Flexibility matters. With Custom Services in Engager.app, you can set up the services your practice needs.
Build tailored services that reflect how your firm really works. From setup to automation, streamline everything—saving time, reducing admin, and giving clients a smoother experience.
Every practice is different. With Custom Services, you can set up offerings like New Client Onboarding, AML Checks, or Health Checks and let Engager.app handle the rest—feeding services into quotes, automating tasks, and improving client satisfaction.
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With Engager.app, you can set up Custom Services that match your workflows perfectly. Tailor every offering to your practice’s needs—no compromises.
Custom Services automatically generate recurring tasks for your team, ensuring nothing falls through the cracks. Stay on top of deadlines and deliver consistent results.
Save time by connecting Custom Services to your quotes. Set up your services once and let Engager.app pull them in seamlessly when creating new proposals.
Custom Services allow you to standardise key workflows, such as client onboarding or AML checks. Automate repetitive tasks, improve accuracy, and ensure every client gets the same great experience.
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 Services let you create and manage offerings that fit your practice’s workflows. They feed into quotes, letters of engagement, and tasks on the Kanban board.
Yes! You can link Custom Services to recurring tasks that appear on the Kanban board, helping you manage deadlines and stay organised.
Once you set up your Custom Services, they can be automatically included in quotes and proposals, saving you time and ensuring consistency.
You can create any services your practice needs, such as New Client Onboarding, AML Checks, Health Checks, or Annual AML Assessments—tailored to your processes.
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