relaSYMS CRM
Every relationship that funds your delivery
Accounts, contacts, pipelines, opportunities and tickets — a CRM that understands SETAs, employers and funders rather than generic B2B.
What it is
relaSYMS holds the commercial and stakeholder side: employer accounts, SETA relationships, funder contacts, the pipeline behind each, and the tickets and tasks that keep them moving. Intelligence views map the stakeholder web behind a large account.
Replaces: A contacts spreadsheet and a generic CRM that does not know what a SETA is
What it does
- Accounts, contacts and relationship mapping
- Configurable pipelines and opportunity management
- Task, note and ticket management
- Stakeholder intelligence and org-chart view
- Vertical intelligence for SETA and employer segments
- AI copilot for summaries and next-best-action
What changes for you
A pipeline that survives a salesperson leaving
Who uses it
Business Development ManagerExecutiveAccount Manager
Often bought with this
Get a quote for relaSYMS CRM
Tell us how many learners you carry and how many sites you deliver from. We come back with a written quote within one business day — and we will tell you if a package works out cheaper than this module on its own.