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CRM Training Organizations · Centers · Independent Training Providers

Le CRM training organizations
who manages interns,
sessions and billing

Between managing registrations, scheduling sessions, coordinating trainers, and sending invoices—your time flies. Djaboo centralizes your crm, your invoicing and your projects in a single tool, so you can spend less time on administration and more on training.

Free to start No bank card Operational in 30 minutes
formation.djaboo.app — Dashboard

Current sessions · July 2026

PMP
PMP Preparation · Group A
12 trainees · Start date: July 7th · CPF (Personal Training Account)
In progress
RH
HR Management · In-house
8 interns · Nexia SA Company
Quote accepted
XL
Advanced Excel · Inter-company
6 places · Open for registration
Places available
DG
Digital Google · E-learning
24 registered participants · OPCO funding
In relaunch
47
Active interns
8
Open sessions
3
Quote pending
Zero forgetting
on your follow-ups and sessions
All in one
CRM · Sessions · Billing
We’ve Got Their Trust
Tcheel Florine Kap Success SCULD Cyber ​​vulnerability Vox Smartidoo 3D Emergency Dom.com GDBM Lucile Paye Airexbook Nesterapie Calyans Yippee Domini The Agency Tcheel Florine Kap Success SCULD Cyber ​​vulnerability Vox Smartidoo 3D Emergency Dom.com GDBM Lucile Paye Airexbook Nesterapie Calyans Yippee Domini The Agency
Why training organizations need a suitable CRM

A growing OF,
it's an OF that wastes time on the admin

Managing trainees, inter- and intra-company training sessions, OPCO funding, and recurring invoices with a spreadsheet is manageable… up to a certain volume. crm Designed for training organizations, it frees up your time, reduces oversights, and professionalizes your customer relationship from the first contact to the end of the session.

All your contacts in one place
Trainees, client companies, OPCO funders, trainers — each record centralizes session history, documents, and exchanges. No more contradictory spreadsheets.
Structured commercial pipeline
Track your leads From the initial contact to the signing of the order form, you can see at a glance what's pending, what needs a follow-up, and what's been secured.
Quotes and educational proposals
Create a quote Customized training in minutes from the company profile. Email delivery, opening tracking, electronic signature — all without leaving Djaboo.
Billing and payment tracking
Issue your invoices as soon as the session ends, track OPCO and company payments, and automate overdue payment reminders. The module billing It even manages deposits and balances.
Training project management
Each session becomes a Projects ongoing with its stages, its tasks and those responsible for them. Summons, teaching materials, assessments — each deliverable has a deadline and a person responsible.
Secure learner portal
Give each trainee access to their space via the customer portal Session documents, invitations, certificates, exchanges with the trainer. Your professional image instantly takes a step up.
Reporting and activity management
Number of trainees trained, revenue per program, session occupancy rates, outstanding payments — the reporting It gives you the figures to decide, not to be subjected to.
Automated reminders and follow-up
Follow-up on unanswered quotes, reminders for outstanding balances, post-training follow-up — configure your sequences once and Djaboo takes care of the rest. You stay focused on teaching, not administration.
CRM and contact management

All your trainees and
clients over a single base

When you're managing 10 sessions simultaneously, you inevitably have dozens of contacts in different stages: a trainee who's hesitant, a company waiting for a quote, a funding body whose approval you're awaiting. Without a structured tool, these contacts get lost in emails and spreadsheets.

In Djaboo, each contact has their own profile with a complete history of exchanges, sessions they've participated in or are enrolled in, shared documents, and internal notes. You open a profile—you know everything in 10 seconds. Each new learner follows a clear and reproducible process, without forgetting anything.

  • Contact information sheet with session history and documents
  • Separation of individual trainees / client companies
  • Linking OPCO funding to each case
  • Structured onboarding for each new intern
  • Segmentation by program, session or funding status
View Djaboo CRM →
CRM · Interns & Clients

Contact database — July 2026

NM
Nexia Management SA
Company · 3 sessions · OPCO funding
Active customer
SL
Sophie Lawrence
Internship · Advanced Excel · CPF validated
Registered
TD
Thomas Delorme
Prospect · PMP · Quote sent
Follow-up day 3
OP
OPCO Constructys
Funder · 4 applications in progress · €12,400
Agreement expected
124
Active contacts
18
Client companies
6
OPCO files
Sales and training quotes

From the first contact
up to the signing of the purchase order

Responding to a request for inter-company training or an internal tender requires responsiveness. By the time you find a quote template in your files, your prospect may have already contacted a competitor. With Djaboo, you create a quote Training is available directly from the contact's profile in just a few clicks. The quote is sent by email with an electronic signature link — your client doesn't even need to print it.

The sales pipeline gives you a clear view of all your leads In progress. You can see what's active, what's awaiting a response, and what's been converted into an order. No more digging through your emails to find out where you stand with a company.

