Education & training providers
One system from first enquiry to certificate issued.
Most training providers run a CRM for enquiries, a separate LMS for delivery, a spreadsheet for payments and another for commission. SmartCo runs the whole learner lifecycle in one platform, with portals for teachers and learners built in.
Built from real training and learner-management workflows.
The problem
Why training admin gets split across four systems
CRM and LMS do not talk
A learner enrols in one system and appears in the other by hand, so the two disagree within a week.
Documents chased by email
ID, qualifications and funding paperwork tracked in an inbox rather than against the learner.
Payment plans in a spreadsheet
Instalments, arrears and refunds reconciled manually, usually at month end, usually late.
Commission worked out afterwards
Recruiter and closer splits calculated from exports once the month has closed, rather than as deals progress.
What the system does
Recruitment, delivery and payments on one learner record
The enquiry becomes the learner becomes the certificate, without anyone retyping anything.
Recruitment & enrolment
The commercial end of the process, tracked like a pipeline rather than an inbox.
- Lead capture from web and phone
- Pipeline stages you define
- Document collection and checks
- Funding and eligibility
- Enrolment against a programme
- Source and campaign tracking
Programmes & delivery
What is being taught, to whom, when, and how far along they are.
- Programmes, cohorts and intakes
- Scheduling and timetables
- Course content and materials
- Attendance and registers
- Assessment and marking
- Certification and expiry
Teacher portal
Tutors work in the system rather than emailing spreadsheets to the office.
- Class registers and attendance
- Mark assessments and record outcomes
- Learner progress at a glance
- Upload materials to a programme
- Flag learners at risk
- Notes against the learner record
Learner portal
Learners self-serve, which removes most of the phone calls to the office.
- Own login and dashboard
- Course materials and submissions
- Progress, results and certificates
- Upload documents
- View and pay fees
- Timetable and attendance
Payments & commission
Money handled in the same system as delivery, so the two cannot drift apart.
- Payment plans and instalments
- Deposits and balances
- Arrears visibility
- Refunds against the record
- Commission matrix for recruiters
- Automatic splits as deals progress
Reporting
Answers without an export and a pivot table.
- Conversion by source and stage
- Cohort and completion rates
- Revenue and outstanding balances
- Attendance and at-risk learners
- Tutor and recruiter performance
- Funding and audit reporting
Training CRM in practice
A real training dashboard, rebuilt from our demo.
Leads, learners, payments, tasks and commission are visible in one working view instead of spread across separate systems.
Northbridge Skills Academy Dashboard
Welcome back, Olivia Bennett. Here is what needs your attention today.
Sample data shown. Interface recreated from a working SmartCo demo.
The workflow
From enquiry to certificate
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01
Enquiry
Captured from the website, phone or campaign, into a pipeline you define.
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02
Qualify
Eligibility, funding and documents checked and recorded against the person.
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03
Enrol
Placed on a programme and cohort, with a payment plan attached.
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04
Deliver
Teachers take registers, upload materials and record outcomes in the portal.
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05
Assess
Assessment recorded, progress visible to learner, tutor and office.
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06
Certify
Certification issued and tracked, with expiry where it applies.
Built to order
Commission worked out automatically
Generator and closer splits worked out automatically as a learner moves through the pipeline, rather than reconstructed from exports at month end. Built for a provider running a recruiter network, and applicable anywhere two people share credit for the same deal.
- Splits defined once in a commission matrix, then applied automatically
- Calculated as the deal progresses, not after the month closes
- Visible to the recruiter, so the monthly query disappears
- Historical performance retained even when staff move on
- Reconciles against payments actually received, not just enrolments
Pricing for training providers
£399 a month, with the LMS included
Ten staff users and up to 1,000 active learners included. Extra staff users are £20 a month each; learners above 1,000 are £3 a month each, falling to £2 above 2,000, and larger academies are quoted. Teacher and learner portals, assessment, certification, payment plans and commission are part of the plan rather than modules to buy. Supported integrations do not carry a separate per-connector licence fee.
Common questions
Questions training providers ask
We keep the detailed answers together on the main FAQ page so they stay consistent across the website.
Next step
Walk us through your learner journey
Walk us through the learner journey as it works today and we will map what a single system would look like.