Sales pipeline software for training providers
Coursebricks is sales pipeline software for training providers. Price every corporate and in-house training deal with the courses the client wants, see which deals have gone quiet, and send the follow-up email from the deal itself.
Track every training deal from first enquiry to won or lost.
Coursebricks moves each sales opportunity through pipeline stages you set, each with a win probability. Every deal has an owner and an expected close date, so everyone knows who is chasing what.
- Stages that match how your team sells
- A win probability on every stage
- An owner and expected close date on every deal
Price each deal with the courses the client wants.
Each opportunity in Coursebricks lists the courses the client wants, linked to your catalog or a scheduled course. Quantity, unit price, tax and discount on each line add up to the deal value.
- Quotations generated as PDFs from the deal
- Every scheduled course shows its open deals
- A currency on every line
- Tags and custom fields on every deal
Spot training deals that have gone quiet.
Every opportunity in Coursebricks shows the deal's stage, value, age and last activity. Last activity updates automatically when someone adds a note or completes a task linked to the deal.
- Notes, tasks, documents and emails kept on the deal
- Tasks with an assignee and a due date
- Workflows that run when a deal has been quiet for a set number of days
Send follow-up emails from the deal, drafted by AI.
Email a client 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 email kept on the deal
Manage every open deal in one filtered list.
The opportunities table in Coursebricks lists every training deal with filters and search. Save the filters, sorting and columns your sales team uses as a named view and share it with the team.
- Saved views with your own filters, sort and columns
- Views shared with the whole sales team
- Whether each deal came from your website or your team
- New deals sent to Zapier
How to manage training sales in Coursebricks
Coursebricks takes a training deal from first enquiry to won in four steps, with the sales pipeline, your courses and your contacts in the same system.
- Step 1
Set up your pipeline stages
Name the stages your team sells through and give each stage a win probability.
- Step 2
Capture enquiries as opportunities
Lead forms on your Coursebricks website open an opportunity linked to the course the visitor asked about. Your team can also add opportunities by hand.
- Step 3
Add courses and send a quotation
List the courses the client wants with quantity, price, tax and discount, then generate a quotation PDF from the opportunity.
- Step 4
Follow up and close the deal
Email the client from the opportunity, log notes and tasks, and mark the deal won or lost when the client decides.
Sales Pipeline Software for Training Providers FAQs
Sales pipeline software for training providers tracks corporate and in-house training deals from enquiry to won or lost. Coursebricks puts the client's courses, prices, owner and close date on every opportunity, with your own stages, last activity tracking and AI-drafted follow-up emails.
What is sales pipeline software for training providers?
Sales pipeline software for training providers tracks corporate and in-house training deals from first enquiry until the client says yes or no. Coursebricks is sales pipeline software for training providers: each opportunity holds the contact, company, owner, expected close date and the courses the client wants, and moves through stages you set. Notes, tasks, documents and emails sit on the opportunity.
How is sales pipeline software for training providers different from a generic sales CRM?
Sales pipeline software for training providers links each deal to the courses you actually run. In Coursebricks, a deal lists courses from your catalog or your schedule, every scheduled course shows its open deals, and website enquiries become deals automatically. A generic sales CRM keeps deals separate from your training schedule and bookings.
Can I customise the stages in my sales pipeline?
Yes. You set the stages of your Coursebricks sales pipeline and give each stage a win probability, so the pipeline matches how your team sells. Every deal moves from enquiry through your stages to won or lost.
Can I add courses and prices to a sales opportunity?
Yes. Each opportunity in Coursebricks lists the courses the client wants with quantity, unit price, tax and discount. A line can link to a course in your catalog or to a specific scheduled course. The lines add up to the opportunity's deal value, and you can generate a quotation PDF from the opportunity.
How do I find training deals that have gone quiet?
Check each opportunity's age and last activity. Every opportunity in Coursebricks shows the deal's stage, value, age and last activity date, which updates automatically when someone adds a note or completes a linked task. Workflows can also run when a deal has been quiet for a set number of days.
Can Coursebricks write follow-up emails for training deals?
Yes. Coursebricks sends personalised emails from an opportunity, and an optional AI snippet drafts the follow-up for you. The AI snippet is written from the opportunity's notes, recent emails, stage and upcoming confirmed courses.
Can I filter sales opportunities and save custom views?
Yes. The opportunities table in Coursebricks has filters, search and saved views. A saved view keeps your filters, sorting and columns, and views can be personal or shared with the whole team.
Do website enquiries go into the sales pipeline automatically?
Yes. Lead forms on your Coursebricks website match the visitor to an existing contact by email or create a new contact, then open an opportunity in the Enquiry stage with the source set to Website. The opportunity is linked to the course the visitor asked about, and new opportunities can also start a Zapier Zap.
How much does Coursebricks sales pipeline software cost?
Coursebricks costs $139 per month, or $1,500 billed yearly ($125 per month), with every feature included. The sales pipeline comes with scheduling, bookings, payments, the website and automation, plus unlimited admin licenses. 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.