The Best Way To Engage Your Network

Customise and automate your processes to reach your target audience and stand out from the crowd...

MARKETING CRM

Engage Your Network

Every organisation needs to have good marketing processes in place to reach their target audience and stand out from the crowd


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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Template-3
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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 

SALES CRM

The Wind Behind Your Sales

Every organisation needs to have good marketing processes in place to reach their target audience and stand out from the crowd, that's where Engage and Mautic come in


Website > Leads

Automate your on boarding from Enquiry to Sale

Centralise Leads from multiple sources into one place
Group, segment and report on Leads 
Track History and ongoing progress
Lead pipeline view

Customer Management

Organise your customer and client information

Overview and personal details
Group, segment and report on Organisations & Contacts
Log and Track Actvities and History
Generate Documents with Mail Merge

Sales Pipeline

Track Opportunities and improve conversion

Link Opportunities to Customers
Group and manage by sales teams and users
Track History, Activities and progress
Build Sales pipelines based on your criteria

Quotes > Invoices > Contracts

Bring everything into one place!

Create Custom quotes 
Group Products and Services 
Line items, Discount and +VAT
Generate quote email or PDF
Convert in 2 clicks

Activities & History Timeline

Know what is going on!

Activities and History panel tracking
Log Calls
Book Meetings
Assign Tasks
Record Notes

SERVICE CRM

What Do You Get For Your Money?

Every organisation needs to have good marketing processes in place to reach their target audience and stand out from the crowd, that's where Engage and Mautic come in


Cases

Automate your support team processes  

Log new cases from inbound email
Case activity log with email notifications 
Group, segment and report on Cases
Cases pipeline view for overview

Customer Portal

Give your customers a 360°  view

Customer login using email address
See open cases and more
Create new and add comments
Email notifications for new updates
Custom portal development available

Projects

Organise teams and set tasks to plan and execute toward your goal!

Group your users and assign responsibilities 
Set project length and log information
Gannt Chart display for Project Tasks
Export reports in PDF or Excel

Documents

Know your documents are where they are suppoed to be

Upload and link Documents to any record
Document previews
Version control and change log
Group, segment and report on your document 

Admin Tools

What Do You Get For Your Money?

Every organisation needs to have good marketing processes in place to reach their target audience and stand out from the crowd, that's where EngageCRM  come in


User Management

Team, Roles and Security groups  

Create and group Users
Assign Roles and manage permissions
Assign Security Group for data restrictions
Automate and customise security permissions for different teams

Report Builder

Get to the data you need

Create customised reports
Pull data from multiple modules
Group, segment and summarise your data
Graphs and interacive tables
Custom portal development available
Graphs and interacive tables

Workflow Builder

Sort 

Group Contacts, Organisations and more
Filtered lists
Auto populate lists by workflow
Export lists PDF or Excel

Developer Tools

Bring everything into one place!

Newsletters & Email Campaigns
URL Trackers
Automated opt out
Link your web forms, target lists and email templates together

Plugins & Integrations

Bring everything into one place!

Newsletters & Email Campaigns
URL Trackers
Automated opt out
Link your web forms, target lists and email templates together

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Plugins & Integrations

Bring everything into one place!

Newsletters & Email Campaigns
URL Trackers
Automated opt out
Link your web forms, target lists and email templates together
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