Managing Customer Information

Store all client information, documentation, and record of learning in one place...

Course Manager provides training companies with one central easy-to-access location where all clients information is stored and managed. CourseManager simplifies the process of maintaining and updating your customer training information and contact lists .

Key Features:

• A single database containing all customer information - no duplication
• Import contacts in one click from virtually any source, including Excel, CSV
• Automated capture of customer data including bookings, attendance, enquiries, payments and communications sent / received
• Link candidates to companies, departments, users groups or job roles
• Collect customised contact information, such as emergency contact information, preferred name, special needs, dietry requirements
• Create custom fields
• View Notes and Tasks
• Merge duplicate contacts into one contact record easily
• Powerful search functionallity