Engage Machine 3.60.2

Dashboard

The dashboard provides a comprehensive overview of your business statistics. Users can select individual pipelines to analyze the performance of specific areas within the business. Additionally, the dashboard facilitates the monitoring of both current and overdue tasks, with functionality to mark tasks as complete.

Communications

This feature ensures timely notifications of new messages directly on your device. Users can engage with contacts via SMS or email, streamlining communication efforts.

Opportunities

Manage opportunity cards within your established pipelines with ease. The drag-and-drop functionality allows for quick organization into appropriate columns, enhancing workflow efficiency.

Scheduling

Easily manage your appointment schedule from your device. This functionality allows for scheduling, rescheduling, cancelling appointments, or designating them as no-shows when necessary.

Contacts

Access detailed contact information for your clients effortlessly. The system enables users to add new contacts, append notes or tasks, integrate contacts into campaigns, and initiate calls directly from the platform.