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Simplicity Through Technology

We create for you, because off the shelf products just don’t cut it!

  • SaaS Solution
  • Advanced Telephony based product distribution
  • Full Life Cycle Client Management
  • Rules Engine
  • Workflow / Task Management
  • Product Sourcing ( finance and insurance )
  • Document Production
  • Resource Management
  • Lead Management
  • Detailed Reporting

Popular Features

Sourcing

Fully Integrated into industry leading sourcing solutions, the Engaged CRM can offer all the features of standalone systems such as Twenty7Tec's Mortgage Source and iPipeline's Solution Builder without needing to leave the CRM.

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Reporting

Stay current and make decisions quickly with up-to-the-minute data. Information is displayed in real time, enabling you to focus on the most important areas of your business. Avoid waiting until close of business to review the day. Custom build your reports to only display what you need, when you need it.

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Dashboards

Our high level management tool is built to provide you with snapshot reports keeping you up to date with real time performance. The dashboard can be designed to display different information dependent on different levels within the business – Team Leaders or Management for example.

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Easy Report Builder

The Engaged CRMs Report Builder can provide you with a line by line breakdown of performance over any period.

Staff Targets/Tracking

Allows you to monitor the performance of an individual or an entire team.

Stunning Dashboards

Visual Displays of your key business statistics, displayed in a variety of different charts and styles.

Seamless Data Transfer

In or out data transfer via the latest in API technology. Pass or receive information to/from partners in real time.

Workflow Management

Automate your tasks throughout your process flow – keep your application moving forward.

Customer Management

Bespoke process flow to allow your customer journey to be as seamless as possible.

Other Features

Customer Communications

Communicate with your customer effortlessly via manual or automated web messages, letters, e-mail and SMS.

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MI Suite

Real time reporting on the MI that you want. Bespoke reports sent to your phone or tablet as and when you require them.

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Third Party Integration

We work closely with our integration partners to ensure that we offer the latest and bespoke online solutions to our customers.

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Telephony

The Engaged CRM is currently integrated into several VOIP telephony systems. These systems allow a fully integrated click to dial service along with the recording and retrieval of call recordings from within your application screens or call history reporting.

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Get ready for a new kind of customer success.

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250+

Integration Partners

100's

Clients

10,000,000+

Queries Processed

Get ready for a new kind of customer success.

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Our Partners

Engaged Resource is 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.

- ANDREW FISHER – FREEDOM FINANCE

We’ve worked with and used Engaged CRM for over two years – put simply it’s transformed Metro! Fully customised to our own specification and unique to our business needs. What started as a CRM system is now at the heart of technology developments for us, integrating external systems and progressing as mortgage tech evolves. We think it, they build it!

- JON LORD – METRO FINANCE

Engaged Resource encompasses all the benefits youd expect, like safe and secure cloud hosting, extensive MI, enhanced operational control and so much more.

- CARL KROGER – ENGAGED SOLUTIONS

Engaged Resource's CRM system is astonishing. I cannot fault their service and support. The CRM does everything and more, the support team is always there to help you to get the most from the system.

- IAN LYNCH – CORE COVER

Get ready for a new kind of customer success.

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Some Of Our Integration Partners