Enhance your existing workflows and improve the overall customer and employee experience with advanced scheduling features and use-case-specific modules that cover the needs of the most complex organizations.
Built to meet your needs
Partner booking application
The partner booking application allows your external lead-generation partners to book customer meetings directly in your advisor's calendar, automatically respecting scheduling and lead distribution rules in your Pexip Engage environment.
You can personalize your website's visitor experiences based on which lead segment they match with. Pexip Engage lets you connect your CRM lead segmentation data with pre-defined scheduling flows to optimize your customer experience and inbound process.
Manage large volumes of temporary offers with dedicated advisors, subjects, and meeting types for job offers, real estate properties, or specialized projects. Integrate with your existing listing management system to create a frictionless customer experience.
Define different meeting outcomes to automatically trigger actions in your other systems (CRM, CMS, ATS) to streamline your customer journey. Create automated follow-up flows, update lead status, trigger retargeting campaigns or set automated tasks for your advisors.
Advanced scheduling features
Streamline customer experience and optimize advisor productivity with extensive scheduling options that match the needs of the most complex organizations and workflows.
Your team will always keep complete control of their availability and meeting preferences
Multiple calendar sync
Connect your customers with the most suitable advisor based on agent expertise. Assign your advisors to specific subjects, locations, and meeting types.