EngageBay CRM

4.7 (872)
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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
    (872)
    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 872
    Kevin
    Kevin
    Overall rating
    • Industry: Telecommunications
    • Company size: 2–10 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

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

    A dizzying array of tools in a nice, integrated package

    Reviewed on 01/06/2024

    Overall it's been quite nice. It is an incredibly capable platform with lots of room to grow into.

    Overall it's been quite nice. It is an incredibly capable platform with lots of room to grow into.

    Pros

    The simplicity of connecting the API, the tracking tools, and the way that it manages to somehow pull together all the complex features needed into a single package and somehow make it appear that it's less complex than it really is. The capabilities here are astounding, but if the more complex things aren't needed, the system remains simple and straightforward.

    Cons

    It would be nice to be able to hide the links, tabs, and menus to things that aren't being used and re-add them if we decided to use them later. Also, the social media marketing only covers Facebook, Twitter, and Instagram. I'd really like to have a much wider selection.

    Alternatives Considered

    HubSpot Marketing Hub and Zoho One

    Reasons for Choosing EngageBay CRM

    I was actually testing both simultaneously having ruled out several others already. This platform is just much easier to get going on with far less customization needed. But the ability to customize is there if I do need it.

    Switched From

    Zoho One

    Reasons for Switching to EngageBay CRM

    It's a powerful platform with simple payment structure
    Vishal
    Overall rating
    • Industry: Financial Services
    • Company size: 2–10 Employees
    • Used Weekly for 1+ year
    • Review Source

    Overall rating

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

    My experience with Engagebay

    Reviewed on 25/10/2024

    Overall it is a fluent experience using engagebay.

    Overall it is a fluent experience using engagebay.

    Pros

    ease of use and simple to get started with.

    Cons

    Some levels of automation can be still better.

    Alternatives Considered

    Leadpages

    Reasons for Choosing EngageBay CRM

    it was expensive for similar features. while other features i did not use much.

    Switched From

    LeadSquared

    Reasons for Switching to EngageBay CRM

    just took a trial and i liked the features better.
    Gavin
    Overall rating
    • Industry: Media Production
    • 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 10.0 /10

    Excellent resourse

    Reviewed on 26/12/2024

    Has been exactly what I had hoped for when I found it

    Has been exactly what I had hoped for when I found it

    Pros

    Email tracking - excellent - has done exactly what I needed it to do

    Cons

    I have no complaints yet - everything works just like promised

    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
    • Likelihood to recommend 3.0 /10

    Switched from Hubspot to Engagebay

    Reviewed on 22/04/2024

    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.

    Justin
    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 10.0 /10

    Best Onboard Experience

    Reviewed on 04/12/2024

    Quick, Easy and Extremely user friendly!

    Quick, Easy and Extremely user friendly!

    Pros

    The user friendly onboarding. Super easy and quick! Let's not mention the landing page templates!

    Cons

    Can't really say that I disliked anything about the overall experience

    Showing 5 reviews of 872 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, RT DocuSign, RingCentral Contact Center, Salesforce Platform, 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

    Related categories

    See all software categories found for EngageBay CRM.