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ERCRM Hands
What is er crm?

40+ years of experience in one CRM

ERCRM are a software development company who specialise in CRM (Customer Relationship Management) development.

ER CRM is a powerful CRM platform built specifically for the financial services industry offering both bespoke systems tailored to your business and off-the-shelf solutions ready to go. Whether you're a mortgage broker, life insurance firm, or financial advisor, ER CRM helps you manage leads, stay compliant, and streamline operations all in one place.

From sourcing and telephony to reporting and client portals, ER CRM gives you the tools to grow faster, work smarter, and stay ahead.

Book a demo to see how ER CRM can support your business—whether you need something custom-built or ready to launch today.

See About Us

Easy Report Builder

Report Builder gives you a clear, line-by-line breakdown of performance across any time period — helping you spot trends and track progress effortlessly.

Staff Targets/Tracking

Keep an eye on individual and team performance with ER CRM’s real-time tracking tools — perfect for managing goals and boosting productivity.

Stunning Dashboards

Get instant insights with ER CRM’s dynamic dashboards. View your key business data in a range of visual formats, from charts to graphs, all designed for clarity and impact.

Seamless Data Transfer

ER CRM uses advanced API technology for smooth, secure data transfers — whether you're sending or receiving information from partners, it’s all in real time.

Workflow Management

Stay efficient with ER CRM’s automated workflows. Move each task forward in your process with ease, reducing delays and manual effort.

Customer Management

Deliver a smoother customer journey with ER CRM’s customisable process flows — designed to adapt to your needs and enhance client experience from start to finish.

Some of our partners and integrations

Feel The Power Of Technology

Sourcing

ER CRM is fully integrated with industry-leading sourcing platforms, offering all the functionality of standalone systems like Twenty7Tec’s MortgageSource and iPipeline’s SolutionBuilder all without ever leaving the CRM.

Reporting

Make faster, smarter decisions with real-time data in ER CRM. Customisable reports let you focus on exactly what matters no need to wait until the end of the day. Build reports your way and access the insights you need, exactly when you need them.

Dashboards

ER CRM’s high-level dashboards keep you instantly informed with real-time performance snapshots. Tailor your dashboard to suit different roles within the business — from team leaders to senior management — ensuring everyone sees the data that matters

Telephony

ER CRM integrates with VOIP telephony systems, offering click-to-dial functionality, call recording and instant playback. All features are directly accessible within your CRM screens or call history reports.


F.a.q.

Most Trending & Popular Questions

We offer a one-hour web-based demonstration at your convenience. To schedule your personal appointment, please call 0800 644 0346 , visit our Contact Us page or email us at info@ercrm.co.uk

Our contracts are designed to offer flexibility tailored to your chosen product. Bespoke builds come with a minimum contract term to ensure we can deliver a fully customized solution that meets your specific needs. In contrast, our off-the-shelf products operate on a pay-as-you-go model, giving you the freedom to scale usage up or down without long-term commitments. This approach allows you to choose the contract structure that best aligns with your project requirements and budget.

By automating key processes and providing real-time insights into performance, ERCRM enables businesses to focus on what matters most building and maintaining strong customer relationships. Our system supports you from lead generation through to sale and retention, optimizing every step of the customer journey.

ERCRM is a comprehensive Customer Relationship Management (CRM) system tailored specifically for the financial services sector. It streamlines lead management, sales processes, and customer communications, enabling businesses to enhance efficiency and customer satisfaction.

Our CRM features automated call queuing and task management, ensuring that no lead is missed. Leads are presented to agents based on when they are due for follow-up, maximizing efficiency and ensuring timely response.

Yes, ERCRM integrates with any third-party API for tools such as ID verification, sourcing, telephony, open banking, and credit reporting. This allows you to sync data, automate workflows, and boost efficiency across your business.

Absolutely. Your data is stored securely on our private cloud servers within the UK. Each client has their own private database, ensuring that your data is never mixed with others, adhering to strict data protection standards.

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

ERCRM 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