  • Creating quotes from originals predefined to go fast
  • Sent via email with open tracking
  • Integrated electronic signature, without third-party tools
  • Kanban pipeline with customizable statuses
  • Automatic reminders for unanswered quotes
View quote management →
Commercial Pipeline · Q3 Sessions

Current Opportunities

Prospect
Crédit Mutuel Est
Excel training · 20 people
5 200€
T. Delorme
Individual PMP
1 800€
Quote sent
Nexia Management
HR Management · Internal
8 400€
Sign
Forvia Group
Leadership · 12 managers
✓ €18,500
Training Billing and Cash Flow

Bill quickly,
cash in without chasing after the regulations

Invoicing for training organizations is often complex: deposit upon registration, balance at the end of the session, partial or full funding by a skills development fund (OPCO), CPF reimbursement... Djaboo manages all of this in a single module. You create the invoice from the signed order, with just one click. recurring bills Your subscriptions or regular training courses are sent automatically on the correct date.

For reminders, you no longer need to manually monitor deadlines. The module billing It alerts you as soon as an invoice is overdue and sends automatic reminders according to the configured timeframe. Treasury gives you a real-time view of what has been collected, what is due to be collected and what is overdue — without Excel export.

  • Create an invoice from the signed quote, in one click
  • Deposit and final invoices for the same order
  • Recurring billing for subscription-based training courses
  • Automatic and customizable reminders for unpaid invoices
  • Real-time cash flow monitoring with forecasting
View billing →
Billing · July 2026

Invoices in progress

4 pending
FAC-2026-087 · Nexia Management
HR Management training · €8,400 excluding tax
Paid
FAC-2026-088 · Forvia Group
50% deposit · Leadership · €7,200 excluding tax
Pending
FAC-2026-089 · OPCO Constructys
CPF reimbursement · 3 sessions · €4,800
Follow-up day 5
28 400€
Cashed this month
14 200€
To be collected
3 600€
And retard
Organization and planning of sessions

Each session managed
like a real project

Opening a training session is much more than simply blocking out time slots in a calendar. There are invitations to send, materials to prepare, the venue or room to confirm, trainers to brief, assessments to set up, and certificates to issue at the end. All these tasks can easily get lost if they aren't documented somewhere.

In Djaboo, each session becomes a management with its stages and responsibilities. The tasks Tasks are assigned to the right people with deadlines. You can see at a glance what's been done, what's behind schedule, and what's causing a roadblock. No more calling a trainer to find out their progress.

  • Reusable session template (same steps each time)
  • Tasks assigned to trainers, coordinators, or assistants
  • Real-time progress tracking per session
  • Alerts for overdue tasks
  • Session documents related to the project
See project management →
Projects · Training Sessions

July PMP Session · Tasks

Invitations sent · 12/12
Marie D. · Finished
J2 supports to be finalized
Jean F. · Due date 05/07
OPCO agreement missing
Late · Reminder sent
Satisfaction questionnaire to be created
Not started · Paul M.
8
Active sessions
24
Tasks in progress
3
And retard
Learner area and trainee monitoring

A dedicated space for
each learner

Your trainees ask questions via text message, email, WhatsApp, phone calls... and you spend as much time answering the same questions as you do preparing your training sessions. With the customer portal With Djaboo, each learner has access to their personal online space: invitations, training materials, attendance certificates, invoices and exchanges with your team.

As for You define a structured onboarding process for new registrants: welcome email, placement questionnaire, access to the learner area, reminder of practical information. Each new trainee receives the same polished experience, without you having to redo everything manually.

  • Learner area with access to all session documents
  • Share invitations, documents and certificates in one click
  • Centralized messaging with each intern or company
  • Automated onboarding for new members
  • Reduction in repetitive calls and emails
View the customer portal →
Learner Area · Sophie Laurent

Your training space

Advanced Excel Training · 2 days
Notice of Meeting.pdf Supports J1.pdf Certificate available
Message from your contact person
Hi Sophie, your materials for day 2 are available. Don't hesitate to ask if you have any questions before the session!
Invoice · Advanced Excel
CPF · €890 · Reimbursement in progress
In progress
Activity monitoring and reporting

Knowing exactly where
is your training activity

How many trainees have you trained this quarter? Which is your most profitable program? How many invoices are awaiting OPCO payment? Without a dashboard, these questions take time to answer — and you're making decisions blindly.

The module reporting Djaboo aggregates all your CRM, sales, and financial data in one place. You see revenue per program, session fill rate, leads won vs. lost, and more. Treasury Forecasts. Actionable figures, not tables to be interpreted for an hour.

