Training Provider CRM

A single view of courses, clients and learners

Coursedate becomes your customer relationship management system. The data you collect is your primary source of insight into what courses are popular and client/learner preferences over time.

You can then use your Coursedate data to generate new course ideas, identify market segments and run targeted marketing campaigns.


Coursedate dashboard

Training Provider CRM With Coursedate

Transform the way you collect and manage information about courses, bookings and enquiries.


Find Out More

Course views analytics chart in Coursedate

Understand client and learner preferences

Coursedate's simple analytics show you at a glance how often your courses are viewed.

You can compare courses and spot trends over time.

You can also track search terms - is there a demand for a course that you don't yet offer?

Use enquiries to find new course ideas

Learners are encouraged to make enquiries through Coursedate.

You can see enquiries by course and view a learner's enquiry history.

Enquiries are an important source of new course ideas. Search in Coursedate is fast and flexible, with just a couple of clicks you can see all the enquiries about course or course category.

Enquiries overview page in Coursedate
Learner page showing enrolment and enquiry history

Increase your course bookings

Over time you build a database of information about courses and learners.

You can also download and analyse the data you collect. The download format is Microsoft Power BI friendly - we make it easy for you do offline analysis before using the data to support email campaigns and other marketing intiatives.


Frequently Asked Questions

Can I download data about learners and the courses they are booked on?

Yes, data can be downlaoded as .csv files and then imported into Microsoft Excel. You can also search and filter data before downloading it.

How do I see all the learners that have booked on a course?

There are several easy ways to do this. You can click on the course in the admin dashboard or you can search for bookings by course code. You can also search for courses on the main Course page and then click the Bookings link.

Can we have more than one admin account?

Our Basic package includes 2 admin users. Pro gets you 5 admin users and with Premium you can have unlimited admin accounts.


Want to know more about Coursedate?

An online demo is a quick way to find out how Coursedate can increase your course bookings and streamline your admin.

Book a demo
Coursedate running on a laptop

Why not try Coursedate?

Get started today with our 14 day free trial. No credit card required.