Dial. Acquire Leads.
Close. Drive revenue.
All in one CRM, powered by AI.

EngageCloud brings CRM, calling, messaging, marketing campaigns, compliance, and revenue management into one AI-powered platform, so your team can manage workflows, stay compliant, win customers, close more deals, and grow revenue.

Unlimited calling – Flat monthly fee – Plan Starts from $0*

  • Unlimited Calls · Flat Fee
  • AI Voice Campaigns
  • DNC & Litigator Scrub
  • Predictive Dialer
  • Built-in CRM
  • Commission Reconciliation
  • NPR License Checks
  • Real-Time Insights
  • Google & Facebook Sync
  • CMS/ACA Compliance
  • AI SMS Campaigns
  • ECCO AI Assistant
  • Unlimited Calls · Flat Fee
  • AI Voice Campaigns
  • DNC & Litigator Scrub
  • Predictive Dialer
  • Built-in CRM
  • Commission Reconciliation
  • NPR License Checks
  • Real-Time Insights
  • Google & Facebook Sync
  • CMS/ACA Compliance
  • AI SMS Campaigns
  • ECCO AI Assistant
Overview

Everything your business needs,
built into one platform.

From first conversation to final commission — every workflow, every role, one unified platform.

Marketing & Conversations

Marketing & Conversations

Run campaigns across
every channel at once.

AI-powered voice, SMS, and email campaigns — built, launched, and tracked from one dashboard. Every lead captured, every conversation logged.

  • AI voice & SMS campaigns
  • Predictive dialer with AMD
  • Email outreach & tracking
  • Google & Facebook lead sync

Sales-&-Customer-Engagement

Sales & Customer Engagement

Capture, convert,
and retain every lead.

A built-in CRM, predictive dialer, live call scripting, and automated follow-ups — everything your team needs to close faster with zero friction.

  • Built-in CRM & pipeline
  • Live call scripting & agent guidance
  • Lead, opportunity & customer management
  • Scheduled callbacks & follow-up tracking

Revenue Intelligence

Revenue Intelligence

Track every dollar.
Stay audit-ready.

Auto-reconcile carrier payments, flag mismatches instantly, and generate audit-ready commission reports — all without a spreadsheet in sight.

  • Carrier payment reconciliation
  • Revenue forecasting
  • Mismatch detection
  • Audit reports
  • Team & downline payout management

Organization Management

Organization Management

Manage roles, define
access, stay compliant.

Control every user, team, and compliance rule from one admin hub — with automated DNC scrub, license verification, and full audit trails built in.

  • Multi-hierarchy & role-based access
  • User onboarding & management
  • DNC scrub & license verification
  • Full audit trails & disclosures

AI & Automation

AI & Automation

Your AI engine for
smarter, faster growth.

ECCO AI handles voice campaigns, SMS, compliance monitoring, and real-time insights — across every module, with no separate tools required.

  • ECCO AI conversational assistant
  • AI voice & SMS automation
  • Compliance monitoring & QA
  • Real-time insights & reporting

Features

All in one CRM
Powered by AI

Great businesses are built on great conversations, smart workflows, and every dollar accounted for. EngageCloud gives you the tools to make all three happen.

  • CRM
    Platform
  • Telephony
    & Texting
  • Predictive
    Dialer
  • Text
    Campaigns
  • Email
    Marketing
  • DNC & Litigator
    Scrub
  • Commissions
    Management
  • Conversational
    Text – AI
  • Conversational
    Voice – AI
  • Compliance
    Validation
  • Call
    Transcripts
  • AI Insights &
    Reporting
How We Compare

See How EngageCloud Stacks Up.
Unmatched Capabilities.

Most platforms do one thing well. EngageCloud was built to do everything together, CRM, communication, campaigns, compliance, and revenue management, all connected from day one.

