Comparing CRM Capabilities in EduAdmin and Accessplanit
A CRM is a crucial part of every Training Management System (TMS) and while EduAdmin vs Accessplanit both offer a built-in CRM, they take different approaches as to how CRM data is used.
Accessplanit’s CRM Approach
Accessplanit’s built-in CRM is designed to support training operations, including contact management, booking workflows, and customer data.
It supports sales processes but is primarily focused on operational efficiency rather than advanced marketing automation.
EduAdmin's CRM and Participant Lifecycle Management
EduAdmin also includes CRM functionality for managing customer relationships and course sales, with the goal of connecting customer data directly to the full training lifecycle - from registration and scheduling to delivery, certification, and follow-up.
The platform builds detailed profiles for both external participants and internal learners, capturing:
- Training history
- Competencies
- Compliance requirements
Features such as automated waitlists, group bookings, and certification tracking allow organisations to manage complex training programmes at scale.
This makes EduAdmin particularly strong for organisations delivering ILT and vILT, where participant tracking, scheduling, and resource coordination are tightly interconnected.
By tracking mandatory compliance deadlines, EduAdmin also makes it easier to, for instance, keep track of UK GDPR training or CPD requirements outlined by the Information Commissioner's Office (ICO).
Administrators can view exactly which modules a participant has completed, when their qualifications expire, and what resources they need for upcoming sessions.
For UK professionals maintaining standards set by the Chartered Institute of Personnel and Development (CIPD), you get a clear, operational view of your entire training schedule without navigating through busy dashboards.