CRM comes packed with admin tools to customise, grow and automate your system to your needs

Easy-to-use click and drag customisations


Tweak your CRM and make it your own with Studio tools

Create & Edit Fields
Dropdowns, Text boxes, Dates and more!
Customise multiple layout views for users
Add new relationships between modules

Create new modules from scratch

Module Builder

Do you have a bespoke form or sheet you are using that doesn't fit with the normal CRM?
Module builder allows admin users to build brand new modules, deploy and connect them to existing modules in the CRM

5 Module Templates or blank
Customise with new fields and layouts
Deploy and relate to existing modules
Build new automation and reports for all custom modules

Automate your CRM

Advanced Open Workflow

Set the criteria for an action to automatically take place in the CRM
(For example: "Send an email to a contact on their birthday")

Set Conditions (Birthdate = Today) 
Set Action (Send Birthday Email to Contact at 9:00)
Set Trigger (Daily Schedule check)

Get the right information out from the data inside

Advanced Open Reporter

The CRM reporter can collect data from multiple records and related records into one list set to your criteria

Add fields for layouts
Add conditions for filtering
Add charts to visualise data
Export to CSV and PDF
Set scheduled Reports for email sending to users and groups

Plans & Pricing

Try EngageCRM for free.

No credit card, no subscription, no risk.

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Address: 1 Milton Road, Swindon, SN1 5JE

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