accessplanit Software

4.72 / 5 (32)

About accessplanit


accessplanit is a cloud-based training management solution that caters to businesses of all sizes and helps them to manage their resource and knowledge sharing sessions and trainings. The solution offers users options to create and manage day-to-day tasks, course catalogs, administration and more. The platform can be used for either commercial or employee training.

accessplanit automates billing processes and integrates e-commerce capabilities to manage customer transactions. Customer preferences, inquiries and other history are documented and managed in a single interface. This gives users the ability to create individualized structured marketing campaigns. 

Reports are all automated, as are the user-created e-Learning portals where employees can track all their courses, webinars and more. Additionally, it features surveys and awards, CRM capabilities and course and resource management.

Services are offered for a one-time fee that includes support via phone, email and other online resources.



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Supported Operating System(s):

Mac OS, Web browser (OS agnostic)

32 Reviews of accessplanit

Average User Ratings

Overall

4.72 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(24)

4 stars

(7)

3 stars

(1)

2 stars

(0)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 32 reviews

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September 2018

Martin from FSI

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

4.0

Functionality

4.0

September 2018

FSI

Generally good - it has revolutionised our charity and the way it operates with increased automation. Great customer service, personable. Many of the teething problems we had around implementation have been resolved and a number of improvements have since been made for all customers in the back end

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

Can be slower than other apps when internet bandwidth is below standard.
Shopping basket could be/look slightly slicker
Issue around user with 'individual' permissions not being able to book on behalf of others.
Issue around integration between paypal/API - sometimes reporting around invoices/transactions not correct in paypal.

Response from accessplanit of accessplanit

Replied October 2018

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!

April 2018

Steven from Petrotechnics Ltd

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

April 2018

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

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. The flexibility and options now available to our clients has enabled us to provide a more flexible and user friendly environment for them.

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.

Response from accessplanit of accessplanit

Replied October 2018

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

August 2018

Simone from Maynard Leigh Assocites

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4.0

Customer support

5.0

Functionality

4.0

August 2018

Daily User

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.

Response from accessplanit of accessplanit

Replied October 2018

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

March 2019

Chloe from Posturite

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5.0

Customer support

4.0

Functionality

5.0

March 2019

Happy user!

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. Hard to fit into current workload etc.

Response from accessplanit of accessplanit

Replied March 2019

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!

July 2018

jon from Cambridge Consultants

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

July 2018

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

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

The evaluations/surveys could be easier to use. These feel a bit clunky when trying to report on a course or if you are doing summative reports.

Response from accessplanit of accessplanit

Replied October 2018

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 :)

April 2018

Liz from REAL SKILLS TRAINING LTD

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2018

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

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

Response from accessplanit of accessplanit

Replied October 2018

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!

March 2018

Lena from AQA

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2018

The experience has been good. Site is user friendly. More than one way to finding things on there.

Pros

The user friendliness of the site. The many options that is given to finding information. I like the calendar feature which gives all the information that is needed. ie course name, venue, cost and delegate names etc

Cons

Not being able to search for invoices when they give us the invoice numbers starting with 5xxxx. It maybe that it is only accessible to the finance team to view. However if we are only given access to view that will be helpful. We can further help the customer with their query and not have to pass the query on.

Response from accessplanit of accessplanit

Replied October 2018

Thanks for your feedback. I'm glad you love the course calendar and that you find accessplanit user friendly!

April 2018

Helen from First Intuition

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2018

A fantastic tool for training companies

Pros

It saves so much time on repetitive admin tasks and automates communication. The helpdesk are really helpful with clear SLA's that they adhere to when fixing problems.

Cons

Report writer is quite hard to use - I have problems linking data sources together. Course set up takes ages - especially as we run sessional courses with random sessions that do not follow a particular pattern.

Response from accessplanit of accessplanit

Replied October 2018

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

August 2018

michael from AQA

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

4.0

August 2018

using system to book events and chase invoices

useful and easy to use

Pros

Really intuitive system, simple to search and see what each account and users have associated events. bugs have also been resolved a lot, which is good

Cons

don't know if it's specific to us, but the lack of centre's being able to set up a booker as a customer delegate.

This has led to people editing their accounts rather than booking delegates, which leads to difficulty.

Response from accessplanit of accessplanit

Replied October 2018

Thanks for your feedback - I'm really pleased that you find the system so simple and intuitive :) It would be worthwhile logging any improvements you have as product suggestions so that other customers can vote on them too!

June 2018

Edward from The University of Law

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

June 2018

Extremely responsive customer support

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

Pros

The software is quick, clear and easy to view. 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. Responses to queries, uncertainties and reports have been very quick and informative. How to do videos have been great for difficult things.

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. Allocating more than one tutor or room to a course which runs over more than one day is administratively complex, requiring the creation of sessions within the main course.

Response from accessplanit of accessplanit

Replied October 2018

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