Know your next meetingbefore it starts.
Engage replaces scattered notepads, spreadsheets, docs, and last-minute CRM hunting with one intelligent meeting prep system for AEs. 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 instead of digging through CRM tabs, Word docs, spreadsheets, and memory. Your next meeting already has the account, last interactions, meeting aim, risk flags, and open follow-through in one place. Built for execution, not record-keeping.
The fastest way to prep for every meeting without opening your CRM.
- Open Engage and your next meeting is already there.
- See the brief, recent context, risks, and must-leave-with outcomes instead of hunting through scattered notes.
- Capture notes fast on mobile and clean up the heavier work in the web app later.
"My meeting prep has never been easier, and I've never felt more confident walking into back-to-back meetings!"
- -CRM context is incomplete or too slow to scan
- -Notes live in Word docs, Excel sheets, notepad files, and whatever else was closest in the moment
- -Calendar tells you when the call is, not what matters
- One brief pulls context, notes, and next-step pressure together before the meeting starts
- 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 replaces scattered manual note systems with something organized enough to prep from and intelligent enough to surface what matters.
- -You hunt across CRM records, notes, inboxes, and personal files before every important call.
- -Meeting prep depends on memory and whatever you remembered to log.
- -Private thinking ends up trapped in notepads, spreadsheets, docs, and ad hoc trackers no one can scan quickly.
- 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.
- A smarter replacement for manual notes: capture privately first, then let Engage surface what matters when timing matters.
Your workflow, mobile-ready
Connect Microsoft 365, pull up the next brief in seconds, and replace scattered manual notes with one mobile flow that is actually usable between meetings.
- Pull up any client brief in seconds
- Capture account notes without creating another spreadsheet or document graveyard
- Check territory obligations on the go
"My meeting prep has never been easier, and I've never felt more confident walking into back-to-back meetings!"
"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?
Replace scattered notes with a meeting prep system that helps you remember, organize, and act when the next call is about to start.
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