Engaged Resource

Engaged Resource builds the Engaged CRM, a customer management system made to order for businesses that sell by telephone. The firm argues that off-the-shelf products rarely fit these operations.

What Engaged Resource offers

• Engaged CRM — manages the full client lifecycle, with workflow and task tools, a rules engine and compliance controls.
• Product sourcing — links to mortgage and protection sourcing tools so users stay inside the CRM.
• Reporting and dashboards — real-time reports, a report builder and management dashboards that differ by role.
• Integrations — API data transfer with partners, and links to several VoIP phone systems for click-to-dial and call recording.
• Customer contact — automated web messages, letters, email and SMS.

Who it works with

Telephony-based distribution businesses, including call centres and firms handling lead generation, underwriting and administration in finance and insurance.

Key facts

• Quoting: quoting engines and cloud dialling are available as options
• Audit: tracking built in for compliance