Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

The Training CRM offers a comprehensive platform for managing various aspects such as course administration, sales, marketing, and financial operations, ensuring you have a holistic understanding of every learner, delegate, and customer. It features dedicated databases tailored to the specific requirements of training organizations, encompassing Training Courses, Learner-Delegates, and Trainers. The software empowers you to efficiently oversee your trainers, learner-delegates, and venues, with robust course management capabilities at its center. Generate and save customized performance reports for learner-delegates within minutes, with options to export to Excel or PDF formats. Instantly create personalized certifications for each course, minimizing the potential for human errors in documentation. The integrated system allows for seamless interaction with customers through prospecting, marketing, sales, and support functions. With flexible monthly payment options, you can pay only for the features you need and scale the solution as your business evolves, ensuring that you always have the tools necessary for growth. This adaptability makes it an ideal choice for training companies looking to enhance their operational efficiency.

Description

Engaging training sessions, informative videos, webinars, casual tailgate meetings, podcasts, essential documents, helpful links, weather notifications, and a multitude of other resources are available. These offerings are specifically designed for insurance companies, agencies, and their clients. Additionally, certification programs and online training options are provided to enhance knowledge and skills in the industry. This diverse range of resources ensures that all stakeholders are well-equipped to navigate the complexities of insurance.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

BrightOffice Cloud CRM

Founded

2009

Country

United Kingdom

Website

www.brightoffice.co.uk/crm/training/

Vendor Details

Company Name

eTechnology Services

Country

United States

Website

www.etechnologyservices.com

Product Features

Training

Academic / Education Yes 
Asynchronous Learning Yes 
Blended Learning Yes 
Built-In Course Authoring Yes 
Built-in LMS Yes 
Certification Management Yes 
Corporate / Business Yes 
Learner Portal Yes 
Mobile Learning Yes 
Simulation No 
Synchronous Learning Yes 
Training Companies Yes 
eCommerce Yes 

Product Features

Training

Academic / Education No 
Asynchronous Learning No 
Blended Learning No 
Built-In Course Authoring No 
Built-in LMS Yes 
Certification Management Yes 
Corporate / Business No 
Learner Portal Yes 
Mobile Learning No 
Simulation No 
Synchronous Learning No 
Training Companies No 
eCommerce Yes 

Alternatives

Alternatives

CourseMill Reviews

CourseMill

ELB Learning
SmarterU LMS Reviews

SmarterU LMS

SmarterU LMS (a Division of Neovation Learning Solutions)
LENA Reviews

LENA

LENA Digital