Organise Data,
Engage Customers,
Stay Connected.
What is a CRM?
An online application that helps manage your data, automate processes,
simplify data entry and save time.
360° Customer Journey
Centralise your customer data and see the full history of activities, from the first interaction to project delivery
Customer Engagement
Organise and automate internal processes and improve response times
Integrations
Connect the CRM with your favourite tools and applications to make your life as easy as possible
Grow Sales
Visualise and automate your sales pipeline
What is a CRM?
An online application that helps manage your data, automate processes,
simplify data entry and save time.
360° Customer Journey
Centralise your customer data and see the full history of activities, from first interaction to project delivery
Customer Engagement
Organise and automate internal processes and improve response times
Integrations
Connect the CRM with your favourite tools and applications to make your life as easy as possible
Grow Sales
Visualise and automate your sales pipeline
Why Choose EngageCRM?
Open-Source
We use the best Open-Source applications for our solutions
Industry Solutions
Off the shelf solutions for industries we have systems deployed
UK Hosting
Secure cloud hosting provided by ANS
No User Licences
Add your entire team, we will never charge per user
Flexible and Bespoke
We can design and implement tailor made solutions for your specific needs
Support & Training
We are only an email or call away!
Share screens and walkthroughs
Open-Source
We use the best Open-Source applications for our solutions
Industry Solutions
Off the shelf solutions for industries we have systems deployed
UK Hosting
Optimised hosting secure in the cloud provided by UKFAST
No User Licences
Add your entire team, we will never charge per user
Flexible and Bespoke
We can design and implement tailor made solutions for your specific needs
Support & Training
We are only an email or call away!
Share screens and walkthroughs
Reduce the need for Spreadsheets
CRM views help users organise multiple records, fast.
Lists and Filters
Customisable filter layouts and
Save filters for quick searches
Bulk Actions
Select multiple records for mass update
Import Wizard
Easily import data in 5 steps using csv templates
In-line editing
Quickly edit a record's values from the list with a couple of clicks
Mail Merge
Generate Documents, emails and more
5 Themes
Each user can have their favourite theme and change them at will
Reduce the need for Spreadsheets
CRM views help users organise multiple records, fast.
Lists and Filters
Customisable filter layouts and
Save filters for quick searches
Bulk Actions
Select multiple records for mass update
Import Wizard
Easily import data in 5 steps using csv templates
In-line editing
Quickly edit a record's values from the list with a couple of clicks
Mail Merge
Generate Documents, emails and more!
5 Colour Themes
Each user can have their favourite
Easy-to-use Developer Tools
Super Users...it is time to make it your CRM
Users, Roles and Groups
Manage user access and permissions
Workflows
Create basic triggers for automatic actions and notifications
Module Builder
Design, deploy and connect new modules within your existing system
Studio
Customise your CRM with new fields and change layouts anytime!
Reports & Dashboards
Flexible report builder and deploy on user homepage and email schedule
Plug-Ins
CRM store is filled with available plug-ins for your favourite applications
Easy-to-use Developer Tools
Super Users...it is time to make it your CRM
Users, Roles and Groups
Manage user access and permissions
Workflows
Create basic triggers for automatic actions and notifications
Module Builder
Design, deploy and connect new modules within your existing system
Studio
Customise your CRM with new fields and change layouts anytime!
Reports & Dashboards
Flexible report builder and deploy on user homepage and email schedule
Plug-Ins
CRM store is filled with available plug-ins for your favourite applications
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