Engage Editions

Basic

Individual or team looking to drive engagement and experiences for success.

  • Branded Workspace Template
  • Collaboration Tools
    • Commenting
    • Direct Messaging
    • Mark-up
  • Outlook and Gmail Integration
  • Experience Workflows
  • Quick Start - Success Kit
    • Document Sharing
    • Video Sharing
    • GoogleSuite Sharing
    • Survey and Data Collection
    • Meeting Recaps
    • Team Bios
  • Task System
  • Standard Reports
  • Training and Help Center

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Standard

Most Popular

Growing businesses need integrations & more flexibility to scale.

  • All the features & benefits of Basic
  • Standard Salesforce or HubSpot CRM Integration
  • Microsoft Teams Integration  
  • Advanced Workflows
  • Premium Modules
  • Automation Triggers
  • Rep Console
  • Administrator Dashboard
  • Enhancement Reporting

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Enterprise

Your environment and needs are more custom, we can handle it.

  • All the features and benefits of Basic and Standard
  • Advanced CRM Integrations
  • Custom Modules
  • Custom Workflows
  • Enhanced Reporting
  • Dedicated Customer Success

Request demo

Not sure which edition is right for you? Let us help!

Schedule a Demo

FAQs

What is a workspace?

Do I get charged for how many workspaces are created?

Do my prospects, customers need to download anything?

Can I upgrade or downgrade / switch editions at any time?

How can I access support if I need it?

Privacy is important! Can you share your policy?

What kinds of payment do you accept?

Does Engage integrate with 3rd party apps?

Is my data safe?

Trusted By

Reviewr
LightEdge
SDS2
Trimble
Lindsay
Avantas
IMAGINiT
Execution Specialists Group
NPPD
Leadership Resources
OPPD
NDED

Connecting with our enterprise customers and prospects through Proteus enables our sales team to share product information, case studies, videos, proposals, etc -- all within one integrated environment. We like the transparency and accountability we get by having a record of all information shared with a customer, presented in a professional and user-friendly platform.

Tracy Peterson
Trimble
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We’ll have you up and running in 1 week

Choose # of users

Determine how many seats you need. You can start with one department or roll out to all your teams

Select modules

Select from 50+ pre-built templates to achieve the best customer experience

Send invites

Invite clients, prospects, or stakeholders to your platform and start collaborating