Manage Customers
Genius includes in built CRM tools to make managing your customers and learners quick and simple
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Managing your customers and learners is quick and simple with Genius CRM tools.
Unlimited Customers & Learners
Unlike most training management systems we don't limit or charge for adding customers and learners to Genius
Capture Enquiries
Capture customers enquiries by embedding a form in your website or capture directly in Genius, then progress through the sales pipeline.
Private vs Corporate Customers
Genius manages your private customers just as well as corporate customers. Record contacts and conversations, unlimited corporate addresses and more.
Manage Learners
Manage learner data with ease with course, attendance register, exam, qualification and certificate generation and tracking.
Sales Pipeline
Progress your prospects through the sales pipeline, monitor and nurture prospects, create quotes and have customers accept or decline via the Customer Platform.
Customer Sales Statistics
View sales totals and booking trends with advanced statistics allowing you to nurture and grow your sales.
Automated Customer Communication
Automate and schedule templated emails saving you hours of repetitive training administration.
Schedule emails
All emails come from your email address, branded as your company and include your social links increasing customer confidence
Create your own intelligent email templates
Automated emails sent to customers and learners based on your schedules
Full audit trail of emails sent at your fingertips
Award and manage qualifications with ease
Award qualifications on Attendance or Exam pass.
Time Saving
Automated templates make awarding qualifications quick and simple
Multiple Qualifications
Award qualifications on attendance or exam pass
Generate Certificates
Auto generate downloadable and printable customized certificates instantly
MyQualz.com
Customers qualification renewal reminders powered by MyQualz.com
Share files with your customers & trainers
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Upload any computer based file to Genius via the TMS to share with your customers via the Customer Platform such as learning materials, videos, maps, certificates and more.
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Upload any computer based file to Genius via the TMS to share with your trainers via the Trainer Platform such as attendance registers, schedules, learning materials, contracts and more.