Intelligent sales operating system
Your sales team talks.
Engagezy does the CRM work.
Turn every customer conversation into structured CRM data, follow-ups, and next actions—automatically.
Customer conversation
Rahul Sharma
Call · 08:42
“I'm interested in the 3 BHK. My budget is ₹85 lakh. Can we visit Saturday?”
Engagezy understands
- Intent
- High
- Budget
- ₹85L
- Requirement
- 3 BHK
- Timeline
- Saturday
- Buying signal
- Site visit
CRM
Action
Task created
Confirm Saturday site visit
Owner · Ankit
Your reps were hired to sell. Not update CRM.
A single customer call creates a trail of notes, updates, tasks, and reporting. That administrative layer is the hidden cost of CRM.
The manual process
- Call customer01
- Take notes02
- Open CRM03
- Find lead04
- Update fields05
- Write summary06
- Create task07
- Remember follow-up08
- Repeat 100 times a day09
Engagezy removes the administrative layer
- 1Call
- 2Engagezy understands
- 3CRM updates
- 4Next action created
One conversation. Zero data entry.
Engagezy turns conversations into structured CRM data automatically, so your sales team can spend less time managing the CRM and more time selling.
See how the AI worksHow it works
One conversation. Zero data entry.
A continuous workflow turns what customers say into clean CRM records and clear action.
Talk
Customer speaks with the sales team.
Understand
Engagezy captures meaning and context.
Update
Lead and opportunity records stay current.
Act
Tasks, follow-ups, and workflows move forward.
Conversation intelligence
Every call becomes CRM data.
Engagezy listens to what actually happened in the conversation and writes it back to the CRM as structured, searchable, actionable data.
Rahul Sharma
Inbound call · 08:42
“I'm interested in the 3 BHK. My budget is around ₹85 lakh.”
“Can we visit Saturday?”
“Yes, I’ll confirm the site visit.”
Summary
|
Intent
Next best action
Schedule site visit
Key signals
- ✓Budget confirmed
- ✓Location preference confirmed
- ✓Site visit requested
- ✓Decision expected this week
Customer context
Your CRM should understand the conversation.
Engagezy scores every lead from the conversation itself — not from a form field somebody forgot to fill in.
Rahul Sharma
“Requested site visit”
Score: 92
Priya Mehta
“Comparing options”
Score: 67
Amit Kumar
“Just exploring”
Score: 31
AI analyzes
- Conversation intent
- Budget
- Timeline
- Product interest
- Engagement
- Previous interactions
- Lead behavior
Let AI prioritize the leads your team should call next.
Action Center
Don't ask what to do next. Engagezy tells you.
Information is only useful when it changes the next action. Engagezy surfaces the leads, opportunities, and follow-ups that deserve attention.
Good morning, Ankit.
7 leads need attention
3
High intent
2
Overdue
1
At risk
- RS
Rahul Sharma
High intent · No follow-up in 2 days
- PM
Priya Mehta
Site visit requested · Due today
- AK
Amit Kumar
Pricing objection · Opportunity at risk
A pipeline that moves itself forward.
See the owner, value, latest activity, intent, and next action in one view. Drag a card to explore the workflow.
New Lead
1Sanjana Rao
54Skyline Residences
₹48L
Website inquiry · 12m
Contacted
1Priya Mehta
67Green Valley
₹62L
Call · 26m
Qualified
1Rahul Sharma
92Skyline Residences
₹85L
AI summary · 4m
Demo / Visit
1Arjun Nair
81Marina Heights
₹1.1Cr
Visit booked · 1h
Negotiation
1Neha Kapoor
88Green Valley
₹74L
Call · 3h
Won
2Vikram Iyer
96Marina Heights
₹1.4Cr
Deal signed · 2d
Kavita Menon
91Skyline Residences
₹52L
Agreement executed · 3d
Lost
2Rohan Das
34Green Valley
₹38L
No response · 5d
Ananya Pillai
41Skyline Residences
₹71L
Budget mismatch · 1w
Every conversation, in one lead view.