  • Sales dashboard by program and by period
  • Session occupancy rate tracking
  • Sales pipeline with conversion rate
  • Cash flow forecast and outstanding payments
  • Export data at any time
View the report →
Reporting · Training Activity

Q3 2026 Dashboard

42 600€
CA T3
87%
Fill rate
63%
quote transformation
CA by program
HR Management 18 200€
PMP Certif. 12 400€
Excel / Digital 7 800€
Leadership 4 200€
Testimonials

What the organizations say
who use Djaboo in everyday life

★ ★ ★ ★ ★

Before Djaboo, I managed my registrations in a spreadsheet and my invoicing in a separate program. I spent hours resynchronizing everything at the end of each month. Now it's all in the same tool, my quotes are sent quickly, and my invoices are generated automatically once the order is signed. I easily save 5 hours a week.

ML
Marie-Laure B.
Head of Training Organization · Digital Training
★ ★ ★ ★ ★

The learner portal has changed our relationship with trainees. Before, we answered the same questions 10 times per session: "Where's my confirmation?" "Did you receive my certificate?" Now everything is available in their online space. Incoming calls have really decreased, and our trainees find us more professional.

RP
Renaud P.
Academic Director · Qualiopi Certified Training Center
★ ★ ★ ★ ★

We do a lot of in-house projects. Sales management is crucial: response times, quote tracking, follow-ups... Djaboo gives us a very clear view of what's pending. And cash flow with OPCO reimbursements used to be a real headache. Now it's under control.

AC
Aurélie C.
Manager · HR & Management Training Organization
Prices

A simple price,
without bad surprise

Start for free and upgrade to the paid plan only if it suits you. No annual contract required.

Starter

Free

Try it out without obligation

Ideal for starting out and testing Djaboo in your first sessions.

  • Up to 500 contacts
  • Basic commercial pipeline
  • 5 quotes and 5 invoices per month
  • Simple project management
  • Access to the mobile application
Start for free

No bank card

Recommended

Pro

29€

/ month · per user

Everything you need to run a training organization professionally.

  • Unlimited contacts and prospects
  • Unlimited quotes and invoicing
  • Projects and tasks without limits
  • Learner portal included
  • Full reporting
  • Cash flow and forecasting
  • All integrations
14-day free trial

No bank card

Center / Multi-trainers

Quote only

Multi-site teams and centers

For training centers with multiple trainers, coordinators or regional branches.

  • The entire Pro plan
  • Multi-site and multi-team
  • Reporting by trainer and by program
  • Dedicated onboarding and team training
  • Priority support
Speak to an advisor
Free to start No bank card Secure hosting Guaranteed data export
Don't let your customers slip away

Maintain visibility with
Djaboo

Join training organizations that manage their sessions, sales, and billing with Djaboo. Free to start, up and running in under 30 minutes.

Free to start No bank card Secure hosting Guaranteed data export
F.A.Q

FAQ - CRM training organizations

Is Djaboo suitable for Qualiopi-certified training organizations?+
Djaboo is a CRM and business management tool, not Qualiopi software per se. It helps you structure your sales tracking, invoicing, and session management—which contributes to better traceability. Qualiopi certification depends on your overall training process; Djaboo facilitates its implementation in terms of administrative and relational aspects.
Can inter-company and intra-company training courses be managed in Djaboo?+
Yes, both work very well. For inter-company training, you manage individual contacts in your pipeline. For intra-company training, you link several trainees to the same client company with a single quote and invoice. The learner portal is accessible to each trainee regardless of the training method.
How does Djaboo handle OPCO funding?+
You can create multiple invoices for the same order: one for the trainee or the company, and another for the OPCO (Skills Operator). Payment tracking allows you to see in real time what has been received, what is expected, and what is overdue—including OPCO or CPF (Personal Training Account) reimbursements.
Is it possible to automate the follow-up process for quotes and invoices?+
Yes. You can set up automatic reminders for quotes that haven't received a response after X days, and for overdue or late invoices. The reminders are sent by email and are customizable. You retain control over the content and timing — Djaboo handles the execution.
Can a trainer access their sessions without seeing all the sales management information?+
Yes. Djaboo allows you to define different roles and access levels for each user. A trainer can have access only to the sessions, tasks, and documents relevant to them, without seeing the sales or financial data reserved for the manager.
Can Djaboo replace several separate tools (CRM + invoicing + project management)?+
That's exactly the idea. Many training organizations use a spreadsheet for registrations, separate invoicing software, and nothing structured for sales tracking. Djaboo brings all of that together: CRM, pipeline, quotes, invoicing, projects, learner portal, and reporting in a single interface.
How much does Djaboo cost for a training organization?+
The Starter plan is free and includes the essential features to get started. The Pro plan at €29/month per user unlocks unlimited contacts, full invoicing, projects, the learner portal, and reporting. You can start for free without a credit card and upgrade to Pro when you need to.
Ready to run your training organization?

Less admin,
over training

Join independent training centers and instructors who manage their trainees, sessions, and invoicing with Djaboo. Free to start, up and running in under 30 minutes.

Free to start No bank card Secure hosting Guaranteed data export
5 / 5 - (562 votes)