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Description
Engager.app is a cloud-based platform specifically designed for accountants and bookkeepers in the UK, developed by professionals in the field to streamline firm operations, enhance task management, and boost profitability. The software integrates various features, including workflow management, client communication, engagement letters, proposals, pricing options, e-signature capabilities, checklists, forms, time tracking, dashboards, document templates, and a personalized client portal, all within a single cohesive system. By utilizing Engager, firms can eliminate disorganization through advanced tools and improved workflows, allowing teams to meet deadlines effectively, assign tasks rapidly, visualize projects using Kanban boards, and let automated reminders manage follow-ups to ensure nothing is overlooked. Its continuous automated administrative features work around the clock, handling record requests, client reminders, and follow-ups autonomously, which minimizes unnecessary emails and saves valuable time. Additionally, firms can effortlessly create professional and compliant Letters of Engagement within minutes by leveraging customizable templates and automation. This innovative approach not only enhances efficiency but also empowers firms to focus more on delivering quality services to their clients.
Description
The SaaS landscape is in full swing! Equip your customer-facing teams with the essential tools they need to transition users from trial to long-term loyalty. Enhance your entire product-led ecosystem with actionable insights on product engagement. Ensure your teams are well-informed and avoid operating in uncertainty! There’s no need for an additional CRM; just opt for a more intelligent one. Provide your go-to-market teams with the critical engagement data necessary for their roles, while steering clear of investing in another cumbersome CRM. In today’s SaaS environment, it's all about experiencing the product before making a purchase. Replace traditional MQLs with a lead qualification system that prioritizes prospects likely to convert. Sherlock monitors engagement and activation trends over time, allowing your Sales team to concentrate on product-qualified leads rather than pursuing unproductive paths. Sherlock converts all in-app interactions into an engagement score, offering a clear ranking of your most and least engaged users. Additionally, when there are multiple users on a single account, Sherlock scores engagement at the account level too, ensuring a comprehensive view of user activity. This innovative approach empowers teams to make data-driven decisions and enhances overall customer satisfaction.
API Access
Has API
API Access
Has API
Integrations
Adfin
Appcues
HubSpot CRM
Intercom
Pipedrive
QuickBooks Online
Salesforce
Segment
Slack
Xero
Integrations
Adfin
Appcues
HubSpot CRM
Intercom
Pipedrive
QuickBooks Online
Salesforce
Segment
Slack
Xero
Pricing Details
$12.17 per month
Free Trial
Free Version
Pricing Details
$199 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Engager.app
Founded
2018
Country
United Kingdom
Website
engager.app/
Vendor Details
Company Name
Sherlock
Country
United States
Website
www.sherlockscore.com
Product Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Product Features
Product Analytics
Attribution
Automatic Data Capture
Churn Reporting
Customer Feedback Collection
Customer Guidance
Customer Journey Analytics
Data Export
Data History Retention
Data Labeling
Product Engagement Scoring
Real-Time Data Analysis
Touchpoint Analytics
User Segmentation
