Products
The software that runs our business, built around yours
We built a CRM and a learning platform to run Accumentum day to day. Now we tailor them for other businesses: modular, fully branded, and delivered with the setup, training, and care that make them stick.
Our products
Two products, shaped to fit
Full Service CRM
Full Service CRM
The same CRM that runs Accumentum's daily operations, rebuilt around your business. It is completely modular: we start with the core you need today and add capabilities as you grow, for any kind of business. Run sales, billing, and outreach from one place, on a system proven in our own operations every day.
What it delivers
- One place for every lead, customer, and conversation
- Outreach, billing, and reporting that fit the way your team already works
- Yours to shape: modules added, removed, or changed as the business changes
Ask about the Full Service CRM →
Custom Learning Platform
Custom Learning Platform
A private, branded online classroom for teaching customers, students, or staff. Built from the platform behind Accumentum's own certification training, shaped around your courses and your audience. Launch training under your own name and see exactly who has completed what.
What it delivers
- Learners see exactly the courses they are entitled to, under your brand
- Lessons, quizzes, hands-on labs, and practice exams that show progress
- Simple tools for your team to manage courses, learners, and access
Talk about your platform →Build it your way
Pick the modules your business needs
Start with the essentials and add more when you are ready. Every module is configured to your process, your language, and your brand.
Full Service CRM
Leads & contacts
Capture every inquiry, keep complete customer records, and bring existing lists with you.
Pipeline & daily follow-up
Focused views of what needs attention today, open quotes, and deals in motion.
Offerings & orders
Keep a catalog of what you sell and track every order or enrollment from start to finish.
Invoicing & payments
Send invoices, accept payments online, offer payment plans, and see what is outstanding.
Partner payouts & expenses
Track what you owe partners and vendors alongside what the business spends.
Campaigns: email, SMS & social
Plan and send on-brand outreach across channels from one place.
Segments & templates
Reach the right people with reusable, consistent messages.
Campaign briefs
Turn ideas into approved campaigns with a clear brief for every send.
Short links & tracking
Branded links that show what people actually click.
Reporting & dashboards
Profit and loss, funnel, customer, and operations views that answer real questions.
Compliance & preferences
Unsubscribes and suppressions honored automatically, with a self-service preference page.
Search & import
Find anything fast and move your existing data in without starting over.
Custom Learning Platform
Course catalog
A branded catalog that shows learners what is available to them.
Curriculum builder
Courses built from lessons with video, quizzes, and hands-on labs.
Practice exams
Exam-style practice that shows learners where they stand.
Learner dashboards
Every learner's courses and progress in one personal home.
Admin, users & entitlements
Control who gets access to what, with approval when you need it.
Self-service accounts
Registration, profiles, password resets, and support without extra admin work.
How we deliver
Services that come with it
Software only pays off when people use it. Every product comes with the hands-on services that get your team live and keep it working.
Custom build & configuration
We shape the product around how your business actually runs, not the other way around.
Data migration & setup
Your existing customers, records, and history brought over cleanly, so day one is not day zero.
Branding & design
Your look, your voice, and your domain, so customers only ever see your brand.
Team onboarding & training
Hands-on sessions and simple guides so your team is confident from the first week.
Automations & workflows
Repetitive steps handled for you, tailored to your process and approvals.
Ongoing care & improvements
Monitoring, updates, and new capabilities as your business grows.
Example service bundles
CRM launch
- Discovery of your sales and service process
- Core CRM configured with your stages and fields
- Contact and customer data migrated
- Branded outreach templates and preference page
- Team onboarding and a post-launch check-in
Learning platform launch
- Your brand, domain, and course catalog
- First courses built or migrated with lessons and quizzes
- Learner access and approval rules set up
- Admin training for your team
- Ongoing care as you add courses
Pairs well with our agency services
A website built to feed your CRM with qualified inquiries.
Campaigns and follow-up that turn the CRM into steady pipeline.
A clear brand carried consistently into every product screen and message.
Courses, templates, and messages written to teach and convert.
Search visibility that brings the right people to your front door.
How it works
From first conversation to everyday tool
Discovery
We learn how your business wins and serves customers, and agree on what matters most.
Build the core
We stand up the essentials first, branded and configured for your team.
Add modules
We add the capabilities you choose, in the order that delivers value soonest.
Launch
Your data moves in, your team is trained, and you go live with support close by.
Ongoing care
We keep it running smoothly and evolve it as your business changes.
Who it's for
Built for any business that runs on relationships
If you win customers, serve them, and get paid, the CRM can be shaped around you. If you teach anyone anything, the learning platform can carry it. A few examples:
- Professional and consulting firms
- Training and education providers
- Membership and community organizations
- Health, wellness, and personal services
- Travel and hospitality brands
- Contractors and field services
- Nonprofits and associations
- Growing B2B companies
FAQ
Common questions
Who owns the system and the data?
Your business data is yours. We set up the product under your brand and agree ownership and access terms with you up front, in writing.
How customizable is it?
Completely. Both products are modular, so we choose the capabilities you need, shape them to your process, and change them as you grow.
Is the CRM only for training companies?
No. It runs our training business today, but it is built to be tailored to any business that needs to win, serve, and bill customers.
How long does it take?
It depends on scope. We start with a focused core so you are working in it sooner, then add modules in phases. We give you a timeline after discovery.
What support do you provide after launch?
Ongoing care is part of how we work: monitoring, updates, help for your team, and new capabilities when you need them.
Can it work alongside what we already use?
Usually, yes. We review your current tools during discovery and plan how data and workflows should connect or move over.
Let's build the system your business deserves
Tell us how your business works today. We will show you what the right CRM or learning platform could look like for you.
