Training Organization Administrative Management

Administration automated, training liberated

Registrations, agreements, scheduling, attendance sheets, and certificates from a single tool. Cirrus Shield reduces administrative burden by 10 hours per week.

Request a demo Free trial

A

Admin

F

Trainer

S

Learner

Management Dashboard · Global View

A

Administration

12

Pending registrations

Agreement AGR-042

Advanced CRM Training

Generated

Agreement AGR-043

Professional SEO Training

Generated

F

Trainer (Schedule)

8/10

Signatures completed (Today)

Morning Session (9am-12pm)

Digital Marketing

In progress

Afternoon (2pm-5pm)

Advanced Excel

Upcoming

S

Learner Space

100%

Attendance rate

Convocation

Received and confirmed

OK

Completion certificate

Available in PDF

Ready

The Problem

Administrative burden is choking training organizations

10

documents per session

produced manually: agreement, convocation, attendance sheet, certificate...

20 min

per learner registration

Paper forms, confirmation emails, manual reminder calls.

0

centralized traceability

Documents on Drive, paper, emails. No centralized proof for audit.

The Journey

From catalog to certificate in 6 steps

Every step is automated in Cirrus Shield. No external tools.

1

Catalog

Structure your offerings

2

Registration

Online form

3

Agreement

Generate + sign

4

Session

Automated scheduling

5

Attendance

Digital signature

6

Certificate

One-click generation

View demo →

Training Organization Administrator

Online registration and agreement in two clicks

The web form injects the request directly into the CRM. The agreement is generated automatically with e-signature.

Web registration form directly connected to CRM
Agreement generated in 1 click from participant profile
E-signature natively integrated
Process view to track each quote status

Training Agreement

Professional Training SAS

ID: 11755555755

AGR-2026-042

04/15/2026

LEARNER

Sophie Martin · TechnoVert SAS

TRAINING

Advanced CRM · 21h · In-person

May 5-7, 2026 · 9am-5pm

Module Hours Ex. Tax

Advanced CRM 21h $2,100

Total Ex. Tax $2,100

Awaiting signature

Send for signature

Schedule · April 2026

MonTueWed ThuFriSatSun

30

31

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

Holiday

21

22

23

24

25

26

27

28

29

30

1

2

3

Advanced CRM (9am-5pm)

Advanced Excel (2pm-5pm)

Digital Marketing (9am-12pm)

Public Holiday

Intelligent Scheduling

A schedule that adapts to reality

Recurring sessions, automatic public holiday exclusion, custom time slots. Everything is centralized.

Automatic recurrence with public holiday and vacation exclusion
Morning, afternoon, or evening time slots customizable
Min/max capacity with fill alerts
Modes: in-person, hybrid, e-learning
Google Calendar and Outlook sync
Excel/CSV export for external partners

Trainer

A dedicated space for every trainer

Enriched directory, shared schedule, secure extranet, and centralized documents.

Trainer directory with skills, CV, and availability
Individual schedule with assigned sessions
Secure extranet to access documents
Contracts, attendance sheets, assignments shared

Extranet · Marc Lefebvre

ML

Marc Lefebvre

CRM Trainer · 12 sessions this quarter

UPCOMING SESSIONS

Advanced CRM

Apr 7-9

Advanced Excel

Apr 14-15

DOCUMENTS TO SIGN

Subcontracting agreement

Sign

April assignment order

Signed

Convocations

Scheduled email with customizable template. Date, location, program, and confirmation link included automatically.

Digital Attendance

Timestamped e-signature per course. Zero paper. Complete traceability for Qualiopi audit.

Certificates & Diplomas

Training certificate and completion diploma generated in one click with customizable templates.

Frequently Asked Questions

Everything you need to know before getting started.

Qu’est-ce qu’un CRM et pourquoi est-il essentiel pour votre entreprise ?

Does administrative management cover Qualiopi requirements?

Session management, document generation, attendance, and evaluation features meet the national quality framework indicators. Documents are timestamped and archived to facilitate audit preparation.

Is online registration available for inter-organizational training?

A web registration form can be integrated into the organization’s website. Each registration automatically creates a participant in the CRM and triggers the agreement process.

Is electronic attendance compliant?

Each signature is timestamped and linked to the corresponding session and course. Attendance sheets are automatically archived in the CRM and exportable for audit purposes.

Does the schedule handle multiple trainers in parallel?

Each trainer has their own schedule. The system checks availability and alerts on conflicts. Sessions can be assigned to one or multiple trainers.

Can documents be exported for the auditor?

All documents (agreements, attendance sheets, certificates, evaluations) are exportable individually or in bulk in Excel/PDF format. Exports can be filtered by session, by period, or by Qualiopi indicator.