CRM Engine

Customer Relationship Management Solution

Making the most of your system & software

Why an Engine?

Many car models share the same engine, however each model can be very different and each car can have different accessories to meet the customers’ needs.

Just like with cars, our CRM Engine delivers the power for the system, but we have different models and each CRM Engine system can be customised to your exact needs.

Fully Unlimited (All Versions)

We understand the power of using a CRM, and therefore we do not want to restrict your use of the system, whichever version you use.

  • UNLIMITED number of company records.
  • UNLIMITED number of contact records.
  • UNLIMITED Users (so your whole company can use the system).
  • UNLIMITED data storage

Standard Features (All Versions)

  • Relationship Management
  • Cloud based, accessible from any browser and platform.
  • Data owned by your company
  • Graphical Dashboard
  • Admin section to update options.
  • Hosted on WP-Engine managed service.
  • Ongoing Support
  • Mailer (via MailerSend)
  • Workflow Mapping

Package Features

Free Trial

  • All Standard Features
  • Data Import (Basic – Standard CSV)
  • All unlimited features.
  • Multiple contacts per company

Enterprise

  • All Standard Features
  • Reminders sent to email to keep connected
  • Customised fields and values
  • Customised Dashboard
  • Assign tasks to team members
  • Standard Reports
  • Data Import (Basic)

Professional

  • All Enterprise Features
  • Customised Data Imports*
  • Data Migration and cleaning (Including SalesForce, Hubspot and Zoho)*
  • Customised Integrations
  • Customised modules and functionality
  • Includes optional features

Optional Features*

Depending upon your Business Solutions, we are able to build and customise features you require to optimise your workflow. Here are some examples:

  • Support Tickets
  • Analytics
  • Post code lookup
  • Quotes
  • Auto Response link to Website
  • Booking System
  • Subscription / Membership
  • PDF Generation
  • Excel Spreadsheet Export
  • Events
  • Reports
  • Meeting Scheduling
  • Invoices
  • Companies House API
  • Workflow Automation
  • Payment collection

Please ask if you don’t see what you need on this list. We are able to interface with most systems that have a published API.

Pricing

*This service will be an additional one off charge.