accessplanit Features

accessplanit

Award-winning, configurable training management software

4.59/5 (56 reviews)

Competitor Feature Comparison

API
Academic/Education
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Administrative Reporting
Alerts/Notifications
Appointment Management
Assessment Management
Asynchronous Learning
Attendance Management
Attendee Management
Attendee Tracking
Availability Management
Badge Management
Billing & Invoicing
Blended Learning
Budget Control
Budgeting/Forecasting
Built-in LMS
Bulk Send
CRM
Calendar Management
Categorization/Grouping
Certification & Licensing
Certification Tracking
Class Registration
Client Management
Client Portal
Communication Management
Compliance Management
Compliance Tracking
Conferences/Conventions
Confirmation/Reminders
Contact Management
Corporate/Business
Course Management
Course Tracking
Credit Card Management
Credit Card Processing
Customer History
Customizable Fields
Customizable Forms
Customizable Reports
Dashboard Creation
Data Import/Export
Data Migration
Data Visualization
Digital Signature
Discount Management
Document Management
Document Storage
Duplicate Detection
Email Management
Email Marketing
Email Templates
Employee Portal
Event Calendar
Event Management
Event Registration
Event Scheduling
Event Ticketing
Feedback Management
Forms Management
Gamification
Gradebook
Group Registration
Historical Reporting
Invoice Management
Invoice Processing
Lead Capture
Lead Management
Learner Portal
Learning Management
Learning Paths/Tracks
Marketing Automation
Meeting Management
Mobile Access
Mobile Learning
Multi-Country
Multi-Currency
Newsletter Management
Online Booking
Online Payments
Online Registration
Onsite Registration
Payment Processing
Project Management
Promotions Management
Real Time Data
Real Time Reporting
Real-time Updates
Refund Management
Registration Management
Reminders
Reporting & Statistics
Reporting/Analytics
Resource Management
Room Block Management
SCORM Compliance
SMS Messaging
Sales Reports
Scheduled / Automated Reports
Search/Filter
Self Check-in/Check-out
Self Service Portal
Self-Learning
Skills Assessment
Social Promotion
Student Management
Subscription Management
Support Ticket Management
Survey/Poll Management
Surveys & Feedback
Tagging
Task Management
Task Progress Tracking
Team Calendars
Template Management
Tests/Assessments
Third Party Integrations
Training Administration
Training Companies
Training Management
User Management
Video Conferencing
Virtual Classroom
Volunteer Management
Wait List Management
Website Integration
Website Management
Widgets
Workflow Management
eCommerce Management
eLearning Companies
Learn moreCompare App
API
Academic/Education
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Administrative Reporting
Alerts/Notifications
Appointment Management
Assessment Management
Asynchronous Learning
Attendance Management
Attendee Management
Attendee Tracking
Availability Management
Badge Management
Billing & Invoicing
Blended Learning
Budget Control
Budgeting/Forecasting
Built-in LMS
Bulk Send
CRM
Calendar Management
Categorization/Grouping
Certification & Licensing
Certification Tracking
Class Registration
Client Management
Client Portal
Communication Management
Compliance Management
Compliance Tracking
Conferences/Conventions
Confirmation/Reminders
Contact Management
Corporate/Business
Course Management
Course Tracking
Credit Card Management
Credit Card Processing
Customer History
Customizable Fields
Customizable Forms
Customizable Reports
Dashboard Creation
Data Import/Export
Data Migration
Data Visualization
Digital Signature
Discount Management
Document Management
Document Storage
Duplicate Detection
Email Management
Email Marketing
Email Templates
Employee Portal
Event Calendar
Event Management
Event Registration
Event Scheduling
Event Ticketing
Feedback Management
Forms Management
