Industry · Training
A simple CRM for small training providers
Your booking system or LMS handles the courses. Gather360 handles the employers who send people on them: who to talk to, what was agreed, and when their staff are due for a refresher.
30-day free trial · no card · £12.99 + VAT per person a month after
The short answer
A small training provider that works with employers needs a CRM for the client side: the businesses you train for, the people who book and approve, notes on what was agreed and dated follow-ups for rebookings and renewals. Gather360 does that for £12.99 + VAT per user a month. It is not a booking system or LMS and does not hold learner records or certificates as records.
Your week
Repeat business is a date in the diary
Plenty of training comes round again: refresher courses, annual updates, the new starters an employer takes on every spring. The work is there if someone rings at the right time.
In Gather360, set a follow-up on the employer for when their next round is likely to be due, with a date and an owner. The home screen shows what is overdue and what is due this week, so the call goes out before they book with someone else.
- Refresher and rebooking reminders against each employer
- Chases for joining instructions, numbers and purchase orders
- Everyone on the team sees the whole list
Know who books, who approves and who pays
At an employer, the person who books the course, the manager who releases staff for the day and the person in accounts who raises the purchase order are often three different people.
Add each as a contact on the client with job title, email and phone. Write a dated note after each conversation: numbers agreed, venue, any special requirements. When a colleague takes the next call, the history is there.
How training providers tend to set it up
The demo is set up as an HR consultancy; it works the same way for a training provider.
Tags for the courses
Tag each employer with the courses they buy, so you can find everyone who needs a particular refresher.
Tags for the arrangement
Regular client, One-off, In-house, Open courses, Prospect.
Documents
Signed agreements, course outlines and booking confirmations filed per employer.
Sectors
Care, Construction, Logistics, Hospitality. See who you train for in each.
Plainly: what it is and is not for a trainer
Gather360 does
- Employer clients and their booking contacts
- Follow-ups for rebookings, numbers and purchase orders
- Dated notes on what was agreed
- Agreements and course outlines filed per employer
Gather360 does not
- Take bookings or payments online
- Hold learner records, results or certificates as records
- Deliver e-learning or track completion
- Send joining instructions or reminders by email
List the employers who should book again
Add your regular clients and set a follow-up for each one’s next likely course. Or look round the demo first, no sign-up.
30-day free trial · no card · £12.99 + VAT per person a month after
Questions people ask
Is Gather360 a booking system or LMS?
No. It does not take bookings, deliver courses or track learners. It is a CRM for the employers you work with.
Can I record which learners attended?
You could note it on the employer, but learner records belong in your booking system or LMS. Keep Gather360 for the client relationship.
Will it remind me when a refresher is due?
Yes, if you set a follow-up for that date. It shows on the home screen when due. There are no email reminders.
Does it work for training sold to individuals?
It is built around client companies and the people there, so it suits training sold to employers best.
How much does it cost?
£12.99 + VAT per user a month, or £129.90 + VAT per user a year. 30-day free trial, no card needed.
Turn one-off courses into regular clients
Click round the live demo with no sign-up, or start a free trial with your own clients. No card, no sales call.
30-day free trial · no card · £12.99 + VAT per person a month after