TR
3
X
One
CRM for training providers
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TR3X One features
Everything in the price list, and what it does for you in practice.
Contacts, companies, taxonomies, tasks, calendar
Contacts, companies, courses, sessions, lecturers and tasks in one place — the foundation everything else is built on.
Email campaigns and templates
Send course invitations straight from a system that knows who you may write to and who you may not.
Public catalogue and sign-up form
A public catalogue of your courses with registration, which updates itself from the sessions in the system.
Registrations, states, capacity
Every registration has a clear status from enquiry to completion, and session capacity looks after itself.
Certificates from the default template
The certificate of completion is issued and sent automatically once the lecturer marks attendance.
Custom certificate templates
Certificates in your own design — with logo, signature and accreditation.
Invoicing, expenses, profitability
Invoices with QR payment, credit notes, expenses and the profitability of every course in one module.
Online payments through your own gateway
Participants pay online by card, and the payment is matched to the registration automatically.
Accounting exports
Hand invoices and payments to your accountant in a single file their software can read.
Participant and lector portals
Participants and lecturers each have their own portal — no password, they sign in with a link from an e-mail.
Waiting list
A full session doesn't mean a lost registration — interested people join a waiting list.
Promotions, pricing rules, contracts
Promotions, volume discounts and framework agreements that are applied to the price automatically.
Branding of the site and e-mails
Your public website and e-mails in your organisation's colours and with its logo.
Inbound mailbox
A shared inbox for incoming mail that knows which contact and registration a message belongs to.
Custom domain for the public site
The catalogue and registrations on your own domain, for example training.yourcompany.com.
Named mailboxes and retention
Several named addresses in one mailbox, and rules for how long mail is kept.
Company sign-in (SSO)
Sign in with a company Microsoft or Google account, or through your identity provider (OIDC).
Peppol e-invoicing
Electronic invoices over the Peppol network — we are preparing for mandatory e-invoicing.
Fixed exchange rates
Fixed rates for the accounting period instead of daily rates, if that is how you book.
Responsibilities within an organisation
Know who at a client company is responsible for, say, health and safety or training — and where you are missing a contact.
API
A programming interface to connect your systems — in preparation.
Several organisations under one roof
Several organisations or brands under one roof, switchable with one click.
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