Organisation enquiries
Track school, provider and partner conversations with clear ownership.
For training providers, coaches, academies and education services
CRM for education & training
Turn course enquiries into enrolments, keep applications and documents on track, and answer learners quickly.
Enquiry3New enrolmentA$1,850 · JLCertificate requestA$2,400 · JL
Advised2Employer trainingA$4,200 · SRNew enrolmentA$640 · SR
Application1Enrolment queryA$960 · AK
Documents pending3Course access issueA$7,300 · MP
- Free plan
- Up to 2 people
- Industry setup
- Professional, A$39
- Card to start
- Not needed
- Data stored in
- Sydney
Sound familiar?
Manage learners, organisations, enrolments and course delivery.
Enquiries go cold before intake
A learner asks about a course and hears back after the intake has started.
Applications stall on paperwork
Missing documents hold up enrolment and nobody is chasing them.
Certificate requests repeat
The same requests arrive after every course.
How it works for education & training
A typical week with the Education & training setup. Every name below is exactly what you’ll see in the app.
Enquiries arrive with the right details
Records are named the way you talk: learners, organisations and enrolments. Each new enrolment has room for course interest, intake date and funding source. There are also fields for learning goal, delivery preference and employer sponsored on learners.Enrolments move through your pipeline
- Enquiry
- Advised
- Application
- Documents pending
- Accepted
- Enrolled
Quote it and win it
Build quotes from your price list with GST worked out, send them for acceptance and keep the accepted version on the enrolment.Learners ask for help
- Enrolment queryQuestions about joining, changing or leaving a course.Normal
- Course access issueA learner can't reach course materials or sessions.High priority
- Certificate requestA learner asks for a completion record or replacement.Low
Reply in a click
Ready-made replies come with it: “Enrolment query received” and “Enrolment query complete”. Each one fills in the person’s first name and can be edited before it’s sent.Follow-ups happen on their own
- Follow up with a new learner. Create a next-day task linked to the new learner.
- Qualify every new course enquiry. Create an immediate high-priority task linked to the new learner enquiry and notify the team.
Watch · 22 seconds
NovaSoft One for education & training, in 22 seconds
The clutter, the setup in your words and one tool that suits education & training, in a short animated film.
What happens in the film
Sticky notes pile up: “Course dates?”, “M. Ali - forms”, “Waitlist!!”. NovaSoft One renames its records to Learners, Organisations and Enrolments and sets up the stages Enquiry, Advised and Application, and a first aid course enrolment moves along the board. Then it introduces workflow automation: every enquiry gets an owner and a task. Workflow automation is on Professional and above.
Animated with fictional businesses. Music, with captions in the picture.
A worked example
From first contact to finished work
A learner asks about a course and is recorded with their learning goal, delivery preference and whether their employer is sponsoring them. They’re Advised, then move to Application. Documents pending makes missing paperwork visible until they’re Accepted and Enrolled for the intake date. Later a Certificate request comes in with an owner and a ready-made reply.
What the starting point sets up
Choose Education & training when you create your workspace, or apply it later from Customisation. Everything below is created for you and stays editable.
Course discussions
Use opportunity stages for course and training enquiries.
Enrolment coordination
Assign administrative follow-up tasks while student records stay in their appropriate systems.
- Your records are called
- Learners, Organisations and Enrolments
- Pipeline stages
- Enquiry → Advised → Application → Documents pending → Accepted → Enrolled
- Extra fields
- Learning goal (learner), Delivery preference (learner), Employer sponsored (learner), Course interest (enrolment), Intake date (enrolment), Funding source (enrolment)
- Courses register
- Course code, Delivery mode, Start date, End date, Capacity, Status
- Request types
- Enrolment query, Course access issue, Certificate request
- Ready-made replies
- Enrolment query received, Enrolment query complete
- Automations
- Follow up with a new learner; Qualify every new course enquiry
Questions about NovaSoft One for education & training
Still unsure? Read every question or start free and look around.
Is this a learning management system?
No. It handles enquiries, enrolments and learner requests. Course delivery and student records stay in your LMS or student system.
Can we record funding sources?
Yes. Enrolments have a Funding source field alongside course interest and intake date.
Can learners raise requests themselves?
Yes, on Starter and above, through the customer portal: enrolment queries, course access issues and certificate requests.
Can I change what the education & training setup creates?
Yes. Stages, fields, record names, saved views and automations are a starting point. Rename, add or switch off anything in Customisation, and your records stay where they are.
Can I bring my existing customers across?
Yes. Import a spreadsheet of contacts, companies or leads in the Data Hub, map the columns, check the preview and commit. Possible duplicates are flagged before anything is created.
What does it cost?
Free for up to two people with the core CRM. Industry starting points come with Professional at A$39 per user per month, excluding GST, billed monthly with no lock-in.
Good to know
Not a learning management system, student record or course-delivery platform. Industry starting points use NovaSoft One’s existing customer records, pipelines, tasks, saved views and custom records, and are included on Professional plans and above.
Try NovaSoft One for education & training.
Start free for up to two people today. Switch on the full industry setup with Professional whenever you’re ready.