Run your whole business, not a dozen tools — EngageXS
Free plan · 1 seat · no card required
Everything to run B2B operations
Replace the patchwork of spreadsheets and point tools with one connected system.
Accounts & contacts
360° B2B records with company hierarchy, contacts, roles and a unified activity timeline.
Pipeline & CPQ
Guided selling, per-line pricing rules and quote-to-cash in one uninterrupted flow.
Invoicing & payments
Quotes → orders → invoices, with a self-service customer portal to pay and download.
Inventory & purchasing
Multi-warehouse stock, atomic transfers, batch/expiry tracking and purchase orders.
Accounting
Double-entry ledger, SST/tax, statements and reports — books that always balance.
AI assist
Lead scoring, next-best-action and email drafting — opt-in, always human-in-the-loop.
From lead to cash, in three steps
The full B2B sales cycle — connected, automated and visible end-to-end.
Capture leads
Web forms, CSV import, API. Auto-route by territory or round-robin. AI scores every lead.
Quote & close
Build branded quotes with CPQ pricing. Customer e-signs online. One click converts to order.
Invoice & collect
Generate invoices, accept payments, run dunning. Books post to the ledger in real-time.
Close deals faster with CPQ
Build accurate quotes in seconds — guided product selection, per-line pricing rules and tax handled for you.
- Configure-price-quote with approval thresholds
- Customer e-sign acceptance + version history
- One click to convert quote → order → invoice
- Branded PDF quotes & invoices with your logo
The back office, handled
From stock to statements — inventory, billing and double-entry accounting that stay in sync automatically.
- Multi-warehouse inventory & purchase orders
- Invoicing, dunning and a customer payment portal
- Double-entry ledger with SST/tax & statements
- Collections, credit control and aging reports
Automate the busywork
Let rules and AI handle the repetitive parts, so your team spends time on customers — not data entry.
- Trigger → condition → action workflow rules
- Email templates & multi-step sequences
- Scheduled reports delivered to your inbox
- Public API + webhooks for everything else
Simple, flat pricing
Start free, upgrade when you grow. No surprises.
- Up to 1 seat
- Leads, contacts & accounts
- Pipeline & quotes
- Invoicing & payments
- Everything in Free, plus:
- AI lead scoring & drafting
- Double-entry accounting
- Multi-warehouse inventory
- Automation rules & API
- Everything in Pro, plus:
- SSO (OIDC) & SCIM
- White-label portal
- Dedicated support
- Custom integrations
Questions, answered
Is my data isolated from other tenants?
Yes. Every query carries company_id at the data-access layer. Cross-tenant reads are structurally impossible — not just middleware-gated.
Can I use my own domain for the customer portal?
The portal is a separate identity plane with magic-link auth. Deploy behind your own domain and brand it with your logo and colours.
Does it handle multi-currency?
Yes. Per-tenant base currency plus configurable exchange rates. Quotes, invoices and reports all respect the currency on each document.
Is there an API?
Every feature is API-accessible via JWT or scoped API keys. Webhooks fire on every domain event with signed payloads and retry.
What about GDPR?
Consent tracking on every contact, configurable data retention with auto-purge, DSR export/erase, and a full audit trail.
Ready to run your business in one place?
Set up your workspace in minutes. Free to start.