Gamification
Gradebook
Group Registration
Historical Reporting
Invoice Management
Invoice Processing
Lead Capture
Lead Management
Learner Portal
Learning Management
Learning Paths/Tracks
Marketing Automation
Meeting Management
Mobile Access
Mobile Learning
Multi-Country
Multi-Currency
Newsletter Management
Online Booking
Online Payments
Online Registration
Onsite Registration
Payment Processing
Project Management
Promotions Management
Real Time Data
Real Time Reporting
Real-time Updates
Refund Management
Registration Management
Reminders
Reporting & Statistics
Reporting/Analytics
Resource Management
Room Block Management
SCORM Compliance
SMS Messaging
Sales Reports
Scheduled / Automated Reports
Search/Filter
Self Check-in/Check-out
Self Service Portal
Self-Learning
Skills Assessment
Social Promotion
Student Management
Subscription Management
Support Ticket Management
Survey/Poll Management
Surveys & Feedback
Tagging
Task Management
Task Progress Tracking
Team Calendars
Template Management
Tests/Assessments
Third Party Integrations
Training Administration
Training Companies
Training Management
User Management
Video Conferencing
Virtual Classroom
Volunteer Management
Wait List Management
Website Integration
Website Management
Widgets
Workflow Management
eCommerce Management
eLearning Companies
Visit WebsiteCompare App
API
Academic/Education
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Administrative Reporting
Alerts/Notifications
Appointment Management
Assessment Management
Asynchronous Learning
Attendance Management
Attendee Management
Attendee Tracking
Availability Management
Badge Management
Billing & Invoicing
Blended Learning
Budget Control
Budgeting/Forecasting
Built-in LMS
Bulk Send
CRM
Calendar Management
Categorization/Grouping
Certification & Licensing
Certification Tracking
Class Registration
Client Management
Client Portal
Communication Management
Compliance Management
Compliance Tracking
Conferences/Conventions
Confirmation/Reminders
Contact Management
Corporate/Business
Course Management
Course Tracking
Credit Card Management
Credit Card Processing
Customer History
Customizable Fields
Customizable Forms
Customizable Reports
Dashboard Creation
Data Import/Export
Data Migration
Data Visualization
Digital Signature
Discount Management
Document Management
Document Storage
Duplicate Detection
Email Management
Email Marketing
Email Templates
Employee Portal
Event Calendar
Event Management
Event Registration
Event Scheduling
Event Ticketing
Feedback Management
Forms Management
Gamification
Gradebook
Group Registration
Historical Reporting
Invoice Management
Invoice Processing
Lead Capture
Lead Management
Learner Portal
Learning Management
Learning Paths/Tracks
Marketing Automation
Meeting Management
Mobile Access
Mobile Learning
Multi-Country
Multi-Currency
Newsletter Management
Online Booking
Online Payments
Online Registration
Onsite Registration
Payment Processing
Project Management
Promotions Management
Real Time Data
Real Time Reporting
Real-time Updates
Refund Management
Registration Management
Reminders
Reporting & Statistics
Reporting/Analytics
Resource Management
Room Block Management
SCORM Compliance
SMS Messaging
Sales Reports
Scheduled / Automated Reports
Search/Filter
Self Check-in/Check-out
Self Service Portal
Self-Learning
Skills Assessment
Social Promotion
Student Management
Subscription Management
Support Ticket Management
Survey/Poll Management
Surveys & Feedback
Tagging
Task Management
Task Progress Tracking
Team Calendars
Template Management
Tests/Assessments
Third Party Integrations
Training Administration
Training Companies
Training Management
User Management
Video Conferencing
Virtual Classroom
Volunteer Management
Wait List Management
Website Integration
Website Management
Widgets
Workflow Management
eCommerce Management
eLearning Companies
Visit WebsiteCompare App

