Enquiry to booking to repeat business, with corporate clients and individual learners on the same system.
Early accessCubeCRM for training providers & education
CRM for commercial training providers, apprenticeship providers and education businesses - enquiries, bookings, corporate accounts and repeat learners.
- Training
- UK hosted, set up in person
- 01234 672 617
Training businesses juggle two kinds of customer: the individual learner who enquires, books and hopefully returns, and the corporate client who buys training for many people over many years.
Enquiries arrive from the website, course directories and the phone, and the ones not answered quickly go to a competitor. CubeCRM captures every enquiry into one queue with its source, tracks it through to a quote or booking, and holds corporate accounts with all their contacts, delegates, agreed rates and renewal dates - so the business can see which courses, channels and clients actually drive revenue.
- Timed
Response to every course enquiry
- Accounts
For companies that book repeatedly
- Ahead
Reminders for refreshers and renewals
What goes wrong
The problems that keep coming up
Not every business has all five. Almost every business we speak to has three.
Enquiries that go cold
Course enquiries arrive from several directories and the website. The first provider to reply usually wins the booking, and slow replies are invisible.
Corporate clients as a list of delegates
A company that sends forty people a year appears as forty unrelated bookings, so nobody manages the relationship or notices when it goes quiet.
Renewals and refreshers missed
Qualifications expire and refresher courses are due, but reminders depend on somebody checking a spreadsheet.
Directory spend unmeasured
Listing fees and advertising are paid across several sites, with no clear view of which produce paying learners.
Quotes for group training
In-house training quotes are rebuilt each time, with rates that vary depending on who wrote them.
What we do about it
How CubeCRM is set up for training
Configuration, not a separate edition. Everything here is in the same product - it is switched on and shaped during setup.
Every enquiry in one queue
Website, directory, email and phone enquiries captured with their source and assigned automatically, with response times measured.
Corporate accounts
Companies with their training contacts, delegates, agreed rates and booking history on one account, managed by a named owner.
Refresher reminders
Expiry and refresher dates recorded against learners and clients, with reminders and follow-up tasks well ahead.
Source to booking
See which directories, campaigns and referral sources turn enquiries into bookings and revenue.
Group and in-house quotes
Quotes built from a course price list with corporate rates applied, and online acceptance that confirms the booking request.
Campaigns to past learners
Segments by course, date and interest for follow-on courses, with consent recorded and sending through Mailchimp.
In practice
Two situations from this sector
Typical situations, anonymised. These are the kinds of problem businesses describe before they change anything.
- Case 1
First to reply wins
Before
A health and safety training provider noticed it was losing bookings to competitors who replied faster. Enquiries from three directories arrived by email at different addresses.
With CubeCRM
All directory enquiries now arrive in one queue with a two-hour response target. Response times fell sharply and the conversion from enquiry to booking rose.
- Case 2
A corporate client going quiet
Before
A training company’s largest corporate client stopped booking for six months before anybody noticed, because its bookings were recorded individually.
With CubeCRM
Corporate clients are now accounts with a named owner and an alert when booking activity drops. The lapsed client was contacted, a new contact was found, and bookings resumed.
How it happens
What getting started involves
The same five stages whatever your sector. Discovery and training can be done at your office, because sitting with the team tells us more than any questionnaire.
- 1
Discovery
A short, structured session on how enquiries arrive, how you quote, and where customer information lives now - the inboxes, the spreadsheet, the old CRM and the notebook in the car. We come back with what works as standard and what needs configuring.
- 2
Setup
Pipeline stages, fields, quote templates, email connection, teams and permissions set up to match how you sell - not a demo account with your logo dropped on it.
- 3
Data import
Contacts, companies, open opportunities and quote history brought across from spreadsheets, inboxes or your previous CRM, with duplicates merged. You check it against what you had before anybody switches over.
- 4
Training & rollout
Short, role-based training so the sales team learns the pipeline and the office learns enquiries and cases - in person where it helps. Guides and screen recordings left behind for new starters.
- 5
Ongoing support
UK support from the people who built the platform, with a named contact, agreed response times, and a product roadmap you can influence.
Questions
What this sector asks first
CubeCRM handles enquiries, quotes, corporate accounts and follow-ups. Course scheduling, joining instructions and learner records often live in a booking or learning system, which can be connected through the API so bookings appear on the customer record.
Yes. Learners can be contacts in their own right or linked to the company that paid, so both relationships are visible.
Yes. Dates can be recorded against the learner or client, with reminders and tasks generated automatically, and lists built for campaigns.
For employer relationships and enquiries, yes. Funding compliance and learner evidence are specialist areas usually handled by dedicated systems, which CubeCRM can sit alongside.
Where to start
The parts that usually matter most here
Enquiry Management Software
Every enquiry from the website, email and phone in one queue - assigned, answered and tracked through to a quote, so none of them go cold in a shared mailbox.
Account Management Software
Plan, grow and protect your most valuable customers - with account plans, contact coverage, renewals and every conversation on the same record.
Quoting & Proposal Software
Branded quotes and proposals built from your own price list, with every revision kept, automatic chasing and online acceptance that closes the deal.
Customer Database Software
Replace the customer spreadsheet with a proper database - clean, shared, searchable and segmentable, with the full history of every customer attached.
Related
Sectors with similar problems
- Professional ServicesCRM for consultancies, accountancy practices, surveyors, architects and other firms that win work through relationships, referrals and proposals.
- Events, Venues & HospitalityCRM for venues, event organisers and corporate hospitality - enquiries, proposals, repeat bookers and agency relationships in one place.
- Marketing & Creative AgenciesCRM for marketing, design, digital and PR agencies - new business, proposals, retainers and client relationships in one place.
If your process really is unusual
Some requirements are specific to one business rather than one sector. Those get built against the same documented API everybody else uses - not bolted on to the side of a database nobody is allowed to look at.
Training
Show us how you win work today
Bring one enquiry that went well, one that went nowhere, and whatever you use to track them now. That tells us more about whether this fits than any list of features.
