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.
Add tailored custom fields across clients, jobs and services to capture what matters most to your firm. Use automation to push updates into workflows, reports and communications—helping you surface critical insights, maintain consistency, and make smarter decisions without extra effort.
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.
Discover Why Over 1,000 Firms Across the UK Have Made the Switch
Join over 2,000 accountants and bookkeepers already saving time and boosting client experience with Engager.
5 Star
Reviews
Clients
Supported
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.
We’re here to make switching easy. If you’re wondering how Engager fits your practice, you’ll find the answers below.
Still not sure? Email support@engager.app any time, we’re always happy to help.
Our subscriptions are scalable for any size practice, starting at £9+VAT per month.
Check out our pricing matrix to see how affordable our plans can be for your firm.
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.
Every plan includes all the tools you need to manage clients, stay organised, and grow your practice, just straightforward pricing and full access from day one.
Secure Client Portal
eSigning Capabilities
Mobile App Access
Branded Client Experience
Automated Notifications
Integration with Accounting Software
Task Management
Client Messaging System
Document Templates
Audit Trail
Every plan includes all the tools you need to manage clients, stay organised, and grow your practice, just straightforward pricing and full access from day one.
Secure Client Portal
eSigning Capabilities
Mobile App Access
Branded Client Experience
Automated Notifications
Integration with Accounting Software
Task Management
Client Messaging System
Document Templates
Audit Trail