CRM for training providers with sales pipeline

Business CRM feature - Digiforma

+ 5,500 training organizations use Digiforma

and more than 2,000,000 trainees use the Digiforma extranet

Business CRM feature - Digiforma

Follow your prospects from initial discussions to invoicing

Digiforma’s sales pipeline enables you to manage your entire sales relationship electronically.
Create your prospects and move them around the pipe as you negotiate!

A fully integrated sales pipeline

Digiforma’s sales pipeline allows you to manage your entire business in one place: track your clients, from quotes to invoicing, including all the administrative, educational and quality management of a training course!

Digitise your sales relationship

Digiforma’s CRM enables you to track all your commercial exchanges with a client. Each client is allocated a dedicated manager and can be attached to as many sessions as necessary as a prospect. For each client, keep a record of your exchanges in Digiforma thanks to the “notes” feature.

All Digiforma solutions

Discover how Digiforma meets all the needs of training professionals with fully integrated solutions.

How Espace Chef is digitally transforming its training courses

Digiforma has enabled us to move away from logistics and concentrate on individualised training. Today, we use Digiforma far more than we had originally intended.

Fabienne Tardy

CEO, Espace Chef

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Discover the Digiforma solution

A powerful digital tool at the service of your training activity