It's been two months since this profile received a new review

ProteusEngage Reviews & Product Details

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.

Seller

Proteus

Languages Supported

English

Product Description

Proteus Cloud Platform helps businesses to transform user experiences via robust content management to custom web applications.

Overview by

Joseph Knecht (CEO at Proteus | B2B Enablement Expert | Author | Speaker)

Pricing

Pricing provided by ProteusEngage.

Standard

Starting at $50.00

1 Users Per Month

View More Pricing Information

Top-Rated Alternatives

View All Alternatives

ProteusEngage Media

This New For You page in our ProteusEngage tool helps consolidate all your new updates and tasks so you can maximize your time inside the tool and focus on your high priority items.

ProteusEngage Demo - Contact's Live View

Engage provides a centralized secure digital workspace with proven intelligent processes, modules, and content that your rep users an share with their contacts to ensure the two-way collaboration.

Our automated checklist processes allow users to seamlessly power through each process or phase of your complex sales and onboarding processes while ensuring visibility and consistency.

ProteusEngage Demo - Checklist Item Detail

Inside each checklist item, users are able to display custom fields, sub tasks, and related modules. Each checklist item is pre-built with our powerful automations that ensure maximum engagement to move your processes forward.

ProteusEngage Demo - Checklist Management

When managing multiple checklists, this UI helps management see each checklist, it's progress, and any items still pending. This ensures maximum visibility throughout all your existing projects.

ProteusEngage Demo - Workspace Analytics

This section tracks all activity on each workspace. Rep users can manage engagement levels of each rep and contact based on a timeframe of recent content. You never have to guess how your users or content is performing.

ProteusEngage Reviews (13)

G2 reviews are authentic and verified.

Here's how.

Randall J.

Small-Business (50 or fewer emp.)

9/1/2020

"Excellent tool to keep suspects, prospects, and clients engaged."

5/5

What do you like best about ProteusEngage?

The ability to record short videos, keep track of the progress with the relationships, share whats been done with additions to the workspace, and have one central hub for all information/documents/chats. I really enjoy the integration with HubSpot. It easily builds the workspaces with the click of a button and allows me to track any progress within the app.

Regular checkins with my account rep for new ideas and tips is a great offering from Proteus. Review collected by and hosted on G2.com.

What do you dislike about ProteusEngage?

That I'm not using it more. Also, I would like to see it in an app at some point and may increase the usage. Review collected by and hosted on G2.com.

Recommendations to others considering ProteusEngage:

My clients have loved this. They have a single point to store all information, can easily share access and information with other stakeholders, and makes a great first, second, third ... impression. Review collected by and hosted on G2.com.

What problems is ProteusEngage solving and how is that benefiting you?

Creating a warm entry into a conversation/relationship. If I can show a short video of myself before I meet someone, it expedites the engagement once in person or on Zoom as if it's not the first time you meet someone. It also prolongs the engagement with a followup post/note/video. Additionally, it separates from emails for information in one, clean storage file/area/portal. Review collected by and hosted on G2.com.

Rebecca J.

Data Engineer

Enterprise (> 1000 emp.)

10/31/2020

"A mediator between buyers and sales representatives."

4.5/5

What do you like best about ProteusEngage?

For complex business to business sales, I have found Proteus Engage as really helpful software. It has helped me in creating a link between a sales representative and a buying group In B2B sales long-term relationship was what I was looking for and Proteus Engage facilitated me in creating such a relationship with my clients making the complex business deals quite simple. It helped in imparting training to my other team members .Above all I admired its sensitive content hidden part. It is a diverse software and it very easily got mixed up according to our business requirements. Review collected by and hosted on G2.com.

What do you dislike about ProteusEngage?

The way and step to follow to get a login into it to check inbox is very something I found really annoying and extra as well. Review collected by and hosted on G2.com.

What problems is ProteusEngage solving and how is that benefiting you?

