Unlock the full potential of your client data with Engager.app’s advanced Filtering. With a vast range of options to choose from, you can quickly sort, organise, and report on the information that matters most.
Engager.app gives you the flexibility to filter client data based on over 50+ criteria, including fees, services, client relationships, and custom fields. Find exactly what you need—no matter how detailed your requirements.
From client fees and service statuses to marketing sources and VAT schemes, Engager.app provides a wide range of filters. Use these options to generate tailored insights and ensure nothing slips through the cracks.
Build accurate reports in minutes by filtering the exact data you need. Whether you’re preparing for a client review, identifying billing trends, or auditing services, filtering makes reporting seamless and efficient.
Combine Engager.app’s Custom Fields with filtering for a powerful reporting tool. Track unique metrics, such as “Annual Revenue,” “Bookkeeping Frequency,” or “Trade,” and filter data to uncover patterns and opportunities.
Don’t just filter—act on it. Use filtered lists to send emails, update tasks, or manage fees, ensuring you can apply insights in real time without switching tools.
Engager.app’s advanced filters let you drill down into your client list with precision. Find exactly what you need based on fees, services, custom fields, and more.
Save hours by filtering your client data instantly and exporting custom reports. Identify trends and make data-driven decisions in minutes, not days.
Leverage Custom Fields alongside Engager.app’s filtering capabilities to track and report on the metrics that matter most to your practice.
Easily segment clients by criteria like fees, VAT frequency, or key services. Organise your list into actionable groups and prioritise tasks effortlessly.
You can filter client data by fees, services, custom fields, VAT factors, onboarding dates, and much more—giving you complete control over your reporting.
Yes! Engager.app allows you to include your Custom Fields in filters, so you can track practice-specific data with ease.
Filtering lets you isolate the exact data you need, making it easy to generate accurate reports for client reviews, billing, or internal analysis.
Absolutely! Once you’ve filtered your list, you can send emails, update tasks, or perform bulk actions directly from your filtered view.
No. You can apply multiple filters simultaneously to refine your view and find the exact data you’re looking for.
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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