accessplanit Reviews

by accessplanit

Average Ratings

  • Overall
  • Ease of Use
  • Customer Service Software

About accessplanit

Cloud-based course management software. accessplanit automates admin, booking, finance and reporting alongside CRM and marketing tools.

Learn more about accessplanit

Showing 55 reviews

Claire W.
Training Manager
Nonprofit Organization Management, 11-50 Employees
Used the Software for: 2+ years
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support Software
  • Value for Money
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2019-09-05

"Improving efficiency"

Comments: 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

Vendor Response

by accessplanit on 2019-09-11

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.

  • Reviewer Source 
  • Reviewed on 2019-09-05
Simone W.
Open Course Manager
Professional Training & Coaching, 11-50 Employees
Used the Software for: 2+ years
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support Software
  • Value for Money
    Unrated
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 2018-08-13

"Daily User"

Comments: 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.

Vendor Response

by accessplanit on 2018-10-01

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

  • Reviewer Source 
  • Reviewed on 2018-08-13
Verified Reviewer
Programme Manager
Professional Training & Coaching, 2-10 Employees
Used the Software for: 1-5 months
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support Software
  • Value for Money
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 2019-04-11

"LMS Implementation"

Comments: I have enjoyed working with [SENSITIVE CONTENT HIDDEN] to get our LMS implemented. They have been flexible when we needed it and have been 100% responsive. I am looking forward to getting to know the system better and improve our companies processes as a result.

Pros: I am still very much getting to know the software. However, what I see so far makes me confident there is less room for human error and more room for efficiency in our Operations team.

Cons: It is not always obvious where to find things or how to do things. However, I would caveat that with the customer support we received from our Project Manager, Customer Success Manager and the help desk has been brilliant!

Vendor Response

by accessplanit on 2019-04-16

Thank you very much for your review. We're pleased to hear that you feel your implementation was enjoyable and flexible, and we hope to keep impressing you and improving your admin automation in the future!

  • Reviewer Source 
  • Reviewed on 2019-04-11
Cathy G.
Finance Training Manager
Higher Education Software, 10,000+ Employees
Used the Software for: 2+ years
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support Software
  • Value for Money
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 2019-05-09

"AccessPlanit Review"

Comments: Administration time was reduced when we took on this software.

Pros: This software brought all of our user's training history and schedules into a single space. Users can search for and book all of the necessary training requirements in one place. Online training can be completed here too!

Cons: There are some inconsistencies in the searchability of some enquiries.

Vendor Response

by accessplanit on 2019-05-16

Thank you for your review. It's great to hear that you've cut down on admin time using accessplanit training management software!

  • Reviewer Source 
  • Reviewed on 2019-05-09
Jon S.
Training Manager
Used the Software for: 1+ year
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support Software
  • Value for Money
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 2018-07-04

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

Comments: 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.

Vendor Response

by accessplanit on 2018-10-01

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 :)

  • Reviewer Source 
  • Reviewed on 2018-07-04
Jo A.
POD administrator
Higher Education Software, 5,001-10,000 Employees
Used the Software for: 6-12 months
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support Software
  • Value for Money
    Unrated
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 2019-09-18

"Goodbye mundane tasks!"

Comments: It has really removed the mundane parts of my job and allowed me to think about how else we can use this system to smooth out administrative problems. It has a lot of potential.

Pros: The software is great for the administrator. The admin view is easy to navigate and it it has really streamlined our processes. The helpdesk team are always on hand to help with any queries.

Cons: For the user, it isn't as nice to look at as it is for the administrator. Accessing knowledge documents and E-Learning involves a booking process rather than a quick launch.

Vendor Response

by accessplanit on 2019-09-23

Thank you for your review. We're very pleased that accessplanit has been able to help you wave goodbye to your mundane task, leaving you more room to streamline your processes!

  • Reviewer Source 
  • Reviewed on 2019-09-18
Lena M.
Teacher Services
Used the Software for: 6-12 months
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support Software
  • Value for Money
  • Likelihood to Recommend
    Unrated
  • Reviewer Source 
  • Reviewed on 2018-03-19

"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.

Vendor Response

by accessplanit on 2018-10-03

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

  • Reviewer Source 
  • Reviewed on 2018-03-19
Helen L.
Customer Service Director
Used the Software for: 1+ year
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support Software
  • Value for Money
  • Likelihood to Recommend
    Unrated
  • Reviewer Source 
  • Reviewed on 2018-04-25

"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.

Vendor Response

by accessplanit on 2018-10-01

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

  • Reviewer Source 
  • Reviewed on 2018-04-25
Harry O.
Driver Services Sales Team
Transportation/Trucking/Railroad, 10,000+ Employees
Used the Software for: 1-5 months
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support Software
  • Value for Money
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2019-04-26

"Very Good"

Comments: 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. Also the amount of detail lets us set things up exactly how we want them.

