ICONI

Customer Engagement and Progression - CEP

CRM software developed so that advisors can put their time and focus into where it is most needed: supporting people and positively changing their lives.

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designed for programme delivery advisors

  • Accelerate Outcomes
  • Set and Monitor KPIs
  • Integrate Calendars
  • Manage Compliance
  • Visual Reports
  • Evidence Success
ICONI platform benefits

configurable to your exact needs

CEP is highly configurable and can meet all your operation and reporting needs. Our Multi-Programme design enables you to manage multiple programmes from within the same solution. Modules include:

  • ICONI notifications feature icon
    Notifications
  • ICONI assessments feature icon
    Assessments
  • ICONI barriers feature icon
    Barriers
  • ICONI organisations feature icon
    Organisations
  • ICONI goals feature icon
    Goals
  • ICONI courses feature icon
    Courses
  • ICONI expenses feature icon
    Expenses
  • ICONI communications feature icon
    Communications
  • ICONI meetings feature icon
    Meetings
  • ICONI import feature icon
    Import
  • ICONI reports feature icon
    Reports
  • ICONI interventions feature icon
    Interventions
  • ICONI document feature icon
    Document Library
  • ICONI claims and finance feature icon
    Claims & Finance
  • ICONI specialist support feature icon
    Specialist Support
  • ICONI action plan feature icon
    Action Plan

Let's talk about your programme!

Hand holds smartphone with list of upcoming meetings shown on the screen

CEP Use Case:

Many large UK charities utilise CEP to deliver their beneficiary programmes.

Enable Works

Find out how the largest member-led learning disability charity in Scotland uses CEP to deliver the Enable Works programme.

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    Accreditations, Partnerships and Memberships

    Microsoft Partner Youth Employment UK ersa Bramble Hub ISO/IEC 27001 ISO 9001 Northern Ireland Chamber of Commerce and Industry Institute of Employability Professionals Crown Commercial Service Supplier