Switch on when you need it
Training
Courses, quizzes and certificates that can gate what people can do.
“New starters learn by standing next to someone for two weeks.”
Instead of: A course platform and a certificate spreadsheet
Training is a learning management system built into the CRM. Author courses from rich-text, video and file lessons and quizzes, enroll people individually or by role, team or department, and issue certificates on completion that expire and prompt renewal. Area gating means access to part of the product can depend on having passed the course for it, so compliance is enforced by the product rather than by reminder emails.
What you get
- Course builder with rich-text, video and file lessons, templates and drag-to-reorder
- Quizzes with question banks, alternate question sets on retakes, passing scores and retake limits
- Enrollment by person, role or team, and by department with Human Resources, with due dates and curricula
- Certificates with expiry, renewal reminders and revocation
- Area gating: require a passed course before part of the product unlocks
- Progress dashboards and a grade book for managers
Who tends to switch this on
- Companies with mandatory onboarding or compliance training
- Sales teams that certify reps on the service catalog
- Franchises and multi-location operators standardizing how work is done
Goes well with
People who switch on Training usually switch these on too.
Human Resources
The people side of the business, in the same place as the work.
Instead of: A staff-records system and a timesheet app
Hiring
Hiring with video interviews and assessments that hands new hires straight to HR.
Instead of: A recruitment system and a job-board subscription
Team Engagement
Points for the work that matters, a leaderboard, and a rewards store.
Instead of: A recognition scheme run out of a group chat
Report Builder
Pick a category, a subcategory and the fields you want. Save it. Export it.
Instead of: Exporting everything to a spreadsheet to answer one question
Don't see what you need? We build custom options and integrations.
Custom options and programming are available. Describe your needs in your own words and we will be in contact within one business day.
See Training with your own work in it.
Add it to your setup and see the total, or tell us how your business runs and we will show you this part doing it.