📊 CRM & Pipelines

See Every Lead and Know What Comes Next

Keep contacts, conversations and opportunities together so nothing falls through the cracks.

30-day free trial on every plan. See pricing.

What Is a CRM and Sales Pipeline?

A CRM stores your contacts and their history in one place, and a sales pipeline shows where each opportunity stands. EngagePro connects both to your calls, messages, calendar and automations, so your team can see the full picture and know what to do next.

⚡ The Problem

✨ The Solution

What the CRM Can Do

Contact Records

Keep every customer's details and history together.

Pipelines

Move opportunities through your sales stages.

Forms and Surveys

Capture leads directly into your CRM.

Workflows

Automate follow-up as leads move forward.

Team Access

Share information across your team, within plan limits.

Reporting

See how your pipeline is performing.

Your Customer Records, Connected

Connect your CRM with the unified inbox, calendars and AI follow-up.

Frequently Asked Questions

What is a CRM used for?

A CRM keeps your contacts, conversations and sales activity in one place so your team can follow up consistently.

Which plans include pipelines?

Every plan includes the CRM. Opportunity tracking and pipelines start on the Professional plan.

How many users can I add?

Standard includes 2 users, Professional 5 and Premium 12.

Can I import my contacts?

Yes. Contact our team during setup if you need help moving your data.

Ready to Organize Your Pipeline?

Choose a plan to start your free trial. Opportunity pipelines start on Professional.