Everything in ONE Place

Anywhere. Anytime. Any Device.

If you are a training institute or an individual training provider, then the Training Provider CRM is your perfect choice for lead nurturing, enrolment, and batch management. Built on the award-winning Zoho CRM, the CRM for Training Provider is tailored to map the unique requirements of your business.

If you are looking for a CRM system that is super easy to use, offers a wide array of functionalities, and comes with robust customization capabilities, then Training Provider CRM is the right choice for you!

Super Easy

Lead Management

Lead management is super-easy with the Training Provider CRM. From capturing leads to managing them effortlessly we can do all with the Training Provider CRM.

Capture Leads from Multiple Channels

With the CRM for Training Provider, you can capture leads from Website, Social Media, and Emails in one place. The Training Provider CRM lets you categorize the leads as Corporate or Retail and capture their interest.

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Qualify and Nurture Leads to Close Faster

Centralize your nurturing process with all your activities and emails in one place. Once qualified, convert Corporate Leads into Company, Contact, and Engagement; convert Retail Leads into Contact and Engagement.

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Martin Williams
Director Sales, Alpha Aviation Group
Alpha Aviation Group, a global brand in the field of aviation training for the airline market, has recently engaged GoldenLion to develop and then support the Zoho CRM product as its basis for a structured and transparent sales process.
Better Manage

Engagements and Enrolments

Managing Enrolment and Engagement is at the heart of a Training Provider Business. With the CRM for Training Provider in place, it is intuitive and effortless.

Manage Multiple Engagement for the Same Customer

Training Provider CRM lets you manage multiple Engagements for all your Corporate or Retail customers in one place. This way, you can see the complete engagement history for a customer in a centralized location with all crucial information like how many times and when they have purchased training from you, who is the contact person for each of the corporate engagements, etc.

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Manage Multiple Enrolments for the Same Engagement

The CRM for Training Provider lets you manage multiple Enrolments for one Engagement too. In the case of a Retail Customer, one individual might purchase multiple training courses bundled together. In this case, each course they are opting for will be an Enrolment. In the case of a Corporate Customer, a Company might purchase training courses for multiple employees. Here, each employee will be a unique Enrolment. You can manage the start and end date of the Enrolment, status of the Enrolment, marks obtained for the same, etc., under the Enrolment module.

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Vaibbhav Jain
Senior Manager, Operations, EduKart
GoldenLion has a very strong customer oriented team. Their understanding of Zoho is exceptional. Keep up the Good work!

Training Batches

Batch management is hassle-free with Training Provider CRM. Now you can manage every aspect of all your training batches with the tailored CRM in place.

Create Batches and Track Enrolments for Live Trainings

With the Training Provider CRM in place, you can now create Batches for all your Live Training Courses. You can create a start date, end date, define class timing and enrolment capacity for each batch. As you keep enrolling students for a batch, the system lets you know the available capacity as well, so you don’t end up overbooking your classroom training. You can tag instructors with each Batch and send class reminders to students as well.

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Luke Zane Edwards
Marketing Executive, Alpha Aviation Group
We have been using Zoho for around a year now and sought help from GoldenLion due to our inexperience with the tool. Since then, they have been a tremendous help. Very efficient, friendly, and knowledgeable. I highly recommend their services, and couldn’t be happier with the service we have received. Send them an email, and they answer within the hour!

Certificate Generation

Certificates are the acknowledgment a student seeks. Now you can create beautiful certificate in one click with Training Provider CRM.

Generate Certificates with One-click

The CRM for Training Provider uses Zoho Writer to create beautiful Certificate Templates. Once an Enrolment is complete and status is updated, you can generate a gorgeous Certificate with a click of a button.

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Design Beautiful Certificate Templates

You can either create one Certificate Template or multiple Course specific Templates. Once you generate the Certificate, you can share the same with the student right from the CRM itself.

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Reports and Dashboards


The Training Provider CRM comes with tons of pre-built reports and dashboards that make your data more readable and help you stay on top of your business. You can decide to place the most important dashboards right on the Home Page of your CRM. What more, the Home Page dashboards can be customized for each user.


Affordable Pricing

usd inr
Subscription Fee
ZOHO CRM Enterprise Edition

INR 2400/User/Month

USD 40/User/Month

INR 3000/User/Month

USD 50/User/Month

Plus tax as applicable


INR 3500/User/Month

USD 90/User/Month

INR 4000/User/Month

USD 105/User/Month

Plus tax as applicable

One Time Fee
Training Provider CRM

INR 1,20,000

USD 1997

Plus tax as applicable

Includes 20 hours of onboarding service.
Additional customizations are charged at INR 1920/hour plus tax as applicable.

Includes 20 hours of onboarding service.
Additional customizations are charged at USD 32/hour plus tax as applicable.

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Team that Drives Your Success

Expertise, experience, and most importantly, a crazy passion for customer success is what drives our team. Meet them here!

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