See the account, not just the individuals
- Open an employer and see everyone linked to them, including who reports to whom
- Know who in your team owns the relationship
- Keep organisation contact details alongside the people they send
CRM
Employers and partners
Keep the company view without losing the individual sitting in the room.
How it helps
Employers and partners
The company that sent the learners matters as much as the people in the room. Afanor keeps the employer view next to every individual — so you nurture the account, not just the attendance register.
Account health is worked out for you from overdue work, quiet periods, new learners and upcoming renewals. Managers see which relationships need attention before they slip.
Why it matters
What your team gains
The outcomes your team gains from this part of Afanor — written for training administrators, not database designers.
Spot risk before it becomes a problem
- Healthy, growing and at-risk accounts surface automatically
- Overdue follow-up and expiring awards contribute to the picture
- Give managers a reason to call — not another spreadsheet to maintain
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.
People you support
A named person the whole team can open, not a row that only one person understands.
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 employers and partners
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.
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 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.