MCEM stages with exit criteria, conversations that log themselves, and the co-sell numbers Microsoft wants to see.
Works with, and imports from, the tools your team already uses
How it works
Every opportunity follows Microsoft's stages, every conversation lands on the right one, and AI proposes the next move for your team to check.
Every opportunity moves through the Microsoft Customer Engagement Methodology. Moving on asks whether the stage is done, so your forecast means what Microsoft's does.
Deals are won on email, in meetings and on WhatsApp. Nobody types it twice.
After a transcribed Teams meeting with people you know, the AI writes the summary, the decisions, who does what by when, and the risks. Then it proposes the next step or stage move for you to approve. You turn it on and your Microsoft 365 admin approves transcripts once; tell the people in the meeting.
Each morning, agents read the day's new activities and propose next steps, close dates, stage moves and follow-ups.
Ed, EngageDesk's AI assistant, answers with links to the opportunities, people and activities behind each answer, so you can check them in a click.
Meet Ed
Ed is EngageDesk's AI assistant. Ask about any opportunity, person or week, and Ed answers from what your team has recorded, with links to check it.
Your records are stored in Microsoft Azure in South Africa. Ed runs on Microsoft Azure AI services, which may process a request outside South Africa; email addresses, phone numbers and ID, card and bank numbers are taken out of text first; names stay, and screenshots go as they are. How we handle your data
AI, with people in charge
Microsoft's Frontier Firm research names four ways people and AI work together. Each AI feature in EngageDesk has one, you set it per feature, and you can see what the AI did and what your team approved.
You do the work and ask Ed when you need it.
It sets up the log, next step or stage move; you check and save.
You set the task; it works in the background for you to review, with undo.
Agents keep opportunities current; people handle the exceptions.
The more you use it, the more it understands what you sell, how you win and why opportunities are lost. You confirm what guides the AI.
Where an opportunity stands, how to tick each open exit criterion, the risks, and a message ready to send.
A Word proposal drafted from the opportunity's activities and your rate card; win and loss reviews with lessons across opportunities.
Email addresses, phone, ID and bank numbers are taken out of text before it reaches the AI, and every request is logged for 30 days (what you paste to log isn't kept).
For Microsoft partners
Co-selling works when you can show what it brings. EngageDesk keeps the Microsoft side of every opportunity in view.
Cash & margins Add-on Coming soon
Cash, margins and the months ahead from your own books, with the opportunities that will change them. For the owners, and the bookkeeper they let in.
Switching
Connect your HubSpot or Pipedrive account, or drop in a spreadsheet (CSV) from any CRM. People, opportunities and activities come across with their stages mapped to MCEM.
Everything in EngageDesk
Pricing
Pay for the people who sign in. Every plan starts with a free 30-day trial, no card needed. Prices are per person per month, excluding VAT.
A small team that wants one place for its pipeline, run the Microsoft way.
R350 per person per month
excl. VAT
A team that wants the CRM to fill itself and coach them.
R650 per person per month
excl. VAT
A Microsoft partner that co-sells and wants to show Microsoft its numbers.
R1,100 per person per month
excl. VAT
An example. A team of three on Growth pays 3 × R650 = R1,950 a month, excluding VAT.
Add-on. Cash & margins is R750 a month for the whole account, whatever its plan or team size. Coming soon
AI included. The question counts are a guide: the coach, proposals and the other AI features draw on the same monthly amount. If a team uses it all, EngageDesk carries on with its quick answers that don't use AI until the next month.
How you pay. Monthly in advance by card through Payfast, in rand. Cancel any time and keep the plan until the end of the month you've paid for. See plans, billing and cancelling and the refund policy.
Trust and privacy
Built to meet South Africa's POPIA from the start.
Every customer's CRM data, whatever their country, lives in Microsoft Azure's South Africa region. The AI runs in Microsoft Azure AI services, which may process a request outside South Africa, with email addresses, phone, ID, card and bank numbers taken out of text first.
Why you keep each contact and what for; export everything about a person, or erase them everywhere.
Opportunity values and invoices only for the roles that should see them, and records their owner keeps private.
Every company's data kept separate, and tested on every build.
We can't see inside your account unless your owner lets us in, for up to 7 days, and it shows in History.
Nightly backups, restore-tested monthly, and deleted records can be put back for one company on its own, without touching anyone else's. Export everything at any time, even after a trial ends. Long jobs like imports carry on by themselves.
We'll show you a working Microsoft partner's account, then how your opportunities, contacts and activities would look in it.
EngageDesk