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CourseCloud vs a general-purpose CRM for training providers
A general CRM can be shaped to fit almost any business, but training providers end up building courses, dates, places, trainers and certificates themselves, then connecting a separate booking tool. CourseCloud has those built in.
Side by side
| A general-purpose CRM | CourseCloud | |
|---|---|---|
| Courses, dates and places | Custom objects and fields you set up | Built in, with live capacity on every date |
| Trainers | Tracked by hand | Assigned to dates, so a trainer is never double-booked |
| Online booking | A separate booking tool, connected by an integration | Your own booking site and the marketplace, built in |
| Customers and contacts | The core of a CRM | Customers, contacts, enquiries and every booking they have made |
| Certificates and expiry | Custom fields | Certificates with a QR check and their expiry dates |
| Invoicing | Another integration | Quotes and invoices from the booking, with Xero and Sage export |
| Pricing | Commonly charged per user | No per-user charges: one flat price for your size |
When a general-purpose CRM may suit you better. If training is a small part of a sales-led business, or you need deal pipelines and forecasting across many product lines, a general CRM may suit you better. CourseCloud's CRM is built around customers, enquiries and bookings.
Questions
Does CourseCloud work with Outlook?
Yes. Connect Outlook to see your own inbox and calendar alongside your customers, and turn enquiry emails into leads.
How long does setup take?
You can set up from your website in one sitting: CourseCloud reads your courses and branding, and you can import customers and past bookings from a spreadsheet.
Try it with your own courses
Free for up to 25 people a year. Set up from your website in one sitting.
Start free