Training CRMEvery learner, client and renewal. One record.
A training CRM keeps learners, the organisations that pay for them and the managers who book them on one record, next to every booking, certificate and invoice. Cademy’s is part of the system that takes the booking, so it is never out of date.
Built for training, not adapted from sales. A record knows what they booked, whether they came, what they scored and when it expires.
ContactsAnna ReidMessageAdd to Course
AR
Anna Reidanna.reid@oakfieldcare.co.uk
First NameAnna
Last NameReid
Emailanna.reid@oakfieldcare.co.uk
Phone07700 900123
AddressAdd address
OrganisationOakfield Care
TagsFirst aid · Care
Marketing C…
All ActivityOrdersRequestsCertificates
Thursday, September 10, 2026
Certificate issued: Emergency First Aid at Work · valid to 10 Sep 2029
Attendance: marked attended · Leeds, Room 2 · Sarah Cole
Quiz: Knowledge check: DR ABC · 9 of 10 · passed
Friday, August 28, 2026
Order: ORD-1042 · Emergency First Aid at Work · Thu 10 Sep · £245 · Paid by Oakfield Care
Conversation: New response to Tell us about your training needs
Tasks
Call Dan about the Fire Marshal renewal14 Oct
Add a task…
Notes
Prefers morning courses. Moves to the Doncaster site in October: book her on the Fire Marshal date there.
Learners
- Records that fill themselves from bookings and results
- Emails and notes on the record
- Filters and saved views across contacts
- HubSpot and Salesforce apps: ask us
Business clients
- Organisations with their people, linked by email domain
- Private courses and dates for one client
- Pay by invoice, with a PO number
- Invoices on your payment terms
Renewals
- Expiry on every certificate
- Sort and export by expiry date
- Tasks for the follow-up
- Universal inbox for the replies
Keeps everything in one place, from contacts and emails to attendance and certificates. Managing our courses is way less of a headache.
Lisa SampsonCRR UK
Contacts and organisations
The company that pays, the people who learn, and who to call.
An organisation record holds its contacts, registrations, private dates, invoices, notes and tasks. Contacts join it automatically by email domain, or from the organisation field at checkout.
OrganisationsOakfield Care
Oakfield Careoakfieldcare.co.uk
Organisation Na…Oakfield Care
Domainsoakfieldcare.co.uk
TagsCare · Key account
Parent Organisat…Oakfield Group
Billing Emailaccounts@oakfieldcare.co.uk
Billing Address14 Mill Lane, Doncaster DN1 2AB
VAT NumberGB 123 4567 89
Created DateMon, 2/3/25, 10:14 AM
Key Contacts
DP
dan.price@oakfieldcare.co.uk
BillingPS
priya.shah@oakfieldcare.co.uk
Key contactContacts 20OrdersRegistrationsPrivate CoursesTasks
| Full Name | Tags | ||
|---|---|---|---|
| ARAnna Reid | anna.reid@oakfieldcare.co.uk | First aid | |
| LALena Adeyemi | lena.adeyemi@oakfieldcare.co.uk | Fire marshal | |
| RWRuth Walsh | ruth.walsh@oakfieldcare.co.uk | Fire marshal | |
| DPDan Price | dan.price@oakfieldcare.co.uk | - | |
| PSPriya Shah | priya.shah@oakfieldcare.co.uk | - | |
| MOMark Okafor | mark.okafor@oakfieldcare.co.uk | Manual handling |
10 per page1–6 of 20 contacts1 / 4
Organisations
- Parent organisations and subsidiaries for groups and franchises
- Key contact and billing contact roles
- Private Courses tab: every in-house date, past and next; create one from here
- Registrations tab: everyone the client has sent
Contacts
- Auto-link by email domain; lock the organisation at checkout if you want
- Merge duplicates, choosing which record survives
- Tables you shape: columns, saved views, sort across every page
- Custom fields, including file uploads for ID or evidence
Where they come from
- Enquiry and application forms on your site, answers on the contact
- UTM and referrer on every registration; GA4, GTM and Facebook Pixel from Pro
- Imports from a spreadsheet, with organisations attached
- Moving from a spreadsheet
Search
Type a name. Get the person, the order and the invoice.
Press ⌘K (Ctrl+K on Windows) on any screen and type a name, an email or an order number. Contacts, organisations, courses, orders, invoices and registrations come back together, grouped, with the help articles that match.
