Centralise your customers and respond to them faster!

Support your Customers


Case Management allows your support team to organise and prioritise support tickets raised by customers

Connect Inbound email to auto create Cases
Case Thread updates logged throughout
Email Notifications and Reminders
Reports & Dashboards

Secured connection for your Customers

Customer Portal

Give your customers a login and access to a portal! 
With this upgrade customers/learners can connect directly to their CRM profile and make changes that you allow

Unlimited Portal Users
Customisable and Bespoke
Portal notifications and Dashboard

Generate and Archive your files

Document Management

There are many different ways you can improve your documents

Mail merge to word and PDF 
Add archive fields to modules for upload file
Compliance, alerts and tracking
Version Control

Plans & Pricing

Try EngageCRM for free.

No credit card, no subscription, no risk.

Stay Connected

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Address: 1 Milton Road, Swindon, SN1 5JE

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