Prima ENGAGE
Streamline Your Sales. Accelerate Your Growth.
All-in-one CRM Solution Designed Exclusively for the Office Supplies Industry
All-in-one CRM Solution Designed Exclusively for the Office Supplies Industry
A dynamic, 360-degree view of your customers and prospects. Every interaction. Every transaction. Beautifully visualized
Track Leads and Customer Interactions
Clear visual prompts and pipelines help ensure every opportunity is captured and no deal is ever overlooked
Breathe Life Into Your Salesflow
Stay informed on the go with a mobile-friendly user interface and intuitive drag-and-drop functionality that streamlines your daily workflow.
Gain Crucial Business Insights
Spot trends, plan actions and make informed decisions with dynamic data
Empower your sales team with the essential information and streamlined, accessible actions right at their fingertips.
Get real-time, actionable insights - from quotes and tasks to deals and sales performance. Everything your team needs to grow sales - all in one place!
Shape your pipelines to match your unique sales journey and stay in control of every opportunity.
Instantly view company details, recent activity, and key performance indicators to make faster decisions and take informed actions.
From a lead to a close, visualize every step of the journey with customizable pipelines and dynamic Kanban views.
Empower your sales team with essential information and streamlined actions directly at their fingertips.
Real-time, actionable insights – from quotes and tasks to deals and sales performance.
Tailor pipelines to match your unique sales process and easily manage every opportunity.
Launch targeted sales campaigns in minutes and automate key touchpoints to keep momentum going.
Centralized emails, calls, notes, and tasks – all in one place, so you never miss a follow-up.
Generate ERP-powered quotes instantly, with live pricing, stock levels, and product data.
Get instant visibility into KPIs, pipeline health, and sales performance trends.
Choose a package that meets the needs of your business
Tailored for larger teams and requirements
Contact Sales”Engage has given us big business CRM power without the heavy cost or complexity. It’s affordable, scalable, and built around the way we actually work.
Hayley CawthorneCreative Director, Cawthornes
View your entire sales operation at a glance – from live deal statuses to team performance, prospect activity, and account management – all in one intuitive dashboard.
A clean, modern interface designed to help reps hit the ground running. Minimal clicks. Maximum action. No clutter.
Get instant access to real-time stock, pricing, and customer data pulled directly from Prima ERP. Create quotes in seconds, eliminate data duplication, and keep everyone in sync.
Automated tasks, workflows, and campaigns keep deals moving and reps focused on what matters most – closing more sales.
Custom sales pipelines and dynamic Kanban views give you and your team complete control over every opportunity, bottleneck, and big-win deal.
Make fast, informed decisions with clear, actionable insights into team performance, pipeline health, and customer trends – all without the spreadsheet headaches.
A CRM (Customer Relationship Management) system enables users to track conversations, project pipelines, and client data in one organized platform, making it easier for you to convert more sales.
Prima ENGAGE is a CRM platform designed exclusively for the business supplies industry, fully integrated with Prima ERP. Create tasks, track conversations, build quotes, and more with data driven directly from your back-office system, making it easier for you to grow your business than other disconnected CRM platforms.
Yes! Prima ENGAGE gives you full visibility of your sales team’s tasks, conversations, and updates all in one, easy-to-use platform. You don’t need to worry about logging into separate platforms or searching through mountains of paperwork – it’s all in ENGAGE.
Prima ENGAGE starts at $350 per month. This includes the platform fee and 5 seats* for Prima ENGAGE. Additional users can be added if required – please refer to our pricing guide for more information!
*The maximum users who can log into Prima ENGAGE is limited by the number of ERP seats in your subscription. For example, if you have a 3 seat ERP subscription, you can access up to 3 seats in Prima ENGAGE at any one time.
Your initial Prima ENGAGE subscription is a one year contract, moving to a rolling monthly contract after your first year.
Prima ENGAGE fully integrates with Prima ERP. Any changes you make to your data in ENGAGE – such as updating companies, contacts, and tasks – will update Prima ERP and vice versa, making it easier for you to manage your data, stay organised, and focus on selling!
Prima ENGAGE is an add-on to Prima ERP. It cannot be used as a standalone product. Users logging into ENGAGE must have an active Prima ERP seat license. ENGAGE and ERP seats are distinct and cannot be swapped or interchanged between platforms.
Users can log into Prima ERP and Prima ENGAGE simultaneously. You can log into Prima ERP with all available seats, and still log into Prima ENGAGE.
We’ve designed ENGAGE to be user-friendly and easy for anyone to use from day one. If you would like in-depth sessions on how to use Prima ENGAGE, you can book in training sessions here.
Purchase Prima Engage today to strengthen your sales process with a fully integrated CRM. Streamline how you manage, prioritize, and assign opportunities – helping your team close more deals and grow sales faster. Simply enter your details to get started.