# Training Providers & Education > CRM for commercial training providers, apprenticeship providers and education businesses - enquiries, bookings, corporate accounts and repeat learners. **URL:** https://cubecrm.co.uk/industries/training-education Enquiry to booking to repeat business, with corporate clients and individual learners on the same system. 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. ## Figures - **Timed** Response to every course enquiry - **Accounts** For companies that book repeatedly - **Ahead** Reminders for refreshers and renewals ## Common problems in this sector - **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 CubeCRM does about it - **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. ## Use cases ### First to reply wins **Scenario:** 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. **Outcome:** 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. ### A corporate client going quiet **Scenario:** A training company’s largest corporate client stopped booking for six months before anybody noticed, because its bookings were recorded individually. **Outcome:** 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. ## Getting started 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. ## Frequently asked questions **Does CubeCRM handle course scheduling and bookings?** 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. **Can we track individual learners and companies?** Yes. Learners can be contacts in their own right or linked to the company that paid, so both relationships are visible. **Can we remind people when refreshers are due?** Yes. Dates can be recorded against the learner or client, with reminders and tasks generated automatically, and lists built for campaigns. **Is it suitable for apprenticeship providers?** For employer relationships and enquiries, yes. Funding compliance and learner evidence are specialist areas usually handled by dedicated systems, which CubeCRM can sit alongside. ## Relevant solution pages - **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. https://cubecrm.co.uk/software/enquiry-management-software - **Account Management Software** - Plan, grow and protect your most valuable customers - with account plans, contact coverage, renewals and every conversation on the same record. https://cubecrm.co.uk/software/account-management-software - **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. https://cubecrm.co.uk/software/quoting-software - **Customer Database Software** - Replace the customer spreadsheet with a proper database - clean, shared, searchable and segmentable, with the full history of every customer attached. https://cubecrm.co.uk/software/customer-database-software ## Related industries - **Professional Services** - CRM for consultancies, accountancy practices, surveyors, architects and other firms that win work through relationships, referrals and proposals. https://cubecrm.co.uk/industries/professional-services - **Events, Venues & Hospitality** - CRM for venues, event organisers and corporate hospitality - enquiries, proposals, repeat bookers and agency relationships in one place. https://cubecrm.co.uk/industries/events-venues - **Marketing & Creative Agencies** - CRM for marketing, design, digital and PR agencies - new business, proposals, retainers and client relationships in one place. https://cubecrm.co.uk/industries/agencies-marketing ## Contact - **Product:** CubeCRM - **Trading name of:** Cube Systems Limited (company number 17220899, ICO registration number ZC216972) - **Email:** hello@cubecrm.co.uk - **Sales:** sales@cubecrm.co.uk - **Support:** support@cubecrm.co.uk - **Telephone:** 01234 672 617 (+441234672617) - **Address:** Unit 11, Olney Business Park, Osier Way, Olney, Buckinghamshire, MK46 5FP - **Opening hours:** Monday to Friday, 9am to 5.30pm - **Part of:** Crushed Ice Group (https://crushedicegroup.co.uk)