Monesize Engage is finally live!
Built for organisations that want to run a structured, repeatable sales process without relying on disconnected spreadsheets, personal inboxes, and individual memory, Monesize Engage brings every part of your outbound sales operation into a single shared workspace.
What Monesize Engage Is
Monesize Engage is a multitenant sales engine and CRM platform. It is designed around a single principle: sales information belongs to the organisation, not to the individual salesperson.
When a salesperson leaves, the pipeline should not leave with them. When a new team member takes over an account, they should have immediate context, not a handover document. When leadership wants to understand where revenue is coming from, the answer should be in the platform, not in someone’s head.
Monesize Engage makes all of that possible.
What You Can Do With Monesize Engage
Prospect and Contact Management
Monesize Engage gives your organisation a shared CRM where every prospect, contact, and account is centrally stored, owned by the organisation, and accessible to the right team members based on their role.
Every contact record in Monesize Engage carries the full history of that relationship: the emails sent, the calls logged, the meetings held, the campaigns they were part of, the opportunities they are linked to, and the follow-ups scheduled against them. When someone new picks up a contact, they see everything. No reconstruction required.
Contact records include lead qualification fields covering ICP fit, decision-maker identification, budget status, timeline, current solution, and next steps, so your team has a structured framework for qualifying opportunities rather than relying on informal assessments.
Segmentation
Monesize Engage allows your team to build precise, reusable contact segments using a flexible filter engine. Segments can be built on any combination of contact attributes including job title, industry, country, company size, lead status, source, tags, campaign history, and opportunity stage.
Segments can be static, with a manually curated contact list, or dynamic, re-evaluated against live CRM data every time they are used. A dynamic segment for CFOs at UK wholesale companies with 100 to 500 employees will always reflect the current state of your database.
Segments become the audience for outbound campaigns. Build a segment, attach a template, send a campaign. No manual list management. No exports to external tools.
Personalized Outbound Campaigns
Monesize Engage includes a full outbound campaign engine with per-recipient personalization. Every email in a campaign is individually addressed using contact data resolved at send time. Variables like first name, company name, job title, industry, and location are replaced with the actual values from each recipient’s contact record.
Every campaign email also includes a working unsubscribe link, automatically generated and cryptographically signed, so recipients can opt out at any time and the system will honour that request permanently.
Campaign execution in Monesize Engage is asynchronous. When you send a campaign, the platform queues the job and begins processing in the background. You do not wait. Large campaigns with thousands of recipients are handled in controlled batches, with rate limiting applied to protect your sending reputation. You can pause a campaign mid-send and resume it later from exactly where it stopped, with already-sent recipients automatically excluded from the resumed execution.
Campaigns can be scheduled in advance. Set a send time and Monesize Engage will queue the job and execute it at the right moment without any manual intervention.
Delivery Tracking
Monesize Engage tracks the performance of every campaign you send. Open events are recorded via a tracking pixel embedded in each email. Link clicks are tracked via a redirect layer that records the click before forwarding the recipient to the destination. Delivery events including bounces and unsubscribes are processed via webhooks from your email provider.
The campaign stats view gives you delivery rate, open rate, click rate, bounce count, and unsubscribe count in a single view. The campaign log gives you a timestamped execution history showing exactly what happened during each send.
Hard bounces automatically suppress the affected contact to protect your sender reputation. Unsubscribe events are honoured immediately and permanently.
Monesize Engage supports outbound email delivery via your own email infrastructure. You can connect SMTP, SendGrid, Mailgun, Resend, or Amazon SES as your sending provider. Every organisation configures and verifies its own sending infrastructure, which means your sending reputation is entirely your own.
Email Templates
Monesize Engage includes a full template library with support for personalization variables, visibility controls, and category organisation. Templates can be kept private, shared within a team, or made available to the entire organisation. Every template stores its detected personalization variables, so you always know which fields a template depends on before you use it.
Pipeline and Opportunity Management
Monesize Engage gives your organisation a fully customizable sales pipeline. You can create multiple pipelines, define your own stages, rename and reorder them, set probability percentages, and mark stages as representing closed won or closed lost outcomes.
