Engage Hub
One sales engagement platform for every customer touch
Email tracking, sequences, campaigns, an email builder, meeting scheduling, and referrals — working together, with every send, open, click, and booking written to the timeline on its own.
The Engage Hub is a sales engagement platform that brings your outreach into one place: tracked email, multi-step sequences, bulk campaigns, a drag-and-drop email builder, meeting scheduling, and a referral program. Instead of stitching together a separate tracker, a scheduler, and an email tool, you run every touch from the same record — and every touch logs itself.
Reach one person or a whole list. Send a tracked one-to-one email and watch opens and clicks in real time, drop a contact into a sequence that pauses the instant they reply, or design a campaign in the email builder and send it to a segment. Let prospects book time through a scheduling link, and reward the customers who bring you new business through built-in referrals.
Because it lives inside the CRM, nothing needs manual logging. Sends, opens, clicks, booked meetings, campaign activity, and referral events all write to the shared customer timeline automatically, so the whole team sees the full engagement story without touching a spreadsheet.
What you can do
Built to move work forward.
Know the second an email is opened
Send tracked email and watch opens and clicks land in real time on the contact's timeline. You stop guessing whether a message got through and follow up at exactly the right moment.
Let sequences follow up for you
Build a multi-step cadence once and let it run. Each step goes out on schedule — and the moment a contact replies, their sequence pauses on its own, so no one gets a scripted 'just checking in' after they've already answered.
Send campaigns to a whole segment
Run bulk email campaigns to a list or audience and track how each send performs, so a broadcast update reaches everyone without leaving the CRM or losing the per-contact history.
Design emails without code
Build branded, responsive emails in a drag-and-drop email builder and reuse them across one-to-one sends, sequences, and campaigns — no HTML, no separate design tool.
Let people book time, no back-and-forth
Share a scheduling link, set your availability, and let prospects and customers pick a slot. The meeting is created and logged to their timeline automatically — calendar tennis ends.
Turn happy customers into referrals
Run a built-in referral program with shareable links, so the people who already love your product can send new business your way and every referral is tracked to its source.
In this hub
The features inside Engage Hub.
FAQ
Frequently asked
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