Training CRM

Yes. The delegate management system has storage areas throughout, for companies, delegates, courses, schedules and bookings, and you can set permissions on each so users only see the files they’re allowed to.

There’s also a central file store in Maintenance for branded materials and documents to use in emails and other communications, keeping your files consistent, secure and easy to find.

Dante works brilliantly for training providers of all sizes—from solo trainers and one-person operations right through to organisations with 100+ staff training tens of thousands of delegates every month.

Unlike other training CRM systems that charge per delegate or per course (which penalises your growth), Dante offers simple fixed-rate pricing starting at £70/month. As you scale from 50 courses a year to 5,000, your software costs stay predictable. The platform is powerful enough to handle complex multi-venue operations but intuitive enough that a solo trainer can start using it immediately without extensive training.

Merge the duplicate profiles. Dante combines their training history and key details into a single profile, so your records stay consistent and accurate.

Each delegate’s profile has a place to note special requirements or dietary needs. When that delegate is added to a schedule, an icon appears next to their name, so the trainer knows to review and accommodate them.

A customer relationship management (CRM) system keeps all of your customer data in one place, so you can meet their needs, build stronger relationships and get the most from every customer.

Dante comes with a built-in training CRM to help you look after the people who matter most to your business, included in both pricing plans.

Dante is built to handle the full spectrum of training delivery formats, giving you complete flexibility in how you run your business:

• Course duration: One-day workshops through to multi-week programmes and ongoing training series
• Delivery method: Face-to-face classroom training, fully virtual delivery, or hybrid blended learning
• Attendance models: Public open courses, private corporate bookings, or one-to-one training sessions
• Certification requirements: Initial certifications, mandatory refresher courses, and automatic renewal tracking
• Venue complexity: Single-site operations, multi-location delivery, or on-site client premises training

Whether you’re running standardised public courses or delivering bespoke training programmes tailored to individual clients, Dante provides the structure and automation you need while remaining flexible enough to adapt to your specific business model.

Yes, absolutely. Dante treats virtual and in-person training identically—the only difference is the venue. You’ll manage tutor availability, delegate bookings, payments, and communications through the same streamlined workflow regardless of delivery format.

For virtual training, you can set up custom fields for Zoom or Teams meeting links that are automatically included in your joining instructions emails. You can even use Zapier to auto-generate meeting links when courses are scheduled. Whether you deliver purely classroom training, purely virtual, or a hybrid of both, Dante handles it all in one system—no separate tools or workarounds needed.

Yes. Using document templates, Dante generates digital ID cards for delegates, with the photos you’ve taken of them. Download and print them if needed, so everyone on site is clearly identified and authorised.

Yes. Automation rules send emails and texts for key moments such as joining instructions, start date reminders, certificates and expiry notices, a set number of days before or after a date, at the time you choose. Texts are charged at 5p each.

Yes, with Actions. Set the tasks a course needs before and after it runs, and assign them. Each user sees how many actions they have outstanding, with a dashboard of their past, present and future tasks.

In the UK, on Microsoft Azure.

You own your data, always. Our comprehensive reporting tools allow you to export all your data from the training CRM whenever you need it – courses, delegates, bookings, financials, everything. If you need data in a specific format, our support team is always happy to assist.

We operate on rolling monthly contracts with no lock-in, so you’re never trapped. We’re confident in our product and our service, so we don’t need to hold your data hostage. If you decide Dante isn’t right for you, we’ll help ensure you have everything you need for a smooth transition.