Business Details
Trusted Training Management Software Solutions
AccessPlanIT was founded by former training providers who identified a gap in effective management solutions for their industry. We specialise in developing configurable training management software that streamlines course administration, automates repetitive tasks, and centralises customer relationship management. Our platform enables training businesses to manage scheduling, online bookings, payments, and reporting through a single interface. With over a decade of industry experience, we combine technical expertise with sector-specific insights to deliver tailored solutions. Our implementation process includes data migration, custom configuration, and comprehensive training to ensure seamless adoption.We provide ongoing support through dedicated customer success managers and technical assistance teams. Our modular design allows businesses to select functionality that aligns with their specific needs, including integrations with payment gateways and learning management systems. We serve commercial training providers, educational institutions, and internal corporate training departments globally. Our software reduces administrative burdens while enhancing operational visibility through customisable dashboards and analytics. We maintain a 4.9/5 customer satisfaction rating for our support services and have helped clients achieve up to 200% business growth through improved efficiency.
Services
Course Management
Automation Tools
Online Booking
Customer CRM
Reporting Dashboards
Payment Integration
eLearning Support
Resource Scheduling
Document Generation
API Connectivity
Highlights and features
- We offer 90-day implementation with dedicated support teams
- Our modular platform adapts to your existing workflows
- We provide 24/7 customer portal access for delegates
- Our team includes former training providers with industry expertise
- We guarantee platform configuration matching your business processes
What people say
Reduced booking administration
Empowered employee training
Seamless eLearning integration
Rapid support response
Scalable business growth
Services
Course Management
Our course management system enables comprehensive control over training schedules, delegate bookings, and resource allocation. The platform supports face-to-face, online, and blended learning formats with automated scheduling capabilities. Users can create course templates, manage multiple locations, and track trainer availability through integrated calendar systems.
Automation Tools
Automation features reduce administrative workloads by handling repetitive tasks such as email notifications, certificate distribution, and task creation. Workflow rules trigger actions based on predefined conditions, maintaining consistent communication with delegates and staff while minimising manual intervention requirements.
Customer CRM
Integrated customer relationship management tracks all client interactions, purchase history, and training records in one centralised database. Customisable fields and reporting tools help training providers understand client needs better while maintaining compliance with data protection regulations through secure information storage.
Reporting Dashboards
Customisable reporting tools provide real-time insights into business performance through interactive dashboards. Users can create tailored reports covering financial metrics, course occupancy rates, trainer performance, and client satisfaction levels to support data-driven decision making across the organisation.
Payment Integration
Seamless payment gateway integration enables 24/7 online course bookings with automatic transaction recording. The system supports multiple currencies and payment methods while synchronising financial data with accounting software through automated exports and API connections to streamline revenue management processes.
Questions
What core modules are included in the standard package?
Standard modules include course management, CRM, automation tools, reporting dashboards, document generation, and online booking systems with payment integration.
How long does implementation typically take?
Standard implementation period lasts 90 days, with timelines depending on data migration complexity and custom configuration requirements.
Can the software integrate with existing systems?
The platform offers API connectivity and native integrations with Sage, Xero, Moodle, Google Analytics, and major payment gateways.
What support options are available?
All customers receive two dedicated customer success managers and technical support during UK business hours with 4.9/5 satisfaction ratings.
Is there a self-service portal for delegates?
Yes, the learner portal enables 24/7 access to course materials, booking management, certification tracking, and feedback submission capabilities.
How are software updates handled?
Platform updates are included in annual licensing fees with sandbox environments for testing new features before live implementation.
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