Proteus & Proteus Engage

PROVEN PLATFORM FOR THE MODERN PROBLEM

The Engage Platform

Elevate Customer Collaboration & Accelerate Growth

In today’s fast-paced B2B landscape, effortless customer collaboration isn’t optional—it’s essential. Engage empowers internal and external teams with dynamic, client-facing workspaces built for efficiency, alignment, and impact.

With powerful automation, checklists, task management, and real-time tracking, Engage ensures accountability and keeps everyone in sync—turning goals into results.

Centralized and Secure Workspaces

Modules & Libraries for Repeatability & Consistency

Two-way Communication & Collaboration for Stakeholder Alignment

Processes and Checklists for Automation

File Sharing, Collaboration & Management

Reporting & Analytics for Operations and Process Health

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SEAMLESS INTEGRATION FOR ADOPTION

Breaking Silos - Zero Tool Fatigue

Microsoft Outlook

Engage REST API

FIND YOUR SOLUTION

Proven Use Case Experiences...

Complex and Enterprise Sales

Use our centralized, prospect-facing deal rooms to share presentations, collaborate on documents/files, create accountability through mutual action plans, showcase product videos, and handle contract details all on one single platform.

Customer Onboarding

Use our centralized workspaces to implement checklists and processes to onboard new clients effectively. Also share insights, videos, training resources and more via automated processes. Follow up with meeting recaps and action items to keep everyone accountable during the critical beginning stages of their customer journey - repeatable success.

Customer Success

Build better relationships with not just your internal champions, but also with key decision and budget stakeholders. Our workspaces promote a healthy environment to improve these relationships through client segmentation, file/resource sharing, surveys, training, product updates, quarterly business reviews, and more. The complete CS toolbox for customer engagement.

Renewals

Turn disjointed processes and ad hoc execution into a smooth client engagement strategy. Engage's client facing workspaces for renewals provides a centralized environment of checklist, tasks and processes to ensure a clear and repeatable path to success.

Explore more ways Engage can drive success

Engage is helping clients for multiple business needs and engagement.

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TESTIMONIALS

Real Partners, Real Talk

Engage has helped to make our onboarding process seamless and efficient. We’re able to upload content that clients are able to immediately interact with to provide us with the data necessary to configure their accounts. All of this creates a simple user experience for them and an efficient experience for us.

Kanan Boor Director of Customer Success

Worksmith

Working with this team has allowed us to automate a large portion of our Project delivery process resulting in a more consistent customer experiences as well as giving our PMs the ability to manage a higher workload.

Robert Wittwer Senior Vice President of Professional Services & Operation - Americas

Ascom

We launched Engage as a volunteer management and support tool. The ability to collaborate on documents, use checklists for onboarding staff and volunteers, and easily manage information through bulk uploads was definitely appealing. However, the ease of use for our volunteers by having a secure unique link was the icing!

Stacie Davis Program Director

Big Brothers Big Sisters of the Inland Northwest

We deployed Engage for sales and new customer onboarding. Our platform requires a collabrative onboarding experience. Engage enabled us to share, collaborate via checklists, file sharing, modules and more to get clients live faster and happier.