Trainer.crm - Course Administration Software

Feature packed course administration solution for truing providers
Trainer.crm logo

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:
  • You get 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 and post-course documentation to all delegates.
  • Generates invoices and tracks payments received.
  • Produces a large range of reports analysing the business, eg. course profit.

Trainer.crm has enabled us to simplify a very complicated and paper-heavy training administration system.

Commercial Director, Norfolk Training Services

Trainer.crm has allowed us to update and track our course provision ensuring we maximise our bookings.

Head of Commercial, West Anglia Training Association

Trainer.crm is fully networkable so all members of your team have immediate access to sales leads, current booking levels, marketing activities and much more.

Cube Awards Finalist Logo

Trainer.crm was shortlisted for the 2007 FileMaker Cube Awards. These awards seek to recognise the efforts of individuals and organisations that have developed solutions which are innovative and improve productivity through the use of FileMaker technology. Trainer.crm was a finalist in the 'Impact Award' category for most business-changing use of FileMaker.


This module keeps track of your courses, course dates, bookings, venues and tutors/speakers. Course administration tasks can be completed in a fraction of the time it takes to produce them manually. Although data like a delegate’s name is only entered once, it is used in many places. For example, it is used to quickly produce letters, pre-course questionnaires, personalised joining instructions, delegate lists, name badges, evaluation forms, follow-up letters and much more. Personalised booking documentation including a sales invoice, joining instructions and delegate questionnaire can be produced in less than 30 seconds. A To Do diary reminds course administrators what tasks need doing each day to prepare for each course.

Letter, faxes and emails can be sent to anyone in the contact list directly from the system. All correspondence sent to a person can be viewed with the click of a button.

This module means you can store details of all conversations you have with each contact and schedule follow-up calls for the sales team. Over time you build up a complete history of your dealings with each contact on the system. You see details of any conversation that anyone from your organisation has had with them. Your sales team can schedule their calls and know that they will not forget to follow up any leads as Trainer.crm will remind them when they are due to make that call. They can, at any time, see a list of missed and future calls.

The direct mail module lets you select groups of people and/or companies and send email campaigns and printed mailings. The system merges the address details with the text of the mailing and prints or emails the mailing, as required. A complete history of mailings is kept so you can see who was sent each mailing.

This module gives you a resource scheduler and a workgroup diary where you can see your own and your colleagues’ diary as well as important company dates and the course calendar. Tutor, venue and equipment bookings can be seen at a glance. You can set up personal to-do lists just like in any personal information manager. When linked with the Activity module you can also see what actions you are scheduled to do on each day.

Our workflow has been totally transformed by Trainer.crm. The software has allowed us to incorporate much more interaction with our students and control over processes, while at the same time we have been able to reduce our staffing levels.

Marketing Manager, The Publishing Training Centre

The number of hours spent on pre and post course administration has reduced dramatically. This is most evident in the administration of our accredited courses where administration hours have dropped by over 50%.

Managing Director, LMI Ireland


With this module you create and print sales invoices in Trainer.crm. Links can be created to your accounting package so that invoices are also created in your accounts system. Send reminder letters and statements to those who have not paid.

The purchasing module keeps track for the costs for each course. Create purchase orders and link them to the courses they relate to. When combined with the invoicing module you can quickly see the profitability of each course.

This module tracks payments received against your invoices and/or payments made against your purchases.

Knowing who has & who hasn't paid their invoices is not limited to the accounts department.


This module turns your website into a dynamic, constantly up-to-date site.

Up to date information on your website is crucial. Course listings that show courses that have been and gone waste your customers’ time and could lose you business. Your database already holds details of your courses and course dates. By using this to power your website it will automatically display future course dates only. You only need to update Trainer.crm as you add new dates.

This module also makes it easier to update your website. You don’t need to know any html. You simply update the text like you would in a word processor. The system displays that text on your website.

An online booking system can be integrated with payment gateways to enable online payment. You are notified whenever someone completes the booking form. It also automatically thanks the delegate for their booking and notifies them that it is being processed.


Any queries?