formiva

A practical workflow

1. Create training sessions, track attendees, and generate related documents automatically in one place without manual data re-entry.
2. Classify and update Qualiopi compliance proofs continuously by indicator to be audit-ready at any time.
3. Convert quote requests into opportunities in the CRM, manage follow-ups and tasks, and track the sales pipeline effectively.

Based on the sources below. Editorial review does not imply hands-on product testing.

Candidates based on category and primary feature. Check feature and pricing differences before switching.

What changed

Changes to the facts recorded here, not a live scan of every vendor update. Save this tool to follow updates in your account.

1. 9/14/2026

   Updated: best for, export formats, features, limitations, summary, use cases, walkthrough

   See recorded changes

   bestFor

   Before: []

   After: ["Training organizations needing an all-in-one platform to manage training sessions, CRM, compliance, and online sales without juggling multiple disconnected tools.","Users who require Qualiopi compliance support integrated with training management and CRM."]

   exportFormats

   Before: ["Data export is possible though details are not specified."]

   After: ["Data export is possible though details are not specified on the pages."]

   features

   Before: ["Management of training sessions including planning, tracking attendees, and document generation.","Continuous monitoring and organization of Qualiopi compliance proofs by indicator, ready for audits.","CRM with pipeline management, opportunity tracking, automated reminders, and AI agent for prioritization.","Online sales capabilities including publishing catalog, online registration, and payment processing integrated within the platform.","Electronic signature for contracts, conventions, and attendance sheets compliant with legal standards."]

   After: ["Management of training sessions including planning, tracking attendees, and generating documents like conventions and attendance sheets automatically.","Continuous monitoring and organization of Qualiopi compliance proofs by indicator, with early detection of non-conformities before audits.","CRM functionality to track prospects from quote requests to signed contracts, including automated follow-ups and task reminders.","Online sales capabilities including publishing a training catalog, processing registrations and payments, and SEO visibility on Google.","Electronic signature for contracts, conventions, and attendance sheets compliant with legal standards."]

   limitations

   Before: ["The advanced Qualiopi module with 32 indicators and AI agent is only available in higher-tier plans, not in the free plan."]

   After: ["The advanced Qualiopi module with 32 indicators and AI audit agent is only available on higher-tier plans, not on the free plan."]

   summary

   Before: "Formiva is a software platform designed for training organizations to manage training sessions, CRM, compliance with Qualiopi standards, and document management all in one place. It integrates multiple functions such as session planning, compliance tracking, CRM, electronic signature, e-learning, and website management to streamline administrative tasks and audit preparation."

   After: "Formiva is a software platform designed for training organizations to manage training sessions, CRM, compliance with Qualiopi standards, and document handling all in one place. It integrates multiple functions such as session management, compliance tracking, CRM, electronic signature, e-learning, and website/catalog management to streamline administrative tasks and audit preparation."

   useCases

   Before: ["Managing the entire lifecycle of a training organization from attracting prospects to proving compliance for audits.","Publishing and selling training courses online with integrated payment and session management."]

   After: ["Managing the entire lifecycle of a training organization from attracting prospects, selling training sessions, delivering training, to proving compliance for audits."]

   walkthrough

   Before: ["Attract prospects via online catalog and quote requests feeding directly into CRM.","Convert prospects into sessions with opportunity tracking, quotes, and automated follow-ups.","Manage training sessions, attendance, documents, and learner tracking without re-entry.","Maintain Qualiopi compliance evidence organized by indicator, ready for audit at any time."]

   After: ["Create training sessions, track attendees, and generate related documents automatically in one place without manual data re-entry.","Classify and update Qualiopi compliance proofs continuously by indicator to be audit-ready at any time.","Convert quote requests into opportunities in the CRM, manage follow-ups and tasks, and track the sales pipeline effectively."]