iCRM/Events/Workshop Management
Complete workshop management for Malaysian businesses

Run workshops from the first enquiry to the final payment.

iCRM connects customer acquisition, campaign reporting, participant registration, crowd attendance, workshop fees, trainer commission and follow-up in one business workflow.

Book a workshop solution demo → WhatsApp our team
One-off or recurring workshops QR registration and attendance Participant fee visibility
01 / ATTRACT

Get and organise enquiries

Keep workshop prospects in Customer CRM with source, owner and follow-up.

02 / ANALYSE

Review campaign reports

Upload exported Google Ads and Facebook reports into iCRM.

03 / REGISTER

Accept QR registrations

Let participants choose a workshop date and receive their attendance QR.

04 / MANAGE

Control the crowd

Use event capacity, rosters and several attendance methods.

05 / COLLECT

Track fees and balances

Review participant statements and link payment evidence.

06 / RETAIN

Continue the relationship

Use customer history, groups and messaging for the next workshop.

Why workshop operators need a connected process

The workshop may last one day. The business process starts weeks earlier.

iCRM helps keep marketing, participants, attendance and money connected so your team does not need a separate spreadsheet for every stage.

Without one operating record, information gets lost between teams.

A workshop organiser often has advertising reports in one place, enquiry details in phones, participant names in a spreadsheet, attendance on paper and fee status in another file.

01

Marketing cannot see the customer outcome.Campaign activity and real enquiries are reviewed separately.

02

Operations rebuilds participant lists.Every session starts with another manual copy of the roster.

03

Attendance and payment do not match.The team knows the total shortage but not which participant needs follow-up.

04

Past participants are forgotten.There is no clean customer history for the next workshop campaign.

ONE CONNECTED iCRM JOURNEY

From prospect to returning participant

01

Customer CRM

Capture the enquiry, source, group, assigned salesperson and next action.

02

Marketing

Record the campaign and upload the exported Google or Facebook report.

03

Events & Attendance

Create workshop dates, register participants and manage attendance.

04

Participant accounts

Review statements, balances and linked receipt, invoice or cash-sale references.

05

Messenger and follow-up

Reach selected groups and continue the relationship after the workshop.

Complete workshop lifecycle

Seven connected stages for a more manageable workshop business.

Each stage below uses an existing iCRM capability. The result is a customer-facing workflow that begins before registration and continues after the programme ends.

ATTRACT01

Capture workshop enquiries as company-owned customer records.

Keep the prospect’s details, files, source and conversation history in Customer CRM. Assign the enquiry to the right salesperson and schedule the next follow-up, so the lead does not disappear in a personal phone.

  • Searchable customer and prospect list
  • Contact source and source reporting
  • Customer groups and categories
  • Named owner and assignment
  • Follow-up queue and contact history
  • Billing, TIN and e-Invoice details
iCRM customer source report for workshop enquiries
CUSTOMER SOURCEUnderstand where workshop prospects came from before planning the next campaign.
PROMOTE02

Plan the campaign and review exported ad-platform results.

Create a structured campaign record, then upload exported Google Ads or Facebook campaign reports. Review the advertising report inside iCRM alongside the customer-source and quotation information available in the platform.

  • Custom marketing campaign records
  • Campaign categories and history
  • Google Ads report upload
  • Facebook campaign report upload
  • Uploaded-file history
  • Cross-channel advertising report
Transparent setup: the supported workflow uploads exported report files. This page does not claim a live automatic Google or Facebook advertising integration.
iCRM uploaded Google Ads and Facebook campaign report
MARKETING REPORTBring supported advertising exports into one management reporting environment.
DESIGN03

Create one workshop or generate a complete recurring programme.

Build a parent event with the workshop title, venue, first date, full programme period, capacity, fees and owner controls. Generate child dates daily, weekly, monthly or yearly instead of rebuilding each session manually.

