Frequently Asked Questions
Discover answers to common questions about Engage360 CRM! From setup and customization to integrations and troubleshooting, our FAQ page is designed to provide quick, helpful solutions to enhance your experience and maximize your success with Engage360.
General Questions
Q: What is Engage360 CRM, and how can it help my business?
A: Engage360 CRM is an all-in-one platform designed to simplify business operations by automating customer communication, managing leads, tracking sales, and streamlining marketing efforts. Whether you're a small business owner, contractor, or coach, Engage360 helps you save time, reduce manual work, and grow your business with smart automations.
Q: Who is Engage360 CRM designed for?
A: Engage360 CRM is tailored for small to medium-sized businesses, including contractors, restaurant owners, real estate brokers, and other service-based businesses looking to streamline operations and boost customer engagement.
Q: How does Engage360 replace other tools I’m using?
Engage360 consolidates multiple tools into one platform. Instead of paying for separate services, you get:
CRM (customer database)
Email marketing
SMS marketing
Reputation management (reviews)
Website & landing page builder
Appointment scheduling
Live chat & automation
Sales pipeline tracking
This eliminates the need for software like Mailchimp, Calendly, HubSpot, or separate review management platforms—saving you money and reducing complexity.
Q: What are the pricing plans, and are there any hidden fees?
We offer three pricing plans:
Essential Plan – $199/month (for solopreneurs & small teams)
Growth Plan – $299/month (for growing businesses)
Scale Plan – $499/month (for businesses that need advanced automation & scaling)
There are no hidden fees, but here are potential additional charges:
SMS & Email Usage – You are charged for text messages and emails sent beyond the plan’s included limits. Pricing is based on industry rates.
Call Forwarding – If you use our system to forward calls to your phone, standard carrier rates may apply.
Custom Integrations – If you require custom API integrations beyond the built-in ones, there may be an additional setup cost.
Q: How does the SMS and email pricing work?
Each plan includes a set number of SMS messages and emails. If you exceed those limits, additional messages are billed based on usage:
SMS: Typically costs $0.0075 – $0.01 per text, depending on the carrier and destination.
Emails: Additional emails may cost $0.001 per email beyond the included amount.
You can track usage inside the Engage360 dashboard.
Q: Can I use my own phone number for calls and texts?
Yes, you can either:
Use a new number provided by Engage360 (recommended for tracking business communication).
Port your existing business number into Engage360.
Q: Is there a contract or a long-term commitment?
A: No! Engage360 operates on a month-to-month subscription, and you can cancel anytime.
Q: Do you offer a free trial?
A: We don’t offer a free trial, but you can schedule a free demo to see Engage360 in action before signing up.
Q: How do I get started?
A: Click "Get Started Today", select a plan, and follow the onboarding steps. Our team is available to help with setup if needed!
Features & Capabilities
Q: What features are included in Engage360 CRM?
A: Engage360 CRM includes:
Contact management with smart lists and bulk actions.
A global inbox for SMS, email, and social media messages.
Automations for lead follow-ups and workflows.
Email marketing tools.
Appointment scheduling with integrated calendars.
Reputation management for online reviews.
Q: Can I use Engage360 CRM for email and SMS marketing?
A: Yes! Engage360 CRM allows you to design and send email and SMS campaigns, create templates, and analyze performance metrics like open rates and click-through rates.
Q: Does Engage360 CRM support automations?
A: Absolutely. You can set up workflows for tasks such as lead follow-ups, appointment reminders, and review requests, all triggered by specific events.
Q: How does the global inbox work?
A: The global inbox centralizes all your communications—email, SMS, and social media messages—so you can view, reply, and manage conversations in one place.
Q: Can I track my appointments using Engage360 CRM?
A: Yes! The calendar feature allows you to schedule and manage appointments, sync with external calendars (like Google Calendar), and automate reminders for both you and your clients.
Setup & Customization
Q: Is Engage360 CRM easy to set up?
A: Yes, Engage360 CRM is designed to be user-friendly. Our team, along with our partners, provides onboarding support to help you get up and running quickly.
Q: Can I customize the platform for my business needs?
A: Definitely! Engage360 CRM offers customizable workflows, templates, pipelines, and calendar settings to fit your specific business processes.
Pricing & Support
Q: How much does Engage360 CRM cost?
A: Pricing varies depending on the package and features selected. Contact us to discuss your business needs and get a customized quote.
Q: What kind of support do you provide?
A: We offer email, chat, and live support to ensure you’re getting the most out of Engage360 CRM. Our team is here to assist with setup, troubleshooting, and ongoing questions.
Q: Are there training resources available?
A: Yes! We provide video tutorials, guides, and live training sessions to help you and your team master Engage360 CRM.
Technical Questions
Q: Is Engage360 CRM cloud-based?
A: Yes, Engage360 CRM is fully cloud-based, so you can access it from anywhere with an internet connection.
Q: Does Engage360 CRM integrate with other tools?
A: Yes, Engage360 CRM integrates with popular tools like Google Calendar, Stripe, and social media platforms to streamline your operations.
Q: Does Engage360 integrate with other tools I already use?
A: Yes, Engage360 integrates with various platforms, including:
✔ Google My Business
✔ Facebook & Instagram for ad tracking
✔ Stripe & PayPal for payments
✔ QuickBooks for accounting
✔ Zapier for additional custom integrations
If you need a specific integration, we can discuss options.
Q: Is Engage360 CRM secure?
A: Absolutely. Engage360 CRM uses industry-standard encryption and security protocols to protect your data.
Additional Questions
Q: Can I use Engage360 CRM on my mobile device?
A: Yes, Engage360 CRM is fully cloud-based, so you can access it from anywhere with an internet connection.
Q: How do I get started?
A: Getting started is simple! Contact us to set up a demo, and our team will guide you through onboarding and customization to fit your business needs.
Q: Is Engage360 mobile-friendly?
Yes! Engage360 has a mobile-friendly dashboard, and you can manage leads, send messages, and schedule appointments from any device.
Q: What kind of customer support is available?
We offer:
Live Chat & Email Support – Included in all plans
Phone Support – Available for Growth & Scale Plans
1-on-1 Strategy Calls – Available in the Scale Plan
Training & Onboarding Resources – Step-by-step guides, video tutorials, and community support
Empowering small businesses with seamless CRM and automation solutions for growth and success.
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