Something like a CRM… something like a LMS…

Hi everyone,

Hope you are keeping well. I’m looking for a bit of guidance as to what the best solution to this might be.

I want to use something that’s sort of like a CRM, sort of like an LMS where user details can be uploaded, along with any relevant documents. There’s a lot of different solutions out there, and it can be a bit overwhelming trying to work it out.

I also want to be able to put milestones/goals in for each person as they go along, with certain users being able to view that data. Selling courses or having learning material isn’t a need, but won’t exactly be unwelcome, either.

I know it sits somewhere in the triangle of CMS, LMS and maybe even a bit of PM, but I’m just wondering where it sits. Essentially, I want to be able to create a journey for each person we upload, with a teacher being able to check where they are, and an administrator to manage it.

I know that there may be a pro version of something that scratches this itch too, so any experience with paid-for versions that might offer this solution are greatly welcome too.

Cheers!

Oliver