CRM features
Give the whole team a shared picture of learners and the organisations they belong to, joined to the courses and qualifications that follow.
When someone phones, books or walks in, your team should already know who they are. Afanor keeps people and employers together, so nobody is maintaining a private list on the side.
Open any learner and see how to reach them, who they work for, and what still needs doing — without a private list on the side.
See the organisation they belong to, who owns the account, and whether that relationship needs attention before it slips.
Build an audience, see who you can actually reach, and keep owned tasks next to the person they concern.
A closer look
These are the parts of the job your team can put to work straight away — focused on outcomes, not entity lists.
A named person the whole team can open, not a row that only one person understands.
Keep the company view without losing the individual sitting in the room.
Turn the people you already know into a group you can actually write to.
Make the next call, email or review visible, and keep a history of what changed.
How it works
Each step stays with the same people, so the next person to pick up the work is not starting from an empty page.
Add a person or an organisation the first time you meet them.
Connect them to courses, messages and the awards that follow.
Give the next person to pick up the phone the facts they need.
Built for the team
Administrators, trainers and support staff keep their own work, without losing sight of the same person.
See enough history to answer a question without hunting through someone else’s tracker.
Know who is coming, and which employer sent them, before the session starts.
See who owns the account, what is overdue, and where the work is piling up.
What this changes
CRM sits with the rest of the week’s work, so you are not rebuilding the picture in another spreadsheet.
Getting started
We help you move across from the lists and trackers you already use, and set Afanor up around how your organisation actually works.
Discuss onboardingFrequently asked questions
Yes. You can open someone as a person, or open the employer they belong to, without maintaining two separate lists.
Yes. You can keep a hand-picked list, or a live audience that updates as details change, then see who you can actually email or text before you write.
Yes. Each person can have a preference for email, phone, text, post and the other channels you use — allowed, do not contact, or not yet recorded.
No. The point of Afanor is that the person on the phone is the same person on the course and on the qualification.
Works alongside
These parts of Afanor share the same people, so you are not starting again in another tool.
Training
Schedule the course, check learners in, run the quiz and follow up before a qualification lapses — without starting again in another tool.
Explore TrainingCommunications
Remind people before a qualification lapses. On Scale, incoming email and texts land with the team instead of one person’s mailbox.
Explore CommunicationsReporting
Learners, sessions, awards, quizzes and reminders — as reports from the work you already do, not another spreadsheet to feed.
Explore ReportingCompare packages, or tell us how a typical week looks and we will help you choose.
