About Us
40+ years of experience in one CRM
ER are a software development company who specialise in CRM (Customer Relationship Management) development.
Between our ownership and senior management team we have a combined 40+ years owning/running broker businesses and associated IT within the financial services sector, this ensures our product knowledge within this sector is second to none.
Our development team have over 20 years’ experience working exclusively within the financial sector and building systems to ensure the best possible processes are in place to manage our client's customer base from first contact to sale and retention.
See About UsFeatures
The Best of Life Insurance CRMs in one neat package
Automatic lead Management
Never miss a call back again! With our automated call queues let us do the work for you.
Read MoreDocument Creation and Storage
Our document production facility allows us to create and store a multitude of customer facing documentation
Read MoreDashboards
Our high level dashboards can be used to display key statistics to your entire business in a quick graphical display.
Read MoreIntegrated Sourcing
Integration to iPipelines solution builder allows a seamless transfer of the data captured on your bespoke fact find into iPipelines APIs.
Read MoreIntegrated Telephony
Integrated click to dial service along with call recording and playback of call recordings from within your application
Read MoreWhy It Works
How we can help your business grow
Automated Call queuing and task managment
Never miss a call back again! With our automated call queues let us do the work for you. Leads will be presented to the agents based on when they are due a call for maximum efficiency ensuring no customer goes waiting .
From lead to sale in a few clicks of a button
Take you customers from new lead to completed sales using our built in sales process including underwriting and retention processes
Put the spreadsheets away and leave it to us
Our enhanced reporting will show you how well your business is performing. lead performance reports will give you a full ROI breakdown of all your data.
Testimonial
Some Words From Our Happy Clients
ERCRM is astonishing. I cannot fault their service and support. The CRM does everything and more, the support team is always there to help you to get the most from the system.
James Sloan
ER is committed to continually enhancing their systems capabilities to meet our business needs and we have a strong partnership as a result of their integrity and reliability.
Oliver Gardner
put simply it’s transformed Our Business! What started as a CRM system is now at the heart of technology developments for us
Jon Lord
We’re building a better application now, thanks to ERCRM. A big help in growing our business.
Hasan Ali
F.a.q.
Most Trending & Popular Question
Lee Scrivener
Head of Development
Malcolm Hudson
CEO
Scott Shepard
Lead Developer