Training Institute ERP Software
Manage inquiries, batches, enrolments, fees, attendance and certificates for training and coaching institutes.
Common Training Institute Challenges
- Inquiries are lost without follow-up
- Batch scheduling clashes
- Instalment fees are missed
- Certificates are prepared manually
One System for the Whole Operation
Training Institute ERP turns inquiries into enrolments, schedules batches and tracks instalments through to certification.
Key features
- Inquiry follow-up
- Batch scheduling
- Instalment tracking
- Online tests
- Certificate generation
Modules Included in Training Institute ERP
A typical Training Institute ERP implementation includes the modules below. Modules can be added or left out to suit your business.
What Changes After Implementation
Training Institute Process Flow in the ERP
Select any step to see the department, users, inputs, activities, outputs and ERP modules involved. Each step updates the next automatically.
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1InquirySales
Inquiry
- Department
- Sales
- Users / Roles
- Counselor
- Telecaller
- Inputs
- Customer or business requirement
- Activities
- Inquiry recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Counselling
- ERP Modules
- Lead Management
- CRM
Typical configuration – refined to your exact process during implementation.
Next process: Counselling
-
2CounsellingSales
Counselling
- Department
- Sales
- Users / Roles
- Counselor
- Telecaller
- Inputs
- Output of: Inquiry
- Activities
- Counselling recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Enrolment
- ERP Modules
- Lead Management
- CRM
Typical configuration – refined to your exact process during implementation.
Next process: Enrolment
-
3EnrolmentSales
Enrolment
- Department
- Sales
- Users / Roles
- Counselor
- Telecaller
- Inputs
- Output of: Counselling
- Activities
- Enrolment recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Batch
- ERP Modules
- Sales Orders
- CRM
Typical configuration – refined to your exact process during implementation.
Next process: Batch
-
4BatchAcademic
Batch
- Department
- Academic
- Users / Roles
- Trainer
- Batch Coordinator
- Inputs
- Output of: Enrolment
- Activities
- Batch recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Attendance
- ERP Modules
- Production
Typical configuration – refined to your exact process during implementation.
Next process: Attendance
-
5AttendanceHR
Attendance
- Department
- HR
- Users / Roles
- HR Manager
- HR Executive
- Payroll Executive
- Inputs
- Output of: Batch
- Activities
- Attendance recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Assessment
- ERP Modules
- Attendance
- HR Management
Typical configuration – refined to your exact process during implementation.
Next process: Assessment
-
6AssessmentOperations
Assessment
- Department
- Operations
- Users / Roles
—
- Inputs
- Output of: Attendance
- Activities
- Assessment recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Certificate
- ERP Modules
—
Typical configuration – refined to your exact process during implementation.
Next process: Certificate
-
7CertificateCorporate / Management
Certificate
- Department
- Corporate / Management
- Users / Roles
- Super Admin
- Managing Director
- CEO
- Inputs
- Output of: Assessment
- Activities
- Certificate recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Completed transaction and reports
- ERP Modules
- Reporting
- Dashboards
Typical configuration – refined to your exact process during implementation.
Who Uses Training Institute ERP
Every user gets a role with access to only the screens, branches and approvals they need. Roles are configured to your organization chart.
Management
- Director
Sales
- Counselor
- Telecaller
Academic
- Trainer
- Batch Coordinator
Finance
- Accountant
Portal
- Student
See What Matters, When It Matters
Role-wise dashboards give owners, managers and staff the numbers they act on, with drill-down to the underlying documents and export to Excel or PDF.
Connects With Your Tools
Configured Around Your Business
- Requirement study of your current training institute processes
- Custom fields, reports and approval workflows
- Data migration from Excel or your existing software
- On-site / online training for each department
- Support and enhancements after go-live
Related ERP Solutions
Build Your Training Institute ERP
See Training Institute ERP configured for your processes. Request a personalised demo or a quote for your requirement.