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Engage Equine

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!

Horse

Horses

Create and record your horses, store what is important to you!  

Horse Riding - 150W

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.  

Horse Riding - 150W

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.  

Horse Calendar - 150W

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!  

Horse Calendar - 150W

Accident Report

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.  

Would you like a Demo?

For more information on how we can meet the needs of your organisation get in touch now!