Revolutionize Your Business with

AI-Powered CRM

Your all-in-one CRM platform to:

  • AI-driven workflow automation

  • Virtual assistant support

  • Advanced marketing tools

  • Expert consulting solutions

  • Seamless system integration

Empower Your Business with a

Next-Gen CRM

Your all-in-one CRM platform to:

  • Streamline workflows

  • Automate processes

  • Boost client engagement

Trusted by 100+ companies to accelerate their launch to sales pipeline

Company 1 Company 2 Company 3 Company 4 Company 5 Company 1 Company 2 Company 3 Company 4 Company 5

CRM Features

Lead Management &

Nurturing

Automated

Workflows

Calendar Booking

System

Customizable Forms

& Pages

Email & SMS

Campaigns

Advanced Reporting

& Analytics

Top-Down Sales Insights & Analytics

Centralize customer data for easy access and management.

Track contact info, purchase history, and interactions

Leverage advanced analytics for data-driven decisions.

Understand customer behavior and predict trends

Optimize strategies to improve ROI and business performance.

Task Management & Prioritization

Organize tasks with deadlines and reminders for better focus.

Score leads automatically to target high-value prospects.

Segment customers for personalized campaigns and support.

Boost team efficiency with prioritized workflows.

Enhance satisfaction and retention through tailored strategies.

Centralized Customer Insights

Score leads by engagement and behavior to boost conversions.

Segment customers by value and loyalty for tailored strategies.

Prioritize high-value clients with personalized marketing and support.

Optimize resources for improved efficiency and impact.

Enhance satisfaction and retention through targeted efforts.

Software Features

Lead & Customer Management

Web Chat

Engage leads instantly via

email or SMS.

Opportunities

Track and optimize your sales flow.

CRM

Manage and automate your customer data.

Reputation Management

Automate and boost online reviews.

Website &

Marketing Tools

Websites/Funnels

Build sites and funnels with custom designs.

Email/SMS Marketing

Automate marketing with templates & campaigns.

Social Media Management

Automate and schedule posts effortlessly.

Calendar Scheduling

Simplify bookings with integrated calendars.

Automation & Reporting

Automation

Create workflows, triggers, and campaigns.

Reporting

Analyze ad performance and appointment data.

Memberships

Sell and manage online courses with ease.

Payments/Invoicing

Accept payments and send invoices easily.

AI Tools &

Features

AI Content Creation

Generate email, SMS, and SMM content with AI

Smart Workflows

Automate tasks with AI workflows and triggers

Chatbot Automation

Use AI chatbots to answer customer queries

Smart List Segmentation

Segment your audience for targeted campaigns based on behavior.

Additional

Support

Virtual Assistance & Support

VA Services

Virtual assistants for CRM management and automation.

Customer Support

Handle client inquiries, chatbot responses, and ticketing systems.

Data Entry & CRM

Management

Update contacts, pipelines, and lead records efficiently.

Consulting & Strategy

GHL Consulting

Expert guidance on automation, workflows, and system optimization.

Automating Systems

Optimize operations with expert automation solutions for efficiency.

Customized Systems

Build customized systems to streamline workflows and enhance productivity.

Digital Marketing & Advertising

Digital Marketing

End-to-end campaign execution across multiple channels.

Social Media

Targeted ad campaigns using FB, IG, and Google Ads.

Email & SMS

Automated, personalized messaging to boost conversions.

SEO & Online Presence

SEO Optimization

Improve website ranking with on-page and technical SEO.

Local Citation

Boost local search visibility with accurate business listings.

Reputation & Review Management

Automate reviews and enhance brand trust.

Top-Down Sales Insights & Analytics

Centralize customer data for easy access and management.

Track contact info, purchase history, and interactions

Leverage advanced analytics for data-driven decisions.

Understand customer behavior and predict trends

Optimize strategies to improve ROI and business performance.

Task Management & Prioritization

Organize tasks with deadlines and reminders for better focus.

Score leads automatically to target high-value prospects.

Segment customers for personalized campaigns and support.

Boost team efficiency with prioritized workflows.

Enhance satisfaction and retention through tailored strategies.

Centralized Customer Insights

Score leads by engagement and behavior to boost conversions.

Segment customers by value and loyalty for tailored strategies.

Prioritize high-value clients with personalized marketing and support.

Optimize resources for improved efficiency and impact.

Enhance satisfaction and retention through targeted efforts.

Frequently Asked Questions

Segment customers into different groups based on their value, purchase history, and loyalty. This enables businesses to prioritize high-value customers with tailored marketing campaigns, personalized services, and dedicated support to enhance satisfaction and retention.

Who can benefit from using Vanguard Engage CRM?

Our CRM is versatile enough for businesses of all sizes—small, medium, and large enterprises. Whether you're a startup looking to establish customer relationships or a large corporation needing to manage complex customer interactions, our CRM can be tailored to your needs.

What are the different pricing plans for Vanguard Engage CRM?

We offer a variety of pricing plans to suit different business sizes and needs, ranging from basic to premium tiers. Each plan comes with a detailed description of features on our pricing page, and you can always upgrade or customize your plan as needed.

Is there a free trial available, and what does it include?

Yes, we offer a 30-day free trial that gives you full access to all the features of our CRM. This allows you to evaluate how our CRM fits your business before making any commitment.

What kind of support can I expect if I encounter an issue?

We offer 24/7 customer support through multiple channels, including live chat, email, and phone. Additionally, our online support portal is available with guides, tutorials, and troubleshooting articles.

Over 500+ Apps & Integrations

Extend the capabilities of Vanguard CRM with hundreds of compatible apps and integrations.

Let's Talk About

Growing Your Business

(646) 760-8778

I consent to receive SMS notifications, alerts & occasional marketing communication from the company. Message frequency varies. Message & data rates may apply. Text HELP to (646) 760-8778 for assistance. You can reply STOP to unsubscribe at any time.

Ready to Elevate Your Business with Vanguard Engage?

Take your business to the next level and see impactful results.

Welcome to Vanguard Engage, the all-in-one CRM platform designed to streamline workflows, automate processes, and boost client engagement.

Contact Us

(646) 760-8778

Follow Us

Tech Center

New Delhi, Delhi,

India

New Delhi, Delhi, India

Support Center

Angeles City, Pampanga,

Philippines

Angeles, Pampanga, Philippines

US Office

990 Biscayne Blvd #501

Miami, FL 33132

Miami, FL, USA

©2025 Vanguard Engage