Course Manager

Preact Ltd

Prebuilt CRM for Training Providers

Are you in the training industry? Finding your processes outdated and complicated?

As a purpose-built software for training providers, Course Manager includes relevant processes, so you don’t incur the cost of customising a CRM system to fit a training environment.

Out-of-the-box, this includes functionality to manage your courses, delegates, bookings, resources and venues.

Course Manager from Preact is a secure cloud application that will simplify the management of your customers, courses and communications. No longer find yourself navigating Excel spreadsheets, or duplicating admin efforts across various applications. Use dashboards and personalised views to quickly check upcoming courses and current availability, and efficiently process bookings in the same application.

With many years’ experience implementing and supporting CRM solutions for training organisations, Preact will help you modernise your processes to meet the day-to-day challenges you face.

Built in the Microsoft Power Platform, Course Manager provides native integration with Outlook, SharePoint, Dynamics 365 and other familiar Microsoft products.

Features include:

  • Centralised course catalogue: track each repeatable course all in one place
  • Manage provisional bookings: set booking status to provisional for a set amount of days, and only confirm once payment is taken
  • Send timely, personalised communications: without leaving Course Manager to share joining instructions, invite external trainers, send feedback requests and handle other routine messages.
  • Session builder: define elements for individual sessions in each training event i.e. dates, times and venues
  • Advanced trainer cost calculations: easily work out trainer fees by recording resources rates, and using inbuilt calculations
  • Certifications: create and share certifications with delegates, and track expiry dates


Course Manager is licensed as a Power App and this application is available at no additional cost as part of Preact's Elevate 365 managed service.


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