Real Time Data Functionality
- Full XML integration from your suppliers
- Form fills on websites – the customer clicks apply and you have the application to call
- Import data from spreadsheets via a CSV file
We design every Engaged CRM to fit our client’s business. This ensures great operational efficiency.
We use the latest data security management protocols. Making sure that your data is backed up regularly at our secure off site facility.
Real time reporting on the MI that you want. Bespoke reports sent to your phone or tablet as and when you require them.
The Engaged CRM Team offer ongoing support ensuring that your bespoke CRM grows and changes with your business.
The Engaged CRM solution is designed to meet your specific business needs. With a proven track record of providing high performance solutions for any business and can grow in scale with your operation. The Engaged CRM supports multiple products, varied office locations, call centres, lead generation, underwriting and processing functions and feature a wide variety of online tools, plug ins and integration partners.
Creating a strong web presence and delivering fast online to offline transactional capability to your clients is paramount. The Engaged CRM is available with quoting engines and full cloud based dialling solutions which enable you the flexibility to transact online, via an online store, over the phone or a mixture of all.
Operational efficiency and regulatory compliance are key considerations when choosing a solution, and Engaged CRM’s workflow/task management, rules engine and compliance controls allows automation/streamlining of day-to-day tasks coupled with tight audit tracking. By deploying an Engaged CRM you will drive performance improvements through lower operational costs and have the ability to report at a granular level across your entire business at the press of a button.
As a financial services broker we run a complex operation providing financial solutions for customers from the whole of market. Engaged CRM has understood the complexities of the business and has provided us with guidance, software tools, web integration and support services to exactly meet our needs. The partnership between our organisations is very beneficial. I have found them to be a responsive partner who has aligned themselves with our business needs providing bespoke solutions, which at times have been at the expense of the direct sell, and this approach has demonstrated an integrity not found in many suppliers. Andrew Fisher – Freedom Finance
Periscope Wealth is a financial advisor providing a range of financial solutions to our customers. Our customer service and compliance of processes are critical to our success. Engaged CRM works closely with us providing a simple to use yet advanced CRM solutions to maintain the quality of our customer journey. They are committed to continually enhancing their systems capabilities to meet our business needs and we have a strong partnership as a result of their integrity and reliability. Jon Paton - Periscope Wealth
At Engaged CRM we have endeavoured to build a team of free thinking innovators and creators. To be the best at what we do, the Engaged CRM team don’t just focus on the here and now, but push the boundaries on what might be. The Engaged CRM team work closely with our integration partners to ensure that we offer the latest and bespoke online solutions to our customers.
Malcolm Hudson – Managing Director
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Interested in learning more about how Engaged CRM can innovate your business? Call us on the number below, we are happy to talk about the ways we can help you improve the performance of your businesses.