About EngageBay
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.
Pricing starting from:
US$10.79/month
- Free Version
- Free Trial
- Subscription
Key benefits of EngageBay
Devices
Business size
Markets
Supported Languages
Pricing starting from:
US$10.79/month
- Free Version
- Free Trial
- Subscription
Images
Features
Total features of EngageBay: 216
- AB Testing
- API
- Access Controls/Permissions
- Account Alerts
- Account Management Software
- Activity Dashboard
- Activity Tracking
- Alerts / Escalation
- Alerts/Notifications
- Analytics/ROI Tracking
- Appointment Management
- Appointment Scheduling Software
- Audience Targeting
- Auto Update
- Auto-Responders
- Automated Publishing
- Automated Routing
- Automated Scheduling
- Batch Processing
- Behavior Tracking
- CAN SPAM Compliance
- CRM Software
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Management
- Call Disposition
- Call Management
- Call Monitoring
- Call Recording Software
- Call Routing
- Call Scheduling
- Call Scripting
- Call Tracking Metrics
- Caller ID
- Campaign Management Software
- Campaign Personalization
- Campaign Planning
- Campaign Specific Signature
- Canned Responses
- Cataloging/Categorization
- Channel Management Software
- Churn Management
- Click Tracking
- Client Database
- Client Management
- Communication Management
- Computer Telephony Integration
- Confirmation/Reminders
- Contact Database
- Contact Management Software
- Content Creation
- Content Delivery
- Content Management System (CMS) Software
- Conversion Rate Optimization
- Conversion Tracking
- Customer Database
- Customer Engagement Software
- Customer Management
- Customer Segmentation
- Customer Service Analytics
- Customer Support Software
- Customizable Branding
- Customizable CTAs
- Customizable Fields
- Customizable Forms
- Customizable Templates
- Customization
- Dashboard Software
- Data Import/Export
- Data Synchronization
- Device Targeting
- Document Storage
- Drag & Drop
- Drip Campaigns
- Dynamic Content
- Email Campaign Management
- Email Management Software
- Email Marketing Software
- Email Monitoring
- Email Response Control
- Email Templates
- Email Tracking Software
- Engagement Tracking
- Event Triggered Actions
- Feedback Management
- File Sharing Software
- For Call Centers
- For Sales Teams/Organizations
- For Startups
- Forecasting
- Form Builder
- Gamification Software
- Geotargeting
- Goal Management
- Goal Setting / Tracking
- Group Scheduling
- Image Library
- Import Tasks
- Inbox Management
- Interaction Tracking
- Internal Chat Integration
- Keyword Filtering
- Knowledge Base Management
- Landing Pages/Web Forms
- Lead Capture Software
- Lead Distribution
- Lead Engagement
- Lead Generation Software
- Lead Management Software
- Lead Notifications
- Lead Nurturing Software
- Lead Qualification
- Lead Segmentation
- Lead Verification/Validation
- Leaderboards
- List Management
- Live Chat Software
- Location Tracking
- Macros/Templated Responses
- Marketing Automation Software
- Marketing Calendar
- Mass Texting
- Meeting Management
- Mobile Access
- Mobile Alerts
- Mobile Optimized Emails
- Multi-Account Management
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Marketing
- Multiple Site Management
- Multivariate Testing
- Notification Scheduling
- Offline Form
- Onboarding Software
- Online Booking
- Online Forms
- Performance Management
- Performance Metrics
- Personalization Software
- Pipeline Management
- Post Scheduling
- Power Dialer
- Proactive Chat
- Progress Tracking
- Progressive Dialer
- Proposal Generation
- Proposal Management Software
- Prospecting Tools
- Push Notifications Software
- Queue Management
- Quotes/Estimates
- Real Time Editing
- Real Time Monitoring
- Real-Time Chat
- Real-time Consumer-facing Chat
- Real-time Scheduling
- Real-time Updates
- Referral Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Response Management
- Responsive
- Routing
- SEO Management
- Sales Analytics
- Sales Automation
- Sales Forecasting Software
- Sales Pipeline Management
- Sales Reports
- Search/Filter
- Segmentation
- Service Level Agreement (SLA) Management
- Shared Contacts
- Signature Creation
- Signature Management
- Signature Templates
- Site Search Tracking
- Social Marketing
- Social Media Integration
- Source Tracking
- Spam Blocker
- Subscriber Management
- Subscription Management Software
- Support Ticket Management
- Support Ticket Tracking
- Target Account Identification
- Task Editing/Updating
- Task Management Software
- Task Progress Tracking
- Task Scheduling
- Task Tagging
- Team Management Software
- Template Management
- Territory Management
- Third Party Integrations
- Ticket Management
- Time on Site Tracking
- To-Do List
- Transcripts/Chat History
- Transfers/Routing
- Usage Tracking/Analytics
- User Interaction Tracking
- Video Support
- Visitor Tracking
- Visual Notifications
- WYSIWYG Editor
- Web Forms
- Web Notifications
- Website Visitor Tracking
- Whitelisting/Blacklisting
- Win / Loss Analysis
- Workflow Configuration
- Workflow Management Software
Alternatives
Agile CRM
Bitrix24
Marketing 360
User.com
Reviews
Already have EngageBay?
Software buyers need your help! Product reviews help the rest of us make great decisions.
Write a Review!
- Industry: Marketing & Advertising
- Company size: 2-10 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Great Product and Service
Reviewed on 2020-10-09
A pleasure to work with, really want to do anything thy can to help you out.
