- Sales Engagement is more than a CRM
- It's the dialer, the bulk email, etc.
- Modular approach
- Beta users Feb 2019
- Paid users Sept 2020
- Started with six features
- Email
- Calling/VoIP
- CRM
- Store quotes
- Nice interface
- Voicemail drop
- Auto-note pop-up
- Rolling history
- Pinned Note
- Schedule SMS
- Edit/Stop sequences easily
- Custom fields
- Opportunity pipeline
- Edit opportunities via pop-up window
- Stay in the pipeline screen
- Color-coded deals
- Multiple pipelines
- Change views between card and table
- Inbox color-coded—Low, Medium, High
- Task view
- Calendar view
- Rolling list view
- Template creation is easy
- Sequences
- Internal and external
- Automated and manual
- Chrome plug-in for LinkedIn sales outreach
- Embed video in emails
- Done-For-You data migration
- Big in the MLM space and home healthcare
- Mobile app rolling out in Feb 2020
- Pricing
- Flat rate per user
- No pricing for contacts
- Heavy on support
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