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ERCRM Hands
About Us

40+ years of experience in one CRM

ERCRM are a software development company who specialise in CRM (Customer Relationship Management) development.

Between our ownership and senior management team we have a combined 40+ years owning/running broker businesses and associated IT within the financial services sector, this ensures our product knowledge within this sector is second to none.

Our development team have over 20 years’ experience working exclusively within the financial sector and building systems to ensure the best possible processes are in place to manage our client's customer base from first contact to sale and retention.

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Features

The Best of Life Insurance CRMs in one neat package

Automatic lead Management

Never miss a call back again! With our automated call queues let us do the work for you.

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Document Creation and Storage

Our document production facility allows us to create and store a multitude of customer facing documentation

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Dashboards

Our high level dashboards can be used to display key statistics to your entire business in a quick graphical display.

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Reporting

Report on Lead performance, Staff Performance, Income, Sales and much much more

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Integrated Sourcing

Integration to iPipelines solution builder allows a seamless transfer of the data captured on your bespoke fact find into iPipelines APIs.

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Integrated Telephony

Integrated click to dial service along with call recording and playback of call recordings from within your application

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Why It Works

How we can help your business grow

Automated Call queuing and task managment

Never miss a call back again! With our automated call queues let us do the work for you. Leads will be presented to the agents based on when they are due a call for maximum efficiency ensuring no customer goes waiting .

From lead to sale in a few clicks of a button

Take you customers from new lead to completed sales using our built in sales process including underwriting and retention processes

Put the spreadsheets away and leave it to us

Our enhanced reporting will show you how well your business is performing. lead performance reports will give you a full ROI breakdown of all your data.

Testimonial

Some Words From Our Happy Clients

ERCRM is committed to continually enhancing their systems capabilities to meet our business needs and we have a strong partnership as a result of their integrity and reliability.

Oliver Gardner

put simply it’s transformed Our Business! What started as a CRM system is now at the heart of technology developments for us

Jon Lord

We’re building a better application now, thanks to ERCRM. A big help in growing our business.

Hasan Ali

F.a.q.

Most Trending & Popular Questions

We offer a one-hour web-based demonstration at your convenience. To schedule your personal appointment, please call 0800 644 0346 , visit our Contact Us page or email us at info@ercrm.co.uk

You are not bound by any long term contracts or commitments. ERCRM is a pay as you go service that is a rolling month by month contract.

By automating key processes and providing real-time insights into performance, ERCRM enables businesses to focus on what matters most building and maintaining strong customer relationships. Our system supports you from lead generation through to sale and retention, optimizing every step of the customer journey.

ERCRM is a comprehensive Customer Relationship Management (CRM) system tailored specifically for the financial services sector. It streamlines lead management, sales processes, and customer communications, enabling businesses to enhance efficiency and customer satisfaction.

Our CRM features automated call queuing and task management, ensuring that no lead is missed. Leads are presented to agents based on when they are due for follow-up, maximizing efficiency and ensuring timely response.

Yes, ERCRM seamlessly integrates with iPipeline's Solution Builder, allowing for a smooth transfer of data captured during the fact-finding process into iPipeline's APIs.

Absolutely. Your data is stored securely on our private cloud servers within the UK. Each client has their own private database, ensuring that your data is never mixed with others, adhering to strict data protection standards.