Choose Pexip Engage
Enterprise scheduling and meeting platform to facilitate omni-channel personal client interactions.
Pexip Engage
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Enterprise scheduling
Scheduling to elevate personal client interactions.
Includes:
- Omni-channel appointment scheduling
- Fully branded video meetings
- Integration with Microsoft Dynamics
- Real-time insights
Complete feature list
Enterprise scheduling
Channels
Branch
Schedule advisor meetins with customers in your branch of showroom.
Phone
Schedule phone meetings from anywhere.
Video
Have quality branded and secure video meetings with your customers.
On location
Meet your customers where they are.
Scheduling
Branch-specific rules
Branch-specific rules feature allows each branch the possibility whether or not to follow the rules set on enterprise-level.
Availability templates
Take control of your availability by setting automated templates for working hours quickly and easily.
Timeslot-specific rules
Optimize advisor productivity and time management by assigning specific rules such as subject, office and meeting type to certain time slots.
Agent specialization
Connect your customers with the most suitable advisor for their needs, based on agent expertise.
Tentative scheduling
Add additional flexibility to each office with the option to automatically accept appointments or consider them as meeting requests.
Personalized meeting link
Personalize your customer's experience by offering a targeted appointment invitation link containing a specific subject, office, agent and/or meeting type based on their needs.
Easy agent re-assign
In case of absence or unavailability of the agent, the booked meeting can easily be reassigned to another agent.
Self-service reschedule & cancel
Allow customers and agents to conveniently reschedule or cancel appointments.
Buffer time
Automatic buffer time between back-to-back meetings ensures better time management and allows agents to collect notes, take a break or prep for the next meeting.
Custom granularity & other rules
You’ll have total control over your appointments with in-depth customisable scheduling rules such as meeting frequency, earliest/latest slot shown, and more.
Concurrent group meetings
Manage the number of customers that can book a specific meeting slot simultaneously.
Region coverage: On location
Match customers with the right advisors assigned to a specific region for your on location meetings.
Region coverage: Phone and video (virtual office)
Match customers with the right advisors assigned to a specific region. Optimizing user experience and agent productivity for phone or video meetings.
Timezone-specific scheduling
Connect with your customers, no matter where they are. Book international meetings across time-zones with the confidence that all parties will automatically show up at the same time.
Multilingual web application and plug-in
Don’t worry about engaging with a multilingual customer base. Our solution is available in English, Dutch, French, Danish, German and many more.
Notifications
Mail notifications & reminders
Both customers and agents receive email alerts and notifications scheduled and get timely reminders beforehand.
SMS notifications & reminders
Both customers and agents can receive SMS alerts and notifications when an appointment is scheduled and get timely reminders beforehand.
Brandability mail templates
Never miss a chance to boost your brand. Our branded confirmation and reminder emails can all be personalized according to your preferences.
Custom notifications rules
All notification messages are fully customizable.
Custom reminder rules
All reminder messages are fully customizable.
Customizable content per location
Include office-specific info such as contact, parking and accessibility information as well as a welcome message to optimize experience.
Calendar sync
Multiple calendar settings & configuration
Adjust the calendar syncs accordingly. Choose to which calendar appointments need to be copied to and which calendars are taken into account for availability.
Multiple account sync
Connect and combine several calendars that need to be taken into account when scheduling appointments.
Google Calendar
Two-way sync your Google Calendar to Pexip Engage. This covers both personal accounts as Google for Business accounts.
Microsoft Office 365 Exchange Online
Two-way sync your Office 365 account to Pexip Engage. This covers both personal accounts as business accounts.
Exchange On Premise (2013+)
Calendar services provided by MS Exchange servers on premise. Pexip Engage supports MS Exchange 2013 and higher.
Integrations
API (Inbound)
Use our Open REST API to integrate Pexip Engage into your application of choice.
API Access (Outbound - Webhooks)
Transfer all appointment data to your current systems using webhooks.
SSO
Single-sign-on, allows an employee to authenticate to the Pexip Engage app using your company credentials.
CRM/ATS/CMS Connect (custom)
Connect Pexip Engage and a custom CRM to exchange information.
CRM Connect: Microsoft Dynamics
Native two-way integration between Pexip Engage and Microsoft Dynamics to streamline your customer journeys across both systems.
CRM Connect: Salesforce
Native two-way integration between Pexip Engage and Salesforce to streamline your customer journeys across both systems.
Website
Integrate Pexip Engage into your website or other online platform (app, portal) using just a few lines of code
Business modules
Callcenter booking application
Let your callcenter agents book meetings for your advisors.
Partner booking application
The partner booking application is a very powerful asset at your disposal when you have one or more commercial partners structurally generating leads for your commercial network.
Outcomes
Define different meeting outcomes that can automatically trigger actions in your other systems (CRM, CMS, ATS,...) to streamline your customer journey.
Lead segmentation
Streamline the process of getting your consumers connected during a tailored customer journey. Start the Pexip Engage website plug-in for a specific lead segment with pre-defined subjects and meeting types.
Q&A module & customer fields
Capture extra information needed from the customer during the appointment booking process, specifically defined per subject. This can be done in Q&A form or other elements such as radio buttons, and checkboxes.
Agent prioritisation
Assign priority ranks to your agents to offer backup and therefore more availability.
Listings
“Listings” is a particularly powerful feature for companies that offer listings (jobs, properties, projects) with different scheduling rules (subject, office, dedicated agent, meeting type) per listing.
Insights
Basic insights company & branch level
Optimize the day-to-day processes of your agents/branches/networks by getting deeper insights into all scheduling activities.
Conversion analytics
Gain full insights into the customer booking journey and optimize each step of the process to schedule more appointments.
Availability reporting
Get insights into defined availability for your advisors and subjects and compare these against real availability offered to customers.