accessplanit Feature Reviews

25 reviewers had the following to say about accessplanit's features:

Emma C.

Effective, reliable, easy to use Training Admin system

2021-04-27

We took over a business that was using Accessplanit and had to quickly get to grips with using it. The support was great and we soon worked out the basics. It is reliable and flexible and does what we need it to. A huge improvement on spreadsheets, which is what we relied on before. We have since added on additional functionality and the team was really helpful, showing what we could do and helping set it up so it provided the functionality we wanted.

Pros

Easy to get at different data.

Cons

Difficult to set up reports - but easy to access data on an ad hoc basis

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Wendy A.

Access Planit is an easy system to use which provides reporting capabilities.

2018-04-23

Being able to have a database with all current and past training enables effective reporting

Pros

The reporting capabilties enables me to track sales, bookings and track customer trends which helps me to plan sales calls in the future.

Cons

Some of the capabilities are not fully functional yet which means that duplication of tasks has to happen.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from accessplanit


Thank you for your feedback. I'm really pleased that the reporting features have provided so much benefit to your business!

Read more
Matheus D.

full platform

2019-11-05

Pros

many utilities wide possibilities reports

Cons

portuguese translation from brazil more chief admin profiles

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from accessplanit


Thank you for your review. We're glad you're finding the system utilities helpful. You are able to purchase more Admin logins on the system, if required.

Read more
Anonymous
(Professional Training & Coaching company, 51-200 employees)

Booking system

2019-02-07

Everything is in one place, I am able to see all of our sites calendars which is invaluable when looking for resource availability

Pros

Automates issue of certificates able to process online booking and mange employee qualifications and renewals, sends automated emails

Cons

Can seem complicated until you get used to how it works

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from accessplanit


Thank you for your feedback! We're so happy to hear that by using accessplanit you have been able to centralise and automate your processes.

Read more
jon s.

It is a really easy system to use and great functionality overall

2018-07-04

Accurate data and scheduling along with good workflows.

Pros

I like pretty much everything and it is very easy to work out where you are with your training programme/schedule at a glance or if some one has a query it is easy to get an answer because all the information is in one place

Cons

These feel a bit clunky when trying to report on a course or if you are doing summative reports.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from accessplanit


I'm happy to hear that you love the workflows! If you have any suggested improvements for the surveys module you can log them as product suggestions so that other customers can also vote :)

Read more
Liz T.

I find AccessPlanit easy to use as it is very user friendly.

2018-04-18

It makes my job so much easier when looking for information.

Pros

It's data storage capabilities allow easy referencing and reporting to enable KPI data to be kept, tracked and updated regularly

Cons

Some useful areas are still under development which would make dual processes within our organisation not necessary eg: direct text and email facilities

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from accessplanit


I'm happy to hear that you find accessplanit so easy to use and how much it has simplified your role. Keep an eye on our release notes for new features. Thank you for your feedback!

Read more
Ramya A.

All-in-one training management & LMS

2017-12-13

Pros

How training delivery methods are evolving The effective marketing tools other training organisations are ignoring The most popular course management tools - and why they need to change How the technological deficit threatens our industry Explore the advantages and disadvantages of the Brexit effect

Cons

not supported for Audio broadcast not supported forMultiple Teacher Accounts Custom branding Audio & video upload

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Read more
Anonymous
(Automotive company, 1-10 employees)

accessplanit TMS

2019-03-13

accessplanit customer service and technical support is fantastic.

Pros

Datagrids and filters used throughout the system make for easy viewing and reporting.

Cons

The resource calendar seems a little behind the rest of the system and the limited number of resources that can be automatically cloned on course creation.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from accessplanit


Thank you for your review! we're so happy to hear that you are enjoying the reporting capabilities of the accessplanit system, and that your experience with our team has been a positive one.

We are always striving to improve your experience as a user, so please do log any suggestions you may have for the resource calendar.

Read more
karenann S.

Education and Training learning management system

2021-09-01

The system has streamlined and simplified our course booking system and reducing duplication and administration hours booking internal and external staff onto sessions. it reports accurately for CQC and internal reporting purposes.

Pros

Ability to view course and delegates booked onto courses and administration process which is accurate and user friendly

Cons

Date order of courses couldbe improved to view attendnace and bookings

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Martin G.

FSI

2018-09-26

Great customer service, personable.

Pros

Great range of functionality with workflows, allowing for automation Allows us to house our members and manage bookings within the same system. Allows potential for discount schemes and e-learning that will facilitate our learning programme to grow.