A pleasure to work with, really want to do anything thy can to help you out.
Pros
Really proactive when we ask for any update. Very responsive. Really friendly team. Easy to use.
Cons
There is nothing to add here but the form has to have 40 characters!
Response from EngageBay
Thanks for the review Ian.
- Industry: Online Media
- Company size: 2-10 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Sophisticated Software
Reviewed on 2020-10-08
We run a number of businesses and use Engagebay for some of our clients. If you need to sort...
We run a number of businesses and use Engagebay for some of our clients. If you need to sort contacts, pick them out based on certain factors and send individual or broadcast emails and/or put them through a pipeline, this is for you. You know you need Engagebay when you're trying to organise your contacts by tags and have so many you're going mad.
Pros
How you can really drill down into sorting contacts. It's almost like have a spreadsheet to organise different contacts. We use it for sending individual booking emails alongside broadcast emails. We searched for ages for software that could combine a sophisticated CRM/contact management system alongside email and newsletters - this is the best on the market. The other thing we love is the customer response - there's a chat service and usually someone is on there within minutes of a request and they stick with you until it's fixed. Best on the market - and certainly at this price.
Cons
The training manuals could be improved - that said, they are always happy and prompt to help - but some of my queries could are general and could have been covered in a manual/video.
Alternatives Considered
HubSpot CRMReasons for Choosing EngageBay
Lack of featuresSwitched From
SendinblueReasons for Switching to EngageBay
Features mainly and then support - they answered questions promptly. I also tried other products before I arrived at Engagebay but although they initially said they could do what I needed, after weeks of frustrating try outs - they didn't - and the support hadn't really listened to what I'd said I needed - Engagebay listened to what I actually needed before I got started and it did what they said.Response from EngageBay
Thanks for the review Sian.
- Industry: Consumer Goods
- Company size: 2-10 Employees
- Used Daily for 1-5 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 9.0 /10
Excellent Customer Service, Mostly Easy to Use
Reviewed on 2021-09-23
Pros
It offers lots of features that a small but growing business can access. The support team are incredibly helpful (and quick to respond) if you ever have trouble figuring something out. There are also plenty of free resources such as articles and videos.
Cons
Yes, there are some features such as the ability to view what list(s) a contact belongs to from their profile in the marketing hub, and the ability to forward tickets to other emails in the service hub. Some tasks require work-arounds to accomplish. The support team gladly take suggestions for improvements though, and the program is always improving.
Alternatives Considered
HubSpot Marketing HubReasons for Choosing EngageBay
Salesforce wasn't offering enough with their basic membership. EngageBay offers service, marketing and sales capabilities at a fraction of the cost. EngageBay is much more user-friendly and intuitive.Switched From
Salesforce Sales CloudReasons for Switching to EngageBay
More affordable for small business- 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 Software
- Likelihood to recommend 0.0 /10
Absolutely horrible!!
Reviewed on 2021-09-14
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.
- Industry: Information Technology & Services
- Company size: 2-10 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 9.0 /10
A great priced and featured all in one CRM. We moved from Hupspot to EngageBay and love it.
Reviewed on 2021-08-26
Overall experience is fantastic.
We have not even started the marketing side yet so we are looking...
Overall experience is fantastic.
We have not even started the marketing side yet so we are looking forward to that.
If you want an affordable CRM that does just about everything you need at a price that is actually affordable then EngageBay is a great choice.
Pros
It is fast and simple to use.
We live in deals and task most of the time and it gives you all you need.
Support is amazing. I have even made product change suggestions and some were implemented in a few days. That is amazing.
Cons
We wish we could easily change the sort order of the deals when in tablet mode to the order we want (custom order). Sometime we want to just call a selected few clients in a day and it would be nice to just show them or put them at the top of the list. A small con but still a con.
EngageBay FAQs
Below are some frequently asked questions for EngageBay.Q. What type of pricing plans does EngageBay offer?
EngageBay offers the following pricing plans:
- Starting from: US$10.79/month View Pricing Plans
- 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?
EngageBay has the following typical customers:
Self Employed, 2-10, 11-50, 51-200, 201-500
Q. What languages does EngageBay support?
EngageBay supports the following languages:
English
Q. Does EngageBay support mobile devices?
EngageBay supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does EngageBay integrate with?
EngageBay integrates with the following applications:
BulkSMS, CallHippo, DocuSign, Exotel, Facebook for Business, Google Contacts, Google Drive, Gravity Forms, Gupshup, HubSpot CRM, Integromat, Intercom, Jotform, JustCall, LinkedIn for Business, Mailchimp, Mailgun, MightyCall, Pabbly Connect, Plivo, QuickBooks, RT DocuSign, RingCentral Contact Center, Salesforce Platform, SendGrid, SendGrid, Shopify, Stripe, Teachable, Twilio, Xero, Zapier, Zendesk
Q. What level of support does EngageBay offer?
EngageBay offers the following support options:
Email/Help Desk, Knowledge Base Software, Phone Support, 24/7 (Live rep), Chat
Related categories
See all software categories found for EngageBay.
- Sales Tracking Software
- CRM Software
- Sales Force Automation Software
- Email Marketing Software
- Marketing Automation Software
- Landing Page Software
- Lead Generation Software
- Online CRM Software
- Task Management Software
- Live Chat Software
- Web Analytics Software
- Call Tracking Software
- Gamification Software
- Auto Dialer Software
- Push Notifications Software
- Lead Nurturing Software
