Organise Data, 
Engage Customers,
Stay Connected.

What is a CRM?

An online application that helps manage your data, automate processes
simplify data entry and save time.   

360° Customer Journey

Centralise your customer data and see the full history of activities, from the first interaction to project delivery

Customer Engagement

Organise and automate internal processes and improve response times

Integrations

Connect the CRM with your favourite tools and applications to make your life as easy as possible

Grow Sales

Visualise and automate your sales pipeline 

What is a CRM?

An online application that helps manage your data, automate processes
simplify data entry and save time.   

360° Customer Journey

Centralise your customer data and see the full history of activities, from first interaction to project delivery

Customer Engagement

Organise and automate internal processes and improve response times

Integrations

Connect the CRM with your favourite tools and applications to make your life as easy as possible

Grow Sales

Visualise and automate your sales pipeline 

Why Choose EngageCRM?

Open-Source

We use the best Open-Source applications for our solutions

Industry Solutions

Off the shelf solutions for industries we have systems deployed

UK Hosting

Optimised hosting secure in the cloud provided by UKFAST

No User Licences

Add your entire team, we will never charge per user

Flexible and Bespoke

We can design and implement tailor made solutions for your specific needs

Support & Training

We are only an email or call away!
Share screens and walkthroughs

Open-Source

We use the best Open-Source applications for our solutions

Industry Solutions

Off the shelf solutions for industries we have systems deployed

UK Hosting

Optimised hosting secure in the cloud provided by UKFAST

No User Licences

Add your entire team, we will never charge per user

Flexible and Bespoke

We can design and implement tailor made solutions for your specific needs

Support & Training

We are only an email or call away!
Share screens and walkthroughs

Reduce the need for Spreadsheets

CRM views help users organise multiple records, fast.

Lists and Filters

Customisable filter layouts and 
Save filters for quick searches

Bulk Actions

Select multiple records for mass update

Import Wizard

Easily import data in 5 steps using csv templates

In-line editing

Quickly edit a record's values from the list with a couple of clicks

Mail Merge

Generate Documents, emails and more

5 Themes

Each user can have their favourite theme and change them at will 

Reduce the need for Spreadsheets

CRM views help users organise multiple records, fast.

Lists and Filters

Customisable filter layouts and 
Save filters for quick searches

Bulk Actions

Select multiple records for mass update

 Import Wizard

Easily import data in 5 steps using csv templates

In-line editing

Quickly edit a record's values from the list with a couple of clicks

Mail Merge

Generate Documents, emails and more!

5 Colour Themes

Each user can have their favourite

Easy-to-use Developer Tools

Super Users...it is time to make it your CRM

Users, Roles and Groups

Manage user access and permissions

Workflows

Create basic triggers for automatic actions and notifications

Module Builder

Design, deploy and connect new modules within your existing system

Studio

Customise your CRM with new fields and change layouts anytime!

Reports & Dashboards

Flexible report builder and deploy on user homepage and email schedule

Plug-Ins

CRM store is filled with available plug-ins for your favourite applications

Easy-to-use Developer Tools

Super Users...it is time to make it your CRM

Users, Roles and Groups

Manage user access and permissions

Workflows

Create basic triggers for automatic actions and notifications

Module Builder

Design, deploy and connect new modules within your existing system

Studio

Customise your CRM with new fields and change layouts anytime!

Reports & Dashboards

Flexible report builder and deploy on user homepage and email schedule

Plug-Ins

CRM store is filled with available plug-ins for your favourite applications

Really Flexible

I use EngageCRM UK every day for both the teams I manage, using the system to view staff calendars for meetings.

Using reports is really flexible and I can generate caseload reports to prepare for delivery
staff KPI and 1to1 meetings.

Andrea Gostling

Support is always a call away

We have been working with Engage for nearly 7 years, we use the system across our entire organisation, from managing client memberships to collaborating with local authorities to deliver one of our government-funded projects!

The system is as flexible as we need and the support team is always a call away!

Mandy Paterson

Made our job easier

They have helped us change every element of the Business Development Unit (BDU), from how we take a call, through to how we support our customers and now, the EngageCRM team have become an extension of the BDU.

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

Jayne Jones

We have reduced our average sign-up time to under an hour!

I use EngageCRM daily for managing our learner data and processing new enrolments for all funding streams.

The support team at Engage are friendly and really helpful, they have customised the system for me a number of times to benefit my data capture and reporting. Overall EngageCRM has saved me so much time with managing vacancies and signing up new learners, especially connecting to Docusign for E-signatures, we have reduced our average sign-up time to under an hour!

Kara Jell

Try EngageCRM for free.

No credit card, no subscription, no risk.

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