About EngagePro
EngagePro is an AI-driven relationship automation tool designed for professionals to build trust and generate referrals.
EngagePro is a relationship automation platform that uses AI to help professionals in fields like finance, insurance, and real estate convert connections into sales and referrals. The software focuses on building trust through personalized communication. Key features include an AI-powered tool to discover personal interests, a 'Keep-in-Touch' scheduler, and a content library for value-added sharing. It also offers 'SocialBridge' for importing and nurturing LinkedIn connections. The platform is designed for users to spend about 10 minutes a day on structured outreach. Pricing is available on monthly, annual, and lifetime plans, with a 7-day free trial offered for its 'Referral Sales Academy' bundle. It is a web-based SaaS application. The vendor does not publicly list a support phone number or live chat.
Pros & Cons
- Focuses on building genuine relationships rather than just lead volume.
- AI-powered tools help personalize outreach and make it more effective.
- Offers a lifetime payment option, which can be cost-effective for long-term users.
- Provides a 'SocialBridge' feature to leverage LinkedIn connections.
- More focused on relationship and referral selling than traditional full-featured CRM functionality.
- EngagePro+ costs considerably more than the Essentials plan.
- Some advanced training resources are tied to higher-tier plans.
- The platform is particularly oriented toward professionals who rely on relationships and referrals.
- Users seeking advanced CRM, pipeline, or enterprise sales-management capabilities may need additional software.
Features
Key features
Enables personalized communications by identifying the interests of each contact.
A scheduler to manage and automate staying in contact with individuals, ensuring no one is forgotten.
Provides access to personal and business growth content to share with contacts and add value.
A tool to import LinkedIn connections and turn them into leads, referral partners, or clients.
Tracks personal engagement scores to monitor and improve relationship-building results.
Additional features
Import contacts from networking events or other sources into the relationship-building tool.
Manage and build relationships with an unlimited number of contacts.
Facilitates turning LinkedIn connections into tangible business relationships.
Provides insights and tracking for follow-up activities.
Offers training and workshops on how to generate referrals effectively.
Pricing
Monthly plans
- The EngagePro Software
- Keep in Touch Scheduler
- LinkedIn Connector
- SocialBridge Messaging
- Social Insights Tool
- Follow-Up Scoreboard
- Items of Value Library
Designed for users who primarily want the EngagePro relationship-building tools
Source: vendor pricing page →Annual plans
- Unlimited contacts
- The AI Intelligent Connector
- The IOV Library
- Syncs contacts
- Keep-in-Touch Engagement Builder
- Success accelerator training
Saves 20% compared to monthly billing. The website presents the annual option as a discounted alternative to monthly billing.
Source: vendor pricing page →One-time purchase
- Unlimited contacts
- The AI Intelligent Connector
- The IOV Library
- Syncs contacts
- Keep-in-Touch Engagement Builder
- Success accelerator training
The website states that the lifetime license includes everything in EngagePro+.
Source: vendor pricing page →Countries & Languages
Interface languages
Billing currencies
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About EngagePro
EngagePro is an AI-driven relationship automation tool designed for professionals to build trust and generate referrals.
EngagePro Details
EngagePro's In-App Market Place
Does EngagePro have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Plans
Monthly plans
- The EngagePro Software
- Keep in Touch Scheduler
- LinkedIn Connector
- SocialBridge Messaging
- Social Insights Tool
- Follow-Up Scoreboard
- Items of Value Library
Designed for users who primarily want the EngagePro relationship-building tools
Source: vendor pricing page →Annual plans
- Unlimited contacts
- The AI Intelligent Connector
- The IOV Library
- Syncs contacts
- Keep-in-Touch Engagement Builder
- Success accelerator training
Saves 20% compared to monthly billing. The website presents the annual option as a discounted alternative to monthly billing.
Source: vendor pricing page →One-time purchase
- Unlimited contacts
- The AI Intelligent Connector
- The IOV Library
- Syncs contacts
- Keep-in-Touch Engagement Builder
- Success accelerator training
The website states that the lifetime license includes everything in EngagePro+.
Source: vendor pricing page →Accepted Payment Currencies
USD
Pros & Cons
- Focuses on building genuine relationships rather than just lead volume.
- AI-powered tools help personalize outreach and make it more effective.
- Offers a lifetime payment option, which can be cost-effective for long-term users.
- Provides a 'SocialBridge' feature to leverage LinkedIn connections.
- More focused on relationship and referral selling than traditional full-featured CRM functionality.
- EngagePro+ costs considerably more than the Essentials plan.
- Some advanced training resources are tied to higher-tier plans.
- The platform is particularly oriented toward professionals who rely on relationships and referrals.
- Users seeking advanced CRM, pipeline, or enterprise sales-management capabilities may need additional software.
EngagePro's Support Options
Email Address
info@EngagePro.comContact
2088907599EngagePro's Alternatives
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KingAsterisk Contact Center Solutions
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Callyzer
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