CRM

Capture, nurture, and delight your customers

aXcelerate CRM

Capture the information you need

  • Create contacts such as clients, students and trainers, with key information for each
  • Add notes for contacts
  • Show actions completed for the contact, e.g. enrolling them in a qualification
  • Record all communication and activity for contacts, for a full audit trail
  • Create custom fields to collect extra data you may need
  • Auto-detect duplicate contacts, and stop their creation
aXcelerate Student Work Placements

Edit and organise

  • Group contacts into categories, to keep things tidy
  • Link contacts to organisations, and set primary contacts and payers
  • Easily update organisation info such as their name, and email suffix
  • See contact sources, to gauge which marketing channels are most effective
  • Restrict access to contact info, such as notes
aXcelerate + Debitsuccess

Engage with customers

  • Create and edit emails with ease
  • Create follow-up tasks, including scheduled emails
  • Follow-ups can apply to multiple users
  • Send bulk emails or SMS's by contact category, postcode and more
  • Allow contacts to unsubscribe from emails
  • Easily find activities with multiple keyword search, and powerful filters
aXcelerate Student Work Placements

Easily manage your contacts with aXcelerate,
the complete One System CRM solution for RTOs

Customer Testimonials

"If you are not using aXcelerate’s Workflow Automation feature, you are missing out on some real efficiencies for your business.  We first started using workflow automations back in 2016 with one purpose in mind.  Now we literally have dozens and dozens of workflow reports being sent to inboxes of all levels of training staff, administration, co-ordinators and senior management.

The possibilities are endless. If there is anything you need to track, or regular task that you do, create a workflow and the work is done for you, all delivered to your inbox when or how often you choose. Great thing is workflows are easy to edit too if you want to change them in any way.

You can also build workflows to assist with AVETMISS reporting.  Can be as simple as getting a report showing a learner has started but ‘Do not report to AVETMISS’ is still ticked.  (You’ll never miss that reporting deadline again.)

They can track learner progress:  For example we have workflows sent to a trainer which indicates which learners should have completed a unit but are still CA.  Boom!  Here’s all your learners with outstanding units!   How easy is that for a trainer?  Coordinators also receive the same report for all their trainers keeping them well informed.

Our Auditor was super impressed; Workflows from a compliance control perspective gets a big tick!

In a nutshell, workflow automation allows us to monitor and report on many areas of the business, AVETMISS reporting, compliance and learner progress. Workflows have become imperative part of how we operate.  Front of mind now is “how can a workflow make this easier or more efficient?”

They may appear complex at first but I am now able to jump on and create them with ease.

As an organisation with multiple locations across states we are massive users and fans of workflow automation and encourage other clients to speak to aXcelerate about how workflows can assist them.”

Marita - Albury Wodonga Community College
“We use workflows to communicate via email and SMS to our students details about their workshops, deadlines and requesting course feedback. We also use workflows in the same way to communicate to our trainers plus reminders of key tasks or reports for our administrators.
Workflows minimises administration tasks/time allowing us to concentrate on the most important thing – supporting our students. If we can automate a task, we use workflows in aXcelerate.”

Renee - Breathe Education
“Automation is a key component of our RTO. Automation allows us to spend less time clicking buttons and more time interacting with our students. We’re a massive supporter of automation and are always looking for opportunities to expand our usage.”

Calvin - Strategix