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@MUSTARD/ENGAGE · SOFTPHONE

Every call, already on the record.

Mustard Engage is a full WebRTC softphone that opens as a drawer beside your work. Caller ID finds the record before you answer, and every call, text, and recording lands on the customer’s timeline.

RUNS ONRINGCENTRALTWILIOAIRCALLALOWAREVONAGE
R
Contacts/Marisol Vega
MV
Marisol VegaVP Operations · Ridgeline Freight
Call
PHONE+1 (415) 555-0142
OWNERDana Whitfield
COMPANYRidgeline Freight
LIFECYCLECustomer
ACTIVITY
Call · 4:12 · Follow upSend pricing for the second location · just now
NEW
Email: Q4 lane ratesYesterday · Dana Whitfield
Note addedMon · Dana Whitfield
Deal moved to ProposalOct 1 · Ridgeline expansion
MATCHING CALLER ID+1 (415) 555-0142
SCREEN POP
MV
INCOMING · SALES QUEUEMarisol Vega+1 (415) 555-0142
CALLER1 match
MV
Marisol VegaCustomer · owned by Dana Whitfield
View record
DeclineAccept
Send to voicemail
MV
CONNECTEDMarisol Vega+1 (415) 555-0142
4:12
CALLER1 match
MV
Marisol VegaCustomer · owned by Dana Whitfield
View record
RECORDING · YOUR STORAGEEnd call
MV
CALL ENDEDMarisol Vega+1 (415) 555-0142
4:12
SUMMARYMarisol wants pricing for a second location and asked for a call back Thursday.
NEXT STEPSSend pricing for the second location
DISPOSITION
Sold
Follow up
Pending docs
Not interested
Wrong number
CallSMSActivity
AllCallsSMSVoicemail
TODAY
Marisol VegaINCOMING
Call connected · 4:12 · Follow up
10:42
+1 (312) 555-0187OUTGOING
Call connected · 1:08
10:15
Jordan PikeSMS
Thursday at 2 works for us
09:58
Hana SatoVOICEMAIL
Voicemail · 0:41
09:30
+1 (628) 555-0119OUTGOING
No answer
09:06
Tomás ReyesINCOMING
Call connected · 6:37
08:51

One call, start to finish.

Engage handles the whole path inside your app, so nothing gets copied between a phone system and a CRM after the call.

01Inbound on a queueEvery available agent in the queue hears it.
02Caller IDThe number is matched to a contact, lead, or company.
03Screen popThe record opens before anyone answers.
04RecordedThe conversation is recorded to storage you control.
05Wrap-upSummary, next steps, and a disposition in the drawer.
06On the timelineThe call lands on the record with duration and outcome.
THE DRAWER

Everything a phone system does, on your data.

The drawer slides out from the right edge of any screen, so your team calls, texts, and logs without leaving the record they’re working on.

WebRTC softphoneA full phone in the browser. No desk phone, separate app, or plugin.
Inbound and outbound queuesRoute callers to the right team and work outbound lists from the same drawer.
Inbound caller IDEvery incoming number is matched against your contacts, leads, and companies.
Screen popThe matching record opens while the phone is still ringing.
TransfersHand a live call to a teammate or a queue without dropping the caller.
DirectoriesYour whole team and every queue, searchable from the dial pad.
SMS and MMSText from the same number, with images, and keep the thread on the record.
Activity loggingCalls, texts, and voicemails land on the timeline with duration and outcome.
Management analyticsVolume, connect rate, per-rep activity, and queue answer rates in one console.
SOVEREIGN RECORDING STORAGE

Your recordings stay where you put them.

Engage writes call recordings to storage you control, in the region you choose, instead of a vendor’s shared archive. Retention follows your policy, and playback is permissioned by role through the same access model as the rest of your platform.

REC · MARISOL VEGA · 4:12
RecordingsYOUR STORAGE
STORAGEYour cloud account
REGIONPinned to your jurisdiction
RETENTIONYour policy
PLAYBACKPermissioned by role
MANAGEMENT ANALYTICS

The whole floor, in one console.

The Calls Console gives managers a live board, queue membership, the team directory, and analytics, all reading the same data the drawer writes.

Calls Console
Live boardQueuesDirectoryAnalytics
All teams
Sales queue3 waitinglongest 0:42
Support queue1 waitinglongest 0:18
Spanish queue0 waiting—
CALL VOLUMEInbound vs outbound, by week
InboundOutbound
CONNECT RATEShare of dials reaching a live conversation
64%+23 pts
CALLS PER REPRanked call activity this week
Dana Whitfield64
Jordan Pike51
Hana Sato43
Tomás Reyes37
Elena Brooks22
CALLING HEATMAPVolume by weekday and hour
Sun
Mon
Tue
Wed
Thu
Fri
Sat
INTEGRATIONS

Bring your carrier.

Engage runs on the phone service you already pay for. Your numbers, queues, and users come with you.

FLAGSHIP INTEGRATIONRingCentralUse your RingCentral numbers and users inside the Engage drawer, with calls and texts logged to your records.
FLAGSHIP INTEGRATIONTwilioRun voice and SMS through your own Twilio account, with numbers and usage billed to you directly.
AirCallSUPPORTED
AlowareSUPPORTED
VonageSUPPORTED
COMING SOONMustard Engage UCaaSOur own cloud phone service, for teams that want Engage without a separate carrier.

Put the phone where the work happens.

We’ll set up Engage on your carrier and your records, and walk your team through the drawer.