Opportunities & contacts
Your sales pipeline, linked to your trainings.
From first contact to signed deal, run your sales where your trainings live. A won opportunity becomes a quote, an invoice and enrollments — without starting over.
- 01
A pipeline of opportunities
Track your deals from first contact to signature, with their stage, amount and company. You see where your sales stand at a glance.
- 02
Contacts linked to companies
Every contact is tied to its company by a real link — no more loose free text. Journeys, quotes and invoices group by account.
- 03
A unified search
A ⌘K-style search palette, server-side, finds a company among thousands instantly. The same picker everywhere: opportunities, learners, conventions, quotes.
- 04
From quote to training
A won opportunity carries on naturally: quote, invoice, convention and enrollments reuse the same data. No double entry between sales and training.
Your sales and your trainings, on the same thread.
Ready to de-risk your next audit?
A 30-minute demo, a case applied to your organization, and a quote within 24 hours. No pressure, no commitment.