Track Enquiries, Enrolments, and Training Clients in One Workspace
Education and training providers manage two relationships at once: the learner and, often, the organization paying for the course. Relecca keeps both connected to the same record, along with the enquiries, sessions, and follow-up that surround them.
Target Use Cases
Relecca solves operational issues specific to Education & Training workflows:
Enquiry to Enrolment
Capture course enquiries through web forms and move them through a pipeline to confirmed enrolment.
Corporate Training Accounts
Manage the organization, its contacts, and the individual delegates as connected records.
Session Scheduling
Plan cohorts and sessions on the shared calendar with owners and reminders attached.
Post-Course Follow-Up
Collect feedback after a course and schedule follow-up tasks for renewals or further training.
The Learner and the Payer
Education providers often manage two relationships for a single enrolment: the person taking the course and the organization funding it. Both need to exist as records, linked to each other.
- Organizations and individual delegates as linked records.
- Distinct category and status sets for delegates and funding organizations.
- Custom fields for the qualifying detail your programmes require.
- History retained as contacts at an organization change.
Enquiry Through to Enrolment
Course enquiries behave like a pipeline: interest, qualification, offer, confirmation. Modelling it that way makes forward intake visible rather than estimated.
- Course enquiry forms landing as structured records, not email.
- Custom pipelines reflecting your enrolment process.
- Sessions and cohorts scheduled as calendar events.
- Tasks and reminders for each stage of the process.
After the Course
Repeat and referral business in training depends on what happens after delivery, which is exactly when attention moves to the next cohort.
- Feedback surveys sent when the deal closes, while the experience is recent.
- Follow-up tasks scheduled for renewals and further training.
- Documents, certificates and agreements stored on the record.
- Activity history covering the whole relationship.
Set up Relecca for Education & Training
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Thursday, August 27, 2026