Answer with confidence
- Open any learner and see their history, employer and stage in your process
- Reach them 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
People you support
A named person the whole team can open, not a row that only one person understands.
How it helps
People you support
When someone phones, books or walks in, your team should already know who they are. Afanor gives every colleague a shared picture of each learner — who they work for, how to reach them, and what still needs doing.
Because the same person flows into courses, check-in and qualifications, reception is not retyping details and support is not hunting through someone else’s tracker.
Why it matters
What your team gains
The outcomes your team gains from this part of Afanor — written for training administrators, not database designers.
Ready for delivery and renewal
- Learners who train with you are already set up for enrolment, check-in and awards
- Find people quickly by type, stage or where they came from
- Update details once — the whole team sees the change
More in this area
Other parts of crm
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.
Employers and partners
Keep the company view without losing the individual sitting in the room.
Read moreLists and audiences
Turn the people you already know into a group you can actually write to.
Read moreFollow-up and history
Make the next call, email or review visible, and keep a history of what changed.
Read moreFrequently asked questions
Questions about people you support
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 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.
Does every person need an employer?
No. Someone can belong to an organisation, or be recorded as an independent learner when there is no employer to attach.
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 TrainingCommunications
Write at the right time — and share the inbox
Remind people before a qualification lapses. On Scale, incoming email and texts land with the team instead of one person’s mailbox.
Explore CommunicationsReporting
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.