Engaged CRM

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About Engaged CRM

Engaged CRM is a customer relationship management software from Engagedly that helps businesses manage client interactions. It provides features such as lead tracking, sales automation, and reporting tools so teams can effectively manage customer relationships. This platform is designed to improve communication with clients and facilitate better decision-making based on insights gathered from customer data. Engaged CRM also supports integration with various third-party applications, making it adaptable to different business environments. Key capabilities: lead management contact management sales forecasting reporting and analytics integration options Best for: sales teams and customer service professionals that need to manage and nurture client relationships efficiently.

Engaged CRM Details

Vendor

Engagedly

Year Launched

Location

160 W. Santa Clara Street, San Jose, CA 95113

Deployment

Training Options

demo, account manager, community

Countries Served

All Countries

Languages

English, Spanish, French, German, Italian, Portuguese, Dutch, Chinese, Japanese, Korean, Russian

Users

Administrator, Mortgage broker, Loan officer, Customer service representative, Financial manager, Sales manager, Marketing manager, Operations manager, Executive director.

Industries Served

Financial Services, Banking, Mortgage Lending, Real Estate

Engaged CRM's In-App Market Place

Does Engaged CRM have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

Mini Apps

1. Marketing Automation: This add-on allows users to automate their marketing campaigns and streamline lead generation

nurturing

and conversion processes.

2. Document Management: This add-on helps users organize and store important documents related to customers

loans

and transactions within the CRM system.

3. Reporting and Analytics: This add-on provides advanced reporting and analytics capabilities

allowing users to track key performance metrics and make data-driven decisions.

4. Workflow Automation: This add-on helps users automate repetitive tasks and streamline processes

improving efficiency and productivity.

5. Mobile App: This add-on provides mobile access to the CRM system

allowing users to manage customer relationships and access important data on the go.

Pricing Options

Free trial

Free version

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Accepted Payment Currencies

USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥), CHF (CHF), CNY (¥), INR (₹), SGD (S$), HKD (HK$), SEK (SEK), NZD (NZ$), KRW (₩), RUB (₽)

Pros & Cons

Automates loan process workflows to increase efficiency and productivity
Provides real-time analytics and reporting capabilities for better decision-making
Allows for centralized customer data management for improved customer service
Offers customization options to tailor the software to specific business needs
Integrates seamlessly with other systems for a more holistic approach to loan servicing and mortgage management

Limited integration with third-party software and platforms, making data transfer and synchronization cumbersome
Steep learning curve for new users, requiring significant training and onboarding time
Lack of advanced reporting and customization options for tailored analytics and insights
Inconsistent performance and occasional system crashes, resulting in downtime and productivity loss
High initial cost and ongoing subscription fees, making it less cost-effective for small businesses or startups