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.
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ProteusDiscussions
ProteusEngage CommunityLanguages Supported
English
Overview by
Joseph Knecht (CEO at Proteus | B2B Enablement Expert | Author | Speaker)
