Upcoming customer events and training
North America
Training series
CRM for Sales Reps
Jul
22
Wednesday 22 July, 2026
2:00 PM EDT
By the end of this session, you'll be confident using the new Phocas CRM in your day-to-day on your phone, in the field, and without the admin overhead that makes logging feel like a second job.
In-person event
PUG Classroom Costa Mesa
Jul
23
Thursday 23 July, 2026
8:30 AM PDT
Hilton Orange County/Costa Mesa, 3050 Bristol St., Costa Mesa, California, 92626, USA
Europe, the Middle East and Africa
Training series
CRM for Sales Reps
Jul
22
Wednesday 22 July, 2026
2:00 PM BST
By the end of this session, you'll be confident using the new Phocas CRM in your day-to-day on your phone, in the field, and without the admin overhead that makes logging feel like a second job.
In-person event
PUG Classroom Coventry
Sep
10
Thursday 10 September, 2026
9:45 AM BST
Phocas Software 4M, Middlemarch Business Park Siskin Drive Coventry, UK CV3 4FJ
Asia-Pacific
Training series
CRM for Sales Reps
Jul
22
Wednesday 22 July, 2026
2:00 PM AEST
By the end of this session, you'll be confident using the new Phocas CRM in your day-to-day on your phone, in the field, and without the admin overhead that makes logging feel like a second job.
In-person event
PUG Classroom Auckland
Jul
23
Thursday 23 July, 2026
8:30 AM NZST
QT Auckland 4 Viaduct Harbour Avenue Auckland 1010, New Zealand
Analytics 
Financial Statements 
Budgets & Forecasts 
Rebates 
CRM 
Insights 