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.

Vendor Response

by accessplanit on 2019-04-30

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!

  • Reviewer Source 
  • Reviewed on 2019-04-26
Lucy B.
Sales & Customer Services Administrator
Transportation/Trucking/Railroad, 10,000+ Employees
Used the Software for: 1-5 months
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support Software
  • Value for Money
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 2019-04-26

"Accessplanit review"

Pros: Keeping track of financials.
Communications sent automatically a number of times.

Cons: There are a number of ways to complete different tasks which takes a lot of time to get used to.

Vendor Response

by accessplanit on 2019-04-30

Thank you for your kind review. We're very happy that you are finding the system helpful for your business, and making the most of its automation and reporting functions.

  • Reviewer Source 
  • Reviewed on 2019-04-26
Jack O.
Team Leader
Education Management, 201-500 Employees
Used the Software for: 1-5 months
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support Software
  • Value for Money
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 2019-05-09

"Accessplanit - a user's perspective"

Comments: My experience has been positive. A big thank you to the support staff who have been very patient with my queries. Would recommend!

Pros: Software is very easy to pick up. Even as a novice to these systems, I've found it user friendly and intuitive; I've not needed to consult with others to get where I need to be either.

Cons: If one thing could be changed about it, I guess this would be fewer options on the grey side bar on the left hand side.

Vendor Response

by accessplanit on 2019-05-16

Thanks very much for your review! It's great that you're finding the accessplanit software intuitive, and the staff supportive.

  • Reviewer Source 
  • Reviewed on 2019-05-09
Katie B.
Training Operations Manager
Nonprofit Organization Management, 11-50 Employees
Used the Software for: 2+ years
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support Software
  • Value for Money
  • Likelihood to Recommend
    6/10
  • Reviewer Source 
  • Reviewed on 2019-09-05

"Fairly Good System For Simple Businesses"

Comments: Communication could be improved. When they identify a fault, sometimes we are left to find this our ourselves.
Overall, the system is good. 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.

Vendor Response

by accessplanit on 2019-09-17

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.

  • Reviewer Source 
  • Reviewed on 2019-09-05
Lauren M.
Client Services Assistant
Education Management, 11-50 Employees
Used the Software for: 1+ year
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support Software
  • Value for Money
    Unrated
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 2019-05-02

"Accessplanit review for Speak First"

Pros: I like how easy it is too use. Easily accessible and easy to learn.
I like how organised the system is.

Cons: I think it can be quite slow sometimes.
Can't search by our client names, only by course names. But this could be something i haven't yet worked out.

Vendor Response

by accessplanit on 2019-05-09

Thank you for reviewing accessplanit. It's good to hear that you're finding the system easy to learn so far.
In terms of searching by client names, it is possible to do so in certain areas of the system, so we'd advise that you get in touch with your implementation manager, if they haven't already been in touch about this system aspect.

  • Reviewer Source 
  • Reviewed on 2019-05-02
Michael R.
customer service adviser
Education Management, 1,001-5,000 Employees
Used the Software for: 6-12 months
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support Software
  • Value for Money
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 2018-08-02

"using system to book events and chase invoices"

Comments: 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.

Vendor Response

by accessplanit on 2018-10-01

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!

  • Reviewer Source 
  • Reviewed on 2018-08-02
Edward J.
Associate Professor
Education Management, 501-1,000 Employees
Used the Software for: 1-5 months
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support Software
  • Value for Money
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 2018-06-12

"Extremely responsive customer support"

Comments: 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.

Vendor Response

by accessplanit on 2018-10-01

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 :)

  • Reviewer Source 
  • Reviewed on 2018-06-12
Jo D.
Apprenticeship Administrator
Accounting Software, 51-200 Employees
Used the Software for: 1+ year
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support Software
  • Value for Money
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 2020-01-21

"Easy Usage of Access Planit"

Comments: Overall I am pleased with the software, it helps me greatly in my day to day job.

Pros: I find it quite easy to navigate and very user friendly.
The filters mean searches are more efficient.

Cons: Sometimes it can crash which can slow things down but all in all its pretty good.

Vendor Response

by accessplanit on 2020-01-30

Thank you for your review. We're so pleased that accessplanit helps you save time and be more efficient in your job.

  • Reviewer Source 
  • Reviewed on 2020-01-21
Sharon H.
Customer Service Manager - Clients
Sports, 51-200 Employees
Used the Software for: 1-5 months
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support Software
  • Value for Money
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2019-04-03

"Accessplanit - You will not be disappointed!"

Comments: 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.

Vendor Response

by accessplanit on 2019-04-05

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.

