Inspire's focus is on creating & supporting a network of entrepreneurial businesses and developing a winning strategy in the south west.
Join an inspiring group of businesses who have developed winning business strategies, who can connect quickly to resources, funding and business opportunities and who share experience and knowledge
Inspire have designed and implemented their HTML templates into their CRM!
Using the CRM to email invites and newsletters to members
Reporting on views and clicks to review campaign progress
Enquiry > Contact & Organisation Management
Using website forms Inspire have Enquires in their CRM and through their qualifying process they convert the enquiry into a new Organisation & Contact for the team to follow up
Using CRM, Inspire manage all their member information!
GDPR fields help manage consent and date recorded to ensure their data is compliant!
Tracking & Renewals
Using Contracts inside of CRM allows Inspire to manage their memberships
Recording all of the 'Potential' memberships to manage their Sales Pipeline and uploading signed contract documents
Reporting on all active memberships and the financial income of new business and renewed business!
Activities & History
Keep a record of your activities with your clients and manage user's schedules
View your sales pipeline and activity on one screen!
Create and track your opportunities with your clients.
Sales reports include by status, user, and close month
We have been working with Engage for nearly 7 years. The system is as flexible as we need and the support team are always a call away!
The support team have helped me write reports and manage our client memberships. With the recent upgrades everything is much clearer!