EngageCRM Features


SMS

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Campaign Messages

Send a 160 character text message from EngageCRM Campaigns, including custom merge fields and trackable links.
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Live SMS Conversation

Live text message conversations allow you to communicate with your contacts with text messaging like you would with your friends or family. This is the most important texting feature Engage CRM offers.
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Broadcaster

Sends either a SMS or MMS to contacts from a saved search as a broadcast, similar to an email broadcast in Engage CRM.
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Campaign Multi-Media Messaging

Send a 1,600 character text message with 1 to 10 images, contact cards, videos, pdf or csv file from EngageCRM Campaigns.
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Live Messenger Phone Apps

You might not always be at a desk when a live text message comes into your business. The Engage CRM Messenger apps for Android and iPhone allow you to receive push notifications to your phone or smart watch, keeping you and your team in the loop when customers text your business.
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Text Message Lead Capture

Automated text message conversations allow prospects or customers to engage in an automated conversation where you can gather additional contact information to make it easier to better market your goods or services.
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Trackable SMS Links

Trackable SMS Links allow you to see who taps on links in your text messages and will apply a tag to the contact's record when they do.
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Phone & Dialer

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Outbound Calls

Call contacts organized with saved searches inside Engage CRM from your computer. Call from a saved search list, manually dial a number, or call off a unique search.
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Hot List Notifications

Assign simple tasks to team members from campaigns that show up in the Integrated Dialer and phone apps. These tasks will push a notification to smart phones and watches.
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Direct Voicemail

Skip the call and leave a pre-recorded voicemail to contacts with mobile numbers in the United States or Canada.
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Call Outcomes

Each business phone call has outcomes that can be connected to goals in your Engage CRM campaigns, allowing for detailed automation to occur in response to phone call outcomes.
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Pre-Call SMS

Send a 160 character text message from the dialer with one click before you call out to contact, allowing them to know who you are and be prepared to take your call or respond with a better time to talk.
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Incoming Call Handling

Your phone number may be called, allowing you to then direct the caller's experience in the way that fits your needs.
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Pre-Recorded Voicemails

Pre-Recorded Voicemails allow you to record a voicemail message you intend to leave and with the click of a button leave that message, perfectly, every time.
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Call Forwarding

Forward incoming calls to one or more phone numbers or to team members on the Integrated Dialer.
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Pre-Recorded Messages

Allow contacts to call in and listen to pre-recorded messages. Apply tags to indicate that the message was heard.
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