Save time and stay organised with seamless email automation, built to enhance your client communications.
Automated emails are a game-changer for practices looking to save time, stay organised, and maintain consistent communication with clients. Whether it’s reminders, follow-ups, or deadlines, automated emails keep your practice running smoothly.
Create tailored email templates, define triggers, and let Engager handle the rest. Say goodbye to manual email management and hello to a streamlined workflow.
Design email templates that match your firm’s branding and tone. Save time and ensure consistent, professional messaging.
Automatically send emails based on specific dates and deadlines.
Use client-specific information to personalise every email, pulled directly from Engager’s database by using ‘Placeholders’.
Join over 1,000 accounting and bookkeeping practices that trust Engager to streamline client engagement.
Unlock efficiencies and eliminate admin with a single click of a button, thanks to 11 pre-built automated emails.
With over 90 glowing Trustpilot reviews, Engager is highly rated by accountants and bookkeepers for transforming practice management.
Engager users support more than 130k clients and are reducing admin significantly.
Yes, you can fully customise templates to include your branding and personal touches.
You can trigger automated emails in relation to every service based on the deadline date. Plus, you can trigger emails to be sent once individual phases are marked as complete.
Yes, you can choose to review emails before they are sent or allow them to send automatically based on predefined triggers.
Absolutely! Placeholders like client name, service details, deadlines, and more can be added to personalise every email.
Client replies will be linked to their profiles within Engager for easy tracking and follow-up.
Experience how Engager can transform your practice. Get full access to all features with our 28-day free trial. No credit card required!
Want to see how Engager fits into your day-to-day? Book a personalised demo with our friendly team and discover why 1,000+ practices trust Engager.
All plans include every feature Engager offers. The only extra fees are for SMS and Xero integration. Enjoy unlimited users at no extra cost. Plus, our pricing comes with the Engager Price Promise for transparency and fairness.
Our pricing is set to change on 05/01/2025. To see how this affects you, click here.
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