Communicate Confidently Across Every Channel

cmEngage unifies Salesforce SMS, secure online fax, encrypted email, and secure file sharing, all within your CRM. Send SMS from Salesforce, streamline fax integration, ensure email compliance, keeping every conversation traceable, encrypted, and compliant.

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Diagram showing Salesforce cmEngage in the center connected to communication methods: Telephony, SMS/MMS, eFax, Mass Communication, Secure Email, and Voicemail.

What cmEngage Delivers for You

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Lower Costs

Replace multiple messaging tools with a single Salesforce SMS and fax integration.

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Faster Communication

Send SMS from Salesforce, exchange secure online faxes, and share files instantly.

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Enhanced Compliance

Ensure HIPAA- and HITRUST-aligned email compliance and secure file sharing with audit-ready logs.

Why Teams Love Using cmEngage

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Unified Multi-Channel Engagement

Manage Salesforce SMS, secure online fax, encrypted email, telephony, and voicemail in one connected platform. No silos, no switching apps.

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Improved Response Rates

Send SMS from Salesforce and reach customers on their preferred channels with tracked delivery and read receipts that boost engagement.

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Enterprise-Grade Security and Compliance

Ensure email compliance, end-to-end encryption, and regulatory readiness (HIPAA, PCI, SOC2) while keeping all data protected inside Salesforce.

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Cost Savings and Simplification

Reduce vendor contracts and integration maintenance by consolidating SMS, fax, and email tools into one Salesforce-native solution.

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Operational Efficiency

Automate follow-ups, reminders, routing, and alerts to save hours of manual effort per user each week.

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Complete Visibility and Oversight

Maintain a full audit trail of every message, fax, and email in Salesforce with dashboards, logs, and analytics for complete transparency.

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Frequently Asked Questions

How can I send SMS from Salesforce, and how to enable two-way messaging?

With our SMS & Fax Hub, you can send and receive SMS directly from Salesforce without switching tools. You can hold real, two-way SMS conversations, track message history inside records, and even automate follow-ups using workflows or templates. It works like a native messaging console, making it easy for teams to manage customer conversations at scale while keeping everything automatically logged.

Is there a way to use secure, encrypted email inside Salesforce for HIPAA or GDPR compliance?

Yes, with Secure Email, all outbound emails from Salesforce are encrypted automatically, without portals, passwords, or extra clicks. It is ideal for organizations that need Salesforce email encryption, HIPAA compliance, or GDPR-friendly communication. Replies flow back into Salesforce threads, so teams get security and convenience without adding complexity.

What is the safest way to share sensitive files from Salesforce, especially for secure file exchange or GDPR-approved transfers?

If you need secure file sharing or GDPR-compliant file transfer, the Secure File Transport solution is built for exactly that. Here’s what it helps with:

- Send or receive files safely without email attachments

- AES-256 + TLS 1.2+ encryption in transit and at rest

- No shared links, portals, PINs, or passwords

- Automatic logging for audit trails

It is a streamlined replacement for risky email attachments or consumer cloud drives.

How does online fax work in Salesforce, and is it reliable for industries that still depend on fax?

Online fax through SMS & Fax Hub works just like sending an email or uploading a file, only everything happens securely inside Salesforce. You can send any file format, receive faxes straight into the right record, and track delivery without paper, hardware, or manual routing. For industries like healthcare, insurance, and government, it removes the pain of physical fax machines while keeping the same level of reliability and compliance that fax-dependent workflows require.

Testimonials

Hear From Our Happy Customers

"Our company has used a handful of credit checking products before coming across Credit Checker, and this is by far the most efficient solution for us. It is user friendly, quick, and organizes the information better than we could have asked for. Their client support team takes any questions/issues very seriously and will quickly find a solution for you. We are looking forward to working with their team for many years to come!"

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Brianna Maestre

Operations Manager, iAdvanceNow

"Instant and efficient patient verification. Eligibility Checker is definitely a gift to the health care domain. It instantly checks the eligibility of a patient. Insurance verification and managing patients has become much easier now. I highly recommend this app."

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Vaishali Ghai

Salesforce Consultant, Accenture

"Cloud Maven, Inc is one of the absolute best partners I've ever worked with. They are smart, dedicated, innovative, and their software works at scale with great performance. They know Salesforce and custom development best practices. Very impressive, highly recommend!!!!"

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Bill Hahn

Sr. Customer Success Architecture, Salesforce

"Great experience and product, Cloud Maven, Inc was a great partner during the entire process. Their support was attentive and helpful, the install was painless and the product works flawlessly. Thanks again Cloud Maven!"

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Mike Patchen

Salesforce.com Consultant

"Cloud Maven, Inc is an outstanding business partner. Their collaborative approach with clients is a real strength. Cloud Maven, Inc and team do a terrific job of understanding business and client requirements and translating them into functional and practical applications. They are expert in Salesforce and Java and are a real asset for our team. They are a pleasure to work with."

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Jim Byrne

MD, Intercontinental Exchange

"The team at Cloud Maven, Inc was extremely responsive during implementation of our very tight project timeframe. And they knew what we were talking about. When you’re developing on the Salesforce platform, you need a partner who knows both Salesforce and what you are trying to accomplish."

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James Slocum

Chief Information Officer, OneUnited Bank

"I have been working with Cloud Maven and Team since 2018, we implemented their credit applications as well as used their onshore and offshore resources to complement our internal teams. We are very satisfied with the outcome of the projects that we did with them. The credit checker application saved us hundreds of hours of custom code to integrate credit bureaus into Salesforce."

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Sabetay Palatchi

President, Constructive Finance

"We’ve recently been able to implement the Credit Checker and this is a great feature. It has cut our credit processing time down by probably 75 percent. Cloud Maven has been extremely professional to work with. They’re quick on their responses, very insightful and have walked us through the process. I highly recommend using them."

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Ashley Morin

Underwriting Manager, 7-Eleven

"Our biggest challenge prior to getting credit checker was that we simply didn’t have a program in place to be able to run credit, which is a huge decision factor in our industry. With the credit checker, we were able to put a lot of customizations in place so that we can automatically run credit when certain information is in our system. This takes away a lot of manual labor from our processing team and we’re able to work more efficiently."

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Lauren Falsetti

Director, Better Rise Capital

"Great solution for us. We can now do all of our credit checks, keep all our information inside of Salesforce. It was a great experience. We got it customized and built to our needs and the tech support is fantastic. We’re very pleased with Cloud Maven. They were able to build a solution for us and the support is fantastic. They’re very responsive and they find a solution for what you need."

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Paul Scheller

IT Director, Burch Oil Co

"The secure email allows us to track every single step of the email process. So we are able to keep track of who’s doing what and what’s being accomplished for ease instead of people having to manually keep track of things. Just knowing that everything is securely and safely being sent as a healthcare organization gives us all a peace of mind."

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Sara Hildreth

Development Coordinator, Everyday Miracles

"Prior to lending manager, our challenge was to improve productivity with our submissions and sales team. This product makes the process and submitting applications more streamlined. Our sales productivity has increased and the time it takes to submit has been a lot quicker. Our overall satisfaction with Cloud Maven is a 5/5 especially with the quick response time during implementation from their team."

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Steven Nagy

Solutions Consultant, Moby Capital