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Solutions for & Organisations
CRM
Customer Relationship Manager
An online system & database that helps organisations of all sizes collect, manage and group their client data.
CRM can help improve all areas of an organisation from marketing & sales to contracts & delivery.
Keeping all of your interactions with your client in one place
Functionally very similar to the widely used SalesForce with a difference:
- No User Licences
- 100% Control of the software
Customise your system to meet your needs, add fields and change layouts to ensure you capture the information important to your organisation!
Cloud
Cloud allows you to have personal storage online, that you can access securely anywhere!
Functionally very similar to the widely used Dropbox with a difference:
- No User Licences
- 100% Control of the software
Upload & organise your Documents, Files, Images, Videos and much more!
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What Our Customers Have to Say
EngageCRM UK has made our Exam Booking process more efficient and paper free. The system sends update and reminder emails to the Student, Teacher and Invigilator! We also use the system to report on all Exam success rates, broken down by Qualification, Level and Teacher
We have been working with Engage for nearly 7 years, we use the system across our entire organisation, from managing client memberships to collaborating with local authorities to deliver one of our government funded projects! The system is as flexible as we need and the support team are always a call away!
We can generate all of our sign up paperwork from the Enrolment record and EngageCRM UK are always happy to help us update and improve our system
I use EngageCRM UK daily, the support team have helped me write reports and manage our client memberships. With the recent upgrades to the layouts everything is much clearer!
I use the system everyday, creating and updating Enrolment records for finance reporting and staff caseloads. EngageCRM are always a call away and happy to help!
EngageCRM have been great! We have created a customised process for our Mentor Meetings on the system, this allows us to schedule and record a learner's mental wellbeing, targets and goals
The system helps our team record cases for students, at any point a member of staff can flag a case to be a safeguarding issue and we can begin our internal processes to investigate and resolve, updating the case throughout.
I use EngageCRM UK everyday for both the teams I manage, using the system to view staff calendars for meetings. Using reports is really flexible and I can generate caseload reports to prepare for delivery staff KPI and 1to1 meetings. Throughout the time I have worked with Engage they have been really supportive!
I use MIS to see our overview summary reports, this way I see our caseload reports and new starts at a snap shot for the month, this helps me prepare for our operation and board meetings. Always use the MIS for the shared calendar to view availability and to book team meetings!
The flexibility of the system, support and service from EngageCRM UK has allowed us to thrive as a growing as a business. Throughout we have continusly tested the software, we have customised the CRM & Cloud to work for us, our partners and our learners!
