Customers & CRM
Keep company details, contacts, history and opportunities organised around the customer.
COURSESTEWARD · BY MEREWICK SYSTEMS
Replace scattered spreadsheets, calendars, folders and admin with one professional workspace for customers, courses, bookings, instructors, delegates, records, certificates, reminders and business oversight.
Purpose-built for professional training providers.
TRAINING MANAGEMENT, TOGETHER
CourseSteward gives training providers a single operational picture. See what is booked, who is delivering it, what paperwork is needed, which certificates are due and what needs your attention next.
EVERYTHING IN ONE PLACE
Designed to connect the operational, training-record and commercial sides of your company instead of keeping them in separate systems.
Keep company details, contacts, history and opportunities organised around the customer.
Manage course requirements, dates, delegates and upcoming work from one workflow.
Allocate instructors, understand availability and keep delivery plans visible.
Keep course documentation connected to the booking and reduce disconnected paper trails.
Maintain delegate history, results and training information in an organised record.
Manage certificate records and keep important documentation accessible.
Keep upcoming expiries visible so refresher opportunities are easier to manage.
Bring commercial information closer to the work being delivered and understand performance.
Give owners and managers a clearer view of workload, customers and business priorities.
WHY COURSESTEWARD
CourseSteward wasn't designed as generic software and then adapted for training providers.
It has been developed around the real day-to-day challenges of running a professional training business — managing customers, courses, instructors, delegates, paperwork, certificates, renewals, scheduling and the commercial side of the operation.
That practical foundation means CourseSteward is designed around how training providers actually work, rather than forcing a training company to adapt its processes to generic business software.
Built around training. Built around business. Built for growth.
FOUNDING MEMBERSHIP
We're opening a limited number of Founder Membership places to professional training providers who want to use CourseSteward as it develops and help influence what comes next.
BUILT TO GROW WITH YOU
CourseSteward gives smaller providers a proper connected management system from day one, then lets the same company account grow as more people need access.
COURSESTEWARD PLANS
Choose the package that fits how many people need their own CourseSteward access. All standard CourseSteward plans include unlimited instructors. Founder Membership remains a separate limited programme.
Everything you need to manage a smaller training business. Manage customers, bookings, instructors, delegates, your company course catalogue, training records, branded certificates, certificate history, expiry dates and business oversight from one place.
Built for independent and owner-led providers where one person manages CourseSteward, even when several instructors or subcontract instructors deliver the training.
Start with SoloFor growing providers that need additional staff to have their own CourseSteward access while keeping customers, bookings, records and certificates in the same connected workflow.
Start CourseStewardFor established training providers managing a larger team and a more complex training operation, with broader staff access across the business.
Start CourseStewardFor larger training operations that need unrestricted staff access while keeping the whole business in one CourseSteward company account.
Start CourseStewardQUESTIONS
CourseSteward is for professional training providers that need a better way to manage customers, courses, bookings, instructors, delegates, records, certificates and the commercial side of their operation.
Solo is designed for independent, owner-led and smaller training providers where one person manages CourseSteward. Solo means one CourseSteward user, not one instructor — you can manage unlimited instructors, including subcontract instructors.
Solo includes one CourseSteward user, unlimited instructors, unlimited customers, delegates, courses and bookings, plus the booking diary, instructor allocation, company course catalogue, training records, company-branded certificates, certificate history, expiry and refresher management, company branding and core business dashboard and oversight.
You can upgrade from Solo to Starter when additional staff need their own CourseSteward access. Your existing customers, bookings, delegates, instructors, records, certificates and history remain in the same CourseSteward company account.
No. CourseSteward is web-based and is accessed through your browser.
Your CourseSteward workspace gives you a structured place to begin bringing your business records together. The best setup approach will depend on how your existing information is currently stored.
CourseSteward is designed as a multi-company platform with separate company workspaces and access controls.
CourseSteward support is available at support@coursesteward.com.
Founder Membership is a separate limited early programme for selected training providers. It is not a Solo package and its existing Founder access and pricing benefits remain separate from the standard CourseSteward package ladder.
Yes. CourseSteward is designed so businesses can move between Solo, Starter, Professional and Premium as their team and operational requirements develop, without moving to a different system.
Yes. CourseSteward is in active development and real-world testing. Features will continue to evolve as the platform is refined.
START WITH THE PACKAGE THAT FITS
Whether you run CourseSteward yourself or manage a larger training team, keep customers, bookings, delegates, instructors, records, certificates and expiry dates connected in one professional system.