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Your challenges, our solutions

Cirrus Shield CRM offers everything your training organization needs, in one place. Optimize your training actions and start getting results from the 3rd month after implementation.

 Capture your leads      Manage registrations       Organize your sessions      Generate certificates      Analyze performance

Automated administrative management

Cirrus Shield is here to manage the tasks you hate

Centralized database
SAVE 29 HOURS PER WEEK
Capture your leads from anywhere
Whether it’s through online contact forms, marketing campaigns, or online prospecting, your prospects are automatically brought into a single unified database.
GET RID OF DOZENS OF FILES ON YOUR PC
Import all your prospecting files

Whether it’s through online contact forms, marketing campaigns, or online prospecting, your prospects are automatically brought into a single unified database.

CUSTOMIZE YOUR FIELDS

Creation of custom fields
Create your own fields when importing your learner and company data, and find this information in their records.
100% TARGETED PROSPECTING
Differentiate contact types in the CRM

Filter your contacts according to their type: trainees, clients, companies, funders, speakers, trainers, etc., and categorize them by region, by sector of activity, or by age group thanks to the filtered views functionality.

ANTICIPATE ALL YOUR NEXT ACTIONS

History of different actions

Cirrus Shield groups all the different actions to be performed as associated lists and in an organized way for each contact: tasks, appointments, sending personalized emails, creating quotes or agreements, sharing required documents, etc.

NEVER LOSE ANY INFORMATION
Fill in all your contact information

Cirrus Shield groups all the different actions to be performed as associated lists and in an organized way for each contact: tasks, appointments, sending personalized emails, creating quotes or agreements, sharing required documents, etc.

TIME MANAGEMENT

Schedule the sending of your emails
Schedule a mail template to be sent to a learner or a group of people at a specific date and time, outside of work hours, or when your contact is most likely to read your message. This can serve as a reminder.

Pre-training tracking

Pre-training tracking

A PRECISE AND COMPLETE CONTENT

1. Organize and hierarchize your training catalog

Datadock and Qualiopi require you to communicate your training offer. Synchronize your online catalog with the CRM and specify the theme and the different modalities.

COMMUNICATE YOUR OFFER

2. Establish your training program

Present your services in a professional manner with the help of complete training programs generated in Cirrus Shield. You easily create and structure your file in advance.

Download the training program template

OPTIMIZE YOUR TIME

3. Automate participant registration

Publicly display your training catalog with an online registration system for inter-company or intra-company training. The request is injected directly into Cirrus Shield CRM.

Process View

Identify the stage of your quote and update its status.

Quote Generation

Generate your quote in a single click in Word or PDF format.

Team quote tracking

Tracking your team’s quotes is made easy thanks to personalized reports. You identify the quotes closest to closing and follow up with prospects to win them.

Centralized and complete tracking of your training

Administrative work in a training organization mainly concerns work on quality proof and schedule management. Cirrus Shield dematerializes, optimizes, and automates all these actions so you can truly concentrate on your profession: professional training.

Session programming

Cirrus Shield automates the creation of training sessions by including trainees with a simple click from the agreement or the quote.

Planning engine

When your sessions take place over a year, Cirrus Shield automates the creation of courses thanks to the automatic planning engine.

Trainee registration

Eliminate your time-consuming activities by facilitating the registration of your trainees for an existing session with a button. This takes 5 seconds!

INTRA and INTER Sessions

No matter the type of training, Cirrus Shield adapts to your needs and supports you in succeeding in your INTRA and INTER training sessions.

Course and session mode

Easily track, filter, and retrieve the modes of your courses and sessions, whether they are in-person, remote, or online. 

Minimum and maximum capacity

Determine the minimum and maximum capacities for each session and each course. The tool alerts you when the number is insufficient or has been exceeded.

Day recurrences

Specify the course recurrences. Cirrus Shield automatically generates the schedule for your sessions in an ergonomic calendar format.

Course and session

period Stay on a quality track and organize your courses and sessions according to the following periods: morning, afternoon, or evening.

Vacations and public holidays

Your dynamic schedule eliminates all days off, public holidays, and vacations. You thus have the exact number of hours worked.

Finally! A structured and complete schedule

Display mode

Choose the display format you want to see your schedule.

Synchronization with Google or Outlook

Synchronize your schedule with Google, Outlook, etc. calendars.

Schedule export

Export your schedule in Excel or CSV format.

Dynamic trainer management

Quel support est-il proposé aux clients de Cirrus Shield et comment contacter votre support à la clientèle?

Enriched database

Enrich your trainer database by filling in all their information in the CRM.

Trainer scheduling

Associate one or more trainers with a training session by checking their availability in their schedule.

Extranet

Give trainers access to the platform via the extranet and streamline communications.

Document sharing

Share documents between you and the trainers: subcontracting agreements, attendance sheets, reports, mission orders, purchase invoices, etc.

Learner Management

INFORM YOUR TRAINEES

Sending summons/invitations

Once your session is created, enriched, and participants are added, you click a button to send the summons to each learner. You can customize the email templates and schedule the sending for a specific date.

FACILITATE ABSENCE MANAGEMENT
Keep an eye on attendance records

On each participant’s file, you will find an associated list that includes all the sessions and courses they attended, including the number of hours completed and the reasons for absence.

ZERO PAPER OBJECTIVE. TRACEABILITY. TIME SAVINGS

Dematerialized attendance sheets

Eliminate all time-consuming tasks that prevent you from focusing on the training. Cirrus Shield opts for electronic signatures to save you costs and time (for you, your trainers, and your learners).

DOCUMENTS REQUIRED BY CERTIFICATION

Generate training attestations

Support your activity with documents that comply with regulations. You have all the elements to provide attestations to learners, in accordance.

ADD VALUE TO YOUR TRAININGS

Send completion certificates

Create your personalized training certificates and automate their generation and sending. Cirrus Shield offers default completion certificate templates where you can modify the background and add your signature.

Training evaluations
CUSTOM REPORTS
Send any type of evaluation

Create personalized evaluation forms, connect them to your CRM, and retrieve all responses in real time. You can then evaluate quality: “hot” (immediate) questionnaires, “cold” (delayed) ones, before, during the training, and after 6 months.

Key performance indicators

Cirrus Shield supports you much further in the potential of digitalization. Follow your key performance indicators between sessions or programs, and analyze progress over time thanks to the tool’s personalized reports.

CUSTOM REPORTS
Track the number of hours completed

Cirrus Shield has dynamic and advanced reports that help you track the number of hours completed per learner. You have all the figures you need for analysis and for the pedagogical and financial report (BPF).

LEVERAGE EVERY EVALUATION
Give meaning to your evaluations

Consult the evaluation statistics by trainee or by training session. As you complete evaluations, a global quality report will be enriched, exportable as an Excel file.

Other categories

Tailored Pricing

Select the version best suited to your needs.

ENTREPRISE

50€ Excl. VAT/mnth

+ 50€ Excl. VAT per additional user per month

ULTIMATE

75€ Excl. VAT/mnth

+ 75€ Excl. VAT per additional user per month