Pexip Engage is a customer engagement and scheduling software designed for medium and large enterprises and government institutions that provide personal advice and premium services. It offers advanced scheduling rules to handle complex organizational workflows, creating a seamless and personalized customer journey. Key features include availability templates, multiple calendar sync, lead segmentation, booking flow personalization, partner booking application, short-term listing management, meeting room reservation, region coverage, and time zone support. It supports in-branch, video, phone, and on-location meeting options, along with meeting and conversion analytics. Pexip Engage also offers native Microsoft Dynamics integration, an open API for seamless integration with existing tools, and built-in video meetings within a branded environment or direct connection in Teams. Security is a priority, meeting financial and government data security standards with features like single-tenant databases, dedicated environments, SSO, SSL encryption, REST API with OAuth 2.0, and GDPR compliance. Pexip Engage provides an all-in-one meeting solution, making complex scheduling easy while offering customers flexibility.

Features:

• Advanced scheduling rules

• Availability templates

• Multiple calendar sync

• Lead segmentation

• Booking flow personalization

• Partner booking application

• Short-term listing management

• Meeting room reservation

• Region coverage

• Time zone support

• In-branch, video, phone, and on-location meeting options

• Meeting and conversion analytics

• Native Microsoft Dynamics integration Extend the functionality of your Microsoft Dynamics set up by adding Pexip Engage to facilitate all customer meetings. 

• Open API Seamlessly integrate customer meeting management with your existing tools and workflows. 

• Highly secure Pexip Engage meets financial institutions' and government services' data security standards. 

• Built-in video meetings Host your customer meeting in a fully branded video environment or connect directly in Teams. 

• Hands-on onboarding From customer journey mapping to technical support and team training, we ensure that working with Pexip Engage succeeds.