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
    (684)
    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 684
    David
    David
    Overall rating
    • Industry: Medical Devices
    • Company size: 51–200 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

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

    Great Value and Service

    Reviewed on 30/09/2022

    Pros

    It's developer-friendly - important when you want to customise something like a contact form or email.
    It's very easy to navigate and figure out.
    Support is great - very fast and helpful.
    It does so much for such a reasonable cost compared to competitors.
    Very stable and reliable.

    Cons

    Some features are a little rough around the edges - reporting, for example. It would be great to see their reporting capabilities improved. At the moment I rely on exporting raw csv data and transforming that data before I can report on it.

    Alternatives Considered

    HubSpot Marketing Hub and Zoho CRM

    Reasons for Choosing EngageBay CRM

    It did far more than Mailchimp for a similar price.

    Switched From

    Mailchimp

    Reasons for Switching to EngageBay CRM

    Price, but also the initial experience of using their free account - which has a lot of features.
    Randy
    Overall rating
    • Industry: Education Management
    • Company size: 2–10 Employees
    • Used Daily for Free Trial
    • Review Source

    Overall rating

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

    Customer Service Is Very Good

    Reviewed on 11/03/2024

    Pros

    Easy of use. Tech support chat is helpful. Used HubSpot since 2008 and it has simply become way too expensive with upgrades out of site for our small company. EngageBay's niche seems to be offering great tools for small companies.

    Cons

    Sometimes I have to wait on chat service. But maybe I wait a few hours and they 100% of the time they have written back by the time I get back to my desk.

    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 06/04/2022

    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
    Lesley
    Overall rating
    • Industry: Food Production
    • 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

    Outstanding Customer Service

    Reviewed on 12/01/2024

    My overall experience has been very positive.

    My overall experience has been very positive.

    Pros

    I have been an EngageBay customer for several years. Their customer service is outstanding and attentive. My questions are always answered and they go above and beyond.

    Cons

    The report templates are not optimal and are limiting.

    Camila
    Overall rating
    • Industry: Program Development
    • Company size: 11–50 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Ease of Use
    • Customer Support
    • Likelihood to recommend 5.0 /10

    the support team is very friendly and helpful

    Reviewed on 16/02/2024

    Pros

    It is good that we can bring together all our contacts on a single platform to communicate through emails, calls, and messages. In addition to being able to have a record of what we do with each contact

    Cons

    I don't like that when we make a sequence we have to re-tag all the contacts one by one so that the emails start sending each other

    Showing 5 reviews of 684 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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