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Get A Feel For CRM

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Choose the plan that's for you

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Learn The Basics

Need to know more about CRM?

Get in touch with us by phone - 01793 236 245
or email us at info@engagecrm.co.uk  

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Interactive Lists

See how flexible lists can help you manage data

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or email us at info@engagecrm.co.uk  

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How Flexible Is The CRM?

Watch our overview videos of the in house tools that allow you to customise the CRM

Dev Tools

Get in touch with us by phone - 01793 236 245
or email us at info@engagecrm.co.uk

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Sales

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Simple Plan

Your Domain
Your Details
Initial Set-Up
1-5
6-10
11-20
21-50
50-100
100+

0-500
500-5,000
5,000-25,000
25,000 - 50,000
50,000 - 100,000
100,000 +
Additional Hosting (GB)
Additional Supported Users
Additional Supported Hours (annual)
Email Sending
I agree to:

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CRM, CUSTOMISED FOR YOU 
HOSTED, SUPPORTED AND READY TO GO!

+FREE MIGRATION* + FREE SET UP
+UNLIMITED USERS
+UNLIMITED CUSTOMISATIONS
+UNLIMITED BASIC AUTOMATIONS
+UNLIMITED BASIC REPORTS

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Marketing, Sales, Delivery...Engage with CRM at every step

Customer Relationship Manager

CRM is a system that helps you manage your data and automate your processes, simplify admin entry and save time. 

Keep on top of your customer journey and experience


What is CRM?
Learn the basics with our introduction video..

Everyone and Everything with Unlimited Users

No user licences! Add Users without worrying of additional costs

Organise your data in one place 
Upload Documents, Log Calls, Meetings and Tasks

Each user can choose between 4 included themes!

Reducing the need for Spreadsheets

Included in every module, lists allow users to manage, filter and update multiple records fast

From Opportunities to Tasks users can have their lists ready!

- Saved Filters

- List in-line editing

- Bulk Actions (update, email, merge, more!)

Watch our quick video on Interactive Lists...

Unlimited Customisations, no coding needed...

Filled with easy-to-use tools that can help change the CRM

  1. - Add new fields
  2. - Update Layouts & Language
  3. - Basic Automations
  4. - Basic Reports
  5. - Build Custom Modules

Mould the system to work for you

Learn how flexible CRM is...

Enhancements

Advanced Reporting with Grafana

Unlimited basic reports are included with every install!

Supercharge your reports with Grafana reporter, with dynamic graphs and time tracking

Display advanced reports on user CRM dashboards

Advanced Workflow with WOLF

Unlimited basic workflows are included with every install!

For more advanced workflows EngageCRM in-house team have designed WOLF 

With WOLF your CRM automation is on another level!

- Multi-tear branching conditions
- Actions & Triggers 
- Create ,modify, and update records + relationships
- Set Tasks, send emails and more!

Free MIGRATION + free SETUP + 50% off first 3 months

Choose your plan

* = additional costs

£99.99

PER MONTH

Simple Plan

SuiteCRM

Full SuiteCRM Features
- Online Guides
- Online Forum


Unlimited Users

Recommended for 1-15 Users


Hosting

Shared UK Hosting
8 GB Storage
99.9% uptime
Weekly Backup


Support & Training

*EngageSuite Online
Per Year:
1 Training session
2 Supported users
12 hours Support


Emails

Email Campaigns (connect your email)
*Email Sending


Extras

*SMS Sending
*Advanced Reports (Grafana)
*Advanced Workflows (WOLF)  


£349.99

PER MONTH

Business Plan

SuiteCRM

Full SuiteCRM Features
- Online Guides
- Online Forum


Unlimited Users

Recommended for 10-50 Users


Hosting

Shared UK Hosting
50 GB Storage
99.9% uptime
Weekly Backup


Support & Training

EngageSuite Online
Per Year:
2 Training sessions
2 Supported users
36 hours Support


Emails

Email Campaigns (connect your email)
*Email Sending


Extras

*SMS Sending
*Advanced Reports (Grafana)
*Advanced Workflows (WOLF)  


£499.99

PER MONTH

Premium Plan

SuiteCRM

Full SuiteCRM Features
- Online Guides
- Online Forum


Unlimited Users

Recommended for 15-150 Users


Hosting

Dedicated UK Hosting
150 GB Storage
99.9% uptime
Daily Backup


Support & Training

EngageSuite Online
Per Year:
5 Training sessions
5 Supported users
70 hours Support


Emails

Email Campaigns (connect your email)
Starts at 25,000 emails per month


Extras

*SMS Sending
*Advanced Reports (Grafana)
*Advanced Workflows (WOLF)  


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!

Andrea Gostling - Green Labyrinth

Operations Manager

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.

Laura Frankham-Gething - Green Labyrinth

Head of Additional Learning Support & Designated Safeguarding Lead

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

Rayanne Ordette - Green Labyrinth

Study Programmes Centre Manager

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

Kara Jell - Green Labyrinth

Sales Administrator

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!

Mandy Paterson - Inspire Biz

Chief Operating Officer & Director

Partners

Safe in the Cloud

We host all of our solutions with UKFAST! Be assured your data is safe!

Data centres are ISO 27001 certified and PCI-compliant, ensuring your solution is protected by exceptional levels of security. The fully-owned Tier 3 standard data centres, enterprise-grade infrastructure and their own super-fast network, giving them guaranteed control of the end-to-end process.


Why we choose UKFAST...

Fuel for your engine

Inject high quality data into your CRM for email and marketing campaigns!

EngageCRM UK have partnered with Metric Central to provide data cleansing and data supply

- Set your criteria
- GDPR Compliant
- No duplicates

Learn more about our CRM <> Data Process

Send us your criteria, get a FREE data summary report!