Delegate Planner
Claim ProfileTraining Customer Relationship Management (CRM)
Training Customer Relationship Management (CRM)
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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.
Delegate Planner offers the following pricing plans & packages:
ESSENTIALS
£70 Per Month
Delegate Planner supports the following payment frequencies:
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