Monesize Engage · Sales + CRM
Run your sales operation from one place.
Monesize Engage is a sales engine and CRM for managing prospects, personalized outreach, relationships, opportunities, and follow-up from one shared workspace.
Works like tools you already know
Shared sales workspace
One workspace for your entire sales operation.
Keep prospects, contacts, campaigns, conversations, activities, opportunities, and follow-ups connected.
Your team works from the same information, with the full context of every relationship available in one place.
recordProspectsCampaignsOpportunitiesFollow-upConversations
Prospecting
Build better prospect lists.
Import your existing data and turn it into structured, reusable audiences.
Import
Bring prospect lists into Engage through CSV.
Segment
Filter by industry, company size, country, job title, status, source, tags, campaign history, and more.
Qualify
Capture ICP fit, decision-maker status, budget, timeline, current solution, and next steps.
| Company | Contact | Industry | Status | Owner |
|---|---|---|---|---|
| Northstar | A. Cole | Software | Qualified | Morgan |
| Lumen Works | D. Reed | Finance | Contacted | Jamie |
| Fieldline | S. King | Logistics | New | Morgan |
Outbound campaigns
Personalized outreach at scale.
Turn a segment into a campaign and personalize every email using the information already in your CRM.
Send through your own email infrastructure, schedule campaigns, track delivery, and manage unsubscribes from the same workspace.
One campaign. Individual communication.
Campaign composer
DraftSubject
Hi {{first_name}},
I wanted to reach out about your work as {{job_title}} at {{company}}.
Prepared
100%
Scheduled
64%
Delivered
42%
Relationship history
Give every conversation a place.
Emails, calls, meetings, demos, proposals, LinkedIn interactions, notes, and tasks become part of the sales record.
Your team gets the context behind every relationship without reconstructing it from different tools.
Campaign reply received
Call
Discovery call completed
Demo
Product demo scheduled
Note
Decision process recorded
Pipeline
Build the pipeline around your business.
Create multiple pipelines. Define your stages. Set probabilities. Track deal value, expected close dates, owners, sources, contacts, and stage history.
Know exactly where every opportunity stands.
Northstar
$12,400
Fieldline
$8,900
Fieldline
$8,900
Lumen Works
$21,500
Lumen Works
$21,500
Openlane
$6,200
Openlane
$6,200
Follow-up
Follow-up without the guesswork.
Keep overdue, due today, and upcoming follow-ups visible.
Assign ownership, set due dates, and let Engage remind your team when action is required.
This week
4 follow-ups · 1 completed30
SEP
Send proposal notes
Overdue
02
OCT
Confirm discovery call
Today
05
OCT
Review campaign replies
Upcoming
07
OCT
Send intro deck
Upcoming
Analytics
Know what is happening across sales.
See the numbers behind your sales operation.
Engage also provides deeper analytics for sales cycles, deal values, lost reasons, source attribution, and salesperson performance.
Prospecting
Prospect volume and activity
Illustrative view
Campaigns
Delivery and engagement
Illustrative view
Pipeline
Value, conversion and win rates
52%
Win rate
Illustrative view
Activities
Calls, emails, meetings and follow-ups
Illustrative view
Team workspace
Your sales team, working from the same record.
Engage is built as a shared workspace. Roles and permissions control access while keeping the sales context available to the people who need it.
Managers get visibility across team activity, pipeline, and follow-up.
- MO
Morgan moved Northstar to Proposal
12m - JD
Jamie logged a call with Fieldline
1h - SR
Sasha added 18 prospects to Q4 outbound
3h
Privacy and security
Built with privacy and security in mind.
Unsubscribe controls, suppression, GDPR data handling, audit logs, data exports, encrypted email credentials, two-factor authentication, OAuth, rate limiting, and multitenant isolation are built into the platform.
Workspace protection
Active- Encrypted email credentialsEnabled
- Two-factor authenticationRequired
- Audit loggingOn
- Verified sending domainVerified
Organizational sales record
Sales information belongs to the organization.
When sales activity lives in individual tools, the organization loses context.
Engage keeps the prospect, relationship, activity, opportunity, and pipeline history in the business.
Organizational record
From the team using Engage
“Engage reduced our sales stack from five tools and manual workflows to one workspace, cutting the systems we rely on by 80%. Our team can now segment prospects, send personalized campaigns at scale, manage the pipeline and handle unsubscribes in one place.”
Opeyemi Dada
CMO, Monesize