One platform, every workflow
EngageXS connects the work that usually lives in five different tools. Win the deal, send the quote, ship the order, book the revenue, and read the numbers — all on a single source of truth, with no copy-paste between systems.
Sales & CRM
Capture demand from every channel, qualify it fast, and forecast with confidence. Your reps work the pipeline while EngageXS keeps the context attached.
- Web-to-lead capture with automatic routing and scoring
- Account and contact hierarchies for complex org charts
- Stage-by-stage pipeline with weighted forecasting
- Shared team inbox so no conversation slips
Leads & web-to-lead
Turn forms, ads, and inbound email into routed, scored leads the moment they arrive.
Accounts & contacts
Model parent-child accounts and contact roles to mirror how your customers actually buy.
Pipeline & forecasting
Drag deals through custom stages and see committed, best-case, and weighted forecasts.
Activities & shared inbox
Log calls, tasks, and emails against every record with a team inbox everyone can see.
Quote-to-cash
Configure, price, and quote in minutes, get a signature, then convert straight to an order and invoice — with a branded payment portal and clear instructions so customers settle without chasing.
- Guided CPQ with pricing rules, discounts, and approvals
- E-signature acceptance with full version history
- One-click conversion to orders and invoices
- Branded customer payment portal
CPQ quoting
Build accurate quotes with pricing rules, tiered discounts, and approval workflows.
E-sign & versions
Send quotes for electronic acceptance and keep every revision tracked and auditable.
Orders & invoicing
Convert accepted quotes into sales orders and invoices without re-keying a thing.
Payment portal
Give customers a secure self-service portal to view and pay invoices online.
Operations & finance
Stock, suppliers, and the general ledger live in the same system as your sales — so fulfillment and the books stay accurate without a nightly sync.
Multi-warehouse inventory
Track stock across locations with reservations, transfers, and real-time availability.
Purchasing & POs
Raise purchase orders, receive goods, and reconcile supplier bills in one flow.
Accounting & tax
Double-entry ledger with SST and tax handling, journals, and financial statements.
Collections & credit
Automate dunning, monitor aging, and enforce credit limits to protect cash flow.
Intelligence & platform
AI that does real work, reporting your whole team trusts, and the automation, APIs, and governance that let EngageXS scale with you.
AI assist
Lead scoring, next-best-action suggestions, and drafted emails grounded in your data.
Custom reports & BI
Build dashboards and reports with joins, aggregations, and scheduled deliveries.
Workflow automation
Trigger actions, notifications, and approvals when records change — no code required.
Public API & webhooks
Integrate anything with a documented REST API and real-time webhook events.
SSO, SCIM & RBAC
Enterprise sign-on, automated provisioning, and granular role-based access control.
See EngageXS run your whole business
Start free in minutes — no credit card, no sales call. Bring your team when you're ready.