CRM for training and education providers
For providers turning enquiries into enrolments.
An enquiry about a course has a deadline attached. Socianet makes sure each one gets a call, a reminder and an outcome.
Enquiry 3
Reply today
Call at 2pm
Application in 2
Follow up Thursday
Enrolled 1
Done
Where the leads come from
Where they leak
- Enquiries not answered before the deadline
- Applications started and never finished
- No view of each adviser's enquiries
A typical pipeline
Stages named for the way you sell.
This is a starting point. We build yours around how your team works.
- Enquiry
- Call booked
- Application started
- Application in
- Offer
- Enrolled
What we set up
Ready when the team logs in.
Set up for you in seven days.
What changes
The same team, with one place to work from.
Every deal has an owner
Nobody asks "who has this one?". The name is on the deal, with the next step and its date.
Each person sees their own
Open one screen and know what to do today. No hunting through tabs.
The manager sees everything
One dashboard for the whole team, so the weekly review takes minutes.
Pipeline, shared inbox, automations, calendars, reports and a mobile app, with unlimited seats. See the product
Straight answers
Questions we get from training and education providers.
Can it handle several intakes a year?
Yes. Each intake can have its own pipeline.
Is it a student record system?
No. It handles enquiries and follow-up up to enrolment. Student records stay where they are.
What does it cost?
Core is £197 a month, Growth £347 and Managed £497, each with unlimited seats. No VAT is added.
How long does setup take?
Seven days from kickoff. We import your data, connect your channels and train the team.
Can we cancel?
Core and Growth are month to month with 30 days' notice. Managed has a three-month minimum.
Other industries
Not quite your business?
Send us your spreadsheet. In 48 hours it is a live pipeline.
Free, with no obligation. We sign an NDA on request and delete your data if you do not go ahead.