Sales CRM
Capture leads, assign salespeople and keep the next follow-up visible.
From the first “hello” to the final payment. Bring your people, conversations and everyday business together with EngageNet.
For trading, distribution, calling & field-sales teams.

Actual EngageNet interface with demo records. Callouts illustrate everyday workflows.
One connected workspace
Keep the details of every sale together as work moves between your team.
Capture leads, assign salespeople and keep the next follow-up visible.
Use connected WhatsApp chats and messages alongside your customer work.
Manage vendors, purchase orders, received bills and supplier returns.
Record collections and payments, review ledgers and manage credit/debit notes.
Review sales, outstanding amounts and team performance.
Explore the details
Made for everyday business
Follow an enquiry through quotation, order and invoice. Track vendor purchases, customer dues and the next collection without scattered records.
Give each lead an owner. Record conversations and follow-ups, coordinate visits and keep the team focused on the next customer action.
How it works
01
Record customer needs, products and the lead source.
02
Assign an owner and record conversations and next steps.
03
Prepare a quotation and convert confirmed business into an order.
04
Create the invoice, record payments and review outstanding balances.
Straightforward plans
Compare the current plans, or request a demo before deciding.
Monthly
Charged monthly
Quarterly
Charged quarterly
Yearly
Charged yearly
Explore your workspace before choosing a paid plan. No payment is collected to start the free trial.
WhatsApp connections require setup. Provider charges, where applicable, are separate from your plan allowance.
Questions, answered
The current free trial lasts 5 days. Choose a paid plan to continue when it ends.
Request a demo with our team, or choose a plan and enter your company details on the signup page.
Company admins can see company records. Salespeople see their assigned records according to their permissions.
Connections such as WhatsApp require your company to complete setup. Availability and provider charges depend on the connection.
Paid plans use secure online checkout. Starting an eligible free trial does not collect payment.
Email support@engagenet.in. Support hours are Monday to Saturday, 10:00 AM–7:00 PM.
From the EngageNet blog
Sales playbook
Prepare for the first conversation, understand the requirement and leave the customer with a clear next step.
Read the guide →Sales playbook
Replace vague updates with short, factual notes that explain the requirement, decision and next action.
Read the guide →Trading & distribution
Check customer details, products, commercial terms and the generated document before sharing a quotation.
Read the guide →Walk through your sales process with our team, from the first enquiry to the next collection.