No more working around generic systems. With Engager.app’s Custom Fields, you can add your own fields, store unique client data, personalise emails with placeholders, and even use fields as pricing drivers.
Every accounting and bookkeeping practice has its own processes. Engager.app lets you create custom fields to store critical data like “Annual Turnover,” “Number of Transactions,” or “Company Type.” Use this data to enhance workflows, communications, and pricing strategies.
Add the fields you need—no restrictions. From client-specific information to project tracking, Custom Fields ensure your team captures and stores data that truly matters to your practice. Build workflows tailored to your processes and goals.
Stop manually inputting client details into emails. Use your Custom Fields as placeholders to personalise emails at scale. Whether it’s names, financial data, or onboarding specifics, your communications stay consistent, accurate, and professional.
Turn Custom Fields into pricing drivers that help with quotes and pricing. Set fields like “Number of Employees” or “Turnover” to influence the cost of your services, creating fair, accurate, and scalable pricing without manual calculations.
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We’ve pre-built over 50 fields so that Engager is ready-to-go from the moment you sign up. At the same time, it’s completely customisable.
With over 100 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.
Engager.app’s Custom Fields let you define the data that matters most. No more trying to fit unique workflows into rigid systems—build processes that truly work for your practice.
With placeholders powered by Custom Fields, you can automate email personalisation. Input client-specific data seamlessly and send accurate, tailored emails every time.
Use Custom Fields as pricing drivers to automate quotes based on values like turnover, employee count, or transaction volume. Save time, improve accuracy, and ensure transparent pricing.
Leverage Custom Fields within Engager.app’s forms to collect data from clients efficiently. Populate fields automatically and centralise key information, reducing manual data entry.
Custom Fields allow you to create unique data points to store client or project information. They can be used for workflows, email placeholders, pricing calculations, and data collection forms.
Yes! Custom Fields can be referenced as placeholders in your emails, ensuring accurate, automated personalisation for your clients.
You can set values in your Custom Fields, like “Number of Employees,” to influence your service pricing. This automates quotes and ensures consistent, scalable pricing.
Absolutely. You can gather information in bulk by creating client-facing forms that automatically populate your Custom Fields.
No. Engager.app gives you the freedom to create as many fields as you need to match your practice’s workflows.
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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