Education & Training demo
Owner viewTrack enrollment, tuition collection, attendance, and program completion.
Program readiness
Attendance
91%
Tuition plans
97%
CRM Pipeline
Personalized lead-to-cash flow before estimates and invoices.
Role-aware CRM pipeline
Revenue, receivables, approvals, clients, automations, and all workspace actions are visible.
Pipeline
$5,120
Proposal Value
$1,428
Won Value
$816
Active Deals
5
New
1Sarah's Parent
Newsarah.parent@email.com
$1,512
Instructor
Parent inquiry
Qualify need
Qualified
1Corporate Training Dept
Qualifiedtraining@corp.com
$1,364
Tutor
Website
Schedule walkthrough
Proposal
1Adult Learner
Proposallearner@email.com
$468
Enrollment Coordinator
Renewal
Send proposal
Approved
1School District
Approvedprocurement@schooldistrict.edu
$960
Program Director
Outbound
Collect approval
Won
1Local Library
Wonprograms@library.org
$816
Instructor
Referral
Convert to work
Enrollments
Track student records, program placement, tuition plans, and billing.
42 students
Courses
Manage cohorts, sessions, instructors, attendance, and progress.
12 courses
Payment Schedule
Keep tuition, installment reminders, and receipts connected to families.
97% collected