FEATURES

The tools for your day.
Connected to each other.

Find the capability you need, understand the job it helps with, and explore the solution behind it.

What do you need to do?

Search a feature or browse a part of your operation.

30 features across 8 connected areas

Compare plans & availability

Registration

Give students a clearer start and staff a more organized class list.

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Online class registration

Let students register online while your team manages enrollment in Steams.

Class schedules & capacity

Organize class dates, capacity, and availability around the programs you run.

Custom registration fields

Collect additional information that matters to your organization.

Waitlists & prerequisites

Support enrollment rules and manage interest when a class fills.

Student records

Keep the person, their records, and their training history connected.

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Student profiles

Maintain student details and enrollment information in one place.

Documents & custom fields

Keep relevant documents and additional student information with the record.

Student portal

Give students a place to view their classes, tasks, payments, and learning.

Attendance & history

Keep track of participation and the student’s activity across classes.

CRM & leads

Make each inquiry easier to own, follow up, and understand.

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Lead capture & organization

Bring prospective student inquiries into a structured follow-up process.

Assignments & tasks

Give leads an owner and make the next follow-up action clear.

Relationship management

Keep contact information and conversation context close to the people involved.

Email & SMS communication

Communicate with templates and use Twilio for configured text messaging.

Billing & payments

Connect what is billed, what is paid, and what still needs attention.

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Invoices & receipts

Keep billing and payment documentation connected with your student accounts.

Flexible payment arrangements

Offer full payment, deposits, installments, or pay-later options as configured.

Payment processor connections

Work with Stripe, Authorize.Net, PayPal, Square, or BluePay.

Balances & accounts receivable

Review outstanding student balances and the records behind them.

Learning

Support the learning journey alongside the business of training.

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Lessons & materials

Organize video, documents, and other learning materials in your courses.

Quizzes & assessments

Create assessments and review student performance.

Assignments & feedback

Collect submissions and support instructor grading and feedback.

Certificates & progress

Track learning progress and support your completion and certificate workflow.

Your team

Give the people behind the programs useful tools and context.

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Employee & instructor profiles

Organize the staff information that supports your daily operation.

Roles & permissions

Set access according to each person’s responsibilities.

Class & schedule coordination

Connect your staff with the classes and activity they help deliver.

Reporting

Turn everyday records into a clearer operational picture.

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Enrollment reporting

Review registration and enrollment activity across your classes.

Financial reporting

Examine invoices, payments, and accounts receivable.

Custom report options

Use available report fields and filters to focus on the question you need to answer.

Training, attendance & more

Explore training, attendance, discount coupon, and other operational reports to understand more of your business.

Integrations

Connect Steams with the tools your organization already uses.

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QuickBooks connection

Connect your accounting workflow with QuickBooks.

Zoom & calendars

Connect Zoom, Google Calendar, and Microsoft Outlook with your training workflow.

Zapier & Twilio

Extend connected workflows through Zapier and configured SMS through Twilio.

Feature availability and capacity depend on your plan and setup. Use the pricing comparison or ask our team about your requirements.

BUILT TO MAKE YOUR JOB EASIER

Find the right fit for your organization.

Choose the tools your team needs, then see how they work together.

Customer story

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A CLOSER LOOK

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LET’S MAKE YOUR JOB EASIER.

Your organization.
Your personalized demo.

Let’s talk about your programs, your team, and what you’d like to make easier.

  • Walk through your current processes
  • Explore the tools that matter to your team
  • Get answers to your questions
A real conversation. Built around you.

Take a closer look at Steams.

Choose your next step and we’ll help you find the right fit for your training organization.

Continue to demo bookingHave a question first? Contact us.