints delegate lists, name badges, certificates & other course info.

Emails pre-course documentation to all delegates.

Generates invoices and tracks payments received.

Produces a large range of reports analysing the business, eg. course profit.
Requirements: FileMaker Pro 12, FileMaker Server 12

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