Facilitate CRM

Maximum efficiency, saving you time

Time is money – and the Facilitate Suite saves you lots of time – making your business more efficient and profitable. Having all your customer records and course management information within one joined up system alone brings incredible efficiencies, but Facilitate CRM also incorporates many more tools to improve your workflow.

• Fully searchable and sortable system so you never lose that lead or enquiry again.
• Links to your Facilitate Web Builder website allowing for ‘live’ bookings.
• Allows your customers to view and print their own staff training history 24/7.

Bookings made easy

Facilitate CRM incorporates features that allow for advanced and efficient management of course bookings.

• Book onsite appointments within the system reminding your client and you of when and where it will be.
• Allocate spare places to course sessions. As places are booked either via phone, email or online, the system updates immediately so you will never over book a course by mistake.
• All customer letters and reminders are easy to produce, as well as being printable they can be triggered to send via email or text, saving you postal costs as well as missed bookings.

Fluid management of finances and invoicing

Facilitate CRM brings an efficiency and fluidity to the administration of your business billings and finances that give you more time and the headspace to be creative and innovative – providing you the energy and momentum to consider the future of your business.

• Fully numbered, fully traceable - the invoice numbering system can start from where your old system leaves off.
• Advanced credit control options put you in total control. Statements can be issued when you decide.
• Invoice templates can be adapted to your own needs.

Full integration with UK Rural Skills online member services

Facilitate’s core functions can be synchroinsed with UK Rural Skills online member services offering huge time savings.

• Order UK Rural Skills certificates direct from the Facilitate CRM.
• Save wasted time entering trainees and clients names on two separate systems.
• Records are automatically updated with UKRS certificate numbers and expiry dates.
• Trainees photos can be stored within the system making ID card orders simple.
• UKRS eLearning video previews show on your own site, allowing you to promote this potential new revenue stream professionally to your customers.

Advanced business management features

Do you run a membership?

• Facilitate CRM enables you to recruit and manage your membership scheme.
• Issue annual subs at the click of a button.
• Promote and recruit members via your Facilitate Web Builder website.

Manage a team?

• Facilitate CRM features a full task manager system.
• Members of staff can allocate jobs to one another.
• Managers can see an overview of outstanding tasks and what’s gone overdue.
• Notes can be added to most areas including clients and courses.
• Fully searchable. Efficiently manage your team and never lose a lead again.