Every opportunity tracks the deal value, expected close date, probability, source, primary contact, linked account, owner, and notes. When an opportunity moves through stages, every transition is recorded in the stage history. Any team member picking up an opportunity has the complete journey in front of them.
When a deal is closed as lost, Monesize Engage captures the lost reason. Over time this builds a structured dataset of why deals are not converting, which is far more useful than any post-hoc analysis.
Activities and Follow-ups
Every sales interaction is logged as an activity in Monesize Engage. Calls, emails, meetings, demos, proposals, LinkedIn interactions, notes, and tasks can all be recorded against contacts and companies. Activities are append-only, which means the history is permanent and reliable.
Follow-ups are first-class objects in Monesize Engage. Schedule a follow-up against any contact, assign it to a team member, and set a due date. The follow-up dashboard surfaces overdue, due today, and upcoming follow-ups in a single view. The platform sends automated daily reminder emails to follow-up owners based on your organisation’s configured reminder schedule and timezone, so nothing gets forgotten because someone did not check their dashboard.
Dashboard and Analytics
The Monesize Engage dashboard gives every team member and every manager a real-time view of what is happening across the sales operation. Prospect volume, campaign performance, pipeline value, expected revenue weighted by stage probability, won and lost counts, and activity breakdowns are all visible in a single view.
The analytics module goes deeper, covering pipeline conversion rates, win rates, average deal values, average sales cycle duration, lost reason analysis, campaign delivery performance, activity type breakdowns, per-salesperson pipeline reports, and source attribution.
Search
Global search across contacts, companies, opportunities, campaigns, templates, and activities makes it fast to find anything in your CRM without navigating through individual sections.
Built for Teams
Monesize Engage is a shared workspace, not a collection of individual tools. Every piece of sales information created in Monesize Engage belongs to the organisation. Roles and permissions control what each team member can see and do, while ensuring that the full context of every relationship is available to those who need it.
Organizations can invite team members by email. Invited users who do not yet have a Monesize Engage account are guided through account creation as part of accepting the invitation. Session management is scoped to organisational workspaces, which means a team member can belong to multiple organisations and switch between them cleanly.
Managers have visibility across the team’s pipeline, activities, and follow-up status. When a salesperson is unavailable, their pipeline does not go dark. When a deal needs to be reassigned, the new owner has full context from the first moment.
Built for Compliance
Monesize Engage is designed around privacy by default.
Every campaign email includes a functioning unsubscribe mechanism. Contacts can be suppressed, unsubscribed, or hard-erased depending on the nature of the request. The hard-erase function permanently removes all personally identifiable information from a contact record in compliance with GDPR Article 17, while retaining the record shell to preserve the integrity of historical data.
The platform maintains an immutable audit log of significant actions across every organisation, providing the accountability trail required for data protection compliance. Subject access request exports are available directly from the platform, compiling all data held on a specific contact into a single export.
Security You Can Trust
Monesize Engage is built with security as a foundational requirement, not an afterthought.
Email provider credentials are encrypted at rest using AES-256-GCM before they are stored. Passwords are hashed using bcrypt. Session cookies are signed, HTTP-only, and scoped to the organisation. Sessions are invalidated immediately upon logout or membership removal, with no lag and no waiting for token expiry.
Two-factor authentication is available to all users using any TOTP-compatible authenticator application. Organisation owners can make two-factor authentication mandatory for all members. Google and Microsoft OAuth are supported for organizations that prefer to authenticate through their existing identity providers.
Rate limiting is applied to all authentication endpoints. Input is sanitized before storage. All data is transmitted over TLS. The platform is designed with multitenant isolation enforced at every layer.
Part of the Monesize Ecosystem
Monesize Engage is part of the broader Monesize product suite, which includes Monesize Core for finance and operations, Monesize Desk for customer support, Monesize Kompro for compliance, and Monesize Gateway for identity and ecosystem connectivity.
Monesize Engage is designed to operate independently as a standalone sales platform, while also being architecturally prepared for deeper integration with the rest of the Monesize ecosystem as the platform evolves.
Get Started with Monesize Engage
Monesize Engage is available now.
Create your organisation, invite your team, and start building a sales operation that belongs to your business, not to any individual within it.
You can start for free today on the Monesize Engage main website.