Call. Email. Text.One queue.One customer record.
Engage is Crimson's execution layer for outbound and follow-up work. It runs calling, email, SMS, and sequences from one place — and writes every outcome straight back into the CRM.
Know exactlywho's next.
A finite, ordered list of the work in front of you today. Calls to make, emails to send, texts to answer — each with the person's full context one click away.
- One queue across calling, email, and SMS
- Due and overdue work brought to the top
- Context from the record beside every task
Every channel,one conversation.
Email goes out from your own connected mailbox. Calls and texts run through workspace phone numbers. Replies come home to Conversations, threaded onto the same person.
Calling and SMS are available as part of Crimson's launch experience, subject to standard carrier registration for business texting.
Follow-up thatknows when to stop.
Multi-step, multi-channel sequences with sending windows and business-day timing. When someone replies, their sequence pauses and the conversation is routed to an owner.
- Email, call, and SMS steps in one sequence
- Sending windows and business-day scheduling
- Replies pause enrollment automatically
Engage feedseverything else.
Every call outcome, reply, and note updates the same customer record your CRM, pipeline, and reporting read from. Nothing to sync, nothing to export.
- Call outcomes logged to the timeline
- Replies classified and threaded on arrival
- Next actions created from what just happened
- 01Prospect listPick a list or a saved view
- 02Call · Email · SMSWork it from one queue
- 03EngagementReplies and outcomes captured
- 04CRM updatedTimeline and status, automatically
- 05Next actionThe follow-up is already queued
See Engage on your own list.
We'll walk through a real outreach day in Crimson, mapped to how your team prospects today.