The whole working of Proteus engage is very good and useful. It has helped me a lot by converting our complex business deals into something very convenient. I like its all features from tracking to representing our products to our clients. Its speed, efficiency, and pricing are all very good. It has also helped us in presenting our content to our clients individually and consistently, thus leaving a good impression on the minds of our clients. Review collected by and hosted on G2.com.

Darren H.

Enterprise (> 1000 emp.)

8/13/2020

"Great tool to stay connected with prospects and customers!"

5/5

What do you like best about ProteusEngage?

I love how prospects can easily send a link to other members of their team. The result is customers help to identify the people in an organization who need to be involved in decisions. Additionally, as new members join the discussion, they can get caught up with previous communications, keeping everyone current. Review collected by and hosted on G2.com.

What do you dislike about ProteusEngage?

I wouldn't say I dislike anything about Proteus. As with any tool, the more you use it the more value it creates. I don't think I would be using it as much if I didn't have some help. We have a marketing person on our team who supports the sales team by uploading content and continues to send info to customers. We also have a weekly meeting with the ProteusEngage team which has been a big help. Review collected by and hosted on G2.com.

What problems is ProteusEngage solving and how is that benefiting you?

ProteusEngage is keeping out team consistently communicating with prospects and key customers. It is easy for us to not only share ideas across our team, but more importantly implement those ideas. A couple of weeks ago, one member of the sales team said he wanted to send out a story to his customers. We all decided that was a good idea and there was really no extra work to do it for everyone. I had a prospect that I was worried had gone quiet. They reached out immediately to let me know they liked that I was keeping in touch and they hadn't forgot about me either. Phew, I could quit worrying. :-> Review collected by and hosted on G2.com.

Vita A.

Procurement Assistant Manager EU

Mid-Market (51-1000 emp.)

10/23/2020

"It engages in a perfect platform for buyer enablement."

4.5/5

What do you like best about ProteusEngage?

Using ProteusEngage has made my life easy by making enhancing my business to business (B2B) sales experience. It has helped me in creating a long-term and trustworthy relation in this buying-selling process with my clients. I really admire its ability to get fit in in almost all kinds of industries. By customizing it I transformed it all into what I needed keeping in view my business demands. It also proved itself in a way that it showed and present consistent and authentic content for my clients and made it easy to track when my clients engaged. Review collected by and hosted on G2.com.

What do you dislike about ProteusEngage?

According to me, it can be made a bit better by advancing and bettering its functionality By adding a hovering invite button in it and along with few other features as well. Review collected by and hosted on G2.com.

What problems is ProteusEngage solving and how is that benefiting you?

I really admire the whole functioning of the ProteusEngage and it has made communication with clients so easy and personal in a way that I didn’t even realize that I am not having a one on one conversation with my potential clients. Secondly, It has given a boost to my business and I think it is the best platform to enhance buyer enablement. It has aided my team too to make strong and effective communication with clients. Review collected by and hosted on G2.com.

Kyle F.

Managing Director

Small-Business (50 or fewer emp.)

9/3/2020

"Must have tool for account based selling"

5/5

What do you like best about ProteusEngage?

In a cluttered marketplace of vendors, its critical to stand out above the rest. ProteusEngage elevates the buying experience and leaves a lasting impression on our prospects, helping us distance ourselves from other vendors being evaluated. Review collected by and hosted on G2.com.

What do you dislike about ProteusEngage?

Hard to find any dislikes. The ProteusEnage team continues to build new features and identifies needs of their clients before we can realize them ourselves. Review collected by and hosted on G2.com.

Recommendations to others considering ProteusEngage:

Don't think twice. ProteusEngage will absolutely help your sales teams close more deals and shorten the sales cycle. Review collected by and hosted on G2.com.

What problems is ProteusEngage solving and how is that benefiting you?

ProteusEngage has been critical in our success managing an account based sales process. Our sales process often involves a key stakeholder as well as a broader team of decision makers. ProteusEngage allows us to "pitch" our value proposition to everyone involved in the process instead of relying on a single person to do the "selling for us". Review collected by and hosted on G2.com.

