Training CRM
Build Long-Term Relationships With Customers
A CRM tailored for training providers. Manage prospects, enquiries, and bookings with ease, while keeping all your customer data organised and accessible in one place.
TRAINING CRM FEATURES
A CRM Built For Training Providers
Manage every aspect of your business with one integrated training CRM, from tracking enquiries and storing emails to automating refresher reminders.
01
Training Overview
Complete Visibility Across Your Training Data
Dante’s built-in training CRM captures and organises all key training data in one place—giving your team instant access to the information they need to deliver fast, informed customer support. From bookings and attendance to full training history, everything is connected and easy to navigate, helping you respond quickly and confidently to any enquiry.
What’s Included:
Track bookings, invoices & attendance
Access customer training history
Respond to enquiries with ease
02
Storage & Mailboxes
Keep Every Interaction Organised and Accessible
Never lose track of customer communications with intelligent email tracking built into Dante’s training CRM. Emails are automatically captured and linked to the correct contact or booking record, giving your team full visibility of every interaction. Whether you’re managing internal updates or external communication, everything is stored in one place.
What’s Included:
Automatic email storage within the training CRM
Use CC to log emails directly to contacts
BCC email addresses for external alerts
03
Automate Training
Drive Repeat Business with Smart Automation
Keep your delegates engaged and coming back with automated workflows designed to support ongoing compliance and maximise revenue. Send timely reminders ahead of training expiry, encourage rebooking, and include direct links to your booking portal—making it easy for customers to take action and stay up to date.
What’s Included:
Notify customers ahead of training expiry
Encourage rebooking & engagement
Include links to your booking portal
04
Deals Pipeline
Track & Manage Sales with Complete Visibility
Stay in control of your sales process with a fully customisable deals pipeline designed to give you clear oversight at every stage. Keep all deal-related information connected—from initial enquiry to confirmed booking—so your team can track progress, prioritise opportunities, and close deals more effectively.
What’s Included:
Tailor deal stages to your sales process
Associate deals with company records
Link bookings to won deals
05
Integrate Existing CRM
Seamless CRM Integration Without Disruption
Connect Dante to your existing training CRM with ease using Zapier, enabling automated data syncing between systems. Keep your data aligned and ensure your team always has access to accurate, up-to-date information across platforms. This allows you to enhance your current workflows while benefiting from Dante’s powerful training management features.
What’s Included:
Reduce manual data entry and errors
Improve efficiency and accuracy
Automate data syncing
FREQUENTLY ASKED QUESTIONS (faqS)
Your Questions Answered
Here you’ll find answers to common questions about our training CRM system to help you choose the right fit for your organisation.