Contacts
New ContactSearchAll ContactsFilterSortColumnsExportImport
| Full Name | Tags | ||
|---|---|---|---|
| ARAnna Reid | anna.reid@oakfieldcare.co.uk | First aid · Care | |
| DPDan Price | dan.price@oakfieldcare.co.uk | Key contact | |
| RWRuth Walsh | ruth.walsh@oakfieldcare.co.uk | – | |
| TWTom Whitaker | tom@northlinehousing.org | Housing | |
| LALena Adeyemi | lena.adeyemi@oakfieldcare.co.uk | – | |
| MRMarcus Reid | marcus.reid@gmail.com | Self-funded | |
| JWJess Wright | jess@hallamhomes.co.uk | – | |
| PSPriya Shah | priya.shah@oakfieldcare.co.uk | Key contact | |
| AOAmara Okafor | amara.okafor@outlook.com | Self-funded | |
| DEDaniel Evans | daniel.evans@hallamhomes.co.uk | Housing |
10 per page1–10 of 1,284 contacts1 / 129
oakfieldesc
Contacts
ARAnna Reidanna.reid@oakfieldcare.co.uk · Oakfield Care
DPDan Pricedan.price@oakfieldcare.co.uk · Oakfield Care
Organisations
Oakfield Care
Orders
Dan Price - Fire MarshalORD-1051 · INV-2041
Anna Reid - Emergency First Aid at WorkORD-1042 · INV-2037
Registrations
Anna Reid - Emergency First Aid at WorkREG-2211 · anna.reid@oakfieldcare.co.uk
↑↓navigate↵open⌘↵new tab
What it finds
- Contacts by name or email; organisations and courses by name
- Orders by order or invoice number (Xero numbers too), buyer or course
- Registrations by number, learner, email or course
- Recently opened records, listed before you type
Pages and settings
- Every page and setting by name
- Settings by what they do: type “vat” or “stripe” and Payments comes up
- Help centre articles alongside, opened in a new tab
- Only what your role can open: facilitators and course owners see their part
Built for the keyboard
- ⌘K or the Search button in the menu
- ↑ ↓ to move, ↵ to open, ⌘ ↵ for a new tab, Esc to close
- Every plan, no setup
Your team
Admins, course owners and facilitators. Each sees their part.
Facilitators have their own seats, separate from admin seats: two on Free, ten on Pro, fifty on Teams. A facilitator sees their own dates, registers and notes, and nothing else.
Users
Invite UserSearchAllSystem AdminCourse OwnerFacilitatorStatus: All
| Name | Role | Status | Phone | Last Login | |
|---|---|---|---|---|---|
| SCSarah Cole | sarah@northgatetraining.co.uk | System Admin | +44 113 496 0123 | Today | |
| IBIan Brooks | ian@northgatetraining.co.uk | Course Owner | 07700 900456 | Yesterday | |
| MSMaya Singh | maya@northgatetraining.co.uk | Facilitator | Not provided | Mon | |
| PSPriya Shah | priya@northgatetraining.co.uk | Facilitator | Pending | Not provided | Never |
| AMAmelia Thompson | amelia@northgatetraining.co.uk | Facilitator | 07911 223344 | 3 Jul | |
| JWJames Wilson | james@northgatetraining.co.uk | Course Owner | Not provided | 20 Sep |
10 per page1–6 of 6 users1 / 1
Roles
- System admin: the account
- Course owner: their courses, learners and reports
- Facilitator: their dates and registers; invite in one click, pending shows straight away
Profiles
- Custom user fields: specialisms, regions, certified courses, capacity
- Courses, tasks and notes tabs per person
- User groups for teams; the calendar groups by them
Told automatically
- Assignment and date-change emails, a 24-hour reminder, a calendar invite
- Each switchable for the whole account
- Zoom: several accounts, one per course owner if you like
Every message, on the record
What was sent, to whom, and whether it arrived.
Reminders, confirmations, invoices and certificates go out on their own. The record keeps each one with its delivery status, so “I never got it” takes a minute, not a morning.
Open New
Search
PS
Priya Shah
9/24/26, 9:12 AM
TW
Tom Whitaker
9/24/26, 8:41 AM
LA
Lena Adeyemi
9/23/26, 4:20 PM
MR
Marcus Reid
9/23/26, 2:05 PM
EF
Enquiry form
9/23/26, 11:37 AM
PS
Priya Shah
Open contactOakfield Care · Fire Marshal · Thu 8 Oct
Can we move two of ours from 8 Oct to the 30 Sep date? Lena and Ruth both need it before their site audit.
