Bespoke Solutions by EngageCRM

Designed and customised with you in mind

HUNDREDS OF FEATURES AVAILABLE

Tailor made CRM for what you need

Unlimited Users
Convert your Spreadsheets to bespoke CRM Modules
Cloud hosted in the UK (ANS)
Easy migration and import process
Data, Reports, automation & notifications
Save administrative time re-entering data
360° view of customer and learner data

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The Tools we use to build your bespoke CRM

Module Builder

• Module Templates
 • Add Fields and Layouts
• Deploy and Connect to other modules

Studio

• Add/Edit Fields
• Change Layouts per Team
• Rename Modules

    Workflows

    • Automation based on criteria
    • Send Emails
    • Create Records
    • Modify Values

    Reports

    • Create basic reports
    • Set email scheduler
    • Add to user homepage

    Grafana Dashboards

    • Dashboard Templates
    • Complicated reports and Graphs
    • Interactive click to CRM search
    • Add to user homepage

    Integration

    • SuiteCRM App Store 
    • Internal and external Developers
    • APIs and integrations

    Tab 2

    • Website

    • Inbound Calls

    • Emails

    • Social Media

    Tab 3

    • Who’s responsible?

    • Have they followed up?

    • Internal communication

    • Multiple spreadsheets

    Tab

    • Proposals status and history

    • Sales pipeline management

    • ££ Forecasting and reporting

    Tab

    • Employer & school engagement

    • Categories and groups

    • History of interactions

    • Multiple spreadsheets

    Tab

    • Repeated data entry

    • Completing Paperwork

    • Vacancies & Placements

    • Application status tracking

    • Caseload management

    Tab

    • Email Templates

    • Email Campaigns

      • High cost solution

      • Newsletters

      • Surveys

    See what our clients say...


    "Always trying to help make our day easier"

    We have organised all our processes using the CRM system, having gone from utilising multiple spreadsheets of data into one central database with full support throughout.

    This has improved productivity, organisational processes and fundamentally our client relationships.

    The team at EngageCRM are friendly, knowledgeable and always trying to help us find new and innovative ways of making our day easier.

    Jayne Jones
    Business Development Manager 
    NPTC Group of Colleges

    Advanced Reporting & Dashboards

    Using an open source application called Grafana, we have designed and built advanced dashboards and reports 

    Available dashboards we have already created
    Marketing, Sales, Tasks and Courses dashboards
    Bespoke Dashboard for you and your team
    Displayed on CRM user homepage
    More information

    Try EngageCRM for free.

    No credit card, no subscription, no risk.

    START MY FREE TRIAL

    Stay Connected

    Tel: 01793 236246
    Email: info@engagecrm.co.uk
    Address: 1 Milton Road, Swindon, SN1 5JE

    Copyright © EngageCRM UK. All Rights Reserved.