Say goodbye to frustrated clients, over-budget projects, and missed deadlines
Engage is an opinionated engagement management platform that project managers use to improve client experiences.
Engage Improves Communication and Collaboration With Your Clients, Teams, and Management.
Core Features
Client Portals
Branded portals that are secure, easily shareable, enable collaboration and contain the project information that matters most to your clients, teams, and stakeholders.
Dashboards
Gain insights into your delivery analytics. Managers can quickly visualize where issues are in real-time based on the latest and historical status reports. Dashboards enable data-driven decisions.
Project Scorecards
Use the Agile Scorecard™ to see where the issues are at a glance. Choose a scorecard template based on industry best practices or create your own. We help you pull together and visualize metrics data from multiple systems in a single scorecard view that visualizes issues and trends from the start to the finish of projects.
Status Reporting
Use our collaborative status report to run EOS L10-style project status meetings with clients. Review scorecards, capture headlines, track todos, review accomplishments, and planned next steps, facilitate IDS (identify, discuss, and solve) for issues, risks, and blockers, and conclude by rating meetings with clients and team.
Engage works seamlessly with Jira, Harvest, Quickbooks, and more...
We help you pull metrics from multiple systems into your status reports.
Use a project scorecard template based on industry best practices or create your own. We help you visualize the metrics that matter most.
Why Should You Use Engage?
Engage streamlines your client engagement process and improves communication and collaboration. Use a centralized platform to store client information, project details, and communication records to stay organized and respond more effectively to client needs.
Keep your clients happy and project teams in sync
Collaborating with clients, proactively managing risks and issues, and delivering better outcomes will help your business build trust and strengthen relationships. Running regularly scheduled meetings with a standardized agenda will facilitate communication and keep everyone informed. Demonstrating your commitment to collaboration and excellence will differentiate your business and stand out in a competitive marketplace.
Take the guesswork out of how your client and team are feeling
To fully understand how the client and team feel during a project, it's important to have mechanisms to measure their sentiment and gather feedback. Engage helps you measure and identify areas where improvements can be made. By collecting and analyzing this data, project managers can gain insights into how the client and team are feeling and take action to address any issues or concerns.
Use analytics to see issues and take action earlier
Dashboards and analytics help you to stay informed about project performance and take action earlier when issues arise. With access to real-time data and insights, you can quickly identify potential risks or areas for improvement, and take proactive steps to address them before they become significant problems. This can help you to optimize resource utilization, make more informed decisions, and ensure the successful delivery of your projects.
Win more!
Engage helps you win more deals by improving your ability to deliver exceptional client experiences. We enable your team to build stronger relationships, demonstrate their value, and differentiate from competitors. Ultimately, this leads to increased client engagement, greater customer loyalty, and higher win rates for your business.
Key Features
Agile Scorecard™
Get a single pane of glass into all of your projects with our EOS-inspired scorecard.
Auto-Metrics
Enable automatic metrics from JIRA, Harvest, Monday.com, Quickbooks, HubSpot, Salesforce, and more.
Customizable
Do you track metrics that aren't in the default Agile Scorecard™? Great, it's simple to add and track them!
Templates
Easily create re-usable templates that can be used on multiple projects.
Free For Your Clients
Invite as many of your clients into the system as you want - they're always free!
Status Notifications
Get alerted as changes are happening. No more searching out status - information comes to you and your clients.
Flexibility
Fully customizable and adaptable to your needs.
Security
The highest standards.
Collaboration
Real-time collaboration with your entire team including your clients.