---
title: How does DealMaker Shareholder Services use DealMaker Engage?
description: DealMaker Engage is an extremely powerful CRM tool built in tandem with the DealMaker capital raising platform and DealMaker Shareholder Services product.  DealMaker Shareholder Services currently uti
---

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1. [Knowledge Center](https://help.dealmaker.tech/?hsLang=en)
2. [DealMaker Shareholder Services](https://help.dealmaker.tech/dealmaker-shareholder-services?hsLang=en)
3. [DealMaker Transfer Agent FAQ](https://help.dealmaker.tech/dealmaker-shareholder-services?hsLang=en#dealmaker-transfer-agent-faq)

# How does DealMaker Shareholder Services use DealMaker Engage?

DealMaker Engage is an extremely powerful CRM tool built in tandem with the DealMaker capital raising platform and DealMaker Shareholder Services product. 

DealMaker Shareholder Services currently utilizes DealMaker Engage for two-way communication. Mainly, you can expect DealMaker Shareholder Services to use DealMaker Engage to:  

1. Distribute book-entry statements to your shareholders
2. Offer unique tools on the DealMaker Engage allowing investors to notify and communicate any shareholder actions/requests to DealMaker Transfer Agent.
3. Communicate next steps or important communication regarding share issuances to your shareholders.

**We are constantly adding new features to DealMaker Engage so keep an eye out for updates to our features and services in our newsletter :)** 

- [Step 1: Getting Set up on DealMaker](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker?hsLang=en#main-content)

    - [Agreements](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker?hsLang=en#agreements)
    - [Payments](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker?hsLang=en#payments)
    - [Self-Serve](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker?hsLang=en#self-serve)
    - [Integrating with DealMaker](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker?hsLang=en#integrating-with-dealmaker)
    - [FAQ](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker?hsLang=en#faq)
- [Step 2: Launching A Deal](https://help.dealmaker.tech/step-2-launching-a-deal?hsLang=en#main-content)

    - [Issuer and Investor](https://help.dealmaker.tech/step-2-launching-a-deal?hsLang=en#issuer-and-investor)
    - [FAQ](https://help.dealmaker.tech/step-2-launching-a-deal?hsLang=en#faq)
- [Step 3: Deal In Progress](https://help.dealmaker.tech/step-3-deal-in-progress?hsLang=en#main-content)

    - [Investor Management](https://help.dealmaker.tech/step-3-deal-in-progress?hsLang=en#investor-management)
    - [Managing Transactions](https://help.dealmaker.tech/step-3-deal-in-progress?hsLang=en#managing-transactions)
    - [Payouts/Reporting](https://help.dealmaker.tech/step-3-deal-in-progress?hsLang=en#payouts-reporting)
    - [Regulatory/Compliance/Legal](https://help.dealmaker.tech/step-3-deal-in-progress?hsLang=en#regulatory-compliance-legal)
    - [Brokers/Agents/Finders](https://help.dealmaker.tech/step-3-deal-in-progress?hsLang=en#brokers-agents-finders)
    - [Managing Your Raise](https://help.dealmaker.tech/step-3-deal-in-progress?hsLang=en#managing-your-raise)
- [Step 4: Closing A Deal](https://help.dealmaker.tech/step-4-closing-a-deal?hsLang=en#main-content)

    - [Closing FAQs](https://help.dealmaker.tech/step-4-closing-a-deal?hsLang=en#closing-faqs)
- [Regulation CF](https://help.dealmaker.tech/regulation-cf?hsLang=en#main-content)

    - [FAQs](https://help.dealmaker.tech/regulation-cf?hsLang=en#faqs)
- [Regulation D 506(c)](https://help.dealmaker.tech/regulation-d-506c?hsLang=en#main-content)

    - [FAQs](https://help.dealmaker.tech/regulation-d-506c?hsLang=en#faqs)
- [Developers](https://help.dealmaker.tech/developers?hsLang=en#main-content)

    - [Developer](https://help.dealmaker.tech/developers?hsLang=en#developer)
- [Regulation A+](https://help.dealmaker.tech/regulation-a?hsLang=en#main-content)

    - [FAQs](https://help.dealmaker.tech/regulation-a?hsLang=en#faqs)
- [Investor FAQ](https://help.dealmaker.tech/investor-faq?hsLang=en#main-content)

    - [Investor FAQ](https://help.dealmaker.tech/investor-faq?hsLang=en#investor-faq)
- [DealMaker Engage](https://help.dealmaker.tech/dealmaker-engage?hsLang=en#main-content)

    - [Setup](https://help.dealmaker.tech/dealmaker-engage?hsLang=en#setup)
    - [Community Building](https://help.dealmaker.tech/dealmaker-engage?hsLang=en#community-building)
    - [Transfer Agent Actions](https://help.dealmaker.tech/dealmaker-engage?hsLang=en#transfer-agent-actions)
    - [Member Views](https://help.dealmaker.tech/dealmaker-engage?hsLang=en#member-views)
- [DealMaker Shareholder Services](https://help.dealmaker.tech/dealmaker-shareholder-services?hsLang=en#main-content)

    - [DealMaker Transfer Agent FAQ](https://help.dealmaker.tech/dealmaker-shareholder-services?hsLang=en#dealmaker-transfer-agent-faq)
    - [General Transfer Agent FAQ](https://help.dealmaker.tech/dealmaker-shareholder-services?hsLang=en#general-transfer-agent-faq)
- [Canadian Private Placements](https://help.dealmaker.tech/canadian-private-placements?hsLang=en)
- [Enterprise](https://help.dealmaker.tech/enterprise?hsLang=en#main-content)

    - [Developer](https://help.dealmaker.tech/enterprise?hsLang=en#developer)
    - [DealMaker Engage](https://help.dealmaker.tech/enterprise?hsLang=en#dealmaker-engage)
    - [Deal Setup](https://help.dealmaker.tech/enterprise?hsLang=en#deal-setup)
    - [Payments](https://help.dealmaker.tech/enterprise?hsLang=en#payments)
- [Reservations](https://help.dealmaker.tech/reservations?hsLang=en)

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