Maintain Your Important Relationships
Our Customer Relationship Management (CRM) system is built for the needs of training providers. We’ve designed it to support your training operations, not get in the way! Use our CRM to create long term loyalty and engage your students, suppliers, clients, and instructors. Never lose track of anything!Finally, Everything In One Place
Data stored within our CRM is seamlessly accessible from throughout the rest of the system. You can forget shared drives, spreadsheets, or pen and paper! Use our flexible permissions system to make sure that your personnel have appropriate access to the information they need, but no more.Manage Your Sales Pipeline. Close More Deals in Less Time
Use our sales pipeline to gain full visibility into your sales process and aid you in forecasting. When sales opportunities are ready to register for a course, convert them into a course booking and create an invoice in seconds!Automatically Sync Your Emails.
No More Copy & Paste!
Use our IMAP Email Integration to automatically scan your email inbox and associate messages with the appropriate record within Administrate!
No more copy and pasting conversations into the CRM! See the full account history in one place. We’ve included several security precautions to give you full control over which email folders are scanned.
Never Miss a Task or Appointment.
Set tasks and appointments with reminders to help you organize your work. Set tasks for yourself, delegate tasks to other team members, or associate them with a particular account or contact. Overdue tasks notify you with visual reminders. Specify default tasks for each course registration that is received to make sure you don’t miss anything!
Everyone’s Different.
Add Custom Fields to Suit Your Needs.
Use custom fields to capture non-standard information that’s important to you. Choose from a variety of field types to tailor Administrate to fit your operations and workflow.
Set permissions on each field you add specifying which roles in your organisation can access or view them. Once fields are added, you can immediately incorporate them into reports built with our reporting engine!