CRM for training providers
Coursebricks is a CRM for training providers. Every learner, client contact and company sits in one place with their bookings, invoices and emails, and website enquiries land in your sales pipeline automatically, so customers stop falling through the gaps.
Keep every learner and client company in one place.
Coursebricks links each contact and company to their registrations, orders, sales opportunities and emails. Link a contact to their company and see all of that company's contacts.
- Tags such as Client, Government and Vendor
- Your own custom fields, including signatures and file uploads
- Every email sent to a contact, in one history
- Saved views and CSV or Excel export
Turn website enquiries into sales opportunities automatically.
Lead forms on your Coursebricks website match each enquiry to an existing contact, or create one, and open an opportunity linked to the course the visitor asked about. Nobody copies enquiries from an inbox into a spreadsheet.
- Register Interest, New Course Request and In-House Course Request forms
- General Enquiry and Existing Course Enquiry forms
- A drag-and-drop builder for each form
- New leads that can start workflows and Zapier Zaps
Track every corporate training deal from enquiry to won.
Each opportunity in Coursebricks holds the contact, company, owner, close date and the courses the client wants. Price, tax and discount on those courses roll up into the deal value.
- Pipeline stages you set, each with a win probability
- Deals linked to a course or a scheduled course
- Age and last activity on every deal, so stale deals stand out
- Notes, tasks, documents and emails kept on the deal
Write sales follow-up emails faster with AI.
Send personalised emails straight from an opportunity in Coursebricks. An optional AI snippet drafts the follow-up from the deal's notes, recent emails, stage and upcoming courses.
- Drafted from the deal's own history
- Takes upcoming confirmed courses into account
- Every sent email logged on the contact
Assign follow-up tasks on deals, contacts and courses.
Tasks in Coursebricks have an assignee, a due date and a priority, and sit on the record they are about. Each person sees their own task list, sorted by urgency then due date.
- Comments and replies with attachments
- Private tasks only their creator can see
- Tasks created automatically by workflows
See a learner's payment, attendance and emails on one screen.
The registration file in Coursebricks shows a learner's form answers, course, invoice and payment status, attendance, documents, agreements, notes and every email sent. Confirm, transfer or email the learner from the same screen.
- The linked order and its payment status
- Attendance for each session, including make-ups
- Notes kept internal or shared with the trainer or learner
- Generate a document or send an agreement for e-signature
How to win and manage training clients in Coursebricks
Coursebricks takes a training client from first enquiry to booked learners in four steps, with the CRM, scheduling and bookings in the same system.
- Step 1
Capture the enquiry
A visitor fills in a lead form on your Coursebricks website. Coursebricks matches or creates the contact and opens an opportunity in the Enquiry stage.
- Step 2
Price the deal
Add the courses the client wants with quantity, price, tax and discount, assign an owner and move the opportunity through your stages.
- Step 3
Follow up on time
Email the client from the opportunity, with an optional AI-drafted body, and assign tasks with due dates so no follow-up is missed.
- Step 4
Book the learners
Once the deal is won, schedule the course and register the learners. Each registration file keeps their payment status, attendance, documents and emails.
CRM for Training Providers FAQs
A CRM for training providers keeps learners, client contacts, companies and sales deals linked to the courses they book. Coursebricks adds website lead forms, a sales pipeline with AI-drafted follow-up emails, tasks and a registration file for every learner.
What is a CRM for training providers?
A CRM for training providers keeps learners, client contacts, companies and sales deals in one place, linked to the courses they book. Coursebricks is a CRM for training providers: it links contacts and companies to their registrations, orders and emails, turns website enquiries into sales opportunities, tracks training deals in a pipeline and keeps each learner's registration history on one screen.
How is a CRM for training providers different from a generic sales CRM?
A CRM for training providers is part of the same system that schedules and books your courses. A generic sales CRM tracks contacts and deals but has no record of courses, registrations, attendance or invoices. In Coursebricks, deals link to the courses the client wants, and every contact is linked to their registrations, orders and emails.
Can I track both individual learners and the companies that send them?
Yes. Coursebricks keeps contacts and companies in their own tables, and you can link a contact to a company and see all of that company's contacts. Contacts and companies can carry tags such as Client, Government and Vendor, plus your own custom fields. Every contact shows the full history of emails sent to them.
What happens when someone submits an enquiry form on my website?
Coursebricks matches the visitor to an existing contact by email, or creates a new contact, then opens an opportunity in the Enquiry stage of your sales pipeline. The opportunity is linked to the course the visitor asked about, so nobody re-types the enquiry. Lead forms cover register interest, new course requests, in-house training requests and general enquiries.
Can I manage private and corporate training deals in a sales pipeline?
Yes. Each opportunity in Coursebricks holds the contact, company, owner, expected close date and the courses the client wants, with price, tax and discount rolled up into a deal value. You set your own pipeline stages, each with a win probability, and move deals from enquiry to won or lost.
Can AI write sales follow-up emails in Coursebricks?
Yes. When you email a client from an opportunity, an optional AI snippet drafts the follow-up for you. Coursebricks writes the AI snippet from the deal's notes, recent emails, pipeline stage and upcoming confirmed courses, and you send it as a personalised email.
Can I assign sales and admin tasks to my team?
Yes. Tasks in Coursebricks have an assignee, a due date and a priority, and link to the opportunity, contact, company, course, order or registration they are about. Team members discuss tasks in comments with attachments, and workflows can create tasks automatically.
Can I see a learner's payment status, attendance and emails in one place?
Yes. The registration file in Coursebricks shows a learner's form answers, course, order and payment status, attendance for each session, documents, agreements, notes and every email sent. From the registration file you can confirm, cancel or transfer the booking, send an email, generate a document or send an agreement for e-signature.
How much does the Coursebricks CRM cost?
Coursebricks costs $139 per month, or $1,500 billed yearly ($125 per month), with every feature included. The CRM, lead forms, sales pipeline and tasks come with scheduling, bookings, payments, the website and automation, plus unlimited admin licenses and unlimited registrations with no per-registration fees. The free trial gives 3 months of full access with no credit card.
And much more
Everything else a training provider needs, in one plan.
Coursebricks also runs certificates, invoicing, waitlists, e-signatures, trainer and learner portals, reporting and more. Every feature is included in one plan, with nothing extra to buy.
Spend less time on admin and more time training.
See how Coursebricks fits the way you run courses, or try it free for three months. No credit card needed.