We are an academy for continuing education and are looking for seminar management software.
We have the following requirements for the solution:
- Compatible with the TYPO3 content management system and the ability to transfer customer data to Daylite (CRM software for Mac)
- Different price categories for each participant group (private or corporate customers) and the option to set quotas for the different participant groups per course (e.g., 10 places for corporations, 5 places for private individuals)
- The booking form offers various payment options and automatic processing of the desired invoicing
- Payment reminders, cancellations, and chargebacks possible
- Marketing tools (emails, changes, booking confirmations, creation of email templates, reminders, automatic sending of certificates) available
- Desired participant management (access to participant data, registrations, cancellations, and rebookings, booking and billing history for each participant, entire communication history at a glance)
- Professional documents in our corporate design (create and send standard documents such as registration confirmations, participant lists, certificates, and invoices after setup) possible
- Tracking, analyses, reports possible, e.g., financial overview (sales and statistics on revenue)
- As inexpensive as possible, as we are a small organization (5 employees)
- Home office compatibility would be advantageous
- Mac OS compatible
1-2 software workstations are planned.