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Get A Feel For CRM
Take a walkthrough of the basic features
Get in touch with us by phone - 01793 236 245
or email us at info@engagecrm.co.uk
By registering, you confirm that you agree to the processing of your personal data by EngageCRM UK as described in our Privacy Policy.
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
By registering, you confirm that you agree to the processing of your personal data by EngageCRM UK as described in our Privacy Policy.
Interactive Lists
See how flexible lists can help you manage data
Get in touch with us by phone - 01793 236 245
or email us at info@engagecrm.co.uk
By registering, you confirm that you agree to the processing of your personal data by EngageCRM UK as described in our Privacy Policy.
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
Marketing, Sales, Delivery...Engage with CRM at every step
Customer Relationship Manager (CRM)
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
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!)
Unlimited Customisations, no coding needed...
Filled with easy-to-use tools that can help change the CRM
- - Add new fields
- - Update Layouts & Language
- - Basic Automations
- - Basic Reports
- - Build Custom Modules
Mould the system to work for you
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
Daily 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
Daily 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 LabyrinthOperations 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 LabyrinthHead 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 LabyrinthStudy 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 LabyrinthSales 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 BizChief 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.
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!