EngageBay CRM

4.7 (759)
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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
    (759)
    Value for Money
    4.7/5
    Features
    4.6/5
    Ease of Use
    4.5/5
    Customer Support
    4.8/5

    Already have EngageBay CRM?

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

    Showing 5 reviews of 759
    Steve
    Steve
    Overall rating
    • Industry: Professional Training & Coaching
    • Company size: 2–10 Employees
    • Used Weekly for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Great CRM, You must consider when looking for a CRM!

    Reviewed on 18/8/2023

    EngageBay has exceeded my expectations. This program is truly starting to get my business going. I...

    EngageBay has exceeded my expectations. This program is truly starting to get my business going. I enjoyed my sales guy and everything he told me has been true, yes that's a first. The Customer Service people are great, they are there all the time and have really helped me along. The price was much less than the competition, and if you get the All-in-One set up, they do not nickel and dime you for more modules as its all in that package. I give EbgageBay 100% for all they are doing.

    Pros

    Without a doubt what I like the most is the customer service and all the help I receive. I am not a IT expert and hooking up apps and making SMS, automation and setting up my needs is not something I know a lot about. The Customer Service has been amazing and quite frankly beats the competition I have worked with. I found most companies to be all talk when it comes to helping, but EngageBay has helped me every step of the way, by chat and on the phone when I need extra help.The product is full of tools, I am using the "All In One" version and it does everything I need at half the price as the competition. It amazes me how many choices there are and how much I can do.I find this program will also grow great as our company grows. It's more than we need today, but it won't be next year and for the price, it would be silly to go anyplace else.

    Cons

    For me the thing I dislike the most about any program is learning how to use it. But like I said the support is great.There is not a lot I do not like about EngageBay, I am a very happy Customer. If I had to pick something, I would like to see a larger EngageBay University with many more in-depth and beginner videos. I am told this is coming, so that will be great!

    Reasons for Switching to EngageBay CRM

    I hate to get nickel and dimed, and the All-in-One program was great at EngageBay. The cost was much less them most, but the tools were more. The staff was easy to talk to. I really liked them a lot. I wish I would have come across them at the start of our search for a CRM. To me, it seemed like a natural choice, and in retrospect, I know it was the right choice now!
    Nipa
    Overall rating
    • Industry: Information Technology & Services
    • Company size: 2–10 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    EngageBay Review (Used for less than 6 months)

    Reviewed on 3/6/2024

    Pros

    Low cost compared to Hubspot. Ease of setup and use. EngageBay’s automation tools help streamline repetitive tasks, improve efficiency, and ensure consistent follow-ups.Rresponsive and helpful customer support.

    Cons

    Lacks Twitter/X integration. Limited Third-Party Integrations.

    Verified Reviewer
    Overall rating
    • Industry: Internet
    • 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 0.0 /10

    Absolutely horrible!!

    Reviewed on 14/9/2021

    I've setup a "Sequence" with 3 emails to be sent before holding my Webinar and thought everything...

    I've setup a "Sequence" with 3 emails to be sent before holding my Webinar and thought everything was ok and went on.

    Just to come back on the day of the Webinar to see that nothing was sent and every contact was hard bounced. Yes every single one of them.
    Furthermore I couldn't send any email broadcasts to the contacts either. So mainly I was left with leads for my Webinar which I couldn't even use, were it up to Engagebay.

    The support team's solution? Purchase credits to "verify the contacts" to be able to use them.
    So besides making me lose my time, not delivering the emails and rendering all my contacts useless they want me to purchase something for it to actually work??

    Absolutely disgusting and shameful business practices!

    They then tell me that the problem is not on their end and insist that every contact has an invalid email address.

    With another similar service I sent the emails with ease. Out of all the contacts, only 4 bounced.
    Engagebay has set me back a lot with this.

    Avoid at all costs!

    Pros

    At first I liked what it offered for the free plan (things that other similar services didn't offer for free).

    Cons

    It doesn't work at all and the support team asks you to purchase credits for it to work.

    Response from EngageBay

    Hi there, sorry to know about your experience with EngageBay.

    Just to bring to your notice, a hard bounce happens only when the email address is invalid. It looks like that is the case here. If the email address is invalid, there is nothing we can do from our end to avoid a hard bounce.

    To prevent such cases, we recommend all our users to verify all the emails they have on the list. Please note that we do not provide email verifier service ourselves and hence recommend other 3rd party solutions.

    Seems like the other service you used has a built in validation service and hence the bounces were limited.

    I would recommend you to send an email to [email protected] including the registered email address for your account and we can check what may have caused the bounces, though we are certain that it was due to the emails being invalid, we could always cross check.

    Melissa
    Overall rating
    • Industry: Mechanical or Industrial Engineering
    • Company size: 11–50 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    EngageBay makes managing a CRM Easy

    Reviewed on 9/4/2024

    Great group to work with. Very nice people who are fully engaged in the improvement of their...

    Great group to work with. Very nice people who are fully engaged in the improvement of their product. They have built an outstanding competitive CRM and so far I have enjoyed using EngageBay and interacting with the staff.

    Pros

    Ease of use. Support always available to assist with questions, etc.

    Cons

    I'd like to see more email templates that are normally available on other CRMS. Creating email templates from scratch can be time consuming.

    Clint
    Overall rating
    • Industry: Marketing & Advertising
    • Company size: Self Employed
    • Used Weekly for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Efficient and User-Friendly: My Experience with EngageBay CRM

    Reviewed on 3/5/2024

    My overall experience with EngageBay CRM has been very positive. It has enhanced our team's...

    My overall experience with EngageBay CRM has been very positive. It has enhanced our team's efficiency and improved our customer interaction significantly.

    Pros

    The intuitive design and comprehensive features of EngageBay CRM made it incredibly easy to manage customer relationships and streamline our sales processes.

    Cons

    While EngageBay CRM offers a vast range of features, I found the initial setup slightly challenging, but the customer support was very helpful.

    Showing 5 reviews of 759 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: Not 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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