"Supporting a network of successful businesses"

Who are Inspire Biz?

Inspire Biz, support enterprise across the South West Region. Inspire create and support a network of fantastically successful businesses. Join an inspiring group of businesses who have developed winning business strategies, who can connect quickly to resources, funding and business opportunities and who share experience and knowledge. 

What have we been working on?

EngageCRM UK has been working with Inspire Biz for over 10 years. Providing a flexible CRM solution for them to centralise their members and organisation data, manage event scheduling and process contracts.

Key Challenges Faced

Existing systems and integrations

Centralising data from departments

Contract and membership management

Sales Pipeline and creating quotations

Event scheduling and Eventbrite

Mass Email marketing

Features Used

Website Enquiries

Following up on Enquiries faster!

4 custom forms for different areas
Automated Notifications and Reports
Enquiry conversion process 

Contact Management

Bring everything into one place!

Organisations and Contacts
Groups, lists and reports
Preferences and GDPR

Email Campaigns

Automating emails and surveys!

Connected to Outlook
Email Templates
Bulk Email Campaigns & Survey Manager

Tasks

Making sure the job gets done!

Cross Department Tasks
Nominated User
Automated Notifications & Reports

Event Management

Schedule Events and send invites

Manage Events & Attendees
Sync with Eventbrite
Event Reports & Dashboard

Quotes / Contracts

 Grow and manage your sales!

Add Products & Services
Generate PDF
Membership Pipeline 

We have been working with EngageCRM for over 8 years and we use the CRM for every aspect of our organisation, from new enquiries to managing our memberships!
The system has been flexible for us to work with local authorities on government-funded projects!

Mandy Paterson

Chief Operating Officer - Inspire Biz

50+

Active Users

Across 3 Departments

17k+

Attendees Booked

800+ Events scheduled

100K+

Marketing Emails Sent

Emails sent to target audience

Key Benefits

360° Customer Journey

Website forms send new Enquiries to CRM for follow up

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