Engagement Hub
A secure shared workspace for client engagements — charters, approvals, calendars and deliverables in one place.
Client collaboration runs on email threads and shared folders, with no control over what is visible externally.
Engagement Hub is built to remove this friction for every team that depends on it.
Faster approvals, fewer escalations and a professional client experience — without exposing internal work.
Because Engagement Hub runs on the CinfyAI platform, it shares one login, one source of truth and one governance layer with every other solution.
What you get with Engagement Hub
Engagement workspace
Charter, stakeholders, calendar, updates and deliverables for each client engagement.
Share only what you choose
Nothing is visible to the client until you explicitly publish it.
Approvals with a record
Clients approve specific versions, so there is never doubt about what was agreed.
Consent first
External collaboration is opt-in and controlled by your organization.
Simple to start, built to scale
- 01
Open an engagement
Set up the client, stakeholders and approvers.
- 02
Publish
Share updates, calendars and deliverables when they are ready.
- 03
Approve
Clients review and approve in one place, with a full history.
How teams use Engagement Hub
Project deliverables
Share milestones and deliverables with clients and capture sign-off.
Client hiring updates
Keep hiring clients informed on requirements and shortlists.
Campaign approvals
Collect client approvals on creative and plans without email chains.
Works with the rest of the platform
Every CinfyAI solution shares the same login, knowledge and governance — add more whenever you are ready.
Engagement Hub questions, answered
Can clients see our internal projects?
No. Internal projects and tasks stay private. Clients only see items you explicitly publish to the engagement.
Do clients need a full CinfyAI account?
Clients collaborate through controlled external access that your organization enables and manages.
Which industries use Engagement Hub?
Any service business that collaborates with clients — consulting, recruitment, implementation, marketing, legal and accounting partners.
See Engagement Hub in action
Book a tailored demo with your own tools and workflows. Our team will walk you through the platform.