Admin & operations

Training

Onboard the team inside the CRM and build training modules

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Claude

Connected to PenguinPilot

Ask anything…

PenguinPilot · TrainingReady

Jordan onboarding

Before

Learning checklist

MMaya TorresActive

JJordan EllisActive

AAlex MorganActive

Connected to your AI assistant

Works with the AI you already use:ClaudeChatGPTGeminiGrok

BUILT INTO YOUR WORKDAY

Everything training brings together.

Build courses and onboarding paths inside the CRM
Assign modules by role or team
Track completion and certification
New starters productive without shadowing for a week

Training in action.

Training · ManageTraining admin

Training Copilot

Keeps training aligned with the product

0 areas scanned

Product areas

Properties3 need updating

Offers1 missing

Digi-SignUp to date

ContactsUp to date

Properties — training needs updating after recent product changes

Training · PropertiesTraining Copilot

Properties training

5 lessons · sourced from the live product

2 lessons out of date

1Create and set up a listingNeeds updating

2Track buyers on a listingUp to date

3Manage the photo galleryUp to date

4Publish to portalsNeeds updating

5Write marketing textUp to date

Training refreshed from the latest product changesPublished to the Sales team

Training · My learningTeam learning

Mia Tanner

Sales Agent

Properties Essentials

3 of 5 lessons

Create a listing

Add listing details

Upload gallery

Publish to portals

Manage buyer enquiries

Lesson 4

Publish to property portals

Open the listing, choose the portals it should appear on, then publish. The CRM keeps each portal in sync when the listing changes.

Listing · Publish

Trade MeConnected

realestate.co.nzConnected

OneRoofReady

Publish listing

Mark complete

Training · Team progressTraining admin

Sales Team Training

8 team members

Properties Essentials

60%complete

Mia TannerCompleted

Ray Mitchell4 / 5 lessons

ACAlex Chen2 / 5 lessons

Mia Tanner — Properties Essentials completed

Training stays current as the CRM changes.

A SMALLER SOFTWARE STACK

What it replaces.

Bring the work into your business platform instead of paying for disconnected tools and moving the same information between them.

Separate onboarding checklists
Training tracking spreadsheets
Scattered course resources

Explore all features

Training

Everything training brings together.

Build courses and onboarding paths inside the CRM

Assign modules by role or team

Track completion and certification

New starters productive without shadowing for a week

Training in action.

What it replaces.

The whole platform. Not just this feature.

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