Mon - Fri: 9am - 5pm
Email: support@engagecrm.co.uk
Call: 01793 236 246
Training for every user, in every situation.
Get your message to your audience
Click here for more info
See some example templates that have been created:
Organise your marketing lists
Bring everything into one place!
Instantly view the results of email campaigns
Book your events and manage attendees!
Create online surveys for instant feedback!
• System Navigation
• Create, Edit and View records & files
• Homepage, Lists and view Reports
• Plugins and Mobile App
• Users, Groups and Roles
• Report Building
• Email Campaign Manager
• User Dashboard set up
• Developer Tools
• Studio - Fields & Layouts
• Module names & Menu Structure
• Plugin Administration
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.
Get your message to your audience
Click here for more info
See some example templates that have been created:
Organise your marketing lists
Bring everything into one place!
Instantly view the results of email campaigns
Book your events and manage attendees!
Create online surveys for instant feedback!
When you customise your CRM, ensure users know how to use it
Get your message to your audience
Click here for more info
See some example templates that have been created:
Organise your marketing lists
Bring everything into one place!
Instantly view the results of email campaigns
Book your events and manage attendees!
Create online surveys for instant feedback!
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.
Get your message to your audience
Click here for more info
See some example templates that have been created:
Organise your marketing lists
Bring everything into one place!
Instantly view the results of email campaigns
Book your events and manage attendees!