CRM and contact management
Keep every contact, company, note, task, and customer interaction in one organized record.
CRM + automation for Swiss teams
More leads. Better follow-up. One connected CRM.
Engage366 brings CRM, sales pipelines, customer communication, appointments, workflows, and reporting into one connected platform, configured around the way your business works.
- One connected platform
- CRM, pipelines, communication, automation, appointments, and reporting.
- Built around your process
- Configured around your real sales and customer workflows.
- Swiss delivery
- Structured implementation and dependable follow-up.
Platform coverage
- Contacts, companies, notes, tasks, and activity records
- Sales pipelines with owners, stages, and next actions
- Automated assignments, reminders, and follow-up workflows
- Dashboards for lead sources, response time, and pipeline value
Explore approved product screens in the showcase below.
Structured onboarding
Discovery, configuration, testing, and training before launch.
Assisted migration
Data preparation, mapping, and approved imports handled carefully.
Ongoing optimization
Workflows, reports, and adoption can be improved after launch.
Everything your team needs in one connected platform
Engage366 replaces disconnected forms, inboxes, spreadsheets, calendars, and follow-up tools with one organized customer engagement system.
Sales pipelines
Track every opportunity by stage, owner, value, priority, and next action.
Automated follow-up
Assign leads, send messages, create tasks, and update stages automatically.
Customer communication
Manage supported email, SMS, WhatsApp, and social conversations without losing context.
Forms and lead capture
Send website and campaign enquiries directly into Engage366 without manual re-entry.
Calendars and appointments
Let prospects book online while Engage366 handles confirmations, reminders, and internal notifications.
Reporting and dashboards
Measure lead sources, response time, pipeline value, conversion, and team activity.
Migration and integrations
Import existing data and connect verified business tools through files, connectors, APIs, and webhooks.
From first enquiry to completed follow-up
Engage366 connects the steps that are normally spread across separate forms, inboxes, spreadsheets, calendars, and marketing tools.
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Capture
Collect leads from forms, landing pages, advertisements, imports, and supported integrations.
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Organize
Create contact records, assign owners, segment audiences, and manage opportunities in visual pipelines.
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Automate
Send confirmations, create tasks, trigger reminders, update stages, and route conversations automatically.
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Convert and measure
Book appointments, track sales activity, and report which channels and workflows produce results.
- Website enquiry
- Contact created
- Sales owner assigned
- Confirmation sent
- Appointment booked
- Opportunity updated
- Dashboard updated
See Engage366 in action
Explore how Engage366 brings customer management, sales, automation, AI, marketing, scheduling, reporting, and integrations into one connected platform.
Dashboard
See your business at a glance
Monitor opportunities, pipeline activity, conversion performance, and key business metrics from one central dashboard.
Software configured around your business
Engage366 is the platform. Our implementation team helps you map processes, migrate data, configure pipelines and workflows, connect supported systems, train users, and improve results after launch.
CRM setup and customization
Configure fields, pipelines, permissions, calendars, forms, dashboards, and user access around your business.
Data migration
Prepare, clean, map, and import contacts, companies, tags, segments, and relevant historical data.
Workflow and campaign implementation
Build follow-up sequences, internal notifications, task automation, lead assignment, and customer journeys.
Website, form, and funnel creation
Create conversion-focused pages that send enquiries directly into Engage366.
Integrations and APIs
Connect verified systems through supported integrations, APIs, webhooks, or structured imports.
Training and ongoing optimization
Train users, support adoption, review results, and refine the platform after launch.
Industries
Engage366 can be configured around the workflows, teams, and customer journeys common to these business types.
Real estate and property
Capture enquiries, assign agents, track opportunities, manage property-related information, and automate follow-up.
Hotels and hospitality
Manage corporate accounts, sales visits, appointments, customer follow-up, performance targets, and reporting.
Professional services
Track enquiries, consultations, proposals, tasks, and recurring customer communication.
Local and multi-location businesses
Route enquiries by location, manage reviews, automate reminders, and compare location performance.
Events and associations
Manage sponsors, speakers, participants, registrations, campaigns, and post-event follow-up.
Nonprofits and membership organizations
Segment contacts, manage engagement, automate communications, and report activity.
Implementation process
A structured path from process review to launch and optimization.
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01
Discovery and process review
We understand your customer journey, sales process, users, data, communication channels, and required integrations.
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02
Configuration and migration
We configure Engage366, prepare the required fields and pipelines, and migrate approved data.
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03
Testing and training
We test the complete workflow, correct issues, and train users before launch.
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04
Launch and optimization
We launch the platform, monitor adoption, and improve automations based on real usage.
Trusted by organizations across Switzerland and beyond
We help teams implement CRM, automation, customer communication, migration, and reporting workflows.
Composez votre abonnement
Choisissez un forfait de base, puis ajoutez librement les fonctionnalités dont vous avez besoin.
Automatisation & croissance
Incluses à partir du forfait Croissance — sinon activables à l'unité.
Social, leads & pilotage avancé
Incluses à partir du forfait Performance — sinon activables à l'unité.
Modules premium — toujours à la carte
Jamais inclus dans un forfait : IA, voix, SMS et infrastructure dédiée sont monétisés séparément.
Tous les forfaits incluent : CRM/contacts & pipeline, calendrier & prise de RDV, formulaires & landing pages, campagnes e-mail, envoi e-mail inclus, funnel builder inclus. Quota IA : environ 500 conversations/mois incluses, puis CHF 0.05/conversation après confirmation client. Pack SMS : numéro dédié requis, tarif indicatif Suisse.
FAQ
Answers to common questions about the platform and implementation.
Engage366 is a CRM and automation platform that connects contacts, sales pipelines, communication, appointments, workflows, and reporting.
Engage366 includes the platform and can also include setup, migration, workflow implementation, training, and ongoing optimization.
Yes. The migration scope depends on the source system, data quality, volume, required mapping, and historical information.
Supported integrations, imports, APIs, and webhooks are reviewed during discovery. Availability depends on the system and required workflow.
The platform and implementation can support multilingual business processes. The exact website, campaign, and support languages must be confirmed for each project.
The timeline depends on scope, migration complexity, integrations, approvals, testing, and training.
Yes. Existing websites can be connected to Engage366 through forms, calendars, tracking, workflows, and approved integrations.
Access to relevant systems, approved data, business rules, responsible users, brand assets, and timely review feedback.
Let’s talk about what you want to improve
Tell us a little about your business and what you want to improve. We’ll review your request and contact you with the most appropriate next step.
Phone
+41 21 784 00 73Address
Rte du Village 1A, 1066 Epalinges, Switzerland
Social
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