Manage Customers

Genius includes in built CRM tools to make managing your customers and learners quick and simple

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Managing Customers in Training Management System

Genius CRM

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 communications

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

Powered by MyQualz.com

Automated Qualification Renewal Reminders

  • Genius automatically sends up to 4 reminder emails before qualifications expire

  • Fully automated service powered by MyQualz.com saves you time and increases revenue

  • No charge and fully included in Genius subscription saving you $$$'s each month

    Visit MyQualz.com

Renewal Reminders by MyQualz.com



File sharing system

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.