Cons

Issue around integration between paypal/API - sometimes reporting around invoices/transactions not correct in paypal.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from accessplanit


I'm so pleased to hear how accessplanit has revolutionised your charity. Thank you for your feedback, it would be worthwhile submitting your recommendations as product suggestions so that they can be reviewed by the product team and voted on by other customers!

Read more
Claire W.

Improving efficiency

2019-09-05

For a small company AP were very effective in getting us up and running quickly with this software, and good at coaching us through the initial set-up. We had a difficult transition period when the legacy system was switched to the new system, but they were eventually able to give us the support we needed. AP have some very useful hints, tips and 'help' information and are fairly good at letting us know about software releases and glitches.

Pros

It has extended our automated functionality, allowing us to communicate more efficiently with our customers and save valuable administrative time

Cons

Have still not got the hang of the easiest way to achieve financial reporting for my company - the finance data slicing could be improved Integration with other systems has not worked so far

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from accessplanit


Thank you for your review. We're very pleased that the accessplanit system is allowing you to communicate more efficiently with your customers and is saving you lots of admin time. We hope that our team is giving you all the assistance with your financial reporting, but please do not hesitate to contact us with any questions or issues you may have.

Read more
Lisa M.

Life Saver!

2018-10-09

I think our business will benefit from this. The reporting aspects alone are worth the money.

Pros

I love that since switching to Accessplanit, there is no need to go to 5 or 6 other programs/documents to get a training booking done. Much better to have everything in one place.

Cons

Not a lot of help functionality. You have to be told what to do instead of having an online manual.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from accessplanit


Thank you for your feedback! I'm so happy to hear that by using accessplanit you have been able to centralise everything!

I'm sorry to hear that you haven't been able to get the most out of our online support. You can access our Help Guide by selecting the '?' icon in the top right of your system where you will find step-by-step guides and videos. Hope this helps!

Read more
Ibrahim S.

It has been a pleasure working on AccessPlanit

2018-08-02

Pros

It is very simple to use; I look forward to getting calls on it because I know my experience using it will be very efficient.

Cons

I haven't experienced anything negative to report on it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from accessplanit


Thanks for your lovely feedback - it's great to hear that you are getting so much value out of the accessplanit system!

Read more
Steven H.

Accessplanit assisted us in a professional and diligent manner from the very start of our project.

2018-04-26

time saving, better service to clients and increase in business performance and output

Pros

The ability to complete tasks in a quick and easy process contained within a single system has been invaluable in increasing our business performance and outputs.

Cons

Certain aspects of functionality are not as easy to use as others and there is a need to understand the relationship of the data in order to do some things, however once this is understood and the process followed the issue is no longer relevant.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from accessplanit


I'm so happy to hear that you've been able to improve your customer service by using accessplanit!

Read more
Helen L.

A fantastic tool for training companies

2018-04-25

Pros

It saves so much time on repetitive admin tasks and automates communication.

Cons

Report writer is quite hard to use - I have problems linking data sources together.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from accessplanit


It's great to hear how much time you've saved using accessplanit!

Read more
Harry O.

Very Good

2019-04-26

I think the help from accessplanit has been really good. Any issues we have are resolved very quickly and they are always open to ideas on things that can be changed or implemented.

Pros

Being able to run reports and bulk upload and download large amount of information saving us a large amount of time.

Cons

Initially the software can be confusing when first using it but once i had spent some time and found the best way to work I knew exactly what I was doing.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from accessplanit


It's great that you are saving so much time on admin, using the accessplanit software, and that you're finding our help desk so efficient! Thank you for the fantastic review!

Read more
Chloe S.

Happy user!

2019-03-20

Really good now its all up and running and we have most features in place. Looking forward to exploring and using more of its functionality.

Pros

The substantial difference it has made in streamlining processes and working more efficiently allowing booking bookings to me made. Reporting and having all course information in one place.

Cons

The time it took to implement the old system and then having to switch over and redo things eg. transferring elements to workflows.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from accessplanit


Thank you for your feedback! We're very pleased that you've managed to streamline your processes with accessplanit, as well as being able to now fully benefit from our new and improved system!