  • Reviewer Source 
  • Reviewed on 2019-04-03
Matheus D.
administrative assistant
Education Management, 10,000+ Employees
Used the Software for: 1-5 months
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support Software
  • Value for Money
    Unrated
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2019-11-05

"full platform"

Pros: many utilities
wide possibilities
reports

Cons: portuguese translation from brazil
more chief admin profiles

Vendor Response

by accessplanit on 2019-11-18

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.

  • Reviewer Source 
  • Reviewed on 2019-11-05
John H.
Account Manager & Facilities Manager at Happy Ltd
Education Management, 11-50 Employees
Used the Software for: 1-5 months
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support Software
    Unrated
  • Value for Money
    Unrated
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 2018-10-03

"New to accessplanit and enjoying it so far"

Comments: 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. The 3 conference calls/webinars I've sat in on have been good but are probably a bit too content-heave for 90 minute sessions - having less content in the allocated time would work better as we skipped a few exercises due to time constraints.

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.

Vendor Response

by accessplanit on 2018-10-10

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

  • Reviewer Source 
  • Reviewed on 2018-10-03
Emma C.
Project Manager
Professional Training & Coaching, 11-50 Employees
Used the Software for: 2+ years
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support Software
  • Value for Money
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 2021-04-27

"Effective, reliable, easy to use Training Admin system"

Comments: 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 set up and use.
Great support.
Easy to get at different data.

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

  • Reviewer Source 
  • Reviewed on 2021-04-27
Hannah W.
Customer Operations Consultant
Information Technology & Services, 11-50 Employees
Used the Software for: 6-12 months
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support Software
  • Value for Money
    Unrated
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 2020-09-17

"accessplanit Review"

Pros: It's an easy-to-use service that will consolidate and streamline our requirements into one central hub. As we develop the product for our specifications and as the product develops itself, I'm sure it will cover all our bases. The team have been lovely to work with in addition, and are always on-hand to help and offer advice.

Cons: For our purposes at AssessTech Ltd., greater integration is required (Google calendar, for example) but this has already been discussed with the accessplanit team and is in process. There are some areas of the system in which it is not as intuitive to use (i.e. there is the odd double-click to select an item when most of the functionality comes from right-clicks).

  • Reviewer Source 
  • Reviewed on 2020-09-17
Callum H.
Training Administrator
Financial Services Software, 51-200 Employees
Used the Software for: 2+ years
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support Software
  • Value for Money
  • Likelihood to Recommend
    7/10
  • Reviewer Source 
  • Reviewed on 2019-09-05

"Review of AP"

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

Vendor Response

by accessplanit on 2019-09-09

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.

  • Reviewer Source 
  • Reviewed on 2019-09-05
Liz T.
Compliance and Data Manager
Education Management, 11-50 Employees
Used the Software for: 1+ year
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support Software
  • Value for Money
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2018-04-18

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

Comments: 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

Vendor Response

by accessplanit on 2018-10-03

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!

  • Reviewer Source 
  • Reviewed on 2018-04-18
Barry G.
Online Learning Consultant
Computer Software, 1,001-5,000 Employees
Used the Software for: 2+ years
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support Software
  • Value for Money
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 2019-11-08

"Accessplanit LMS"

Comments: Generally very good. The product meets its requirements and has been working well for us for a number of years now

Pros: Quite comprehensive in its offering, lots of modules and the support desk is top class.

Cons: Looks slightly dated against some of its competitiors. Needs to diversify into gamification, badges etc.

Vendor Response

by accessplanit on 2019-11-18

Thank you very much for your review! We're glad that you are making use of the modules and that our support team rate so highly!

  • Reviewer Source 
  • Reviewed on 2019-11-08
Joanne P.
Training Business Administrator
Pharmaceuticals, 10,000+ Employees
Used the Software for: 6-12 months
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support Software
  • Value for Money
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2019-05-21

"Great Software and Support"

Comments: Excellent. It provides us with printed products that are of a consistently high standard. We know what to expect and if there are any issues, these are quickly resolved. The Customer Service team and our Account Manager, provide a fantastic level of support and guidance. They are happy to help and are extremely efficient.

Pros: The visual aspect of the software system. It provides a clear 'life-like' replica of the folder we are creating creating, which helps to avoid any errors and ensures that the product looks exactly as we would like it to.

Cons: Adding hand outs for our training courses is a time consuming process. Some of our documents are stapled, some black and white, some colour etc. and so to ensure they are separated and correct, we have to add each hand out individually to the basket, which is time consuming.

Vendor Response

by accessplanit on 2019-05-28

Thank you for your review. We're glad that you are finding the system works well for you. If you have any suggestions about how the mail-merge system (or any other aspects of the system) could work better for you, please do add it to the product suggestion portal on your system dashboard.

  • Reviewer Source 
  • Reviewed on 2019-05-21