Per User Licences

Include everyone



Choose the right plan for you

Monthly
annually

£100

PER MONTH

Simple Plan

£350

PER MONTH

Business Plan

£1000

PER MONTH

Premium Plan

Contact Us


Platinum Plan

£1,100

PER YEAR

Simple Plan

£3,850

PER YEAR

Business Plan

£10,945

PER YEAR

Premium Plan

Contact Us


Platinum Plan


Simple Plan


Business Plan 


Premium Plan


Platinum Plan 

Recommended Users

5-15

15-50

50+

250+

Supported Users

2

5

7

10

Annual Support Hours

20

60

120

200

Server Performance (IOPS)

300

600

600

1,200+

Storage

5GB+

30GB+

100GB+

150GB+

Explore all Features and Popular Plug-ins

Marketing and Lead Management

Lead Management

Web-to-CRM Forms

*Lead Scoring

Lead Automation and Assignment

Duplicate Detector

Mass Email

*SMS and WhatsApp

Campaign Management

Advanced Surveys

*Mailchimp

Email Templates

Events and Attendees

*Eventbrite

Contacts, Companies and Sales

Contact and Account Management

Opportunity Management

Customise your Sales Process

*Kanban Views

Call Logging

Task Management

Activities & History Feed

Shared Calendar

Recurring Meeting Scheduler

*Google Map Connector

*Companies House sync

*Telephone and VOIP integration

Rule-based onboarding process

Documents and Signatures

Document Upload

Document Version Control

PDF Generate

*Advanced Mail Merge

*Docusign

Pricing , Billing and Contracts

Products and Price Management

Quotes

Contracts

Invoices

Purchase Orders

*Inventory Management

*2 way sync with Xero or QuickBooks

Cases and Portal

Case Management

Case Thread and Email Notifications  

Knowledge Base

*Customer Portal

*Zendesk

Reporting and Dashboards

Report Builder

Customisable User Dashboard

*Grafana Dashboards - Templates

*Grafana Dashboards - Bespoke

*User Dashboard Copier

Users, Groups and Permissions

Unlimited Users

Roles and Permissions

Field Audit Log 

*Advanced Field Audit Log

Security Groups
- Group Layouts
- Sudo Login

Field Level Permissions

Developer Tools and Customisations

5 Colour Themes

Developer Tools

Add and Edit Fields

Change Views and Layouts

Module Builder

Workflows & Customised Automation

Calculated Fields

Advanced Workflows (WOLF)

Connect your favourite Apps

Full REST API

Signle Sign-On (365 or Google)

Sync your Email (365, GMail and mroe)

Socials *Linkedin, Twitter, Facebook

Open-Source

Over 4 million downloads with every version released under the GNU licence 

New Releases & Upgrades

Roadmap for consistent updates and security patches

Long Term Support (LTS)

Every release comes with 21 months LTS provided by Sales Agility

Community

Active community of users, administrators and developers

Special Thanks To

Winner of
"Best Open Source CRM Of 2022"
- Forbes Advisor

Thanks to all the team at EngageCRM, you have made our job easier and saved us time. What more could we ask for! 

Jayne

NPTC

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.

 We do not charge per user, we need to put the right hosting and support solution for your userbase  

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Supported Users can contact our support team via our support helpdesk, email and telephone. 


We can connect screens.

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Training sessions are available online and onsite (+travel)
3 hour sessions that can cover all areas of the application

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IOPS, pronounced eye-ops is a performance measurement used to characterize computer storage devices like hard disk drives (HDD), solid state drives (SSD)

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