ServicesHD Engage CRM
Every customer, donor and student. One record.
HD Engage is a CRM that lives on your own website. It reads the store, donations, events, courses, bookings and forms you already run with us, and keeps one timeline for every person. No per-seat fees, and your data stays on your server.
- 9 systemsconnected on day one
- $0per-seat fees
- 1 recordper person, always current
38 touchpoints from 9 systems, one record.
One record
Everything a person does with you, in one place.
Most organizations keep customers in five places: the store, the donation tool, the event list, the course system and somebody’s spreadsheet. HD Engage reads them all and recognizes the same person in each.
Switch on the systems a customer touches. Watch one record fill in.
A made-up person, the way her record looks in HD Engage.
See it
Built for the people who use it every day.
These are real screens from our sandbox, a CRM full of a made-up Juneau arts center. Open it yourself; you get a guest login and it resets every few hours.
What it does
Everything you’d expect from a serious CRM.
And a few things the big names can’t do, because they don’t live inside your website.
One record per person
Matched by email, phone and account across every system. Duplicates found and merged in a click.
A complete timeline
Orders, gifts, events, classes, bookings, forms, emails, calls and notes, newest first, filterable.
Pipelines and a deal board
As many pipelines as you need, weighted by stage, with stalled deals flagged.
Tasks and “My day”
Calls, follow-ups and deadlines with reminders, linked to the person and the deal.
Email from your own mailbox
Send and log from Gmail or Microsoft 365, or copy a private address on any email.
Saved views
Find “gave last year but not this year” or “came to two events” and share the list with the team.
Reports
Revenue by system, pipeline, growth, win rate and team activity, ready without setup.
Engagement scores
Who is warming up and who is going quiet, plus lifecycle stages that update themselves.
Your own fields and tags
Membership levels, interests, sponsor tiers: whatever your organization tracks.
Search everything
Press Ctrl K anywhere to find a person, organization or deal in a second.
Import and export
Bring contacts in from a spreadsheet or another CRM, and take them out whenever you like.
Roles and an audit log
Managers and agents see what they should, and every change is recorded.
Connected on day one
It already knows your customers.
If your site runs a store, donations, events or courses with us, HD Engage brings in their history when it is switched on, then keeps up as things happen. Nothing to sync by hand.
Using something we don’t connect to yet? Import it from a spreadsheet, or ask us about a connector.
- NewslettersSign-ups, opens and clicks
- Website formsContact, quote and sign-up forms, with answers
- EventsRSVPs, tickets and check-ins
- CoursesEnrollments, quizzes and completions
- BookingsAppointments: what, with whom, and whether they came
- Online storeOrders, refunds and subscriptions
- DonationsOne-time and monthly gifts, campaigns and tributes
- AgreementsSigned agreements and their value
- Website accountsAccounts on your site
How it compares
An honest look at the big names.
They are excellent products, priced per person, every month. HD Engage is built for organizations whose customers already live on their website.
| Compare | HD Engageon your own site | SalesforceSales Cloud Pro Suite | HubSpotSales Hub Professional | Zoho CRMProfessional |
|---|---|---|---|---|
| How it’s priced | A flat setup, then part of your Service Plan. No per-user or per-contact fees. | $100 per user a month, billed yearly | $100 per seat a month, billed yearly, plus a required $1,500 onboarding fee | $23 per user a month, billed yearly |
| Five people, first year | Quoted with your project | $6,000 | $7,500 | $1,380 |
| Where your data lives | In your own website’s database, on our servers | Their cloud | Their cloud | Their cloud |
| Your store, donations, events, courses and bookings | Read directly, from day one | Through add-on apps and integrations | Through integrations | Through integrations |
| Automated follow-ups and sequences | Coming next (see below) | Yes | Yes | Yes |
| Who answers the phone | The team that built it, in Juneau | Their support team | Their support team | Their support team |
| Where they win | Organizations whose customers already live on their website | Deep customization and a huge app marketplace for large sales teams | Marketing automation and sales sequences built in today | A low price per user and a wide suite of business apps |
Published list prices for the plan closest to HD Engage, as of October 3, 2026. Pricing pages: Salesforce, HubSpot, Zoho. Prices change, so check before you decide. Taxes, add-ons and higher tiers are extra.
Coming next
What we’re building now.
HD Engage gets new features through the same updates that keep your site secure. These are next in line.
- Automated follow-ups
- Email sequences
- Quotes sent for e-signature
- Custom record types
- A report builder
- Help desk tickets on the timeline
- Text messages on the timeline
- Website visit history
Try it now
Click around a real CRM.
Our sandbox runs HD Engage for a made-up arts center with 374 people and a year and a half of history. No sign-up; it resets every few hours.
One team
The rest of what we do.
Questions
Good questions, straight answers.
Anything else? Call (424) 209-8199 and you’ll talk to the people who do the work.
What does HD Engage cost?
A flat setup, quoted with your project, and then it is part of your Service Plan. There are no per-user or per-contact fees, so adding your whole team or your whole mailing list costs nothing extra.
Do I need to host my website with you?
Yes. HD Engage runs inside your website on our managed hosting, which is how we keep it fast, backed up every night and secure.
How many people can use it?
As many as you like. Managers can see and change everything; agents work with their own contacts and deals unless you give them more.
Can I bring my contacts from a spreadsheet or another CRM?
Yes. Import a spreadsheet with your columns matched to fields, and duplicates are caught on the way in. We do the first import with you during setup.
Does it work with Gmail and Outlook?
Yes. Link a Gmail or Microsoft 365 mailbox to send from the CRM and log replies automatically, or copy your organization’s private CRM address on any email.
Where is my data kept?
In your own website’s database on our servers, backed up nightly with the rest of your site. It isn’t pooled with anyone else’s, and you can export it any time.
Can I try it first?
Yes. The sandbox is the real software with made-up data. Click anything; it resets every few hours.
Design. Develop. Deliver.
See it with your own customers.
Bring one messy spreadsheet to a call. We will show you what it looks like as people instead of rows.
