The Wind Behind Your Sales

Improve your processes and customise your pipeline with CRM sales tools and features!

Get the data you need into your CRM...

Website > CRM 

Use web forms to capture the data you need

Unlimited forms for campaigns and landing pages
Easy to use form builder
Auto populate any record
Generated HTML to easily add 
SuiteCRM inline edit example

Centralise your customer data...

Leads > Organisations and Contacts

Create, centralise and convert Leads into Contacts and Organisations 

Lead Pipeline management and alerts
Converter to Contacts & Organisations
Lists, groups and reports
Customise to get the right data captured
Mail Merge - Create and generate PDF letters and more

Keeping a log of your customer's journey...

Activities & History

Users can schedule and record

Log and record inbound/outbound calls
Book meetings and sync with Calendars
Set Tasks and "to do's" for users
Customise your automation and reports

Visualise your Opportunities and forecast...

Sales Pipeline

The sales pipeline is a collection of modules, reports and dashboards

Opportunities > Quotes and Invoices
Interactive sales dashboard
Customisable fields, automation and reports 
Email alerts and notifications

Structure your pricing and generate quotes...

Products, Services and Billing 

Centralise your quotes, pricing and billing in one place

Products and price management
Flexible quote builder - groups and line items
Quote > Contract and Invoice
Customise and generate PDFs 

Customise, generate and download & Sign:

Documents & Signatures

CRM includes many ways to manage documents

Document archive and version control
PDF builder and mail merge
Connect and sync with DocuSign

See all of your sales activity in one place

Dashboard designed with sales in mind
Customisable and flexible for your Sales processes
Interactive graphs and filter tables
Generate PDFs and Excels 

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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