AI Implementation Showcase

CRM workspace

Search, remind, open the record.

17 live dates3 reminders2 overdue

Type a learner, assessor, company, course, email, employer, candidate number, or postcode.

Live shortlist
Available coursesTraining eventsManage course datesUsers

Quick reminder

Add task

Flag colour

Use the same flag palette everywhere so the CRM queue is easy to scan.

Manage course datesAdd dates, view rosters, open CRM sheets.UsersStudents, companies, documents, activity timelines.Training eventsCourse and assessment records.AssessorsTrainer/assessor CRM records and assignments.

Coming up

CRM reminders

Create or update

Common actions

New training recordNew operations taskFind or add studentOperations hubSystem notification log