EngageBay

Create a person, link them to an organisation and show their shared activity history.

Create stages with probabilities and move a deal through them.

Send and receive an email and show both against the correct contact.

Assign a dated follow-up to another seller and show their overdue queue.

Filter open pipeline by owner and expected closing month.

Import a duplicate and merge it without discarding useful history.

Prevent a deal entering proposal stage until required information is entered.

Route two enquiries to different owners based on territory or value.

Start a sequence and show what changes when the prospect replies.

Separate one-off and recurring revenue in a forecast.

Produce a quotation from deal products and retain the sent version.

Show what a salesperson can and cannot see in another team's accounts.

Find who changed an opportunity amount and when.

Link a custom asset or contract record to a customer.

Create a record externally and retrieve the resulting identifier.

Export contacts and deals with stable identifiers and relationships.

Turn a won deal into an owned delivery process without re-entering customer details.

Draft a follow-up grounded in the actual contact or opportunity history.

Summarise a real interaction and identify the next action.

Show prospect research or a recommended next action and the information behind it.

Create a case from email and assign it without duplicate ownership.

Show the customer's previous conversations while handling the new case.

Assign a ticket according to type, priority or team.

Publish an answer and find it as a customer and as an agent.

Inspect first-response time, backlog and resolution trends.

Demonstrate a breached target and the next escalation.

Apply a team working-hours calendar to a response target.

Continue a case with history from at least two channels.

Add a private note or involve another team without exposing it to the customer.

Apply a reusable reply that also updates ticket fields.

Make an issue type available for routing and reporting.

Prevent a junior agent changing restricted settings or records.

See who changed ownership, priority or status.

Create or update a case in a connected business system.

Collect feedback linked to the closed case.

Export a case with its messages and useful identifiers.

Transfer a bot conversation with context and customer details.

Draft a response from the case and approved knowledge.

Summarise the case or identify its intent before routing.

Resolve a supported issue and escalate an unsupported request to staff.