Forge: Business Training

The Request Training and program-enquiry forms drop every lead straight into the CRM, tagged by training need (leadership, communication, sales, data literacy, team performance) so program advisors can scope the engagement and follow up with a tailored proposal.

Clients log into a branded Client Portal to view their training roadmap, book and reschedule cohort sessions, access course materials and workbooks, track learner completion, pay invoices, and message their program advisor.

A searchable Help & FAQ panel slides in from the edge of every page. You configure the articles right in the builder — answer questions on delivery formats (onsite, virtual, blended), group sizes, scheduling, and certification before they ever become a sales call.

A configured chat widget ships on the theme from day one. Logged-in portal clients are matched to their CRM record automatically, and after-hours enquiries about programs and pricing convert to email follow-ups for your advisory team.