Services
CRM & ERP for Training & Coaching
Lead capture, scheduling, cohorts, follow-ups, renewals.
Typical Workflows
- •Lead capture from website, referrals, and events
- •Opportunity management with stage-based pipeline
- •Proposal generation and contract management
- •Project/delivery kickoff and handoff workflows
- •Renewals and upsell tracking
What Matters Most
- •Process automation: Reduce manual work and improve efficiency
- •Data quality: Clean, accurate customer and pipeline data
- •Integration: Connect CRM with other business systems
- •Reporting: Actionable insights for decision-making
- •User adoption: Easy to use with minimal training required
Common Pitfalls
- •Over-customization: Adding too many features leads to complexity
- •Weak ERP integration: Manual data entry creates errors
- •Ignoring mobile: Field teams need mobile access
- •Poor change management: CRM fails without training
- •Wrong partner choice: Selecting based on price not expertise
Integration Touchpoints
- •ERP/Accounting: Quote-to-invoice, customer data, order status
- •Website forms: Lead capture from contact forms
- •Email/Calendar: Activity tracking, meeting scheduling
- •BI/Analytics: Revenue dashboards, pipeline analytics
- •Marketing automation: Campaign management, lead scoring
- •Support systems: Case management, ticket routing