ProteusEngage

What is ProteusEngage?

ProteusEngage helps B2B companies simplify complex, high-stakes customer journeys by uniting complex sales, onboarding, and customer success. With automated playbooks, real-time engagement tracking, and collaboration, the solution helps teams close deals faster and onboard clients with confidence.

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Categories & Use Cases

Media

Screenshot of the New For You page in the ProteusEngage tool. It helps consolidate new updates and tasks.

Screenshot of Engage's centralized secure digital workspace with intelligent processes, modules, and content that rep users can share with their contacts to ensure two-way collaboration.

Screenshot of an automated checklist. These allow users to power through each process or phase of a complex sales and onboarding processes while ensuring visibility and consistency.

Screenshot of where inside each checklist item, users are able to display custom fields, sub tasks, and related modules. Each checklist item is pre-built with automations that ensure maximum engagement.

Screenshot of when managing multiple checklists, the UI that helps management see each checklist, it's progress, and any items still pending. This ensures maximum visibility throughout existing projects.

Screenshot of the section that tracks all activity on each workspace. Rep users can manage engagement levels of each rep and contact based on a timeframe of recent content.

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Screenshot of the New For You page in the ProteusEngage tool. It helps consolidate new updates and tasks.