Customer lifecycle journeys that grow retention
Guide every customer through a clear, connected lifecycle.Engage gives you a single view of onboarding, adoption, education, renewals, and advocacy so customers always know what happens next and teams can act before risk appears.
What you can achieve
with Engage
40%
Boost in Retention
Brands using Engage report higher loyalty among members who join community spaces.
50%
Faster Feedback Loop
Collect, analyse, and act on customer feedback in real time.
3X
Engagement Rate
Customers engage more with personalised content and peer discussions than with standard CRM outreach.
Used by the world's leading companies
The Engage Way: Customer Lifecycles That Stay on Track
Lifecycle management breaks down when onboarding sits in one tool, education sits in another, and renewal reminders live in email. Engage connects each stage inside one mobile first experience customers trust. Appi AI reads behaviour, identifies gaps, and triggers helpful guidance at the right moment.
Design journeys once, deliver them everywhere
Create lifecycle paths that adapt to each customer’s profile, segment, and activity. Make every step predictable and easy to follow.
Guide customers with timely next actions
Show progress, required tasks, deadlines, and useful content in a simple timeline that customers can follow without chasing your team.
Spot adoption and renewal risks early
Appi AI highlights stalled onboarding, low usage, or missed actions so Customer Success can intervene with clarity.
Turn advocates into a growth engine
Identify engaged customers ready to share reviews, case studies, or peer support. Healthy lifecycles lead to stronger advocacy.
Chris Boyle
Head of AfterAthena and Employment at Napthens
North West based law firm Napthens launches community app with Engage
“Engage strengthens our relationships and positions us as trusted advisers. By keeping clients informed with the latest legal updates and documents, we’ve achieved a retention rate of around 96%.”
Challenge
AfterAthena needed to move beyond traditional, transactional communication. Clients lacked a single place to access documents or updates, and email processes slowed everything down. They wanted a modern way to build a stronger client community and improve access to essential information.
Solution
AfterAthena launched a single platform that brings their client community together. Clients can access documents, updates and guidance in one place, with integrated systems and real-time messaging making communication smoother and more connected.
Richard Allott
Parts Plus Operations Director at Ford Motor Company
Engage celebrates successful implementation of enterprise engagement solution for PartsPlus
"Our digital transformation has empowered us to offer both customers and colleagues a first-class experience that sets us apart in the market. The functionality provided by our mobile apps has revolutionised communication, support, convenience, efficiency, and sustainability across the board.”
Challenge
PartsPlus needed a modern, scalable way to connect its 1,300 parts specialists and thousands of trade customers across 60 centres. Communication was fragmented, customer processes were manual and time-consuming, and the business lacked a digital channel that reflected its ambition to be seen as a leading ‘all makes’ supplier, not just a Ford-only brand.
Solution
PartsPlus launched a central platform supported by colleague and customer apps. The solution streamlines communication, simplifies ordering and returns, and brings key tools and updates into one place - creating a more connected, efficient and modern experience for both colleagues and customers.
Richard Clark
Group Chief Executive Officer
CFG Law’s Community Compass, a digital hub for injury support
“We set out to create a validated, high-quality source of information people could truly rely on. Community Compass brings together content built with individuals and charities so users can understand injury with confidence.”
Challenge
Despite producing years of high-quality content - videos, blogs, podcasts and resources created with charities and people with lived experience - CFG Law had no effective way to bring it all together. People affected by serious injury struggled to find reliable, validated information in one accessible place, limiting CFG’s ability to support those who weren’t yet clients.
Solution
CFG Law partnered with Engage to create Community Compass - a simple, mobile-first platform that centralises all their expert-led content into one trusted resource. The app gives people instant access to guidance, lived-experience insights and injury information in a format that’s easy to use, reliable and completely free.
Everything you need to manage the full customer lifecycle
Onboarding journeys
Give customers a step by step path with tasks, documents, training, and deadlines to help them get value from day one.
Adoption and education paths
Deliver guides, articles, videos, and in app messages based on behaviour so customers learn in context.
Renewal and milestone reminders
Send clear, timely updates that keep contracts, actions, approvals, and renewals moving without manual follow up.
Customer timelines
Present customers with a personalised view of where they are in their lifecycle and what comes next.
Feedback at each stage
Run CSAT, NPS, polls, and quick questions at milestones so you understand how each stage affects satisfaction and churn risk.
Segment and target with precision
Group customers by lifecycle phase, industry, product, or behaviour so journeys and updates always feel relevant.
AI powered lifecycle insight
Appi AI predicts which customers need support, which are ready for education, and which show early signs of risk.
CRM and helpdesk integration
Sync lifecycle progress with Salesforce, HubSpot, Zendesk and more so every colleague works from the same view.
The platform you need.
The experience they'll love.
You don’t need to rebuild your tech stack to build stronger customer relationships. Engage connects to your CRM, helpdesk, marketing tools, and analytics — so all your customer data, content, and conversations live in one place your customers will actually enjoy using.
One login for everything
Single sign-in unlocks everything—no password resets, no IT tickets
Admin that runs itself
When a new customer joins your CRM, they’re automatically added to the right community spaces in Engage.
Insights you can act on
Engagement analytics show what customers are reading, sharing, and asking
Content that finds your customers
Send product news, event invites, and key messages via in-app, push, email, or chat.
Frequently asked questions
Do we need to use both colleague and customer communities?
No. You can either opt to run colleague and customer communities in one branded app with strict audience controls, or start with one and add the other later.
How does Engage improve customer engagement and loyalty?
Engage personalises interactions, simplifies communication, and centralises self-service. Customers feel more supported, better informed, and more connected - driving stronger loyalty and long-term value.
How does Engage help generate referrals and advocacy?
Built-in referral tools, community spaces, rewards, and personalised content help turn satisfied customers into advocates - boosting organic growth and reducing acquisition cost.
What business outcomes can we expect from a customer community?
Organisations typically see higher retention, reduced service friction, increased referrals, improved upsell/cross-sell performance, and richer insight into customer needs - all measurable via real-time analytics.
How does Engage integrate with our existing systems?
Engage acts as a digital front door, unifying your customer experience by connecting to the systems you already rely on. Through API, SSO and automated user provisioning, you can surface real-time data from CRMs, booking systems, case management tools or any other business platform directly inside your branded Engage app and web experience. This reduces friction, eliminates system-hopping, and ensures customers always see the most relevant, up-to-date information.
What security and compliance standards does Engage meet?
Engage is built with enterprise-grade security, including ISO 27001 certification, GDPR compliance, and robust permissioning. Organisations can confidently unify systems and data while maintaining strong governance.