- Answer the phone with history, employer context and stage already in view
- Reach learners the way they prefer — and respect when they have asked not to be contacted
- Hand the next conversation to a colleague without losing context
CRM features
Know who you are talking to
Give the whole team a shared picture of learners and the organisations they belong to, joined to the courses and qualifications that follow.
The next conversation should not start from a blank page
When someone phones, books or walks in, your team should already know who they are. Afanor keeps people and employers together, so nobody is maintaining a private list on the side.
A person the whole team can use
Open any learner and see how to reach them, who they work for, and what still needs doing — without a private list on the side.
The employer or partner beside them
See the organisation they belong to, who owns the account, and whether that relationship needs attention before it slips.
Lists, follow-up and a clear next step
Build an audience, see who you can actually reach, and keep owned tasks next to the person they concern.
A closer look
What crm looks like day to day
These are the parts of the job your team can put to work straight away — focused on outcomes, not entity lists.
How it works
CRM as part of the wider journey
Each step stays with the same people, so the next person to pick up the work is not starting from an empty page.
Take them in
Add a person or an organisation the first time you meet them.
Join the dots
Connect them to courses, messages and the awards that follow.
Act
Give the next person to pick up the phone the facts they need.
Built for the team
Useful for every role around the learner
Administrators, trainers and support staff keep their own work, without losing sight of the same person.
Learner support teams
See enough history to answer a question without hunting through someone else’s tracker.
Delivery teams
Know who is coming, and which employer sent them, before the session starts.
Managers
See who owns the account, what is overdue, and where the work is piling up.
What this changes
Less time rebuilding the picture
CRM sits with the rest of the week’s work, so you are not rebuilding the picture in another spreadsheet.
- Stop keeping the same names in two or three places.
- Give delivery and support the same picture of the person.
- Respect how people have asked to be contacted.
- See which employers and follow-ups need attention.
- Keep the relationship next to the training, not in a side list.
Getting started
Bring your process with you
We help you move across from the lists and trackers you already use, and set Afanor up around how your organisation actually works.
Discuss onboardingFrequently asked questions
Can we keep both people and the organisations they work for?
Yes. You can open someone as a person, or open the employer they belong to, without maintaining two separate lists.
Can we group people for follow-up?
Yes. You can keep a hand-picked list, or a live audience that updates as details change, then see who you can actually email before you write.
Can we record who should not be contacted?
Yes. Each person can have a preference for email, phone, text, post and the other channels you use — allowed, do not contact, or not yet recorded.
Is this separate from training?
No. The point of Afanor is that the person on the phone is the same person on the course and on the qualification.
Works alongside
What sits next to crm
These parts of Afanor share the same people, so you are not starting again in another tool.
Training
From the plan on the wall to the people in the room
Schedule the course, check learners in, run the quiz and follow up before a qualification lapses — without starting again in another tool.
Explore Training
Communications
Write at the right time — and share the inbox
Remind people before a qualification lapses by email, learner push or letter. On Scale, incoming email lands with the team instead of one person’s mailbox.
Explore Communications
Reporting
See what needs a decision this week
Learners, sessions, awards, quizzes and reminders — as reports from the work you already do, not another spreadsheet to feed.
Explore ReportingSee crm in the same place as the rest of the work
Compare packages, or tell us how a typical week looks and we will help you choose.