Inquiries that go cold
A prospect fills out your form, asks for a program or a quote… and without a quick follow-up, they enroll elsewhere or put it off. Requests pile up in an inbox and no one knows where each one stands.
Solutions by industry
The CRM for training organizations that fills your sessions without letting anything slip.
Track every inquiry, follow up on enrollments at the right moment and drive your B2B prospecting. Lea handles the entire sales side of your organization while you deliver the training.
A CRM for training organizations, built for relationships and sales
You're juggling quote requests, corporate prospects, funding bodies, sessions to fill and follow-ups you can't afford to forget. Lea CRM isn't a learning management system: it's the CRM that takes charge of your business development. Every inquiry becomes a tracked contact and deal. Every follow-up is scheduled. Every discovery meeting books itself. When you open it, Lea shows you exactly what to do today to fill your upcoming sessions: nothing to interpret, just a prioritized list.
What makes you lose enrollments
The real friction points for a training organization selling its sessions.
Sessions that struggle to fill up
You've got a date and a trainer booked, but not enough enrollees. There's no way to see at a glance who's hesitating, who requested a quote, who's waiting on funding approval and who needs a follow-up today.
The long cycle between first contact and enrollment
Between uncovering the need, the quote, funding approval and the company's sign-off, weeks go by. Without structured tracking, hot opportunities fall through the cracks at the worst possible moment.
Corporate clients scattered everywhere
A single corporate account, several points of contact (HR, manager, training department), several sessions. In a spreadsheet, you lose track of who trained whom, and you never reach back out for the next course.
B2B prospecting that falls by the wayside
Selling in-company training means calling, following up and qualifying. Without a tool, prospecting stops the moment your training calendar fills up — and the pipeline runs dry for the next quarter.
Double entry that slows you down
Manually copying an incoming email, a LinkedIn profile or a company record into a spreadsheet, re-typing contact details, creating the quote… all time that goes to neither training nor selling.
Lea CRM
How Lea fills your sessions
Every obstacle maps to a concrete Lea CRM feature.
Your day, prioritized
When you open it, "Your Day" shows the list of what to do today: follow up on a quote, call back a prospect who's hesitating, confirm an enrollment, close out a session. A prioritized call queue guides your prospecting. No dashboard to decode.
A pipeline for each type of offering
Build pipelines and stages in your own image — open enrollment, in-company, tailor-made, funded training — with unlimited custom fields (target session, amount, funding status). Every inquiry becomes a deal tracked from discovery to enrollment.
Self-service discovery meetings
With Lea Meet (included from the entry-level plan), your prospects book a discovery or audit slot without any back-and-forth emails. Each booking creates the contact, the deal and the activity, with a briefing before the meeting. White-labeling and routing forms come with higher plans.
Automated follow-ups that stop at the right moment
Send your emails from Gmail or Outlook and launch follow-up sequences that stop the instant a prospect replies or books a meeting. Open tracking, threading, sender selection: you follow up on every quote without giving it a thought.
Zero re-entry with Lea Capture
The Lea Capture Chrome extension turns an email, a LinkedIn profile, a Malt listing or a WhatsApp conversation into a Contact + Deal in one click. The prospect enters your pipeline without you re-typing a thing.
Every corporate account under control
Organizations, multiple contacts, a history of sessions sold: keep the full picture of an account so you can reach back out when the next course comes around. Native WhatsApp, click-to-call and Aircall/Ringover integrations to get in touch fast.
Day to day
A typical day at your organization with Lea
- 1
8:30 a.m. — You open "Your Day"
Lea has already sorted it: three quotes to follow up on, a prospect who booked a discovery meeting at 11 (with the briefing ready), two companies to call back about in-company training. You know exactly where to start.
- 2
10 a.m. — New inquiries come in on their own
An email requesting a program and an interesting LinkedIn profile: two clicks with Lea Capture, and there they are as Contact + Deal in the right pipeline. A follow-up sequence kicks off so they don't go cold.
- 3
11 a.m. — Discovery meeting, everything's ready
The prospect who booked via Lea Meet is already on file with their need. After the call (logged automatically, outcome qualified in one click), you move the deal to the right stage and schedule the follow-up.
- 4
5 p.m. — You wrap up without forgetting a thing
The tasks attached to your deals remind you of the funding quote to send and the enrollment to confirm for the March session. Your pipeline reflects reality: you know whether the next session will be full.
Frequently asked questions
Which CRM should you choose for a training organization?
A training organization needs a CRM that tracks inquiries, structures follow-ups and drives B2B prospecting, rather than a learning management system. Lea CRM covers the entire sales side: customizable pipelines, built-in booking, follow-up sequences and corporate account tracking. You keep your session management tool; Lea handles sales and prospect relationships.
Why use a CRM when you're a small training organization?
Even with just a few people, you lose enrollments for lack of a timely follow-up: a forgotten quote, a hesitant prospect you never call back. Lea centralizes every inquiry and tells you each morning what to do to fill your sessions. That's time given back to training and business development, with no double entry.
Does Lea CRM handle discovery meeting bookings?
Yes. Lea Meet, our built-in booking module (a Calendly equivalent), is included from the entry-level plan. Your prospects choose an audit or discovery slot on a self-service basis, and each booking automatically creates the contact, the deal and the activity, with a briefing before the meeting. Higher plans add white-labeling and routing forms.
Can we import our prospects and current database into Lea?
Yes. Lea offers CSV import of your contacts and deals, preserving your custom fields and stages. A lead import module (lead pool) also lets you feed in your incoming inquiries. You start with your history, without going back to square one.
Where is the data for our trainees and clients hosted?
Lea CRM is published by a French company (N.Y.B.K. SAS, Paris) and your data is hosted in Amsterdam, within the European Union. The product is GDPR-native and beyond the reach of the Cloud Act, an important point when you manage data on trainees and corporate clients. The interface is available in 6 languages (fr, en, de, es, it, nl).
How does Lea help follow up on quotes and avoid losing lukewarm prospects?
You send your emails from Gmail or Outlook and launch automated follow-up sequences that stop as soon as the prospect replies or books a meeting. Open tracking and the prioritized call queue flag who to reach back out to first. A quote never again waits for someone to remember to follow up on it. See the Pricing page for the features included in each plan.
Fill your upcoming sessions
Try Lea CRM and never let another training inquiry slip away.