Solution · Vocational Training Centers

Built for
certified training.

From first contact to final certificate — in a single platform built from the ground up for accredited training centers (Portugal's DGERT). No generic systems bent to fit. No parallel spreadsheets.

50K+

Leads captured

16K+

Transactions processed

5K+

Collections cases

Nationwide

Multi-site in production

The problem

Running a certified center is far more than running training.

A DGERT-accredited center operates at once as a commercial business, a teaching institution and a regulated organization. Most systems handle only one of these roles.

Mandatory DGERT compliance

GDPR consents, the technical-pedagogical dossier and financial validations that generic CRMs ignore.

Sales pipeline + academic management

The same teams capture leads and manage enrolments, collections and internships. Separate tools breed errors.

Multi-site operation

Multiple sites at once, each with its own cohorts, schedules and teams to coordinate.

The full cycle

From first contact to certificate.

Data flows automatically between stages — no re-entry, no manual copying between systems.

Phase 1 · Sales

1

Lead

Website, social media and landing pages — automatic multi-source capture.

2

Opportunity

Qualification and sales follow-up in the pipeline.

3

Enrolment

Created automatically when the sale closes, with no data re-entry.

4

Cohort

Automatic assignment to the right cohort, with seat management.

Phase 2 · Academic & Financial

5

Invoicing

Automatic Multibanco payments and a payment plan per enrolment.

6

Validation

Financial reconciliation for DGERT certification reports.

7

Internship

Placement and follow-up at a host organization.

8

Certificate

Validation and issuance through the pedagogical process.

Interface

The system in action.

Built in ExtJS — a browser-based desktop, no installs, accessible from any device.

Capabilities

One platform, from marketing to certificate.

WebTop CRM handles sales. Training Management handles everything else. Fully integrated.

WebTop CRM

Lead capture

Leads from your website, social media and campaigns enter the pipeline with automatic deduplication.

Enrolments

Automatic enrolment

The enrolment is created when the sale closes, with every field already filled in.

Cohorts & classes

Smart assignment

The trainee is placed in the right cohort — course, site, schedule and available seats.

Invoicing

Automatic payments

Multibanco references via EuPago, with automatic confirmation and reconciliation.

Collections

Debt management

Cases that escalate until resolved, with the option to block access to training.

Internships

Supported placement

Communication with host organizations, with an auditable record of everything.

Native DGERT compliance

Not a repurposed CRM.
Built for certified centers.

DGERT requirements (Portugal's training-center accreditation) live in the workflow — not bolted on afterward. If consents are missing or a document has expired, the system blocks the enrolment and shows what to fix.

1

GDPR consents

The 5 consents required by DGERT, captured with an auditable record.

2

ID document validity

Alerts you when a trainee's ID has expired before enrolment.

3

Technical-Pedagogical Dossier

Direct printing of the enrolment form, interview script, insurance sheet and health declaration.

4

Financial validations

Receipts and invoices linked to enrolments for the certification reports.

Native integrations

Systems the platform talks to directly

EuPago

Automatic Multibanco payments

PHC

Invoicing and accounting

Moloni

Invoicing and accounting

InvoiceXpress

Invoicing and accounting

Moodle

LMS and learning management

Multibanco / MB Way

Via EuPago

BCP / TPA

Card payment reconciliation

Frequently asked questions

Questions about training management

Does the platform handle DGERT compliance?

Yes. DGERT requirements — Portugal's accreditation for training providers — are built into the workflow: the 5 GDPR consents required of training centers, the technical-pedagogical dossier, ID document validity, and the financial validations that link receipts and invoices to enrolments for the certification reports.

Does the system generate the technical-pedagogical dossier documents?

Yes. It prints the required documents directly — enrolment form, payment plan, interview script, insurance sheet and health responsibility declaration.

Are invoicing and collections automated?

Invoicing uses Multibanco references generated through EuPago, with automatic payment confirmation and reconciliation. It integrates with PHC, Moloni and InvoiceXpress. When a payment fails, a collections case opens that escalates step by step and can block access to training.

Does it work with multiple sites and cohorts at once?

Yes. It was designed for multi-site operation: each trainee is placed automatically in the right recruiting cohort (course, site, format, schedule), within the available seats, and every cohort follows the cycle Recruiting → Confirmations → Started → Completed.

Is this a new product or is it in production?

It is in production with real training centers on a nationwide scale, with tens of thousands of leads, transactions and collections cases processed. It is powered by the WebTop CRM core.

Vocational Training Centers

See the platform running on your own data.

We run a personalized demo built around your center — courses, sites and workflow. No strings attached.