Inspire's focus is on creating & supporting a network of entrepreneurial businesses and developing a winning strategy in the south west.

Join an inspiring group of businesses who have developed winning business strategies, who can connect quickly to resources, funding and business opportunities and who share experience and knowledge

Enquiry > Contact & Organisation Management

Using website forms Inspire have Enquires in their CRM and through their qualifying process they convert the enquiry into a new Organisation & Contact for the team to follow up

Using CRM, Inspire manage all their member information!

GDPR fields help manage consent and date recorded to ensure their data is compliant!

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

Memberships

Tracking & Renewals

Using Contracts inside of CRM allows Inspire to manage their memberships

Recording all of the 'Potential' memberships to manage their Sales Pipeline and uploading signed contract documents

Reporting on all active memberships and the financial income of new business and renewed business!

  • Start > Renewal Dates
  • Membership Types
  • Membership Value
  • Renewals & Cancellations
  • Generate Contract PDF

Activities & History

Keep a record of your activities with your clients and manage user's schedules

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

Sales Pipeline

View your sales pipeline and activity on one screen!

Create and track your opportunities with your clients.

Sales reports include by status, user, and close month

  • Multiple Sales Users
  • Interactive Reports
  • Email Alerts
  • Customised Automation
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What 'Inspire' users have to say

  • We have been working with Engage for nearly 7 years, we use the system across our entire organisation, from managing client memberships to collaborating with local authorities to deliver one of our government funded projects! The system is as flexible as we need and the support team are always a call away!
    Mandy Patterson Mandy Patterson Inspire
  • I use EngageCRM UK daily, the support team have helped me write reports and manage our client memberships. With the recent upgrades to the layouts everything is much clearer!
    Amanda Roberts Amanda Roberts Inspire

Would you like a Demo?

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

Call 01793236 245
Email Us