Customer management All your customers and their files in one place
Search all your customers in no time and see every course, order, payment and document for a customer in one file. Documents are scanned for viruses, you share them one by one with your customer or the employer, and everything is stored securely in Europe.
What you can do with Customer management
All customers in one place
Search by name, email or phone number, work with statuses and get an alert about a possible duplicate customer.
Virus scan on every upload
Every document that ends up in the customer file is scanned for viruses.
Share per document
For each document, you decide whether the customer sees it in the customer portal or the company sees it in the business portal. Other documents stay internal.
Retention periods
Set a retention date for each document. That way you always know how long you keep a document.
Identity through itsme® or a card reader
The customer confirms their identity with itsme®, the Belgian digital identity app. Name, date of birth and address come straight from their identity card into their file, without retyping. We only ask for the national register number if your training centre is legally authorised to do so. At the front desk, you can also read the customer's eID with a card reader, with their consent.
Signatures and logging
Digital signatures are stored in the file and every action is logged, so you always know who did what.
Also handy in Customer management
- Documents stored securely in European storage
- Choose per document what the customer or the company gets to see
- A retention date per document
- Every action in the file logged
- If you ever leave, you export all your documents
- File fee can be passed on to your customer at enrolment
Digital file fee: €3.50 per new enrolment, which you can pass on to your customer. Identification via itsme®: €2.75 per identification, including an enrolment through itsme®. Prices excl. VAT.
Customer management in detail
- Appointment card and certificate of attendance. The appointment card lists your customer's coming sessions in their language, and the customer can also download it themselves in the customer portal. With a certificate of attendance, you declare that a participant attended a session, for example for their employer.
BIQSDRIVE 27 is coming. Join the waiting list or request an online demo.
Webinar BIQSDRIVE LIVE on 19 November 2026: register nowRelated features
Messages and history
Notes, emails to your customers and notifications on your smartphone, kept with the right file.
Find out moreLeads and CRM
Follow up every lead, from the first question to enrolment, with a board per stage, automatic follow-up and figures per channel and campaign.
Find out moreOrders and payments
Payment links, tap-to-pay on your trainer's smartphone and payment in the customer portal, all through Pay.
Find out more NewPlanning and calendar
Plan sessions and appointments with drag and drop, with trainers, rooms and locations in one calendar. You spot double bookings straight away.
Find out more