CRM and Marketing Features

Delegate Planner offers a fully integrated CRM which allows you to view all customer correspondence, orders and delegate training in one centralised system.

Integrated CRM system


Use our CRM system to ensure all information regarding your customers and enquiries is kept in one centralised location, plus all communications are logged using actions so everybody is in the loop as to which stage they're at in the sales process.

Mailboxes such as [email protected] and [email protected] can be setup to read the emails and automatically logged against the appropriate contact in your system.

Sales and marketing reports and analytics


Create sales tracks for active enquiries to log course information they wish to book, email course availability and then make the booking to close down the sales process automatically.

Open, won and lost sales can be easily reported on by sales rep or team.

  • Testimonial

    Intuitive & Scalable Training Management

    Dave Bennett-Bull, Commercial Director, HSS Training

    The intuitive nature of Delegate Planner has made it possible for us to manage the vast amounts of data involved in our day to day, nationwide training operation. Since implementing Delegate Planner seven years ago, our organisation has continued to grow at a rapid rate. The scalability of the system allows our business to expand with minimal additional administration resources. HSS Training

Multiple channels of communication


Send out bulk, targeted email campaigns to email subscribers; target delegates and contacts by group or even by previous courses attended. Delegates can be notified when courses are due to expire or other courses that would be of interest to them such as a higher level or course progression. Campaigns are used to track who has opened the targeted email and when they opened it!

Bulk and targeted mailing

Mail campaign management

Track Enquiries and Sales

Setup custom mailboxes

Log all contact correspondence

Action other users to follow up

Branded Quotation Templates

Bespoke customer pricing plans

Bespoke Account Pricing

Book Demo

Fill out your details below and one of our team will be in touch to demonstrate how you can use Delegate Planner to streamline and scale your training operations.