EngageBay CRM

Integrated sales & marketing software for growing teams

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

  • Automate all marketing processes and sales funnels in minutes through a complete suite of marketing tools available through a simple integrated software.

  • Convert web visitors into leads by creating custom web forms and landing pages. Capture contact information with forms that pop-up as a web visitor opens or leaves the page, and offer subscription opt-ins with requests for email addresses.

  • Get complete view of every customer within EngageBay by tracking every communication. Access all emails exchanged, calls made and track all web visitor activity to gain meaningful insights.

  • Create marketing campaigns using one of the pre-built EngageBay templates, which can be customized to fit with company branding, or create email campaigns from scratch using the drag & drop, WYSIWYG editor.

  • Use the reporting module to generate reports and analytics on sales figures, and customize reports to analyze data in a meaningful way. Reports can also be generated on engagement in order to identify which marketing content is performing well.

  • Images

    EngageBay CRM Software - View all contact details within the customer database and view activity logs, contact history, tasks, and more
    EngageBay CRM Software - Create a custom landing page for marketing campaigns in order to optimize conversions
    EngageBay CRM Software - Create a fully custom landing page or adapt one of the pre-existing templates
    EngageBay CRM Software - Generate leads by embedding forms into the business website
    EngageBay CRM Software - Manage contacts within a client database, and filter to find specific types of customer
    EngageBay CRM Software - Generate email broadcasts to reach larger audiences, and track engagement
    EngageBay CRM Software - Create custom workflows in order to automate marketing content delivery
    EngageBay CRM Software - Manage the design, style, text, and settings of web forms
    View 9 more
    EngageBay CRM video
    EngageBay CRM Software - View all contact details within the customer database and view activity logs, contact history, tasks, and more
    EngageBay CRM Software - Create a custom landing page for marketing campaigns in order to optimize conversions
    EngageBay CRM Software - Create a fully custom landing page or adapt one of the pre-existing templates
    EngageBay CRM Software - Generate leads by embedding forms into the business website
    EngageBay CRM Software - Manage contacts within a client database, and filter to find specific types of customer
    EngageBay CRM Software - Generate email broadcasts to reach larger audiences, and track engagement
    EngageBay CRM Software - Create custom workflows in order to automate marketing content delivery
    EngageBay CRM Software - Manage the design, style, text, and settings of web forms

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    Reviews

    Overall rating

    4.7 /5
    (555)
    Value for Money
    4.8/5
    Features
    4.6/5
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    4.5/5
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    Already have EngageBay CRM?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 555
    Edo
    Overall rating
    • Industry: Building Materials
    • Company size: 2–10 Employees
    • Used Weekly for 1-5 months
    • 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

    Moosend

    Reasons for Switching to EngageBay CRM

    Moosend has several good options but they started to make some changes and increase prices.
    Mickey
    Overall rating
    • Industry: Marketing & Advertising
    • 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 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.

    Olivia
    Overall rating
    • Industry: Human Resources
    • Company size: 2–10 Employees
    • Used Daily for 6-12 months
    • 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.

    Alternatives Considered

    Vtiger CRM and Salesforce Sales Cloud

    Reasons for Switching to EngageBay CRM

    We were convinced by the demo-appointment
    Saurabh
    Overall rating
    • Industry: Computer Software
    • Company size: 51–200 Employees
    • Used Daily for 2+ years
    • 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.

    Reasons 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 money

    Switched From

    Zoho CRM

    Reasons 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
    Elan
    Overall rating
    • 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!

    Showing 5 reviews of 555 Read all reviews

    EngageBay CRM FAQs

    Below are some frequently asked questions for EngageBay CRM.

    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)

    EngageBay CRM has the following typical customers:

    Self Employed, 2–10, 11–50, 51–200, 201–500

    EngageBay CRM supports the following languages:

    English

    EngageBay CRM supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    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

    EngageBay CRM offers the following support options:

    Email/Help Desk, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

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