Case study

A training sales platform on WordPress with CRM integration

A training company needed a site where choosing a course flows straight into ordering it. We designed and built a training sales platform on WordPress: a finder connected to the client's database, course pages with variants and an order form integrated with the CRM through an API.

For one of Poland's largest training companies, we designed and built a WordPress sales platform: a course search connected to the client's database, course pages with variant selection and a PDF syllabus, and a purchase form integrated with the CRM via API.

Scope of work

Industry: Training and education
Product type: Training sales platform
Market: Training / education

Technologies

Flutter
Product Management

Key facts

Sketches and interactive prototypes in Figma
Lead generation page
Course search and filtering integrated with the client's database
Course pages with dates, locations, variants and a PDF syllabus
Purchase form integrated with the CRM via API
Design system and responsive version

From finding a course to an order that lands in the CRM on its own.

Moodboard for the training sales platform

Goals

01
Easy to find a course
Let clients search and filter a broad range of courses by their needs.
02
A smooth path to purchase
Connect choosing a course with placing an order, without breaking the journey.
03
Less manual order handling
Pass form data straight to the CRM and the right teams in the company.

Process

Discover Define Develop Deliver

Sketches
Sketches
A first outline of the platform structure and the purchase path.
Figma prototypes
Figma prototypes
Design and interactive prototypes of the key views.
Product design
Product design
A platform led by a lead generation page.
Design system
Design system
Rules and components for building new parts of the site.
Development
Development
Implementation on WordPress, integrated with the client's database and CRM.

What we delivered

A platform that takes users from choosing a course to an order handed over to the CRM.

Course search - searching and filtering courses, integrated directly with the client's database.
Course pages - description, goals and benefits, dates and locations, variant selection and a downloadable PDF syllabus.
Purchase form - a dedicated form integrated with the client's CRM via API.
Design system - rules and tools for building new interface elements consistently.
Mobile version - search, form and course pages adapted to desktops, tablets and smartphones (responsive design).

A team at work in the office: laptop, notes and sticky notes on the wall

„We wholeheartedly recommend Squares. We have worked together for years and they are one of those partners you can rely on 100%. Among many different projects, they built our company website with an advanced integration with an external database. They do not stop at the code.”

Inprogress - sukces w zarządzaniu Google review, translated from Polish · Full review

Solution: a course finder, course pages and a CRM-linked form

The search draws directly on the client's database, so choosing a course flows straight into buying it.

Course pages

Each page gathers what people need to decide: a course description, goals and benefits for participants, and available dates and locations. Users can download the syllabus as a PDF and pick the variant that suits them.

Purchase form and CRM

A dedicated form collects the data needed to fulfil the order. The CRM integration via API passes it automatically to the right teams, which speeds up order handling and reduces the risk of errors from retyping data by hand.

Design system

A set of rules and components makes it quick to add new interface elements without losing visual and functional consistency. That makes the site easier to develop further.

Written by Radosław Kołacki Published 12 March 2019 Updated 7 October 2026