  • One-off and recurring workshops
  • Parent and child event structure
  • Venue, description and capacity
  • Registration and other event fees
  • Daily, weekly, monthly or yearly dates
  • Child-date roster adjustment
Creating a workshop event in iCRM
WORKSHOP SETUPUse the parent event to control the programme, fees and operating details.
REGISTER04

Let the public register by QR—or add the roster your team already has.

Participants can scan a registration QR, choose the relevant workshop date and complete a mobile form. The flow can include email verification, confirmation and a personal QR for attendance. Administrators can also select CRM contacts, import a list or add a non-contact directly.

  • Public QR registration
  • Workshop-date selection
  • Email verification option
  • Confirmation and personal QR
  • CRM contact selection
  • Participant import or direct entry
Personal participant attendance QR generated by iCRM
PARTICIPANT QRGive every successfully registered participant a usable attendance identity.
ATTEND05

Manage the crowd with the attendance method that suits the venue.

Register a QR terminal to the workshop and scan each participant’s personal code. A staffed Android device can load the roster for one-by-one marking, while administrators retain a manual attendance option when required.

  • Workshop-specific QR terminal
  • Personal QR attendance scan
  • Android attendance roster
  • Manual participant marking
  • Participant list by workshop date
  • PIC attendance recording
iCRM workshop participant list and attendance preparation
ROSTER CONTROLKeep the participant list attached to the correct workshop or recurring date.
COLLECT06

See which participant has paid—and who still needs follow-up.

Use the participant statement of account to review charges and outstanding balances by person. Search, print or send statements, then link the correct receipt, invoice or cash-sale reference to the participant record.

  • Participant statement of account
  • Outstanding balance visibility
  • Statement search and printing
  • Send-statement workflow
  • Receipt, invoice and cash-sale links
  • Cross-company reference option
iCRM workshop participant statement of account
FEE TRACKINGMove from a missing total to the exact participant account that needs action.
SETTLE & RETAIN07

Settle trainer commission, then prepare the next customer engagement.

Select the trainer or person in charge from the vendor list, confirm attendance and manage commission with voucher and paid status. After the workshop, the customer history, source, group and communication tools remain available for the next campaign.

  • Vendor-based trainer or PIC
  • PIC attendance and commission
  • Voucher and paid status
  • WhatsApp, SMS and email campaigns
  • Customer groups and history
  • Next follow-up and recurring workshop
iCRM workshop trainer PIC attendance and commission list
TRAINER SETTLEMENTKeep workshop delivery and trainer payment evidence connected to the event.
BUILT FOR REAL MALAYSIAN WORKSHOP OPERATIONS

One system for the organiser, sales team, trainer and participant.

Whether you run public business seminars, corporate training, certification sessions or paid community workshops, the same iCRM records can support the commercial and operational teams around the programme.

  • Public, corporate and recurring workshop formats
  • Multichannel customer communication through configured company accounts
  • Participant records that do not require every person to be an existing CRM contact
  • Trainer commission controlled through vendor records
Management visibility

Useful answers for the workshop owner—not just registration records.

iCRM gives each team a practical place to check the part of the workshop they are responsible for.

↗
MARKETING

Which campaigns are worth repeating?

Review campaign records, uploaded ad-platform reports and the sources recorded on customer enquiries.

◎
SALES

Which prospects still need follow-up?

Use named ownership, customer history and personal follow-up queues instead of relying on memory.

▦
OPERATIONS

Which workshop date is each person attending?

Use parent and child events to keep repeated dates and their participant rosters separated correctly.

✓
ATTENDANCE

Who registered and who attended?

Capture attendance through QR, Android or manual marking against the relevant workshop date.

RM
FINANCE

Who has an outstanding workshop balance?

Review the participant statement and the receipt, invoice or cash-sale reference attached to it.

★
TRAINER

What commission is ready to settle?

Use the event PIC list to review attendance, commission, voucher and paid status.

