MULTICHANNEL COMMUNICATION

Never Miss A Lead Across Calls, Emails, And WhatsApp

Keep every call, email, WhatsApp chat, and follow-up connected so your team always knows what happened and what to do next.

ONE CUSTOMER · EVERY CHANNEL
Email · Quotation sent
Opened 2h ago
Call · 8 min, outbound
Yesterday
WhatsApp · 3 new replies
10:24 AM
AS
Anita Sharma
Deal · ₹1.4L · Negotiation
1 record
Email, calls & WhatsApp in one CRMOne timeline per customerAutomated follow-upsAI sentiment insights
New Email Campaign8,240 recipients
Audience
Segment: Warm leadsTag: AhmedabadStage: Quotation
Subject
Your exclusive festive offer inside 🎉
Claim your offer
01 · MASS EMAIL

Mass Email

Reach Leads And Customers With Targeted Email Campaigns.

Send offers, newsletters, payment reminders, product updates, event invitations, follow-ups, and re-engagement campaigns directly from your CRM.

Create targeted audiences using lead stages, customer segments, tags, locations, campaign sources, purchase history, or custom fields. Keep every campaign connected to the contacts and customer activity that matter.

Send Campaigns For
Offers and promotionsNewsletters and announcementsProduct and service updatesPayment and booking remindersLead nurturing campaignsRe-engagement campaignsEvent invitationsCustomer updatesPersonalized outreachPost-purchase communication
VS
Vikram Singh
Skyline Estates · Deal ₹2.1L
Call history
Outbound · 8 min
Today
Inbound · 3 min
Mon
Missed call
Fri
02 · BUILT-IN CALLING

Built-In Calling

Call Leads And Customers Directly From Your CRM.

Give your team the right context before every call by showing customer details, previous conversations, open deals, tasks, and follow-up history in one place.

Every call stays linked to the relevant contact, lead, or deal. Your sales team can log call outcomes, add notes, schedule the next action, and make sure no important conversation is forgotten.

Make Every Call More Productive
Click-to-call from profilesView customer details before callingTrack call history for every leadSave call notes and outcomesRecord important callsSchedule follow-ups after callsCreate tasks from call discussionsTrack missed callsKeep calls linked to dealsManager visibility into team activity
Kavya Nair
Is the 3BHK still available?
Yes! Want me to schedule a visit this weekend?
Sunday works 👍
LINKED RECORD
KN
Kavya Nair
Lead · Website
Stage: VisitOwner: Meera
03 · WHATSAPP INTEGRATION

WhatsApp Integration

Bring WhatsApp Conversations Into Your CRM.

Connect customer chats with the right lead, deal, or contact record so your team always knows who they are speaking with and what happened earlier.

Instead of managing customer communication through separate devices or personal WhatsApp accounts, your team can keep chats organized, assign conversations, track replies, and follow up faster.

Stay Connected On WhatsApp
Link chats to customer profilesView complete message historyAssign conversations to team membersTrack customer repliesSend updates and remindersContinue chats with full lead contextCapture leads from WhatsAppKeep sales & support chats organizedTrack WhatsApp follow-upsMaintain one complete customer record
Ananya Rao
Could you share the revised quotation with the updated pricing?
You
Sure Ananya, attaching the revised quote now. Let me know if it works!
CONTEXT
AR
Ananya Rao
Deal · ₹95K
7 emails4 WhatsAppFollow-up Thu
04 · EMAILS

Emails

Manage Individual Customer Emails From One Place.

Send, receive, and track one-to-one emails without switching between inboxes and CRM tools.

Before replying, your team can view the customer's contact details, past emails, WhatsApp chats, call activity, deals, tasks, notes, and enquiry history. This helps every reply feel more informed and more personal.

Keep Email Conversations Organized
Send and receive customer emailsView complete email historyLink emails to contacts and dealsSee customer details while replyingTrack important sales discussionsManage support conversationsCreate follow-up tasks from emailsAdd internal notes for your teamAvoid missed repliesKeep every discussion in context
Template Library
Sales outreach
Follow-up
Payment reminder
Appointment
Preview
Hi [First Name], thanks for your interest in [Product]. Shall we schedule a quick call this week?
05 · TEMPLATES

Email & Message Templates

Help Your Team Reply Faster With Ready-To-Use Templates.

Create templates for sales outreach, first responses, follow-ups, payment reminders, appointment confirmations, quotations, support replies, and customer updates.

Your team can use approved templates in seconds while still personalizing each message with customer information. This saves time, reduces repetitive work, and keeps every customer-facing message consistent.

