Is Engage a CRM?

**The information on this page is relevant for customers who are a part of the Engage beta only.*

Engage is a tool to help keep you top of mind with your clients and leads by scheduling and reminding you. A customer relationship manager (CRM) is software for organizing, maintaining, and retrieving relevant contact information. Some CRMs allow businesses to keep track of communication with their contacts, as well as provide quicker ways to engage directly with each contact.

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