1. [Home](https://www.g2.com/) 2. ... 3. [Client Onboarding Software](https://www.g2.com/categories/client-onboarding) 4. [ProteusEngage Discussions](https://www.g2.com/products/proteus-proteusengage/discuss) [ ![ProteusEngage](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_d516b590948732827276694098788b7e/proteus-proteusengage.png "ProteusEngage") ](/products/proteus-proteusengage/reviews) # ProteusEngage Discussions ProteusEngage helps B2B companies simplify complex, high-stakes customer journeys by uniting sales, onboarding, and customer success in one powerful workspace. With automated playbooks, real-time engagement tracking, and seamless collaboration, teams close deals faster, onboard clients with confidence, and drive long-term growth. It’s the platform built for clarity, alignment, and repeatable success. Teams using ProteusEngage report 40% faster onboarding, 25% shorter deal cycles, and a 30% boost in customer retention. With centralized workspaces, automated workflows, and real-time engagement insights, ProteusEngage turns complex B2B journeys into predictable, scalable growth—helping companies win and retain more business with less friction. What Makes ProteusEngage Different - Secure, Centralized, Client-Facing Workspaces B2B relationships demand an always-on, secure, and intelligent environment where collaboration and communication never stop. - Guided Experiences with Intelliflowz™ Every workspace includes a built-in co-pilot. PeriAssist™ guides users—clients, prospects, and teams—through each step with in-context cues, prompts, and nudges to drive clarity and momentum. - XFactor Automation with the Power of PeriAssit™ Trigger tasks, send nudges, log updates, and sync systems—automatically. PeriIntelligence™ powers smarter, faster workflows with 6x automation coverage across your customer journey. - Mutual Plans and SmartChecklists - CLI - SubCLI (internal or external) Turn talk into traction. Build mutual action plans and step-by-step checklists that align stakeholders, define ownership, and show clear progress—especially during onboarding, implementation, and renewals. - Integrated Account Coaching and Continuous Optimization Every account gets smarter over time. ProteusEngage provides built-in account coaching tools and usage feedback loops that help teams continuously improve their processes and customer experience. - Modular, Repeatable Workflows Deploy plug-and-play modules for onboarding, QBRs, renewals, and more. Scale proven best practices across teams and clients using flexible, customizable templates. - Real-Time, Two-Way Collaboration Centralize all communication—share files, capture input, confirm milestones, and keep everyone aligned—without endless email threads or status updates. - Deep Integrations to Eliminate Tool Fatigue Connect seamlessly to Salesforce, HubSpot, Microsoft Dynamics, Outlook, Gmail, Zoom, Slack, Teams, and more. Open REST API support makes custom integrations effortless. - Full Journey Visibility Gain real-time insight into engagement, milestones, and ownership. Track the full customer lifecycle—from initial deal to renewal—with clear accountability and outcomes. - Compliance-Ready by Design Built for regulated industries, with secure workspaces, detailed audit trails, permission-based access, and full support for SOC 2, HIPAA, and beyond. Where ProteusEngage Excels ProteusEngage unifies the entire customer journey—from first engagement to long-term growth—delivering clarity, alignment, and measurable impact at every step. Enterprise Sales & Buyer Enablement – Create shared digital deal rooms with key documents, Mutual Action Plans (MAPs), and aligned expectations to accelerate complex B2B deals. Sales Hand-Offs – Automate and personalize client kickoffs, ensuring a seamless transition from sales to delivery without losing momentum. Customer Onboarding – Streamline onboarding with dynamic workflows that reduce Time to Value (TTV) and ensure operational excellence. Customer Success – Manage renewals, QBRs, surveys, and touchpoints inside a single, client-facing workspace built for clarity and collaboration. Account Growth – Accelerate cross-sell and upsell efforts with focused, measurable growth plans embedded directly into your workflow. ![ProteusEngage](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_d516b590948732827276694098788b7e/proteus-proteusengage.png "ProteusEngage") ProteusEngage Discussions Most CommentedMost HelpfulCommon QuestionsNewest Showing **1** discussion ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • about 3 years ago More Options - Share [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=What+is+ProteusEngage+used+for%3F&title=What+is+ProteusEngage+used+for%3F&url=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fwhat-is-proteusengage-used-for) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=What+is+ProteusEngage+used+for%3F&url=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fwhat-is-proteusengage-used-for&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fwhat-is-proteusengage-used-for) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=What+is+ProteusEngage+used+for%3F&body=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fwhat-is-proteusengage-used-for%0aWhat+is+ProteusEngage+used+for%3F) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=What+is+ProteusEngage+used+for%3F&body=https%3A%2F%2Fwww.g2.com%2Fdiscussions%2Fwhat-is-proteusengage-used-for%0aWhat+is+ProteusEngage+used+for%3F) - Copy link - [ ## What is ProteusEngage used for? ](/discussions/what-is-proteusengage-used-for) What is ProteusEngage used for? 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