Respond Faster With Ready Templates
Sales outreach messagesFirst-response emailsFollow-up messagesWhatsApp repliesAppointment remindersPayment remindersQuotation-sharing emailsSupport response templatesWelcome messagesOnboarding communicationPersonalized messages using customer details
Follow-Up Workflow
TRIGGER
New lead enquiry
WAIT
1 day, if no reply
MESSAGE
Send WhatsApp reminder
TASK
Create call task for rep
06 · AUTOMATED FOLLOW-UPS

Automated Follow-Ups

Never Let A Lead Go Cold Because A Follow-Up Was Missed.

Automate follow-up messages, reminders, and task creation based on customer actions, lead stages, missed calls, form submissions, deal activity, or time delays.

AiEngage helps your team stay consistent without manually tracking every next step. Leads receive timely communication, sales representatives know what to do next, and important opportunities stay active.

Keep Conversations Moving Automatically
Follow up after new lead enquiriesSend reminders after missed callsReconnect when leads do not respondTrigger messages after quotationsRemind customers about paymentsFollow up after website form submissionsSend appointment and demo remindersCreate tasks for your sales teamRe-engage inactive dealsTrigger communication after lead stage changes
Customer Timeline · Anita Sharma
Website form submitted
Mon · 09:12 AM
WhatsApp · AI qualified lead
Mon · 09:13 AM
Call · 8 min, discussed pricing
Tue · 11:40 AM
Email · Quotation sent
Tue · 02:15 PM
Note · Ready to close this week
Wed · 10:02 AM
07 · COMMUNICATION TIMELINE

Communication Timeline

See Every Customer Interaction In One Clear Timeline.

From the first enquiry to the latest follow-up, AiEngage brings together calls, emails, WhatsApp chats, notes, tasks, deal updates, forms, payments, and team actions in one place.

Your team can quickly understand the complete customer journey without searching through different tools, inboxes, or spreadsheets.

See The Full Conversation Journey
Lead form submissionsWhatsApp messagesCalls and call recordingsEmails sent and receivedNotes added by team membersTasks created or completedFollow-up remindersLead stage changesDeal updatesQuotations sharedPayment updatesBooking confirmationsCampaign interactionsAutomation activityTag and owner changes
9:41
Wednesday, 15 July
New lead enquiry
Anita Sharma · Website form
WhatsApp reply
Kavya: "Sunday works 👍"
Task due in 1 hour
Call Vikram about renewal
Deal moved to Negotiation
Skyline Estates · ₹2.1L
08 · PUSH NOTIFICATIONS

Push Notifications

Keep Your Team Updated The Moment Something Important Happens.

Send instant alerts when a new lead arrives, a customer replies, a task is due, a deal changes stage, or a follow-up needs attention.

Your team can respond faster, stay connected while working remotely, and avoid missing high-intent opportunities.

Never Miss An Important Update
New lead enquiriesWhatsApp repliesIncoming customer emailsMissed callsTask remindersFollow-up due datesDeal stage changesQuotation updatesPayment updatesAppointment remindersCampaign responsesLead assignmentsTeam mentionsInternal updates
Conversations · Sentiment
RS
Rahul Shah
"Great, let’s move ahead with the deal!"
Positive
PN
Priya Nair
"I need this resolved today please."
Urgent
MJ
Manoj Joshi
"This is the third time I’m following up."
Unhappy
09 · AI SENTIMENT ANALYSIS

AI Sentiment Analysis

Understand How Customers Feel Before You Reply.

AiEngage can analyse customer messages and conversations to identify whether they appear positive, neutral, frustrated, urgent, or unhappy.

This helps your team prioritize critical conversations, respond with the right tone, and prevent small issues from becoming lost customers.

Respond With The Right Context
Identify unhappy customers earlySpot urgent support conversationsRecognize high-intent buyersDetect negative feedback patternsPrioritize conversations that need attentionUnderstand customer mood across channelsHelp teams choose the right response toneIdentify at-risk leads and customersImprove sales and support response qualityEscalate important conversations faster

Turn Every Conversation Into A Better Customer Experience

One place for email, calls, WhatsApp, and follow-upsComplete communication history for every customerFaster replies with full customer contextMass email campaigns from your CRMBuilt-in calling for sales and support teamsConnected WhatsApp conversationsReady-to-use email and message templatesAutomated follow-up workflowsUnified communication timelineInstant push notificationsAI-powered sentiment insightsBetter coordination across sales, support, and marketingMore personalized customer conversationsFewer missed leads and follow-ups

Keep Every Customer Conversation Connected In One CRM

Bring email, calls, and WhatsApp together so your team always has full context and never misses a follow-up.

WhatsApp