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Training Customer Relationship Management (CRM)

Delegate Planner Overview

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.

 

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Contact Details

  • Vendor Name Dante Systems Limited
  • Founded 2018
  • Location United Kingdom
  • Employees 1-10

Support

  • 24x7 Support 24x7 Support
  • Email Email
  • Phone Phone
  • Chat Chat

Training

  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • On-Premise On-Premise
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business
  • Large-Enterprise-Business Large-Enterprise-Business

Languages Supported

English


Industries

Accounting, Financial Services

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Delegate Planner Features

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

Delegate Planner Pricing

Pricing Type

  • Pricing Type Usage Based

Preferred Currency

  • GBP (£) GBP (£)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Monthly Payment Monthly Payment
  • One-Time Payment One-Time Payment

Plans & Packages

ESSENTIALS

$70 Per Month

Delegate Planner FAQs

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.

  • No, Credit Card details are not required for the Delegate Planner 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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