Monthly revenue
30,000 €
Target: 40,000
Dashboard
Qualiopi compliance
Good level
Next audit
40 daysCritical non-conformities
1 overdueMonthly revenue
30,000 €
Target: 40,000
Unpaid
10,000 €
3 invoices
Pending quotes
75,000 €
6 to follow up
Pipeline
180,000 €
18 deals
Attendance rate
present / expected
Completion rate
present / enrolled
Satisfaction rate
surveys completed
Fill rate
avg. upcoming sessions
CRM & deals
Track your sales opportunities
Pipeline
180,000 €
Conversion
32 %
Deals
18
Excel training : Lyon City Hall
Electrical cert. : BTP Pro
Management track : ACME HR
Skills assessment : CCI
Business English : Néo Digital
Office pack : Logista
Fire safety : Bellevue Hotel
Quotes & invoices
Manage your quotes and billing
Monthly revenue
30,000 €
Unpaid
10,000 €
Pending
6
| Document | Client | Amount | Status |
|---|---|---|---|
| INV-2024-087 | Lyon City Hall | 12,500 € | Paid |
| QUO-2024-112 | ACME HR | 28,000 € | Sent |
| INV-2024-085 | CCI Rhône | 6,400 € | Overdue |
Trainings
Catalog and scheduled sessions
Upcoming sessions
7
Enrolled
142
Fill rate
78 %
Confirmed Excel : Advanced
Mar 12, 2026 · 9 / 12 enrolled
Open Team management
Mar 18, 2026 · 6 / 10 enrolled
Confirmed Business English
Apr 2, 2026 · 11 / 12 enrolled
E-learning
Online modules and progress
GDPR : Fundamentals
SCORMWorkplace safety
VideoOffice : Word
SCORMTrainers
Your network of trainers
| Trainer | Specialty | Sessions | Rating |
|---|---|---|---|
| | Office tools | 12 | 4.8 / 5 |
| | Management | 8 | 4.6 / 5 |
| | Languages | 15 | 4.9 / 5 |
Learners
Learner tracking
Active
142
Attendance
94 %
Satisfaction
92 %
| Learner | Training | Attendance | Status |
|---|---|---|---|
| | Excel : Adv. | 100 % | In progress |
| | Management | 88 % | In progress |
| | Business Eng. | 100 % | Completed |
E-signature
Documents to sign and attendance
| Document | Recipient | Sent on | Status |
|---|---|---|---|
| Training agreement | Lyon City Hall | Mar 4 | Signed |
| Attendance sheet | Excel session | Mar 5 | Pending |
| Trainer contract | K. Benali | Mar 2 | Signed |
Reminders
Automate your follow-ups
| Reminder | Trigger | Target | Status |
|---|---|---|---|
| Hot survey | Session end | Learners | Active |
| Unpaid invoice | D+15 | Clients | Active |
| Missing attendance | D+1 | Trainers | Paused |
Qualiopi indicators
The 32 indicators of the standard
Compliance
82 %
Compliant
26 / 32
To handle
6
Compliance by criterion
| Indicator | Criterion | Evidence | Status |
|---|---|---|---|
| Ind. 1 : Public information | Criterion 1 | 3 items | Compliant |
| Ind. 9 : Positioning | Criterion 3 | 1 item | To complete |
| Ind. 18 : Complaints | Criterion 5 | 0 item | Non-compliant |
Satisfaction
Surveys and feedback
Satisfaction
92 %
Responses
128
NPS
+46
Satisfaction rate over time
| Survey | Training | Responses | Score |
|---|---|---|---|
| Hot : Excel | Excel : Adv. | 9 / 9 | 4.7 / 5 |
| Cold : Management | Management | 5 / 6 | 4.5 / 5 |
| Hot : English | Business Eng. | 11 / 11 | 4.8 / 5 |
Continuous improvement
Action plan and non-conformities
Open actions
3
Overdue
1
Closed
12
Action plan
| Action | Source | Due | Status |
|---|---|---|---|
| Update the welcome booklet | Internal audit | Mar 20 | In progress |
| Train the team on GDPR | Complaint | Mar 30 | Planned |
| Fix indicator 18 | Audit | Mar 10 | Overdue |
Software for training organizations
Certeef connects your sales, your trainings, your e-learning, your billing and your Qualiopi compliance on a single flow. No re-entry, no parallel spreadsheet, no surprise on audit day.
A Certeef presentation
Arrows or Space to move forward
Without Certeef
A CRM here, an LMS there, a spreadsheet for funders, another for Qualiopi. Nothing talks to anything, and everything gets re-entered.
The hidden cost
The same data is entered three times, and nobody knows which copy is authoritative.
Your evidence sits in Drives and inboxes while your trainings run.
Retyping dates, chasing colleagues, hunting for PDFs from one tool to the next.
With Certeef
Each step reuses the data from the one before. A won opportunity becomes a quote, the quote becomes an enrollment, the session feeds the audit evidence. With no re-entry.
The thread
The real order of your activity, tracked end to end: every daily action feeds the next automatically.
Sale
Billing
Training
Proof
The platform
Everything a training organization runs day to day, brought together and connected end to end. Every module feeds your compliance automatically.
From first contact to signed quote.
Your trainings, compliant and up to date.
Learners, signatures and reminders, no re-entry.
Your Qualiopi file, in real time.
Day to day
You no longer prepare the audit: by simply working in Certeef, you already have it.
Every training carries its program, its mandatory documents and its sessions. Attendance tracked, ready to show.
Drag and drop a certificate, a program, a handbook. Certeef links it to the right indicator and keeps the history.
Complaints, audit gaps, learner feedback: every corrective action is assigned, tracked, reminded and closed.
Export structured by indicator, automatic table of contents, evidence attached. Your auditor finds it without asking you.
Qualiopi compliance
The National Quality Framework dashboard, fed by your real data. Seven indicators are computed automatically, the others attested in a few clicks.
You see the state of your compliance continuously, not once a year.
What changes
The usual stack
With Certeef
Pricing
Four plans, from independent trainer to multi-entity network. Beyond 3,000 learners, on quote. Annual: two months free.
100 learners
49 € / month excl. VAT
490 € / year excl. VAT
350 learners
99 € / month excl. VAT
990 € / year excl. VAT
1000 learners
199 € / month excl. VAT
1990 € / year excl. VAT
3000 learners
399 € / month excl. VAT
3990 € / year excl. VAT
Beyond 3,000 learners: on quote.
Next step
A 30-minute demo, a case applied to your situation, and all your questions about Qualiopi compliance. No commitment.
certeef.com