Capability EngageCloud Five9 / Talkdesk RingCentral / Nextiva JustCall / Aircall
CRM Built-In ✔ Free, always ✖ Separate tool ✖ Separate tool ✖ Integration only
Unlimited Flat-Fee Calling ✔ From $50/user ⚠ Per-minute ✔ Available ⚠ Limited
DNC & Litigator Scrub ✔ Built-in ✖ Not available ✖ Not available ✖ Not available
NPR License Verification ✔ Automatic ✖ Not available ✖ Not available ✖ Not available
CMS/ACA Compliance AI ✔ Configurable ✖ Not available ✖ Not available ✖ Not available
AI Voice Campaigns ✔ Included ⚠ Add-on ✖ Not available ⚠ Basic only
Commission Reconciliation ✔ Automated ✖ Not available ✖ Not available ✖ Not available
Google & Facebook Lead Sync ✔ Native ⚠ Via integration ⚠ Via integration ⚠ Via integration
Health Insurance Compliance ✔ Purpose-built ✖ Generic only ✖ Generic only ✖ Generic only
Pricing

Your full CRM is always free.
Simple, scalable pricing that grows with your business.

Every plan includes your CRM at no cost. Scale your calling, campaigns, AI, and compliance as your agency grows — no long-term lock-ins, no surprise fees at renewal.

PAY GO
$0 /user

Full CRM free · Basic telephony · Pay-as-you-go

ESSENTIALS
$50 /user

Unlimited calls · SMS & email campaigns · AI features

ELITE
$129 /user

Unlimited commissions · Lowest rates · Full platform access

What Agencies Say

They had the same questions
you do right now.

“I really like the transcripts EngageCloud provides because it gives me visibility into what’s happening with the agents, assisting with time management, and gives a visceral insight into agent conversations with clients. It helps me identify patterns and allows me to closely monitor the campaigns the agency is participating in, with the ability to turn those campaigns on and off. It’s a great tool for managing clients and policies, ensuring compliance, and monitoring activities”

TP
Torie Przybylski
Agency Manager · Ehealthcare Options

“As an agency owner, I really love EngageCloud because it’s a one-stop shop for all the agency’s needs with its built-in predictive dialer, and marketing hub allowing SMS, and email campaigns to be easily deployed. Before everything was done piecemeal. Now, you can run the entire agency business operations on one cohesive platform. The agent dashboards display the available agents, how many calls were made, and total sales. It also helps with team management.”

RS
Raul Sahagun
Agency Owner · Direct Insurance Solutions

“Having calls, emails and SMS campaigns integrated in the EngageCloud platform allows agency owners to raise the standards for their agency overall. It also enables agents to grow and customize messaging to their groups of customers in a dynamic environment, with its data-driven approach. The analytics EngageCloud provides allows agencies to know exact metrics in terms of sales by creating distinct reporting noting peak sales activity times, and allowing agency owners to set trends.”

JL
Jack Lincoln
Director · Thrive Health Benefits
Real Problems, Real Fixes

Sound familiar?

We’ve heard it all.

Here’s what agency owners tell us in their first call with our team — and what EngageCloud does about it.

Agency Problems → EngageCloud Solutions
● LIVE
💸

“Our per-minute bill last month was $3,200. Agents are scared to dial.”

EngageCloud: Unlimited inbound & outbound — one flat fee. No per-minute charges. Plans from $50/user.

SOLVED ✓
😨

“We got a TCPA complaint last quarter. We had no idea the number was on the DNC list.”

EngageCloud: Every outbound call auto-scrubbed against DNC & litigator lists before it ever goes out.

SOLVED ✓
📋

“I have no idea if my agents are licensed in every state they’re writing policies.”

EngageCloud: NPR checks every agent’s license before every call is routed — automatically.

SOLVED ✓
📊

“Anthem underpaid us by $4,000 last month. We only found out by accident.”

EngageCloud: Auto-reconciles every carrier statement against your sales. Flags mismatches instantly.

SOLVED ✓
🎯

“We’re paying $8/click on Facebook ads but half our leads never get called back.”

EngageCloud: Leads sync directly to CRM and trigger automatic follow-up the moment they arrive.

SOLVED ✓

Win Customers, Close More Deals,
and Grow Revenue

AI Powered CRM Platform for Global Communications, Customer Engagement, Marketing, Sales and Growth