List of Engaged Resource CRM Customers
Doncaster, DN9 3FL,
United Kingdom
Since 2010, our global team of researchers has been studying Engaged Resource CRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Engaged Resource CRM for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Engaged Resource CRM for CRM include: Freedom Finance UK, a United Kingdom based Banking and Financial Services organisation with 121 employees and revenues of $23.0 million, Metro Finance United Kingdom, a United Kingdom based Banking and Financial Services organisation with 10 employees and revenues of $2.0 million, Engaged Solutions United Kingdom, a United Kingdom based Media organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Engaged Resource CRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Engaged Solutions United Kingdom | Media | 10 | $1M | United Kingdom | Engaged Resource | Engaged Resource CRM | CRM | 2019 | n/a |
In 2019 Engaged Solutions United Kingdom implemented Engaged Resource CRM, the CRM used to support marketing, lead generation and operational management information. The deployment is configured for a small media services firm and focuses on managing lead generation workflows and marketing operations across the business.
Module-level usage is inferred from the vendor testimonial and product feature list and includes reporting, telephony and lead management capabilities within Engaged Resource CRM. Functional coverage emphasizes campaign and contact management, telephony enabled outreach, lead management processes and operational MI dashboards, supporting marketing and operational teams at Engaged Solutions United Kingdom.
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Freedom Finance UK | Banking and Financial Services | 121 | $23M | United Kingdom | Engaged Resource | Engaged Resource CRM | CRM | 2021 | n/a |
In 2021, Freedom Finance UK implemented Engaged Resource CRM to support its UK consumer lending marketplace operations and customer engagement. Engaged Resource CRM, classified in the CRM category, is listed on Engaged Resource's site as being used by Freedom Finance UK for marketplace lending and customer lifecycle activities.
Module usage is inferred from Engaged Resource product pages and Freedom Finance UK’s marketplace business model, with core CRM capabilities for customer profile and interaction management, lender-sourcing integrations that orchestrate lender matching and application routing, and operational reporting for origination pipeline and partner performance. The implementation emphasized centralized customer records and standardized lead-to-loan workflows consistent with CRM functional taxonomy, and it likely leveraged event-driven data flows between front-end engagement channels and back-office processing.
Operational coverage targeted UK consumer lending marketplace functions, supporting customer service, origination, and partner management teams. Integrations concentrated on lender connectors and reporting feeds to support marketplace sourcing and operational reporting, and governance focused on configuration controls and centralized data models to align customer engagement and marketplace sourcing processes.
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Metro Finance United Kingdom | Banking and Financial Services | 10 | $2M | United Kingdom | Engaged Resource | Engaged Resource CRM | CRM | 2020 | n/a |
In 2020 Metro Finance United Kingdom deployed Engaged Resource CRM to manage CRM and customer lifecycle management for its UK shared-ownership mortgage business. The implementation is surfaced publicly through Metro Finance’s site link to a hosted client portal at metrofinanceclient.ercrm.co.uk and is corroborated by Engaged Resource testimonial, establishing the client portal as a primary customer interaction layer.
Engaged Resource CRM is used for client portal access, online document upload, and ongoing customer tracking, with module-level usage inferred from the portal behavior and the vendor feature set. Functional workflows center on customer onboarding and lifecycle orchestration, document collection and storage, and case-level status tracking consistent with CRM operational capabilities for mortgage origination and servicing.
Deployment is delivered via a vendor-hosted client portal at metrofinanceclient.ercrm.co.uk, indicating a cloud-hosted CRM delivery model that exposes portal-based document upload and customer self-service. Operational scope is the UK shared-ownership mortgage line of business within Metro Finance United Kingdom, servicing customer-facing and back-office functions for origination and post-origination management.
Governance emphasis is on customer lifecycle workflows and portal-driven case management, with vendor testimonial and the public portal link supporting adoption and ongoing vendor support. The implementation narrative centers on Engaged Resource CRM as the CRM platform for customer-facing portal interactions and document-centric mortgage case management.
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