Sales and CRM
A CRM built for selling training
Leads, deals and targets in the same system as your bookings, so your sales team sees what's booked, what's due and what to chase.
Built around your courses. If it fits, we'll set up a free 14-day guided pilot for you.
Rated Excellent on Trustpilot
Trusted by 3,000+ users
Northgate Construction · 9 delegates
First Aid at Work · expiring Nov–Dec
Riverside Care Group · 4 delegates
Emergency First Aid · expiring Dec
Ben Hollis
IPAF MEWP · expiring Jan
Hollis Plant Hire · 3 cards
Plant card · expiring Feb
Sound familiar?
What it's like today
Leads in one place, bookings in another, renewals in someone's head.
Working out commission at the end of the month.
Website enquiries sitting in an inbox for two days.
How MMC fixes it
What changes with MMC
CRM
Leads and deals next to the bookings they turn into
Pipelines, stages, activities and notes, with enquiries from your website landing as leads and every deal linked to the company's bookings.
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Pipelines with stuck-deal alerts
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Website enquiries into the CRM
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Microsoft 365 email and 3CX calls logged
Targets
Targets and commission that work themselves out
Set revenue or booking targets per rep or team, monthly, quarterly or yearly, with commission rules that calculate themselves.
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Targets per rep or team
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Commission rules by percentage or fixed amount
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Performance dashboard and export
Renewals
A renewals list every week
Every Monday your sales team gets the certificates expiring in the next 90 days, so the renewal is a phone call, not a lost customer.
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Expiring in the next 90 days
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Lapsed in the last 30
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Plant card renewals dashboard
Northgate Construction · 9 delegates
First Aid at Work · expiring Nov–Dec
Riverside Care Group · 4 delegates
Emergency First Aid · expiring Dec
Ben Hollis
IPAF MEWP · expiring Jan
Hollis Plant Hire · 3 cards
Plant card · expiring Feb
Booking pages
A booking page for every salesperson
Each member of your team can share their own booking page, so clients book a call or visit straight into their diary.
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Phone, video or in-person appointments
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Instant confirmation with a calendar invite
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Reschedule or cancel from a link
Tue 09:30
Tue 11:00
Wed 10:00
Wed 14:30
Thu 09:00
Thu 15:30
Phone · video · site visit. Confirmed instantly with a calendar invite.
Follow it through
From start to finish, without the chasing
Enquiry
From your website
Lead
Into the CRM
Deal
Linked to bookings
Booked
On target
Renewal
Back on the list
Related
Works hand in hand with
Reports & profit
Margin and break-even on every session, profitability by course, trainer and venue, and the…
See howClient portals & training matrix
Clients book their own staff and see who's trained, who's due and who's expired. Results…
See howCourse booking & payments
Customers book and pay online in a few clicks. Then the confirmation, joining instructions,…
See howIntegrations
Your accounting software, Stripe payments, and Teams, Zoom and Google Meet,…
See howQuestions
Common questions
The CRM, sales targets, commission and the renewals list are part of Growth and Enterprise.
Yes. Microsoft 365 email and 3CX calls can be logged against your leads and deals.
Yes. Enquiries from your website forms land as leads.
Yes. Set rules per rep or team and commission is calculated on the bookings they make.
Grow your training business. Not your admin.
Book a 30-minute demo built around your courses. If it fits, we’ll set up a free 14-day guided pilot for you.
Free · No obligation · Or call 01245 379495