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accessplanit Reviews

4.6 (66) Write a Review! United Kingdom Local product

About accessplanit

Award-winning training management software. Automates admin, booking, finance and reporting alongside CRM and marketing tools.

Learn more about accessplanit

Pros:

We invested in Accessplanit because as our training provision expanded we needed to be able to manage bookings efficiently on a larger scale.

Cons:

I havent come accross anything that I dont like at the moment.

accessplanit ratings

Average score

Ease of Use
4.4
Customer Service
4.7
Features
4.3
Value for Money
4.5

Likelihood to recommend

8.7/10

accessplanit has an overall rating of 4.6 out of 5 stars based on 66 user reviews on Capterra.

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Filter reviews (66)

John
John
Account Manager & Facilities Manager at Happy Ltd in UK
Verified LinkedIn User
Education Management, 11–50 Employees
Used the Software for: 1-5 months
Reviewer Source

New to accessplanit and enjoying it so far

5.0 5 years ago

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.

accessplanit Response

5 years ago

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

Claire
Training Manager in UK
Nonprofit Organization Management, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Improving efficiency

4.0 4 years ago

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

accessplanit Response

4 years ago

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.

Katie
Training Operations Manager in UK
Nonprofit Organization Management, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Fairly Good System For Simple Businesses

3.0 4 years ago

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.

accessplanit Response

4 years ago

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.

Michelle
Project ECHO Programme Manager in UK
Hospital & Health Care, 201–500 Employees
Used the Software for: 1-5 months
Reviewer Source

Implementation of Accessplanit

4.0 4 months ago

Comments: We are still in the first few weeks since going live and the team are still getting used to the system. Implementation has taken longer than I had anticipated but I hadn't had any previous experience of such implementation. Overall the support from the company has been good and the team at Accessplanit have been responsive and the system will bring efficiencies to our service

Pros:

We invested in Accessplanit because as our training provision expanded we needed to be able to manage bookings efficiently on a larger scale. One of the key features important to us is the automated functions such as email sending links to surveys, links to training and certificates all of which had to be done manually previously

Cons:

Users do not have to pay for training, our training is free at the point of delivery yet the payment page could not be removed for us. Setting up surveys is clunky and takes a lot longer than through MS forms which is what we have used previously. The surveys don't look very professional either- they look quite outdated and presentation could be improved greatly

Steven
Learning and Release Manager in UK
Computer Software, 51–200 Employees
Used the Software for: 2+ years
Reviewer Source

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

5.0 6 years ago

Comments: 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.

accessplanit Response

5 years ago

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

Simone
Open Course Manager in UK
Professional Training & Coaching, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Daily User

5.0 5 years ago

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.

accessplanit Response

5 years ago

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

Chloe
Training and event coordinator in UK
Health, Wellness & Fitness, 51–200 Employees
Used the Software for: 2+ years
Reviewer Source

Happy user!

5.0 5 years ago

Comments: 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.

accessplanit Response

5 years ago

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!

Emma
Project Manager in UK
Professional Training & Coaching, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Effective, reliable, easy to use Training Admin system

5.0 3 years ago

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

Ronalyn
Client Care Coordinator in UK
Medical Practice, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

One Of the Best Softwares

5.0 4 months ago

Pros:

This software is very easy to use and straightforward. We use accessplanit for all our training courses, manage bookings and payments. The staff members are also always ready to help

Cons:

We are fully satisfied with the service.

Liisa
Professional Development Administrator in UK
Verified LinkedIn User
Higher Education, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

Time saving and efficient

5.0 5 years ago

Pros:

The software is really easy to navigate and understand. We had a great training session with one of the Accessplanit Customer Sucess Managers and this was really useful in learning more about the system.

Cons:

There are some things that the system doesn't do, but to be honest it is a big step forward to a system that reduces any human input error.

accessplanit Response

5 years ago

Thank you for your kind review. We're very pleased that you're finding the system easy to navigate and understand, and that you're happy with the service of our team.

John
Account Manager in UK
Retail, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Good features and fairly easy to use for account managers

4.0 last year

Comments: My experience is generally pretty good and I use it every day.

Pros:

It wasn't that hard to pick up and learn how to use it compared to our previous LMS. New starters have found it quick & easy to pick up for most functions.

Cons:

It can be quite faffy at times - for example, not being able to change a course name after it's been booked on unless you use an alias which isn't advised. When this happens you have to cancel the original booking and re-do it, which is a bit time consuming...

