Suivre l'engagement de vos clients et prospects
Overview
The Engagement API is a comprehensive CRM and document engagement tracking platform. It enables businesses to track how clients interact with quotes, proposals, and invoices while integrating seamlessly with Pennylane for invoicing and ProjectFlow for project management.
Complete CRM
Manage leads, opportunities, deals, contacts, and organizations with full pipeline visibility.
Document Tracking
Know exactly when clients view, download, or sign your documents with detailed analytics.
E-Signatures
Capture electronic signatures with IP tracking, timestamps, and legal compliance.
Real-time Webhooks
Receive and send webhooks for instant updates between Pennylane, ProjectFlow, and other systems.
Integrations
Seamlessly connect with your existing business tools for unified data flow.