Client workspaces
Shared spaces for internal teams, customers, and stakeholders.
Proteus
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About Proteus
B2B customer collaboration software is the core offering. Proteus provides the Engage Platform, with client-facing workspaces for sales, onboarding, customer success, and renewals. Teams can use checklists, task management, automated processes, file sharing, messaging, and real-time tracking to coordinate work with customers and stakeholders. The platform also includes modules and libraries for repeatable processes, two-way collaboration, and reporting and analytics. Integrations include Microsoft Outlook and a REST API. Engage supports centralized deal rooms, customer onboarding workflows, customer success activities, and renewal processes. The company is based in Lincoln, US.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
Representative photos. Illustrative images for this category, not photos of Proteus and not provided by the business.
Services & specialities
Highlights
Process automation
Checklists, tasks, and workflows support repeatable processes.
Reporting and analytics
Tools track operations and process health.
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