accessplanit

Spec sheet

What it does

accessplanit is a cloud training-management system for courses, resources, delegates, automation, online booking, payments and reporting.Read 15 Oct 2026 · getapp.com

Purpose

accessplanit is an all-in-one training management platform for planning, managing and selling training courses and resources.Read 8 Oct 2026 · accessplanit.com

Integrations

Listed connections include Salesforce, HubSpot, Moodle, Google Analytics, SurveyMonkey, Mailchimp, Sage, Xero, PayPal, Adyen and calendar tools.Read 15 Oct 2026 · accessplanit.com

Support

Customers receive email or ticket support, telephone support, a helpdesk, in-built help, how-to guides and a Customer Success Manager; the stated target is a response within two working hours on weekdays.Read 15 Oct 2026 · applytosupply.digitalmarketplace.service.gov.uk

Headquarters

The company identifies Lancaster as its headquarters.Read 8 Oct 2026 · accessplanit.com

Access controls

Security options include single sign-on, optional multi-factor authentication, configurable password policies and session timeouts.Read 8 Oct 2026 · accessplanit.com

API and webhooks

The optional API supports two-way real-time integrations, while webhooks notify external systems when events such as enrolments or completions change.Read 15 Oct 2026 · accessplanit.com

API credentials

API access uses supplier-issued API keys that customers must keep confidential and use for internal business purposes.Read 15 Oct 2026 · accessplanit.com

API scope

The public service description lists two-way REST APIs for users/accounts and finance records, plus a one-way SOAP course feed; full documentation is supplied on request and a sandbox is available.Read 15 Oct 2026 · applytosupply.digitalmarketplace.service.gov.uk

Automation

Workflows automate enrolments, reminders, communications, tasks, certificates, compliance records and invoices.Read 15 Oct 2026 · accessplanit.com

Availability commitment

The government service listing says customers can claim service credits if monthly availability falls below 99.5%.Read 15 Oct 2026 · applytosupply.digitalmarketplace.service.gov.uk

Bookings and finance

Core modules include online booking and website integration, plus finance functions such as invoicing, discounts and eCommerce.Read 8 Oct 2026 · accessplanit.com

Company founded

LinkedIn states that accessplanit was founded in 2001.Read 15 Oct 2026 · linkedin.com

Company legal entity

Companies House lists ACCESSPLANIT LIMITED as an active private company, company number 07083596, incorporated on 23 November 2009.Read 15 Oct 2026 · find-and-update.company-information.service.gov.uk

Company size and headquarters

LinkedIn lists accessplanit as privately held, headquartered in Lancaster, with 11–50 employees.Read 15 Oct 2026 · linkedin.com

Course management

The platform manages classroom, online, eLearning and blended courses and events.Read 15 Oct 2026 · accessplanit.com

Course operations

The standard package includes course management, resource management, a trainer portal, awards and certification, and task management.Read 8 Oct 2026 · accessplanit.com

CRM integrations

The connectivity page describes integrations with HubSpot and Salesforce for syncing customer and CRM data.Read 8 Oct 2026 · accessplanit.com

Data protection

The security page says data is encrypted in transit using TLS 1.2, encryption at rest using AES 256 is available on request, and each customer instance is physically separated.Read 8 Oct 2026 · accessplanit.com

Documentation

The Atlassian knowledge base contains guides for administration, courses, finance, imports, reporting, shopping basket, tasks, workflows and resource management.Read 15 Oct 2026 · accessplanit.atlassian.net

Encryption and backups

The security document states that application traffic uses enforced 256-bit SSL encryption and that encrypted backups run daily.Read 15 Oct 2026 · accessplanit.com

Installation

The service has no application to install and uses a responsive browser interface designed for mobile devices.Read 15 Oct 2026 · applytosupply.digitalmarketplace.service.gov.uk

Intended customers

The company says the platform is designed primarily for commercial training providers that need to plan, manage and sell training at scale.Read 8 Oct 2026 · accessplanit.com

Limit: feature gaps

A Software Advice reviewer says some needed functionality was missing, while another reports communication problems when faults were identified.Read 15 Oct 2026 · softwareadvice.com

Limit: learning curve

Reviewers report that setup and implementation are more demanding than expected and that new users face a learning curve.Read 15 Oct 2026 · capterra.com

Limit: usability and speed

Review summaries mention unintuitive menus, confusing automation filters and occasional slowness under heavy use.Read 15 Oct 2026 · getapp.com

Notable news: LinkedIn update

In October 2026 the company promoted a webinar presenting its training-management maturity model based on more than 20 years working with training providers.Read 15 Oct 2026 · linkedin.com

Online booking

Customers can book, pay or submit course enquiries online at any time through the booking experience.Read 15 Oct 2026 · accessplanit.com

Portals

Separate learner, trainer and manager portals provide access to bookings, schedules, progress, certificates and compliance information.Read 15 Oct 2026 · accessplanit.com

Praise: consolidation and automation

Reviewers praise the ability to consolidate several systems, automate routine administration and keep training records in one place.Read 15 Oct 2026 · g2.com

Praise: support

Reviewers repeatedly describe support as responsive, patient, knowledgeable and highly helpful during implementation and daily use.Read 15 Oct 2026 · getapp.com

Pricing and setup

Pricing is quoted based on requirements; the page describes an annual software licence and a one-off implementation fee covering a 90-day implementation period.Read 8 Oct 2026 · accessplanit.com

Rating on Capterra

4.6 out of 5 from 75 reviewsRead 15 Oct 2026 · capterra.com

Rating on G2

4.7 out of 5 from 6 reviewsRead 15 Oct 2026 · g2.com

Rating on GetApp

4.6 out of 5 from 75 reviewsRead 15 Oct 2026 · getapp.com

Rating on Software Advice

4.6 out of 5 from 75 reviewsRead 15 Oct 2026 · softwareadvice.com

Recovery targets

The stated standard recovery point objective is 24 hours with a 2-working-hour recovery time objective; an upgrade offers a 15-minute recovery point objective with a recovery time objective of 2+ working hours.Read 8 Oct 2026 · accessplanit.com

Reporting

The platform offers off-the-shelf reports, custom reports and configurable dashboards, with scheduled reports available by email.Read 8 Oct 2026 · accessplanit.com

Reporting and BI

Users receive built-in reports and dashboards and can create custom reports for business performance analysis.Read 15 Oct 2026 · accessplanit.com

Scheduling

Central calendars provide clash detection for trainers, rooms and other resources, including recurring and multi-day programmes.Read 15 Oct 2026 · accessplanit.com

Security architecture

Hosted customer instances use separate databases, directories, files and permissions in a multi-instance environment.Read 15 Oct 2026 · accessplanit.com

Security certification

accessplanit states that it is ISO 27001 certified and Cyber Essentials Plus certified.Read 15 Oct 2026 · accessplanit.com

Security certifications

The company says it is ISO 27001 and Cyber Essentials Plus certified.Read 8 Oct 2026 · accessplanit.com

Self-hosting

The security document says other hosting options, including self-hosting, can be provided on request.Read 15 Oct 2026 · accessplanit.com

System requirements

The web service requires internet access and a modern browser, with the supplier recommending browsers released or updated within five years.Read 15 Oct 2026 · applytosupply.digitalmarketplace.service.gov.uk

Plans and prices

Every accessplanit plan and price →

Where Specifiction places it

• Training Management Software#2 of 389.1