Calls, activities, tasks and pipeline stage stay connected — so anybody picking up the lead knows exactly what happened.
Rahul Sharma
Hot Lead · 92Skyline Residences · Owner: Ankit K.
₹85L opportunity
Today · 11:42 AM
AI Call Summary
“Customer wants a 3 BHK and requested a Saturday site visit.”
Today · 11:44 AM
Task automatically created
Confirm Saturday site visit
Yesterday
Inbound call
06:12 duration · connected
2 days ago
Website inquiry
Skyline Residences · 3 BHK page
Connected assistant
Don't search your CRM. Ask it.
Your entire sales floor, queryable in plain language — and able to act on the answer.
Engagezy Assistant
Connected to CRMWhich leads should my team call first today?
|
Top priorities
- Rahul Sharma94% intent
- Neha Kapoor91% intent
- Arjun Mehta89% intent
Try asking
Workflow automation
Automate the work between every conversation.
Build the rules once. Engagezy runs them across every lead, every call, every day.
WHEN
Lead enters pipeline
IF
Lead score > 80
THEN
Assign to senior salesperson
THEN
Create callback task
THEN
Send WhatsApp follow-up
THEN
Notify manager
Every conversation. One customer context.
Engagezy connects conversations to the same customer record, so the full story is available before the next interaction.
One unified customer context
Requirements, intent, activities, tasks, ownership, and opportunity history stay connected.
Know what your team knows.
Leads, calls, connect rate, qualification quality, pipeline value and rep performance — updated as conversations happen.
Leads generated
0
Connect rate
0%
Qualified leads
0
Follow-up completion
0%
Calls & qualified leads
This weekPipeline value (₹ Cr)
Rep performance
- AKAnkit Kulkarni96 calls18%
- RVRhea Verma88 calls16%
- SMSameer Malik74 calls14%
Connect the tools your team already uses.
Engagezy sits at the center of your sales stack as the orchestration layer for conversations and CRM data.
CRM should work for your sales team. Not the other way around.
Workflow
Traditional
Engagezy
Call notes
Manual
Assisted
Lead updates
Manual
Automatic
Intent detection
Manual
Intelligent
Follow-up tasks
Manual
Automatic
Customer context
Scattered
Unified
Sales priorities
Manual
Intelligent
Manager visibility
Reports
Real-time intelligence
Built by sales
Built by someone who actually carried a sales quota.
10+
years in SaaS
7+
years in CRM sales
Engagezy was created from a problem seen on real sales floors: salespeople spending time entering CRM data instead of selling.
Read our storyBuilt for high-volume sales.
Real Estate
Turn calls, inquiries and site visits into structured sales workflows.
Higher Education
Manage admissions leads, counselling conversations and follow-ups.
Automotive
Track enquiries, calls, test drives and opportunities.
High-Volume Sales
Give teams a CRM that keeps up with every conversation.
Proof lives in the workflow.
We do not publish customer names, logos, or metrics without permission. See the product handle the work sales teams usually do by hand.
Conversation captured
CRM updated
Follow-up created
Security
Your customer data stays yours.
Control who can access sales data and how connected systems handle it.
Security & privacyPricing that fits how your team sells.
Talk to us for pricing. Plans depend on team size, usage, communication volume, integrations, and implementation.
Boost
PopularFor growing sales teams.
- Core CRM
- Lead management
- Pipeline
- AI call analysis
- AI lead qualification
- Automations
- Advanced analytics
- Team management
Enterprise
For large sales organizations.
- Everything in Boost
- Advanced permissions
- Custom workflows
- Enterprise integrations
- Dedicated support
- Custom AI capabilities
Stop updating your CRM. Start closing deals.
Let Engagezy handle the CRM work while your team focuses on customers.