EngageCRM UK have been working to deliver a cost effective solution for Horse and Client Management for an Equine organisation
We are confident it is ready for organisations to purchase with no user licences and help us improve and innovate the system further!
Instructors and Employees
Create and record your employee information and group them into Teams e.g. "Instructors".
Organise and record important information and upload documents.
Users can log Expenses, Holiday & Sick on their calendar and managers can report on activities undertaken by a member of staff.
Contact & Organisation
Users can use their CRM to manage the data
From the original Lead through their qualifying process they convert the Lead into a new Organisation & Contact for the team to follow up
User Calendar, Activities & History
Log calls, Schedule Meetings, Send and Receive E-mails all inside of CRM.
Link activities to Clients, Companies, Horses and much more!
Users benefit from using the Calendar module to mass schedule activities to plan future calls & meetings.
Engage Planner - Horse Lesson
Create Lessons, group multiple Contact and assign instructors!
Link each Contact to a Horse.
Manage Lesson Prices, Max Riders, Payments and much more!
Record & generate accident reports.
Assign the case to an Instructor, Horse and Client.
Automatic email alerts and reports to ensure your organisation has notified and alerted all parties and no accident is left unreported.