EngageSuite360: the CRM built for your industry. Ask it anything; it shows you the records behind every answer. It is made by Blue Heron Companies in Largo, Florida, founded by Thomas Bedell. Updated 2026-11-12.
| Name | EngageSuite360 |
|---|---|
| What it is | A CRM built for your industry. Pick one of 27 industries at sign-up and the pipeline stages, record names and fields for that industry are set up when you sign in. |
| Who it is for | Companies of any size, in the 27 industries below; plans start at 3 users. |
| Add-ons | Optional, on the same records, priced per workspace a month: Client Portal ($29 a month on Pro; included on Business); Accounting ($99 a month per workspace, on Pro or Business); Operations ($99 a month per workspace, on Pro or Business). There is no online checkout or trial for them yet: talk to us to add it. |
| AI employees | AI employees are built in AgentWorks Studio and go live once you approve them. https://agentworksstudio.com/ |
| Ways to start | Sign up for a plan (Pro $59 / Business $119 per user a month, 3-user minimum. Charged today; monthly, cancel any time, no refunds.); have us set it up (engagesuite360.com/setup/); or book a call about your team (Accelerator for teams of 5 to 19, Blue Heron CTO for 20 or more). |
| Price | Pro $59 or Business $119 per user a month, 3-user minimum; billed annually, 2 months free. |
| Billing | Charged today when you sign up; monthly, cancel any time, no refunds. Cancelling stops the next charge; a month already charged is not refunded. The price, the billing date and how to cancel are shown before you pay. |
| Levels | ES360 Core (Included with every Front Desk plan (5 users)): contacts and companies, every call, text and email on the record, notes, tasks and calendar, one industry pipeline, spreadsheet import, works in your phone's browser, ask crm on the plan's ai credits. ES360 Pro ($59 per user a month): Core, plus unlimited pipelines, industry boards (legal docket, hvac cockpit, shop tv), role dashboards and reports, custom fields, documents, follow-up drafts from an industry agent, ai credits included; buy more any time. ES360 Business ($119 per user a month): Pro, plus teams and permissions, tickets and slas, sales sequences, quotes and products, surveys, custom objects. Talk to us to upgrade a seat to Pro or Business. |
| Setup (optional) | Quick Setup: $497 one time; Migration Setup: $1,497 one time; Books & Ops Setup: $497 one time; Launch Bundle: $1,497 one time; Custom setup: From $2,500 a month, or a project quote from $5,000. One-time fees on top of the subscription, requested at engagesuite360.com/setup/, where the optional monthly ES360 Care is priced too. |
| Included | Contacts, companies, leads, deals and pipelines, tasks, activities, notes, calendar, documents, reports and dashboards, custom fields and layouts, CSV and Excel import. |
| AI in the CRM | Ask CRM answers questions about your own records and shows the records it used. An industry agent drafts follow-ups and workflows; a person on your team publishes them. |
| AI credits | Every plan includes AI credits; buy more any time. Every model in the catalog shows its credits per unit before you choose it. |
| Industries | 27: Accounting, Automotive, Beauty & Salon, Construction, Consulting, Dental, E-Commerce, Education, Financial Services, Fitness, Government, Healthcare, Home Services, Hospitality, Insurance, IT Services, Legal, Logistics, Manufacturing, Marketing Agency, Nonprofit, Property Management, Real Estate, Recruiting, Restaurant, Travel, Veterinary. |
| Web app | app.engagesuite360.com |
| Made by | Blue Heron Companies, LLC, 14100 Walsingham Road, Largo, Florida 33774. |
| Founder | Thomas Bedell, a technology executive with 35 years in technology. |
| Sister products | The Front Desk Company (AI front desk; every plan includes ES360 Core for 5 users), AgentWorks Studio (AI agents for 27 industries), RookeryOS (a content creation platform for creators). |
Industry pages: Accounting · Automotive · Beauty & Salon · Construction · Consulting · Dental · E-Commerce · Education · Financial Services · Fitness · Government · Healthcare · Home Services · Hospitality · Insurance · IT Services · Legal · Logistics · Manufacturing · Marketing Agency · Nonprofit · Property Management · Real Estate · Recruiting · Restaurant · Travel · Veterinary