ProteusEngage 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

ProteusEngage

4.5

(6)

Pricing

Starting at $500.00 per month

About ProteusEngage

ProteusEngage is a solution that helps B2B companies simplify complex, high-stakes customer journeys by uniting sales, onboarding, and customer success in a centralized workspace. With automated playbooks, real-time engagement tracking, and seamless collaboration, teams close deals, onboard clients and drive long-term growth. It’s the platform built for clarity, alignment, and repeatable success. 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.

ProteusEngage Screenshots

ProteusEngage Pricing and Plans

Starting price: $500.00 per month

Free Trial

Free Version

Basic

$500.00

per user, per month

Plan includes:

Secure, Centralized, Client-Facing Workspaces
Guided Experiences with Intelliflowz™
XFactor Automation with the Power of PeriAssit™
Mutual Plans and SmartChecklists
Integrated Account Coaching and Continuous Optimization
Modular, Repeatable Workflows
Real-Time, Two-Way Collaboration
Deep Integrations
Full Journey Visibility
Compliance-Ready by Design

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ProteusEngage Features

Popular features found in Sales Enablement
Collaboration Tools
Content Library
CRM Integration
Email Management
Engagement Tracking
Lead Scoring
Performance Management
Process/Workflow Automation
Sales Planning
More features of ProteusEngage
Analytics
Client Management
Communication Management
Contact Management
Content Management
Customer Engagement
For Sales Teams/Organizations
Meeting Management
Onboarding
Reporting/Analytics
Templates
Third-Party Integration
Usage Tracking/Analytics

ProteusEngage Integrations

HubSpot Marketing Hub

Microsoft Outlook

Gmail

HubSpot CMS Hub

Zoom Workplace

Microsoft Teams

See all 16 integrations

ProteusEngage User Reviews

Overall Rating

4.5

Ratings Breakdown

50%

Secondary Ratings

Ease of Use

4.0

Value for money

5.0

Customer support

4.7

Functionality

4.3

Have you used ProteusEngage and would like to share your experience with others?

Nate B.

Verified reviewer

Computer Software

51-200 employees

Used daily for less than 12 months

Reviewed August 2020

Review

Allows us to be personal and intimate with potential customers in a time where those things are not easily achieved. Also gives us the flexibility to stay in touch in the long sales cycle.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

Being able to connect with potential customers on a personal level without the face to face conversation and also being able to share content/information.

Cons:

Functionality could be improved. More user control to create modules without needing support to add to drop-down menus. Being able to move slides by drag and drop. Have a hovering invite button. Constantly being blocked by third-party firewalls when emails are sent internally from proteus.

Vendor Response

Nate, Thanks so much for your review and your feedback. We've been so happy with your team's use of the platform and especially your amazing results. We are currently working on new features that will allow users to create modules and set their own defaults in the drop down menu. We've also go a great email enhancement coming that you'll be super excited to see. Keep up the great work and the feedback. We love hearing from you. - Your ProteusEngage team

Replied August 2020

Cilia K.

Verified reviewer

International Trade and Development

2-10 employees

Used weekly for less than 6 months

Reviewed August 2020

Great tool client engagement

ProteusEngage has been very helpful to my team in order to keep up with client communications and ensure we are nurturing all of our leads and prospects. We are not the typical type of organization to use a software system like this and the staff at Proteus have been really supportive and enthusiastic about how to best serve us and our clients' needs.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

ProteusEngage allows us to provide consistent and individualized content for our clients, supporting our lead nurturing efforts and moving clients through the funnel with ease.

Cons:

The need to log in to ProteusEngage to see a message feels like an extra step that I worry clients aren't always willing to take. I wish the product integrated better with mail servers, so that a message or new module dropped into my inbox in lieu of having to log in to the software.

Reasons for choosing ProteusEngage

We wanted a better place to keep track of all our communications and materials for a client. We also wanted a way to ensure we were keeping up with communications on a regular basis. Finally, we wanted to be able to better track how and when clients were engaged. ProteusEngage allows us to do all of it.

Vendor Response

Hi Cilia, Thank you for your feedback and ideas. We are so happy that you find the ProteusEngage platform useful. We love finding new ways to make the platform better, so we will see how we can change those notifications to be even more seamless. We're proud to be your partner and have the opportunity to help your team and your community grow. Take care, ProteusEngage Client Success Team

Replied August 2020

David Z.

Verified reviewer

Computer Software

51-200 employees

Used daily for less than 12 months

Reviewed August 2020

The Most Useful Sales Tool I Use

ProteusEngage allows me to constantly stay in contact with my potential clients but in a very non invasive way. It gives me the capability to easily provide potential clients with new information daily, weekly, or any frequency I choose. I constantly see these people viewing the content on their own time during evenings, early mornings, or weekends. This allows me to easily gauge the interest or where someone is at in the process again in a very non invasive way towards the potential client.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easy to use and implement. Integration with HubSpot makes creation of pages simple.

Cons:

Navigating between main page and company pages is a bit cumbersome.

Vendor Response

Thank you for your feedback. Keep an eye out this fall for an update to the navigation. I think you're going to like it.

Replied August 2020

Sarah S.

Verified reviewer

Individual & Family Services

1001-5000 employees

Used weekly for less than 12 months

Reviewed August 2020

Diverse

The best part has been my experience with [SENSITIVE CONTENT HIDDEN]; she helps us with all aspects and is clear in what she needs from us in order to make the changes/updates/developments we want. She also took the time to complete additional training with members of my team so we were using the system efficiently and accurately.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

We like that the software is able to be customized and fit within diverse types of industries! We offer supports to people with disabilities and use the software to onboard new hires and engage with them during their early on tenure with ILC. We also use it to track survey results, training/class homework and more.

Cons:

I am unsure about any cons; maybe my co-worker, JT Plummer may have more information about this as he was even more involved in development.

Vendor Response

Thank you for your feedback!

Replied August 2020

Steve J.

Verified reviewer

Non-Profit Organization Management

2-10 employees

Used daily for less than 6 months

Reviewed August 2020

Prospect Recruitment Tool

It is a great program that suits our needs and gives us a new platform for communicating with our business prospects and keeping track of their engagement.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like the ability to customize the different modules and re-use them for a custom workspace for my business prospects.

Cons:

Our organization has a small team, so we give access to everyone on each workspace. It would be nice if only the team lead received notifications as our prospects visit the page. Otherwise, as we create more and more workspaces I can see our inboxes getting rather full.

Vendor Response

Hi Steve, Thanks for your review and feedback. The notifications are customizeable so we have updated your team's preferences to only notify the team lead. We're happy to be able to help your team and your community grow! Take care, Proteus Client Success Team

Replied August 2020

Stephen D.

Verified reviewer

Management Consulting

11-50 employees

Used weekly for less than 6 months

Reviewed August 2020

Dynamic Platform

We're able to more dynamically collaborate with our Clients and Prospects and present ourselves as one step ahead in terms of Client communication and marketing.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The graphics and overall appearance makes for a dynamic presentation to both our Clients and Prospects. Given Proteus's ease of use, I was able to setup close to 50 Workspaces in a relatively short period of time.

Cons:

Too few to mention and were solved by the Customer Service team immediately.

Vendor Response

Thank you for your feedback!

Replied August 2020

Showing 1 - 6 of 6 Reviews