CRM
Connect Employers and Learners in One Sunesis CRM
Sunesis CRM is purpose-built for training providers seeking a smarter, more efficient way to manage employer relationships, learner enquiries, and partnerships. Our educational and training CRM replaces scattered spreadsheets and emails with a connected CRM management system, keeping your team organised while enhancing engagement across learners and employers.
Key Features
Easy Employer Account Management
Quick Tracking of Learner Enquiries
Monitor learner interest and progress across every programme with ease. From the first enquiry to final enrolment, Sunesis automated compliance tracking software ensures accuracy and transparency at every step.
Assign Tasks and Set Reminders for Your Team
Keep your team organised and accountable by assigning tasks, tracking progress, and setting automated reminders. With digital apprenticeship tracking and a secure cloud-based MIS, our platform’s built-in tools support apprenticeship administration system processes showing exactly what’s been done and what still needs attention.

Full Communication History
Track every conversation, decision and next step in one place. Time-stamped records give your staff complete clarity, while built-in oversight features connect seamlessly with your attendance monitoring system for consistent tracking.
Instant Onboarding Integration
Save time and reduce duplication with instant onboarding integration that transfers learner and employer data directly into the onboarding process. Keep everything connected and compliant within a single, powerful Sunesis CRM module.

Why Sunesis CRM
Generic CRMs aren’t built for training providers and often create complexity, high costs, and disconnected workflows. Sunesis CRM, an affordable MIS for training providers, changes that. Our training delivery management system is designed to offer a smarter, more connected way to track learner progress with integrated MIS and ePortfolio.
Built for the world of education, apprenticeships, and skills delivery, Sunesis education MIS platform gives you all the tools you need to manage employer relationships, track learner enquiries, manage learner journey, and support apprenticeship learner management all in one place.
With Sunesis apprenticeship management software, you’ll work faster, reduce admin headaches, and experience the complete learner lifecycle management for both employers and learners.
Benefits to Providers

Avoid Costly CRMs
Skip expensive platforms like Salesforce or HubSpot. Sunesis CRM gives you all the essential tools at a lower cost while still offering the flexibility, scalability, and support your organisation.

Designed for Training & Education Providers
Unlike generic systems, Sunesis CRM is built specifically for apprenticeship, skills, and education delivery teams, supporting apprenticeship compliance software needs.

Save Time and Boost Engagement
Reduce admin tasks while improving connections with employers and learners throughout the learner journey using a digital learner record system.

Works Seamlessly with Other Sunesis Modules
CRM data flows directly into Onboarding, Core, and other modules, helping manage funding and compliance and maintain funding claim accuracy with no duplication or extra steps.
Trusted by Providers Across the UK




Get in Touch
Whether you’re ready to start, exploring your options, or want a personalised walkthrough, we’re here to help.
- enquiries@sunesis.co
- 01246 553000
- Address: Units 1 & 2, Royal Court, Basil Close, Chesterfield, S41 7SL