Support & Training

Mon - Fri: 9am - 5pm 
Email: support@engagecrm.co.uk
Call: 01793 236 246

Training to make it simple


Training for every user, in every situation.  

Personalised Training
Online User Guides 
Basic > Administrator > Developer
1 on 1 or group sessions

Template Creator

Get your message to your audience  

Unlimited Templates
Emails and PDFs
Add Images, branding and customise colour scheme
Add record variables (mail merge)

Click here for more info 

See some example templates that have been created:

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Target Lists

Organise your marketing lists 

Group Contacts, Organisations and more
Send email marketing to specified lists
Auto populate lists by workflow
Export lists PDF or Excel

Campaign Manager

Bring everything into one place!

Newsletters & Email Campaigns
URL Trackers
Automated opt out
Record Campaign ROI

Advanced Marketing Reports

Instantly view the results of email campaigns

Live Status Reports
Sent
Views
Tracker Click Count

Events

Book your events and manage attendees!

Manage dates, location and delivery 
Add Leads and Contacts
Send invites with acceptance management 
Attendance management
Send surveys for Event feedback  
Upgrade with the Eventbrite plugin!  

Surveys

Create online surveys for instant feedback!

Add your own questions and field types
Connect to a bulk email campaign or workflow trigger
Automate responses link to Contact 
Hapiness score tracking
Survey reports 

Basic

• System Navigation

• Create, Edit and View records & files

• Homepage, Lists and view Reports

• Plugins and Mobile App

      Advanced

       Users, Groups and Roles

      • Report Building

      • Email Campaign Manager

      • User Dashboard set up

      Administrator

      • Developer Tools

      • Studio - Fields & Layouts

      • Module names & Menu Structure

      • Plugin Administration

      Teaching you how to fish...


      We aim to give users the level of support and training they need to have an understanding of how everything works. 

      From basic system navigation to super user and administration features.

      Template Creator

      Get your message to your audience  

      Unlimited Templates
      Emails and PDFs
      Add Images, branding and customise colour scheme
      Add record variables (mail merge)

      Click here for more info 

      See some example templates that have been created:

      [smartslider3 slider="2"]

      Target Lists

      Organise your marketing lists 

      Group Contacts, Organisations and more
      Send email marketing to specified lists
      Auto populate lists by workflow
      Export lists PDF or Excel

      Campaign Manager

      Bring everything into one place!

      Newsletters & Email Campaigns
      URL Trackers
      Automated opt out
      Record Campaign ROI

      Advanced Marketing Reports

      Instantly view the results of email campaigns

      Live Status Reports
      Sent
      Views
      Tracker Click Count

      Events

      Book your events and manage attendees!

      Manage dates, location and delivery 
      Add Leads and Contacts
      Send invites with acceptance management 
      Attendance management
      Send surveys for Event feedback  
      Upgrade with the Eventbrite plugin!  

      Surveys

      Create online surveys for instant feedback!

      Add your own questions and field types
      Connect to a bulk email campaign or workflow trigger
      Automate responses link to Contact 
      Hapiness score tracking
      Survey reports 

      EngageCRM Support Structure

      Your CRM Guides


      When you customise your CRM, ensure users know how to use it  

      Online User Guides
      Customised Guides
      PDF / PowerPoint Step by Step
      Video Guides

      Template Creator

      Get your message to your audience  

      Unlimited Templates
      Emails and PDFs
      Add Images, branding and customise colour scheme
      Add record variables (mail merge)

      Click here for more info 

      See some example templates that have been created:

      [smartslider3 slider="2"]

      Target Lists

      Organise your marketing lists 

      Group Contacts, Organisations and more
      Send email marketing to specified lists
      Auto populate lists by workflow
      Export lists PDF or Excel

      Campaign Manager

      Bring everything into one place!

      Newsletters & Email Campaigns
      URL Trackers
      Automated opt out
      Record Campaign ROI

      Advanced Marketing Reports

      Instantly view the results of email campaigns

      Live Status Reports
      Sent
      Views
      Tracker Click Count

      Events

      Book your events and manage attendees!

      Manage dates, location and delivery 
      Add Leads and Contacts
      Send invites with acceptance management 
      Attendance management
      Send surveys for Event feedback  
      Upgrade with the Eventbrite plugin!  

      Surveys

      Create online surveys for instant feedback!

      Add your own questions and field types
      Connect to a bulk email campaign or workflow trigger
      Automate responses link to Contact 
      Hapiness score tracking
      Survey reports 

      EngageCRM Online User Guide


      Nothing is more important than up to date User Guides for your system! 

      BookStack is a free and open-source wiki software aimed for a simple, self-hosted, and easy-to-use platform to create and manage user guides and more.

      Our guides walk users through the navigation and every module they will interact with.

      Video guides throughout + tips & tricks to help users get the most out of their CRM!

      If you have made large customisations to your CRM, we can host an online guide just for you, for your system administrators to update and customise for your processes. 

      Template Creator

      Get your message to your audience  

      Unlimited Templates
      Emails and PDFs
      Add Images, branding and customise colour scheme
      Add record variables (mail merge)

      Click here for more info 

      See some example templates that have been created:

      [smartslider3 slider="2"]

      Target Lists

      Organise your marketing lists 

      Group Contacts, Organisations and more
      Send email marketing to specified lists
      Auto populate lists by workflow
      Export lists PDF or Excel

      Campaign Manager

      Bring everything into one place!

      Newsletters & Email Campaigns
      URL Trackers
      Automated opt out
      Record Campaign ROI

      Advanced Marketing Reports

      Instantly view the results of email campaigns

      Live Status Reports
      Sent
      Views
      Tracker Click Count