
About EngageBay CRM
EngageBay is an all-in-one marketing software which combines lead generation, email marketing, marketing automation, CRM, and social media engagement. Designed to help businesses to acquire, engage, nurture, and close leads, EngageBay allows users to create email campaigns and automate marketing processes and sales funnels. The cloud-based platform can be used to aid with growing leads, creating and automating the distribution of email marketing content, and managing customer relationships using the in-built CRM.
The unified marketing suite within EngageBay provides businesses with the tools to design, manage, and run customized marketing campaigns. Email campaigns can be built using the range of pre-designed email templates, or made from scratch using the drag & drop interface. Custom images, text, layout, share buttons, and more, can be added to email marketing templates in order to create a branded message to engage new or existing customers. EngageBay facilitates customer segmentation, defined by conditional metrics such as age, location, type of customer, purchase history, and more, in order to target specific subsets of users. Marketing campaigns can be automated by defining workflows and funnels, as well as setting up triggers based on customer actions. Custom web forms can be created and added to business websites to capture leads, and landing pages can be built to optimize clicks and conversions.
EngageBay offers an in-built CRM to help users organize their business contacts, manage relationships, and track pipelines. With both marketing and sales teams working within EngageBay, leads and contacts can be guided seamlessly through the sales pipeline using just one synchronous platform. Contacts can be managed with tools for creating contact lists, searching within the contact database, storing interaction history, activity logging, and more. With EngageBay, users are able to gain visibility into the sales pipeline and track the status of every deal in real time.
Key benefits of EngageBay CRM
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Reviews
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- Industry: Building Materials
- Company size: 2–10 Employees
- Used Weekly for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Near perfect combination of CRM and Email marketing tools
Reviewed on 23/6/2022
An interesting and good solution for our needs. The user interface is clear and easy to understand...
An interesting and good solution for our needs. The user interface is clear and easy to understand and use. workflow is easy to understand and follow.
Pros
It's much simpler when You have a good defined and flexible CRM with an Email marketing tool as one service. CRM is especially good and informative, designed mostly for returning clients.
Cons
Email builder should be better. The campaign dashboard is good but can be improved. Technical support is too pushy and offers things and options that are not needed.
Alternatives Considered
MoosendReasons for Switching to EngageBay CRM
Moosend has several good options but they started to make some changes and increase prices.- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
So far so good…
Reviewed on 4/8/2023
Pros
I haven't used EngageBay for very long - just a couple of months. But I love the clean and simple aesthetic. It also has good functionality and many worthwhile features at a great price. The help desk team are especially helpful.
Cons
I was excited to be able to generate proposals within the software, however this one area is not flexible enough for our needs. There could definitely also be a better range of user guides available - luckily the help desk team are on hand though.
- Industry: Human Resources
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 6.0 /10
Wonderful customer service
Reviewed on 6/4/2022
Pros
The customer service is very good whenever there is a problem you can write in the chat and you will be helped.
Cons
Some features are missing when you work with any software because there is never a 100% fit of your needs otherwise there wouldn't be so many different offers. But engagebay is helping us with CRM wonderfully. The system could look a little more modern but its just a small thing.
Reasons for Switching to EngageBay CRM
We were convinced by the demo-appointment- Industry: Computer Software
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
All in one Marketing & Sales CRM - Value for Money - Seamless Interface - Great Customer...
Reviewed on 14/6/2023
My overall experience is great with Engagebay CRM, as it provides value for money for our business.
My overall experience is great with Engagebay CRM, as it provides value for money for our business.
Pros
I believe that its a value-for-money product. All those small startups who wish to use Hubspot but can't due to its enormous pricing can simply go ahead with Engagebay tool, as it provides all features (even more than Hubspot) in affordable pricing, along with all tools.
Cons
Engagebay can create a free integration with free version of Hubspot, so that a user can also use free Hubspot for marketing purposes.
Alternatives Considered
ConvertKit, ActiveCampaign, Freshsales, SendGrid, Mailchimp, AWeber and HubSpot CRMReasons for Choosing EngageBay CRM
Zoho CRM charges money for each feature. For e.g. for forms, it will charge you money. for extra contact storage, it will charge you money, etc. Its not value for moneySwitched From
Zoho CRMReasons for Switching to EngageBay CRM
Engagebay was good in following 1) pricing 2) Value for money 3) features, 4) USPs 5) Supporting Sales team 6) Comprehensive Marketing Automation & CRM tool 7) Perfect fit for small business- Industry: Computer Software
- Company size: 2–10 Employees
- Used Daily for 1-5 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Engage Bay Is Great!
Reviewed on 8/8/2023
Excellent, and highly recommended. Affordable holistic CRM . The learning curve is worth it.
Excellent, and highly recommended. Affordable holistic CRM . The learning curve is worth it.
Pros
Support is excellent via chat or a scheduled call. The Team really has helped us get going on the CRM. The offer is great as you get the ALL in ONE solution at an affordable price.
Cons
Sometimes its a bit hard to find what you need so you need to go to support for answers but so far they have always come through!
EngageBay CRM FAQs
Below are some frequently asked questions for EngageBay CRM.Q. What type of pricing plans does EngageBay CRM offer?
EngageBay CRM offers the following pricing plans:
- Starting from: US$14.99/month
- Pricing model: Free Version, Subscription
- Free Trial: Available
Basic: $14.99/user/ month (paid monthly) or $12.29/user/month (paid yearly) or $10.79/user/month (paid biennially) Growth: $49.99/user/month (paid monthly) or $40.99/user/ month (paid yearly) or $35.99/user/month (paid biennially) Pro: $79.99/user/month (paid monthly) or $65.59/user/ month (paid yearly) or $57.59/user/month (paid biennially)
Q. Who are the typical users of EngageBay CRM?
EngageBay CRM has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500
Q. What languages does EngageBay CRM support?
EngageBay CRM supports the following languages:
English
Q. Does EngageBay CRM support mobile devices?
EngageBay CRM supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does EngageBay CRM integrate with?
EngageBay CRM integrates with the following applications:
BulkSMS, CallHippo, DocuSign, Exotel, Google Contacts, Google Drive, Gravity Forms, Gupshup, HubSpot CRM, Intercom, Jotform, JustCall, LinkedIn for Business, Mailchimp, Mailgun, Make, Meta for Business, MightyCall, Pabbly Connect, Plivo, QuickBooks, RT DocuSign, RingCentral Contact Center, Salesforce Platform, SendGrid, SendGrid, Shopify, Stripe, Teachable, Twilio, Xero, Zapier, Zendesk Suite
Q. What level of support does EngageBay CRM offer?
EngageBay CRM offers the following support options:
Email/Help Desk, Knowledge Base, Phone Support, 24/7 (Live rep), Chat
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