EngageCRM for Not For Profit 

Same service, discounted cost!


Up to 20% discount for Not For Profit Organisations

Unlimited Users
Cloud hosted in the UK (ANS)
Easy migration and set-up process
Customise the system for your needs
Save administrative time re-entering data
360° view of customer data

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Key Features

Centralise Enquiries

• Website forms
• Connect Inbound Telephone
• Sync user Email accounts
• Connect Social Media

    Activities & History 

    • Tasks Management
    • Inbound/Outbound Calls
    • Shared Calendar
    • Email reminders

    Sales & Proposals

    • Proposals status and history
    • Vacancies & Job Placements
    • Sales pipeline management
    • Forecasting and reporting

    Organise Contact Data

    • Employer & school engagement
    • Categories and groups
    • History of interactions


    • Online Application
    • Generate Paperwork
    • Vacancies & Placements
    • Enrolment status tracking

    Events & Courses

    • Schedule Events
    • Connect to website*
    • Manage Attendee Status
    • Send Feedback Surveys

    Email Marketing

    • Build HTML email Templates
    • Track bulk Email Campaigns
    • Create Automated Emails
    • Build & send online Surveys

    Exam Scheduling

    • Book and schedule Exams
    • Email notifications & reminders
    • Success reports and dashboard

    Reports & Dashboards

    • Create basic reports
    • Set email scheduler
    • Advanced dashboards by Grafana

    Tab 2

    • Website

    • Inbound Calls

    • Emails

    • Social Media

    Tab 3

    • Who’s responsible?

    • Have they followed up?

    • Internal communication

    • Multiple spreadsheets


    • Proposals status and history

    • Sales pipeline management

    • ££ Forecasting and reporting


    • Employer & school engagement

    • Categories and groups

    • History of interactions

    • Multiple spreadsheets


    • Repeated data entry

    • Completing Paperwork

    • Vacancies & Placements

    • Application status tracking

    • Caseload management


    • Email Templates

    • Email Campaigns

      • High cost solution

      • Newsletters

      • Surveys

    See what our clients say...

    "So easy to use and visualise our data"

    EngageCRM UK customised our Participant dashboards for our starts and successful completions!
    It is so easy to use and I can see our Participants data trends in a whole new way!

    Anna Carey
    Partnership Development Manager
    West of England Works

    Advanced Reporting & Dashboards

    Using an open source application called Grafana, we have designed and built advanced dashboards and reports 

    Available dashboards we have already created
    Marketing, Sales, Tasks and Event dashboards
    We can create Bespoke Dashboards
    Displayed on CRM user homepage

    Try EngageCRM for free.

    No credit card, no subscription, no risk.

    Stay Connected

    Tel: 01793 236246
    Email: info@engagecrm.co.uk
    Address: 1 Milton Road, Swindon, SN1 5JE

    Copyright © EngageCRM UK. All Rights Reserved.