Priya Shah · 9:12 AMDone. Lena and Ruth are on Wed 30 Sep in Leeds; new confirmations have gone out and the 8 Oct places are released. Same order, no new invoice.
You · 9:31 AMBrilliant, thank you.
Priya Shah · 9:34 AMWrite a reply…
Emails that send themselves
- Reminders a week, a day and an hour before; follow-up the day after
- Invoice, overdue, deposit and instalment reminders
- Certificate and feedback emails on completion
- Your own templates, from your own domain on Teams
History and resend
- Every email on the order, the registration and the contact
- Sent, delivered, opened, clicked, bounced, with the reason
- Resend or forward from the timeline
- Team members too: what a facilitator was sent
Notes and tasks
- Notes with attachments on contacts, organisations, courses and dates
- Tasks linked to any record; list or board; assign to a person or a team
- Task sets: the same checklist applied in one click
- Automations
Compared
Sales CRMs track deals.
Training has learners, courses and expiry dates.
HubSpot and Salesforce are excellent at pipeline. They do not know what a course date is, who attended, or when a certificate runs out. A spreadsheet knows, until two people edit it.
| Cademy | A spreadsheet | HubSpot | Salesforce | |
|---|---|---|---|---|
| Built for | Training providers: learners, organisations, bookings, certificates | Anything, by hand | Marketing, sales and service teams | Sales teams |
| Entry price | Free plan. Pro £99 a month billed yearly, or £119 monthly | Free | Free CRM for up to 2 users; Starter from US$7 a seat a month | Starter Suite from US$25 a user a month |
| Knows who booked, attended and passed | Yes, automatically | If someone types it | Not without custom objects and integration work | Not without custom objects and integration work |
| Certificate expiry per learner | On the record; sort and export by expiry | A column someone maintains | Not listed on their site | Not listed on their site |
| Organisation on the invoice | Linked by email domain; PO on the invoice; posted to Xero | Copy and paste | Deals and companies, not invoices to Xero | Opportunities and accounts, not invoices to Xero |
| Keeps your sales CRM in step | HubSpot, Salesforce and NetSuite apps; Zapier from Pro; API and webhooks on Teams | Yes, with the Cademy HubSpot app | Yes, with the Cademy Salesforce app |
Why it is different
A CRM that already knows what a certificate is.
One record per learner
- Bookings, attendance, quiz results, certificates and emails, in one place
- Notes, tasks and an inbox on the same record
One record per client
- Contacts link to their organisation, automatically by email domain
- POs, payment terms and invoices roll up to the client
Keep the sales CRM you are made to use
- If procurement says HubSpot or Salesforce, fine: Cademy feeds it
- Bookings and contacts flow across; the training record stays in Cademy
Nothing typed twice
- A booking on your website creates the contact
- The register you take updates the record
Switching from
Coming from a spreadsheet, or a sales CRM?
A spreadsheet imports in an afternoon. A sales CRM stays where it is, in sync, if that is what your company runs on.
From a spreadsheet
- Contacts, organisations, courses and bookings import from CSV
- a spreadsheet alternative
From HubSpot
- Keep it for pipeline; the Cademy HubSpot app keeps it current
- HubSpot alternative
From Salesforce
- Keep it for sales; the Cademy Salesforce app keeps it current
- Salesforce alternative
Questions
Asked before every demo.
Anything else, ask a person.
What is a training CRM?
A CRM designed around how training is sold: learners, the organisations that pay for them, managers who book, and the certificates and renewals that follow.
Does it link learners to the company that pays?
Yes. Contacts link to organisations, automatically by email domain if you switch that on, so bookings, invoices and certificates roll up to the client.
Can I import my existing contacts?
Yes, from a spreadsheet or your previous system, with organisations attached.
Does it connect to HubSpot or Salesforce?
Cademy has HubSpot and Salesforce apps. They are not part of the Free, Pro or Teams plans, so ask us about them. Zapier is included from Pro, and the API and webhooks on Teams.
Next step
See it with your own courses.
A thirty-minute call, your courses, dates and learners on screen.
No card needed. Import a spreadsheet and run a course this week.