Delegate Planner

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Training Customer Relationship Management (CRM)

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Delegate Planner Evaluation Snapshot

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User RatingNot rated yet
Starting Price£70 / month
Free TrialNot specified
Free VersionNo
APINot specified
DeploymentCloud Hosted, Deployment Type
HeadquartersUnited Kingdom
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Product Overview

Delegate Planner Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About Delegate Planner

Build meaningful long-term relationships with customers. A CRM built specifically for training providers. Track prospects, opportunities and enquiries through the entire course booking process. All information relating to training such as bookings, invoices and delegates attended are stored automatically into the CRM integrated within Dante. This allows you to respond to customer enquiries with ease such as invoicing queries, attendee information or certificate enquiries. 

Ensure that all communication with customers and prospects are recorded in your CRM system even when sent from externally or to your own mailbox.

Never miss out on the opportunity for repeat business. Automatically notify coordinators and delegates of upcoming training expiry with links to your online booking portal to book their next course.

 

Company Dante Systems Limited
Founded 2018
Headquarters United Kingdom
Employees 1-10

Support

24x7 Support Email Phone Chat

Training

Webinar Documentation Videos

Licensing & Deployment

Proprietary Cloud Hosted On-Premise Web-Based

Typical Customers

Self-Employed Small-Business Midsize-Business Large-Enterprise-Business
Languages Supported 1 language available
English
Industries Served 2 industries available
Accounting Financial Services
Category-Based Capabilities

Delegate Planner Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Online Training Software 31 selected features Open category ↗
Certification & Licensing Virtual Classroom Training Administration Surveys & Feedback Course Management Built-in Course Authoring Social Learning Skills Tracking Synchronous Learning Learning Management SCORM Compliance Learning Paths/Tracks Tests/Assessments Self-Learning Mobile Learning Learner Portal Corporate/Business Content Library Multi-Language Asynchronous Learning Reporting/Analytics Progress Tracking Blended Learning Built-in LMS Assessment Management eCommerce Management Academic/Education Gamification Content Management Skills Assessment Assignment Management
Online CRM Software 33 selected features Open category ↗
Customizable Templates Sales Trend Analysis Calendar Management Lead Capture Workflow Management Interaction Tracking Opportunity Management Performance Metrics Email Management Pipeline Management Calendar Sync Email Marketing Task Management Forecasting Campaign Management Contact Management Document Storage Social Media Integration Collaboration Tools Sales Reports Web-based Deployment Lead Management Internal Chat Integration Lead Generation Lead Qualification Marketing Automation Quotes/Estimates Referral Tracking Reporting/Analytics Territory Management Deal Management Lead Nurturing Role-Based Permissions
Pricing Information

Delegate Planner Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Usage Based
Preferred Currency GBP (£)
Free Trial NA
Free Version NA
Payment Frequency Monthly Payment, One-Time Payment
ESSENTIALS
£70 Per Month

Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.

Frequently Asked Questions

Delegate Planner FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

Build meaningful long-term relationships with customers. A CRM built specifically for training providers. Track prospects, opportunities and enquiries through the entire course booking process. All information relating to training such as bookings, invoices and delegates attended are stored automatically into the CRM integrated within Dante. This allows you to respond to customer enquiries with ease such as invoicing queries, attendee information or certificate enquiries. 

Ensure that all communication with customers and prospects are recorded in your CRM system even when sent from externally or to your own mailbox.

Never miss out on the opportunity for repeat business. Automatically notify coordinators and delegates of upcoming training expiry with links to your online booking portal to book their next course.

 

  • No, Delegate Planner does not offer a free version.

  • No, Delegate Planner does not offer any free trial.

  • Delegate Planner offers the following pricing plans & packages:

    ESSENTIALS

    £70 Per Month

  • Delegate Planner supports the following payment frequencies:

    • Monthly Payment , One-Time Payment

  • No, Delegate Planner does not offer an API.

  • Delegate Planner offers support with the following options:
    • 24x7 Support , Email , Phone , Chat

  • Delegate Planner offers training with the following options:
    • Webinar , Documentation , Videos

  • Delegate Planner supports the following languages:
    • English

  • Following are the typical users of the Delegate Planner:
    • Self-Employed , Small-Business , Midsize-Business , Large-Enterprise-Business

  • Delegate Planner supports the following deployment:
    • Cloud Hosted , On-Premise

  • Delegate Planner supports the following devices and operating systems:
    • Web-Based
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