Monesize Engage · Sales + CRM
Run your sales operation from one place.
A sales engine and CRM for managing prospects, personalized outreach, customer relationships, opportunities, and follow-up from one shared workspace.
Turn sales activity into an institutional capability.
Sales information should not disappear into spreadsheets, personal notes, disconnected email threads, or individual prospect lists.
Engage gives the organization one shared workspace for prospects, contacts, communications, activities, opportunities, pipeline, and follow-up.
From prospect to customer.
Engage preserves the complete history of the sales journey.
Find the right prospects.
Import existing prospect data, organize it into segments, and build targeted audiences for sales campaigns.
Import
Bring prospect lists into Engage through CSV.
Segment
Filter prospects by industry, company size, country, job title, status, owner, tags, activity, source, and other CRM attributes.
Campaign
Turn a segment into an outbound campaign.
Personalize outreach at scale.
Create one campaign and personalize the resulting communication for every recipient using information already stored in your CRM.
One campaign. Individual communication.
Personalization fields
Keep the context behind every relationship.
Every important interaction becomes part of the organization's sales history. When responsibility moves from one salesperson to another, the history moves with it.
No spreadsheet handoff required.
Recorded interactions
Manage the pipeline your way.
Create and configure sales pipelines around how your organization actually sells.
Customize stages, probabilities, required fields, and multiple pipelines.
Make follow-up systematic.
Keep today's, upcoming, overdue, and stalled follow-ups visible so opportunities do not depend on someone's memory.
Today's follow-ups
Upcoming follow-ups
Overdue follow-ups
Stalled opportunities
Sales information belongs to the organization.
When one salesperson takes over another person's opportunity, the complete context should already be there.
No spreadsheet handoff required.
What the next owner sees
Know what is happening across sales.
Prospecting
- —Total prospects
- —New prospects
- —Prospects contacted
- —Prospects requiring follow-up
Campaigns
- —Active campaigns
- —Emails sent
- —Delivery
- —Responses
Pipeline
- —Open opportunities
- —Pipeline value
- —Opportunities by stage
- —Expected revenue
- —Won and lost deals
Activities
- —Calls
- —Emails
- —Meetings
- —Follow-ups
- —Demos
Built for sales teams and business owners.
Sales representatives
Manage prospects, activities, opportunities, and follow-ups.
Sales managers
See team activity, pipeline, assignments, and stalled opportunities.
Founders and business owners
Maintain visibility across the entire sales operation.
Business development teams
Identify prospects, segment lists, run campaigns, and qualify opportunities.
A sales engine your organization can start using.
Engage is designed to work independently for any organization while remaining part of the wider Monesize ecosystem.
Turn sales activity into an institutional capability.
Run your sales operation from one place.
Start Using Engage