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.
Genius Deals and Quotes system allows you to manage sales enquries and create quotes to send to clients
Manage prospects progressing them through the sales process using the sales pipeline
Record each time you contact the prospect, share files with them and more
Generate quotes which can be emailed to customers or viewed and agreed via the Customer Platform
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
Task & To Do Management
Stay connected with your team using the Genius Task Management System
Stay connected
Assign Tasks and Checklists to yourself, colleagues or trainers and Genius will remind them
Automated emails keep your tasks in front of the recipient making sure they are completed
'My next 7 days' view means everyone knows exactly what needs to be done and when
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
Ai Renewal Reminders
Ai powered qualification renewal reminders emails automatically sent to your Learners
Advanced Automation by Genius
Automated Qualification Renewal Reminders
Genius automatically sends up to 4 reminder emails before qualifications expire
Fully automated service powered by Genius saves you time and increases revenue
Emails are sent to both Learner and their Company
No additional charge as it's fully included in your Genius subscription
Share files with your customers & trainers
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.
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.
Customer Platform
Offer a superior customer service with the Genius Customer Platform
