Choose the right plan for you
Simple Plan
from £100
per month
Business Plan
from £350
per month
Premium Plan
from £1000
per month
Platinum Plan
Recommended Users
5-15
15-50
50+
250+
Supported Users
2
5
7
10
Annual Support Hours
20
60
120
200
Annual Training Sessions
1
5
15
25
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 accountancy software e.g 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
*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 included themes for each user
Developer Tools
Add and Edit Fields
Change Views and Layouts
Module Builder
Workflows
Calculated Fields
Advanced Workflows (WOLF)
Connect your favourite Apps
Full REST API
SAML Login
Email *Outlook 365, GMail
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 pacthes
Long Term Support (LTS)
Every relase comes with 21 months LTS provided by Sales Agility
Community
Active community of users, adminitrators and developers
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
NPTC
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