Patti B.

Small-Business (50 or fewer emp.)

8/27/2020

"Top of Mind"

4/5

What do you like best about ProteusEngage?

I love the flexibility of our content at the ready for posting, the flexibility of doing a short video to personalize the message and the ease that I can post, change and keep my prospects and clients updated. Review collected by and hosted on G2.com.

What do you dislike about ProteusEngage?

The learning curve was a little steep for me because there are different ways to get the same post accomplished. However, this is a strength too.....it just took me awhile to get efficient at the process. Review collected by and hosted on G2.com.

Recommendations to others considering ProteusEngage:

no Review collected by and hosted on G2.com.

What problems is ProteusEngage solving and how is that benefiting you?

No problems to be solved via Proteus, the benefits have been to set ourselves apart from other companies, personalzing the "touches", feeding into my strength of talking (with the vides), rather than writing, and Ultimately staying Top of Mind with prospects and clients and keeping them up to date on our services. Review collected by and hosted on G2.com.

Andy G.

Small-Business (50 or fewer emp.)

8/27/2020

"Simple, clean, communication with clients."

5/5

What do you like best about ProteusEngage?

It creates an amazing communication experience that is clean and simple for my clients. I am able to share information with them that is easy to access, review, and respond to, helping ensure we are always on the same page and driving their success. Review collected by and hosted on G2.com.

What do you dislike about ProteusEngage?

While I get emails every time someone logs in, it is still great to see the engagement happen in real time. Review collected by and hosted on G2.com.

Verified User in Computer Software

Small-Business (50 or fewer emp.)

8/17/2020

"ProteusEngage Gives Our Sales Team a Competitive Advantage"

4.5/5

What do you like best about ProteusEngage?

Connecting with our enterprise customers and prospects through Proteus enables our sales team to share product information, case studies, videos, proposals, etc — all within one integrated environment. No more finding and forwarding emails, or losing track of information during turnover at our partner companies! With ProteusEngage, everything is one spot, easily accessible to new team members as they are invited to join in the conversation. We like the transparency and accountability we get by having a record of all information shared with a customer, presented in a professional and user-friendly platform such as ProteusEngage. It's a win-win for Trimble and our partners. Review collected by and hosted on G2.com.

What do you dislike about ProteusEngage?

Double entry of regular docs and inline docs. Review collected by and hosted on G2.com.

What problems is ProteusEngage solving and how is that benefiting you?

Problems solved:

1 -- Communication drop-off. Now, our marketing team can share bulk messages with all workspaces on behalf of the key account rep, streamlining the process and keeping partners engaged.

2 — Version confusion. Now, all of our marketing collateral is available to the team via Proteus, so there aren't old versions of outdated content being shared by team members. Review collected by and hosted on G2.com.

John A.

Mid-Market (51-1000 emp.)

8/11/2020

"Great website. Easy to use to pass information to customers. Great people to work with,"

4.5/5

What do you like best about ProteusEngage?

The ease of use. The content you can provide to your customers Review collected by and hosted on G2.com.

What do you dislike about ProteusEngage?

Nothing really. Great people to work with. Review collected by and hosted on G2.com.

Verified User in Computer Software

Small-Business (50 or fewer emp.)

8/27/2020

"ProteusEngage has drastically improved our connection to clients"

5/5

What do you like best about ProteusEngage?

Ease of use as well as the customer service team has been great. The platform allows me to stay engaged with our prospects and reminds me when I forget. Review collected by and hosted on G2.com.

What do you dislike about ProteusEngage?

nothing to date! Service has been exceptional and the platform has been great. Review collected by and hosted on G2.com.

What problems is ProteusEngage solving and how is that benefiting you?

ProteusEngage allows me to quickly and efficiently provide my prospective clients with the information pertinent to them that used to take me at least 3x as long to put together. It also assists me with follow-ups and reminders. The ability to see what m clients are looking at gives me the clarity of how they are interacting with the information provided! Review collected by and hosted on G2.com.