Your core Sales Automation processes
Streamlined Closing
Streamline Order to Cash & Onboarding Customers:
Automate the payment process end-to-end from billing to a smooth handoff to Customer Success for training, support plans and SLAs. When an opportunity is won, automatically send invoices, track payment, and start fulfillment.
Orchestrate order-to-cash (O2C)
Discover upsell, cross-sell opportunities:
Get real-time visibility into your existing accounts (usage and touchpoints) as well as interest from new leads to identify upsell/cross-sell opportunities.
Lead to Opportunity
Discover upsell, cross-sell opportunities:
Get real-time visibility into your existing accounts (usage and touchpoints) as well as interest from new leads to identify upsell/cross-sell opportunities.
Opportunity Management
Create an AI-driven deal desk:
Orchestrate an entire deal desk, including creating quotes and managing approvals, all via chat. Get a complete view of your accounts including support tickets, personnel changes, and other relevant activity.
Hear from Engini customers
“We don’t position Engini as an IT solution; it’s a tool that helps our whole company be more efficient & effective. The results speak for themselves and our users can be part of the game as well, innovating as citizen developers.”
Connect Engini to your stack
Workers get better when they can read and write to your tools. Seamless integration transforms how teams work.
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