Know your next meetingbefore it starts.
Engage is the fastest way for AEs to prep for every meeting without touching the CRM first. Open the next meeting, see what matters instantly, capture what happens, and use Pro to turn transcript context into better follow-through.
Too many accounts to remember everything? Ever walk into a call without enough context?
Every meeting starts here.
Open Engage and see the account, last interactions, meeting aim, risk flags, and open follow-through in one place. Built for execution, not record-keeping.
- -CRM context is incomplete or too slow to scan
- -Notes live in too many places to trust quickly
- -Calendar tells you when the call is, not what matters
- One brief pulls context, notes, and next-step pressure together
- Search, prep, and capture happen in one repeatable workflow
- Works with Salesforce, Microsoft 365, and transcript sources
Built around the meeting moment
The product is organized around the real workflow: find context, open the brief, capture privately, and process richer context when needed.
Search across the customer record fast
Search people, accounts, meetings, notes, and opportunity context from one place instead of hunting across systems.
- Global keyword search
- Contacts, meetings, notes, and accounts
- Fast scan before the next conversation
Know who you are meeting, why, and what matters
Engage is built around the last few minutes before the meeting: who the contact is, what was discussed last time, and what you cannot leave without.
- Private pre-meeting brief
- Last interaction bullets
- AI-suggested meeting outcomes
Add notes without creating another admin job
Quick capture is designed for mobile reality: a fast note, a business card scan, a transcript import, or a meeting record that gets organized later.
- Fast notes on mobile
- Business card capture
- Transcript import path for Pro
Use AI where it helps, not everywhere
Pro processes imported transcript context, recommends account updates, and lets you iterate on briefs without forcing AI into every workflow.
- Transcript-aware brief iteration
- Suggested account updates
- Private assistant for follow-up questions
Why not just use CRM and notes?
CRMs track deals. Engage helps you actually run the meeting in front of you.
- -You hunt across records, notes, and inboxes before every important call.
- -Meeting prep depends on memory and whatever you remembered to log.
- -Private thinking and CRM hygiene become the same frustrating task.
- One search surface for accounts, contacts, meetings, notes, and transcript context.
- A brief built for the last few minutes before the meeting, not for admin after it.
- Private for reps first, with structured follow-through when the workflow calls for it.
Your workflow, mobile-ready
Connect Microsoft 365, pull up the next brief in seconds, and capture what matters without turning mobile into another admin surface.
- Pull up any client brief in seconds
- Log engagement notes between meetings
- Check territory obligations on the go
"The workflow just makes sense. Before, during, after—it mirrors exactly how I work. No friction, no learning curve."
"I used to spend 30 minutes prepping for calls. Now it's 30 seconds. Engage surfaces exactly what I need, nothing more."
Private for reps. Structured when needed.
Hosted authentication, encrypted transport, and a workflow that separates private prep from system-of-record updates. In V1, Engage improves speed and focus without forcing automatic CRM write-back.
Pricing for individual habit first
Low-friction self-serve first. Fast value for the individual AE now, richer team controls later.
Basic
Private prep for individual AEs
- Global search across core context
- Private meeting briefs
- Mobile quick note + scan capture
- Basic AI brief generation
Pro
Transcript-aware assistant workflows
- Everything in Basic
- Brief iteration with the assistant
- Transcript import + processing
- Suggested account and follow-up updates
- Business card processing and enrichment
Enterprise
Team controls after the self-serve wedge is proven
- Team management and reporting
- Optional CRM write-back workflows
- SSO and enterprise controls
- Custom rollout support
Ready to walk into the next meeting prepared?
Start with private prep and mobile capture. Add transcript-aware assistant workflows when you need more leverage.
Create your account