Read more
Edward J.

Extremely responsive customer support

2018-06-12

We can now manage our courses much more quickly than has ever been the case.

Pros

I particularly like how it is possible to change what particular users view in the data grid so that we can see information that is relevant to our roles.

Cons

Some fields have very similar names or information appears in more than one field, which can be confusing, especially for those writing reports who are becoming familiar with the system.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from accessplanit


Thanks for your feedback - I'm really pleased to hear that your time spent scheduling courses has been greatly reduced!

Our support team will be very happy with your lovely comments :)

Read more
Oliver D.

Happy customer

2019-11-14

Pros

Ease of use in the user interface. Real time upload to the client facing website.

Cons

At this time I have no negative comments.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from accessplanit


Great news that you are finding the interface easy to use and logical. Thank you for your review!

Read more
Sharon H.

Accessplanit - You will not be disappointed!

2019-04-03

From Day 1, accessplanit have been great to work with, professional, responsive, meeting deadlines and open to suggestions for changes/improvements.

Pros

The ability to automate emails and SMS messaging, enables you to become more efficient in your daily work. The portal where learners can book and pay for courses is user friendly, has a modern, clean design and is easy to embed into your own website.

Cons

We have a number of clients who we work with and have very different uses of the system, the ability to change screens for different training providers is restricting. However we were able to change our processes to fit our requirements with the help of accessplanit.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from accessplanit


Thank you for your lovely review Sharon, we are so happy that you are getting the best use out of your accessplanit system, and hope that we can keep improving usability for you in the areas you need.

Read more
Patrick D.

Easy to use, great for extracting data to excel

2018-03-09

Pros

I find it really easy to access the data I need to get to on a daily basis.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from accessplanit


Great to hear that you are getting a lot of value out of the system. Thanks for your feedback!

Read more
Simone W.

Daily User

2018-08-13

Automation of booking processes for our courses. Sending automated emails to course delegates. Advertising courses on our website through the platform.

Pros

It's easy to use once you are clear of the functions you need to use, and the support team are very responsive and happy to help if you have any issues or just want to know the capabilities of the software based on an internal problem you want to solve or if you want to have an existing manual process automated via API.

Cons

Some of the language used in the functions could be easier to understand.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from accessplanit


I'm so pleased to hear how much automation has improved your business processes! Our support team will be really happy to hear your feedback

Read more
Katie B.

Fairly Good System For Simple Businesses

2019-09-05

But as we have quite a complicated range of products in our business it is not as easy to apply the system to this.

Pros

The ability to have a tidy database where all users/companies are assigned to groups.

Cons

Over the three years plus that we have had the software, our Account Manager has been great. However, I have mixed reviews regarding customer support. Whilst always very prompt to respond, sometimes it seems that they do not know the system very well.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No

Response from accessplanit


Thank you for your review. We're so glad that you are finding it useful to keep your databases tidy and up-to-date. As regards customer support, we can assure you that all the feedback we get is distributed internally and used to make improvements to our service.

Read more
John H.

New to accessplanit and enjoying it so far

2018-10-03

Very smooth - access to the sand box was given a few weeks back and we've been encouraged to play around with it and find our way round the system.

Pros

The team have built exactly what we've asked for so accessplanit will allow us to move away from 3 different systems we currently use and use one streamlined provider with everything all in the same place which is not only far more convenient but will also save so much time!

Cons

I've only played around in the sand box so far, not the real system so I'm not really in the best position to judge this and critique it negatively so far.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from accessplanit


Thank you for your feedback! It's great news that you have been able to centralise your training operations using the accessplanit system

Read more
Callum H.

Review of AP

2019-09-05

Pros

I like the new systems versatile dashboard in which each administrator can use personalise their dashboard and make it job specific

Cons

Some functions from the old system have not carried through into the new system

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from accessplanit


Thanks very much for your review Callum. We're very pleased that you enjoy using the new system dashboard features, and find the ability to personalise helpful.

Read more