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Marketing & Sales

Support the sale of courses and programmes with SwissMentor's CRM module.

Lead Management

In SwissMentor, you can manage your prospects (leads) within a CRM management system.

  • Recording and managing prospects (leads)
  • Assignment to courses or programmes
  • Defining responsibilities
  • Automatic removal upon course registration
  • Automatic creation of follow-up prospects
Lead Management

Integrated Task Management

Manage tasks such as reminders, sending brochures or arranging appointments to best accompany your prospects.

  • Assign tasks to prospects
  • Set a due date
  • Assign to staff members
  • Define and track status
  • Set reminders
Lead Management

Journal Function

With the journal function, you can document and track communication with your prospects and subsequently with course participants.

  • Manual journal function
  • Automatic journal function for bulk mailings
  • Journal function for course and programme participants
Lead Journal