EngageBay CRM

4.7 (820)
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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
    (820)
    Value for Money
    4.7/5
    Features
    4.6/5
    Ease of Use
    4.5/5
    Customer Support Software
    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 820
    Antonio
    Antonio
    Overall rating
    • Industry: Computer Software
    • Company size: Self Employed
    • Used Daily for 1+ year
    • Review Source

    Overall rating

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

    Perfect for small businesses

    Reviewed on 2023-04-07

    Pretty satisfied. Good solution at this price (free :-) (I use only the help desk module for now).

    Pretty satisfied. Good solution at this price (free :-) (I use only the help desk module for now).

    Pros

    It's very modular. You can use just the required feature without paying for extra modules. This means that it can be adapted to any business. For example, in my business, I only need the help desk feature for now, which is free, by the way! It's nice to know that I can add the marketing module if one day I decide to do some email marketing automation.

    Cons

    I have no complains so far, and I have been using it for 2 years.

    Jason
    Overall rating
    • Industry: Construction
    • 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 8.0 /10

    This Is A Great Initial CRM For Start-Ups and Growth Phase Businesses

    Reviewed on 2024-07-12

    I have a lot of experience with Hubspot and Sales Force. I really liked the functionality of...

    I have a lot of experience with Hubspot and Sales Force. I really liked the functionality of Hubspot, however the pricing for that was way to high for the current company that I work for. Engagebay delivers most of the same features, though some of the workflow is different. There is also a learning curve with any new CRM.

    Pros

    Engagebay does a great job with contact management, emails, and call lists at an very affordable price. It does what other of the big name CRMS do, at a fraction of the price

    Cons

    There are some things I would like to streamline with this CRM such as putting in a contact note without having to go all the way into a contact under a note. It would be nice to be able to be able to edit a note or task from the contact list screen, rather than having to go all the way into a contact.

    Alternatives Considered

    HubSpot CRM

    Reasons for Switching to EngageBay CRM

    Pricing, Great Response by your sales team. This gave us the features that we were looking for, while fitting our budget. We will be making some changes within the next year to our plan and seats as there will be a need to adjust and integrate more features
    Philipp
    Overall rating
    • Industry: Electrical/Electronic Manufacturing
    • 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 3.0 /10

    Switched from Hubspot to Engagebay

    Reviewed on 2024-04-22

    The experience was not bad, but i am not sure if i would use it again.

    The experience was not bad, but i am not sure if i would use it again.

    Pros

    Pricewise is the system much cheaper than other Systems - especially if you scale.
    You can run more than one domains and the automation functions are good.

    Cons

    The system is less intuitive than e.g. hubspot. more complicated to setup and use.
    Help is only in english and there is no real support structure. Unless a old video guided support. This taks more time to effectively use it. What i really didnt like is, the strong outreach for positive reviews. I think i got 5 messages on that...within the first week.

    Response from EngageBay

    Hi Philipp,

    Thanks for your feedback.

    We are working on localizing the platform into different languages and we should have them soon. We offer live support 24x5 and also have a knowledge base for FAQ's. Were you not able to get the required level of assistance.

    Nancy
    Overall rating
    • Industry: Management Consulting
    • Company size: Self Employed
    • Used Monthly for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 7.0 /10

    My experience with EngageBay (so far)

    Reviewed on 2024-08-14

    Pleasant so far. I haven't used my HubSpot account for a long time so it is unlikely to be...

    Pleasant so far. I haven't used my HubSpot account for a long time so it is unlikely to be current, so used the csv import for my contacts on another email service provider.

    Pros

    Easy to import contacts. Dashboard is clear. I like the a la carte option of additional services.

    Cons

    I appreciate follow up for assistance, but this was a bit of overkill. I had to clear time to transfer in my contacts and look at the product in more detail, but received 4 calls prior to having that time, creating some pressure.

    Anuj
    Overall rating
    • Industry: Marketing & Advertising
    • Company size: 11–50 Employees
    • Used Weekly for 1-5 months
    • Review Source

    Overall rating

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

    The best substitute tool for CRM and marketing

    Reviewed on 2024-08-01

    This software, in my opinion, is excellent and a great replacement for Hubspot and other tools.

    This software, in my opinion, is excellent and a great replacement for Hubspot and other tools.

    Pros

    Even though we've only been using it for two months, the app has received positive reviews thus far. The simplification and automation of repetitive tasks is commendable as it results in time and effort savings. The integration of apps is superb. The Engagebay Team provides excellent assistance for the CRM system, which satisfies all of our needs. Because the platform offers excellent automation for forms, landing pages, and emails, it's a great substitute.

    Cons

    I believe there is room for improvement in the GUI. Given how basic the template and library are, I suppose Engagebay can do better.

    Showing 5 reviews of 820 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 Software, Phone Support, 24/7 (Live rep), Chat

    Related categories

    See all software categories found for EngageBay CRM.