Suitable workshop businesses

A flexible operating model for different workshop formats.

The same core workflow can be configured around the programme, participants and fee process your business already uses.

💼

Business seminars

Capture advertising enquiries, manage public registration and follow up the participant list after the event.

🏢

Corporate training

Create workshop dates for company customers and maintain attendee and payment records by programme.

🎓

Certification workshops

Run repeated sessions, control attendance and keep the participant account connected to the correct date.

🛠️

Hands-on classes

Manage limited capacity, QR check-in, recurring sessions and trainer commission.

🌐

Public programmes

Allow people outside the current CRM list to register through a mobile-friendly QR journey.

🤝

Community workshops

Import an existing participant list, mark attendance and send participant statements when fees apply.

📣

Marketing roadshows

Record campaign activity and customer source, then connect the event roster to future follow-up.

📅

Recurring programmes

Generate weekly or monthly child events and adjust only the session that changes.

What changes for your team

Move from disconnected workshop administration to one shared process.

BEFORE iCRM

Information is spread across people and files.

  • Enquiries stay inside personal WhatsApp chats
  • Campaign reports are reviewed without customer context
  • Participant lists are copied for every workshop date
  • Attendance is checked against paper or separate forms
  • Outstanding fees require another manual spreadsheet
  • Trainer commission is calculated after the workshop from memory
WITH THE CONNECTED iCRM WORKFLOW

Teams continue from the same customer and event records.

  • Every prospect can have a source, owner and next action
  • Exported ad reports have a consistent upload and review process
  • Parent and child events preserve each workshop date
  • QR, Android and manual attendance stay attached to the roster
  • Participant statements identify exactly who needs payment follow-up
  • PIC attendance, commission, voucher and paid status remain visible
Workshop solution FAQ

Questions business owners usually ask before a demo.

Can iCRM manage both one-off and recurring workshops?

Yes. Create one parent workshop, then generate child dates daily, weekly, monthly or yearly. A one-off workshop can remain as a single event, while a recurring programme keeps every date connected to the same parent.

Can the public register without already being in our CRM?

Yes. A person can register through the public workshop QR flow even when they are not an existing iCRM contact. Administrators can also import a list, select existing contacts or add a participant directly.

Does the system support QR registration and QR attendance?

Yes. The public registration flow can send a personal QR to the participant. The workshop attendance terminal can then scan that personal QR against the relevant event.

How can we manage a large workshop crowd?

Set the event capacity, keep the roster on the correct workshop date and choose an attendance path: QR terminal, Android attendance list or manual marking. The feature supports crowd administration; it is not presented as a physical security or access-control system.

Can we see which participants still owe workshop fees?

Yes. The participant statement of account shows charges and outstanding balances by participant. The team can search, print or send statements and link the relevant receipt, invoice or cash-sale reference.

Can iCRM pull live data directly from Google Ads and Facebook Ads?

The supported marketing workflow is based on uploading exported Google Ads and Facebook campaign reports. This page intentionally does not claim an automatic live advertising API connection.

Can we communicate with participants through WhatsApp, SMS or email?

Yes, when the relevant company sending channels are configured in Omnichannel Messenger. Campaigns and operational reminders can then use the approved WhatsApp Business API, SMS or email accounts available to the organisation.

Can we calculate trainer or organiser commission?

Yes. The trainer or person in charge is selected from the vendor list. Attendance, commission amount, voucher reference and paid status can be maintained in the event PIC workflow.

Show us how you run your workshops today.

We will map your real enquiry, registration, attendance and payment process to the iCRM modules that support it—without adding features you do not need.

Request a personalised demo → WhatsApp +603-2780 3801
HELP US PREPARE THE RIGHT DEMO

Share these four details in your enquiry.

  • The type of workshop or programme you run
  • How often it runs and the expected participant count
  • How participants currently register and check in
  • Whether you collect fees and pay trainers or organisers