CRM Built for Training & Education Providers
Manage enquiries and enrolments with unlimited customisable pipelines and stages — built around how learners actually sign up, not a generic sales process. Deal management has never been easier.
A drag-and-drop kanban board with custom card colours and advanced filters helps your advisors focus on exactly who needs a follow-up next.
Unlimited
Pipelines & Stages
Dedicated
Private Instance Per Customer
2-Way Sync
Google & Outlook
Full Access
Every Feature Included
Built for teams that sell learning
Features
Adapt forms, table columns, and default sorting to match how your training business actually runs. Every workflow is built to save your team time and boost enrolment — all on your own dedicated instance.
Track every learner and every partner organisation in one place — individual students, corporate clients, and referral partners. Log notes, store documents, record calls, and see the full history of every enquiry, enrolment, and renewal.
Deal management built for education sales: intuitive drag-and-drop kanban boards, custom card colours, and advanced filters so advisors always know who to follow up with next. Embed web forms on your site to capture enquiries straight into a pipeline, and run unlimited pipelines across every programme you offer.
Create and send enrolment agreements, proposals, and fee quotes with a built-in document editor — with optional digital signature. Support multiple signers, and track exactly when a document was sent, opened, and signed.
Build out your full catalogue of courses, programmes, and certifications. Attach the right offerings to a deal and BrandLeaf CRM automatically keeps the deal total in sync — no more manually recalculating tuition.
Log and attach calls to any learner, company, or deal. Click to call, then take notes right on the learner's profile while you're still on the line.
Built around how enrolment teams actually work: create follow-up activities, set reminder dates for yourself or teammates, leave comments, and never miss a callback before an application deadline.
Segment learners and enquiries however your business needs — by course interest, pipeline stage, advisor, or any custom field. Save filters, share them with your team, or set your favourite as the default view.
The default fields won't cover everything a training business tracks. Add your own — cohort start date, funding source, prior qualifications — and reorder or hide fields to match your workflow.
Every training organisation runs differently. Tailor settings, terminology, and workflows to fit yours, with built-in tools to localise the dashboard for international student teams.
See exactly how enrolment is trending and how each advisor is performing. Build separate dashboards for different programmes or teams, and set whichever one matters most as the default.
Running more than one academy or training brand? Give each its own primary colour, logo, and sender email, all managed from a single BrandLeaf CRM account.
Set up roles for advisors, instructors, and admin staff, and control exactly what each one can see and manage inside the dashboard.
Email Client
BrandLeaf CRM includes a built-in email client that supports multiple accounts, so your team can message leads, learners, and partners without leaving the dashboard. Stop switching between your CRM and a separate inbox — every email is automatically linked to the right contact, company, and deal, so the full conversation history is always one click away.
Calendar Sync
Info sessions, enrolment calls, cohort start dates — juggling them across separate calendars is how important appointments slip through the cracks. BrandLeaf CRM keeps your activities and your calendar in sync automatically, in both directions.
Infrastructure & Data Residency
Every BrandLeaf CRM customer is spun up on their own independent server — never a shared, multi-tenant database mixed in with other companies' data. If your organisation operates outside our default region, we can provision your instance in your own country, so your data stays within the borders you operate in.
Pricing
BrandLeaf CRM is billed monthly or annually, sized to your training business — including your own dedicated, independently hosted instance. Tell us about your team and we'll put together a plan that fits.
Unlimited pipelines, learners, and deals. Full access to every feature above, on your own dedicated server. Billed monthly or annually — no one-size-fits-all pricing, no self-checkout surprises.
Contact
Reach out and we'll walk you through BrandLeaf CRM and put together pricing for your team.
