Are you an Insurance Agent? Click here!





Learn more about our
TriggerBased Customer Engagement:

800-515-8734





Trigger-based Customer Engagement

The key to increased sales, greater retention, and higher customer satisfaction is sending the right message to the right person at the right time. Trigger-based customer engagement ensures that you are doing just that. Through a custom blend of phone calls, emails, text messages, and direct mail - each being triggered after a customer action or mileston - the effectiveness of your marketing and retention will skyrocket.

With a robust ability to integrate with nearly any database or CRM, Engagex can design a custom, turnkey, and hands-free program that will be tailored to your customer lifecycle.



Channels We Use



We tailor each solution to optimize the effectiveness of your customer engagement.
These are the channels we use for our sequential marketing programs:

  • Inbound/outbound phone
  • Email
  • Online Chat
  • SMS Text



Ventana



A completely transparent way to view all your campaign activity. From live time reporting to dashboard metrics. Ventana is your window into everything we do on you behalf.