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

    Not sure about EngageBay CRM? Compare with a popular alternative

    EngageBay CRM

    4,7 (640)
    VS.

    Starting Price

    US$14,99
    month
    No pricing found

    Pricing Options

    Free version
    Free trial
    Free version
    Free trial

    Features

    228
    35

    Integrations

    33
    2

    Ease of Use

    4,5 (640)
    4,1 (13)

    Value for Money

    4,7 (640)
    4,0 (13)

    Customer Service

    4,8 (640)
    4,8 (13)
    Green rating bars show the winning product based on the average rating and number of reviews.

    Alternatives

    Critical Mention

    4,3
    #1 Alternative to EngageBay CRM
    Search TV, radio, online news and social media in real-time with the industry's fastest media monitoring service.

    Omnisend

    4,7
    #2 Alternative to EngageBay CRM
    Trusted by 100k+ ecommerce businesses, Omnisend’s all-in-one email marketing & SMS tool automates your marketing across...

    Ontraport

    4,2
    #3 Alternative to EngageBay CRM
    Ontraport helps businesses streamline sales, marketing, customer communication, and other operations on a unified...

    Hootsuite

    4,4
    #4 Alternative to EngageBay CRM
    Hootsuite helps brands manage social media better, from the smallest businesses to the largest enterprises across CPG,...

    Reviews

    Overall rating

    4,7 /5
    (640)
    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 640
    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
    • 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.

    Abdul
    Overall rating
    • Industry: Staffing & Recruiting
    • 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 10.0 /10

    Superb and easy to use CRM

    Reviewed on 2024/01/21

    Pros

    EngageBay has all the features that are needed for me but at the fraction of price of what others offers. It is very easy to setup and doesn't need any technical skills. I was able to create lists and seperate my contacts easily. Their smart lists are awesome that automatically add the contacts the lists based on conditions defined.

    Cons

    I have been using since a long time but I didn't find any issues from it.

    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 2022/04/06

    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
    Sanjay
    Overall rating
    • Industry: Computer & Network Security
    • Company size: 2–10 Employees
    • Used Daily for Free Trial
    • Review Source

    Overall rating

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

    Engage Bay Review

    Reviewed on 2023/11/01

    I could not test all features as the trial is limited but my overall experience was good and it is...

    I could not test all features as the trial is limited but my overall experience was good and it is a very good product. However you most likely will see this only if you use the paid version.

    Pros

    The CRM has many features and also has interactive dashboards with analytics to help focus on leads and data that matter. It also integrates well with 3rd party calendars and social apps.

    Cons

    The trial version has a lot of features restricted.

    Alternatives Considered

    Zoho CRM and HubSpot CRM

    Reasons for Switching to EngageBay CRM

    I have not made a decision over all these products as yet. I currently am using our CRM that we always have used.
    Rags
    Overall rating
    • Industry: Sports
    • Company size: 11–50 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

    Affordable Alternative CRM

    Reviewed on 2024/01/18

    Found HubSpot to be a software which was overall fully featured and had more thoughtful UI but it...

    Found HubSpot to be a software which was overall fully featured and had more thoughtful UI but it is still is unable to justify the price EngageBay offers similar functionality for a fraction of the cost.

    Pros

    Unlimited emails, amazing price, abundant features.

    Cons

    Not all features covered when compared to HubSpot.

    Showing 5 reviews of 640 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

    Related categories

    See all software categories found for EngageBay CRM.