Engage Equine

EngageCRM UK have been working to deliver a cost effective solution for Horse and Client Management for an Equine organisation

We are confident it is ready for organisations to purchase with no user licences and help us improve and innovate the system further!

Horses Screenshot

Instructors and Employees

Create and record your employee information and group them into Teams e.g. "Instructors".
Organise and record important information and upload documents.
Users can log Expenses, Holiday & Sick on their calendar and managers can report on activities undertaken by a member of staff.

Contact & Organisation

Users can use their CRM to manage the data
From the original Lead through their qualifying process they convert the Lead into a new Organisation & Contact for the team to follow up

  • Website > Lead
  • Contact
  • Organisation
  • Groups & Tags
  • Filters & Reporting
Find Out More
Employers
  • Safe & Secure
  • Record Lawful Basis
  • Data Source and Dates
  • Manage Opt in/out
  • History & Audits
CRM For GDPR

User Calendar, Activities & History

Log calls, Schedule Meetings, Send and Receive E-mails all inside of CRM.
Link activities to Clients, Companies, Horses and much more!
Users benefit from using the Calendar module to mass schedule activities to plan future calls & meetings.

  • Create Meetings, Calls & Tasks
  • Relate to multiple Contacts and Organisations
  • Shared User Calendar
  • Sync with Outlook and Gmail
Course Planner Screenshot

Engage Planner - Horse Lesson

Create Lessons, group multiple Contact and assign instructors!
Link each Contact to a Horse.
Manage Lesson Prices, Max Riders, Payments and much more!

Horse Calendar Icon
  • Create Meetings, Calls & Tasks
  • Relate to multiple Contacts and Organisations
  • Shared User Calendar
  • Sync with Outlook and Gmail
Diary Day Screenshot
More Info Here
Accident Report Screenshot

Would you like a Demo?

For more information on how we can meet the needs of your organisation get in touch now!

Call 01793 236 245
Email Us