Training Institute ERPby Ideaxen

Run your institute, from first enquiry to certificate.

Our ERP for Training Institute Management connects admissions, students, courses, finance, certification and reporting in one web-based platform, with a self-service portal for students.

One learner, from enquiry to certificate

Every step lives in one shared record, so nobody has to ask another team where things stand.

  1. 01
    Admissions and CRM

    An enquiry comes in

    Capture leads one at a time or in bulk from a CSV file, track where they came from, and assign the course they want.

    • Lead sources
    • Bulk CSV upload
    • Merge duplicates
  2. 02
    Follow-up

    Your team follows up

    Record calls and their outcomes, set follow-up reminders, and review the admissions pipeline and conversions.

    • Call outcomes
    • Reminders
    • Conversions
  3. 03
    Courses and batches

    The learner joins a batch

    Courses and units, ongoing and upcoming offerings, batches and transfers, trainers, coupons and discounts, all in one place.

    • Ongoing and upcoming
    • Batch transfers
    • Trainers
  4. 04
    Student records and support

    Learning, with support

    Profiles, documents, attendance and results stay together. Support teams handle reminders, feedback questions, calls and help with portal access.

    • Attendance and results
    • Support dashboard
    • Feedback
  5. 05
    Payments

    Fees, on schedule

    Instalment schedules, collections and revised-payment requests, connected to the institute's books.

    • Instalments
    • Collections
    • Revised payments
  6. 06
    Certification

    The certificate arrives

    Track each request through processing and document verification to its estimated delivery, with exit awards and graduation lists.

    • Status tracking
    • Verification
    • Graduation lists

Every team, working from the same record

Pick a team to see what it does in the system.

Admissions team

Turn enquiries into admissions

  • ✓Capture leads, or import them by CSV
  • ✓Record calls and response outcomes
  • ✓Follow-up reminders
  • ✓Review the pipeline and conversions
Student support

Keep every learner on track

  • ✓Support dashboard and reminders
  • ✓Feedback questions and calls
  • ✓Help with portal access
  • ✓Review follow-ups
Accounts

Fees and books, in one place

  • ✓Instalment schedules and collections
  • ✓Revised-payment requests
  • ✓Expenses by category and account head
  • ✓Cash book, bank book, trial balance and ledgers
Corporate sales

Corporate clients, alongside individuals

  • ✓B2B visits
  • ✓Corporate projects and schedules
  • ✓Client-gift records
  • ✓In the same system as individual admissions
Management

Operations and finances, connected

  • ✓Income statements and group reports
  • ✓Scheduled against actual collections
  • ✓Course, batch and student status
  • ✓Certificates, books and dropouts
Administrators

Set it up your way, without code

  • ✓Users, groups and role-based access
  • ✓Modules, menus and permitted actions
  • ✓Activity logs
  • ✓General settings for your policies
The training institute ERP connecting admissions and CRM, the student portal, payments and accounting, certification, and reports

All of it, connected

One web-based platform, so information entered once is there for every team that needs it.

  • Admissions and CRM
  • Student portal
  • Payments and accounting
  • Certification
  • Reports and analysis

And a portal for every student

Students take care of everyday things themselves, so your team spends less time answering the same questions.

  • Browse courses and register
  • View results and check payments
  • Request certificates and download ID cards
  • Update profiles and raise support tickets

Reports, ready when you are

ExcelPDF
  • Income statement
  • Cash book
  • Bank book
  • Trial balance
  • Ledgers and group reports
  • Course and batch status
  • Student status
  • Scheduled and actual collections
  • Expenses and income
  • Certificates, books and dropouts

Change it without code

Configure modules, menus and permitted actions through the Control Panel, keep activity logs, and adjust general settings to your institute's policies.

Reach everyone at once

Send bulk SMS and email from reusable templates, with in-app notifications for students and staff.

Already in use

ABP runs on Training Institute ERP

From admissions to certificates, on one platform.

Request a Demo

See it with your institute in mind

We assess your requirements against what the platform already does, and agree the configuration, customisation, integrations and any additional development in the scope.

Request a Training Institute ERP demo

Please call +880 1324 713377 or email info@ideaxen.com and we'll get back to you.

From first enquiry to certificate, in one system.