Martin
Programme and Compliance Manager in UK
Civic & Social Organization, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

FSI

4.0 5 years ago

Comments: 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.

accessplanit Response

5 years ago

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!

Amanda
Administrator in UK
Hospital & Health Care, 10,000+ Employees
Used the Software for: 2+ years
Reviewer Source

accessplanit review

4.0 4 years ago

Pros:

The ease of having all our training records in one place and the automation of many tasks which previously had to be done manually. Workflows has been a great tool and also the ability to send out ecampaigns to users.

Cons:

The setting up of text templates , to then have to add a email template before an ecampaign can be sent out can be time consuming.

accessplanit Response

4 years ago

Thank you for your review, we're very pleased that you've been able to streamline your admin processes and save yourself lots of time! We believe that we can help you with some faster ways to set-up your e-campaigns, so please get in touch with the helpdesk if you'd like to have a chat about how you can simplify that process.

Abbey
Admin in UK
Hospital & Health Care, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

Access Plait

4.0 last year

Comments: good

Pros:

Access Planit is easy to use and like how everything can be stored within the system.

Cons:

Sometimes the system can run a little slow. I am not sure if this is to do with the amount of information we have on the system.

Cathy
Finance Training Manager in UK
Higher Education, 10,000+ Employees
Used the Software for: 2+ years
Reviewer Source

AccessPlanit Review

5.0 5 years ago

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.

accessplanit Response

5 years ago

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

jon
Training Manager in UK
Used the Software for: 1+ year
Reviewer Source

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

4.0 5 years ago

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.

accessplanit Response

5 years ago

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 :)

Hannah
Customer Operations Consultant in UK
Information Technology & Services, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

accessplanit Review

4.0 3 years ago

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).

Lauren
Client Services Assistant in UK
Education Management, 11–50 Employees
Used the Software for: 1+ year
Reviewer Source

Accessplanit review for Speak First

4.0 5 years ago

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.

accessplanit Response

5 years ago

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.

Christian
Control of Work Subject Matter Expert (SME) in UK
Computer Software, 501–1,000 Employees
Used the Software for: 2+ years
Reviewer Source

Accessplanit Review

4.0 2 years ago

Comments: Overall satisfied with Accessplanit application and the support of late from Business Customer manager and team.

Pros:

Ease of use is key and as administrator user this is very important.

Cons:

Current Dashboards for users are a bit busy though we've been informed we can remove some options to simplify the Dashboards users get on logging in.

Vicky
Delivery Coordinator in UK
E-Learning, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

Accessplanit does what is required of it

3.0 5 years ago

Pros:

The system is able to deliver what we set out for it to complete. It is prompt with sending emails out to our client and is able to support the eLearning packages we upload. We have a lot of users with our account and we have ease of access to each user. I like that we can impersonate users as this helps diagnose issues that our users may be experiencing quicker.

Cons:

The software is slow and often when we are issuing eLearning to 100's users this can affect our colleagues' speed and ultimately affect the quality of work.

accessplanit Response

5 years ago

Thank you for your feedback. I'm sorry to hear that the eLearning issuing is not as fast as you would like it to be. I have passed your feedback on to our support team

Callum
Training Administrator in UK
Financial Services, 51–200 Employees
Used the Software for: 2+ years
Reviewer Source

Review of AP

4.0 4 years ago

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

accessplanit Response

4 years ago

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.

Jo
POD administrator in UK
Higher Education, 5,001–10,000 Employees
Used the Software for: 6-12 months
Reviewer Source

Goodbye mundane tasks!

4.0 4 years ago

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.

accessplanit Response

4 years ago

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!

Liz
Compliance and Data Manager in UK
Education Management, 11–50 Employees
Used the Software for: 1+ year
Reviewer Source

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

5.0 6 years ago

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

accessplanit Response

5 years ago

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!

Lena
Teacher Services in UK
Used the Software for: 6-12 months
Reviewer Source

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

5.0 6 years ago

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.

accessplanit Response

5 years ago

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

Cathy
Group MD in UK
Professional Training & Coaching, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Mixed Feedback

4.0 last year

Comments: Mixed, as above comments

Pros:

I love that you can customise your screens to show the info you need all in one place!

Cons:

The finance reports aren't accurate, we have to spend a lot of time reconciling them manually.