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Your challenges, our solutions

Cirrus Shield CRM has all the documents you need within your training organization. Download our document templates for free or integrate your own templates.

Your training documents compliant with Qualiopi

20+ customizable document templates

Before the training

CRITERION #2 QUALIOPI

Needs analysis

Track all the information from your business communications, attach the summary to an existing prospect, then generate the document to send to your contact.

INDICATOR 3 QUALIOPI

Training program

List the pedagogical and technical resources in the training program module and generate the document to be ready on the day of the audit.

SALES TRACKING

Quotes and sales proposals

Automatically generate a quote containing all the information from the training session.

INDICATOR 9 QUALIOPI

Simplified training agreements

Generate the training agreement from the participant’s or their company’s file in a single click.

SALES TRACKING

Invoices tailored for training

Invoice templates allow you to integrate specific and/or required information for certain funders: duration, references, number of learners, dates and location of the activity, names of the instructors, etc.

Instructors

Mission Order

Employment Contract

Subcontracting Agreement

Avant la formation

INDICATOR 15 QUALIOPI
Training certificates

A dedicated portal for learners to download the certificates of completion you generate from the CRM.

DEMATERIALIZATION

Electronic sign-in

Say goodbye to paper with the electronic attendance sheet. Register your trainees’ attendance and send them a signature link to collect their signatures.

Manage your sign-ins with Cirrus Shield
INDICATOR 15 QUALIOPI
Certificate of completion

A dedicated space for the learner to download their certificate of completion that you generate from the CRM.

Benefits

Edit and
customize

Export in
Word format

Export in
PDF format

Export in
EDOF format

Electronic
signature

Send as
an attachment

Archive in
the CRM

All types
of format

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