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EngageBay REVIEW

CRM Software

43 user reviews
USER SATISFACTION 100%
OUR SCORE 8.9

What is EngageBay?

EngageBay integrates sales, marketing, and service activities into one platform. It is considered by many as a true alternative to more expensive business solutions. It enables you to automate key business processes and routines to free you up to maintain and grow your business. Its features include modules for email marketing, CRM, sales, live chat, and marketing automation. All of these are fitted in a dashboard with a user-friendly interface.

As its name suggests, its purpose is to capture and engage website visitors generating leads that, when used well, may convert them into loyal customers. Engagebay provides you with tools for landing pages to lead management. It can also help you manage internal processes with features such as a scheduler, contact management, deal pipeline, and an assignable tasks feature. With all of these plus more, you will be able to manage key business operations in the same place.

Its CRM module comes with service tools such as Customer Feedback, Ticketing, Helpdesk, and Knowledge Base among others. Moreover, CRM processes can also be automated. As a result, you will be able to save time and effort for the actual interactions you are to do. Manual entry is kept to a minimum so that real work can be done. The same thing can be said with its Sales and Marketing modules.

EngageBay is completely web-based. As an alternative to high-end solutions, it is offered in different versions for companies with different budgets. It has a free plan that already includes a healthy amount of features. The only limitation is that you can only have 1000 contacts and 1000 branded emails. The Basic Plan includes more features and 15,000 contacts with 10,000 branded emails.

Overview of EngageBay Benefits

All Tools In A Single Platform

EngageBay has all the tools you need for you to effectively reach out to your existing and potential clients, grow your traffic, and increase your sales. Featuring a comprehensive set that includes lead management, funnel management, CRM, and more, Engagebay streamlines and accelerates all your workflows. From extending the reach of your marketing campaigns to attracting traffic to cultivating customer relationships, you have everything you need in one, centralized place.

Affordability

EngageBay is one of the most affordable integrated sales and marketing software in the market that boasts of a robust collection of capabilities including marketing automation, funnel management, lead management, CRM, and many others. It is a complete and dynamic platform yet it doesn’t carry a heavy price tag in contrast to other premier sales and marketing solutions with a similar feature set. If you are looking to automate your sales and marketing processes and enjoy loads of CRM tools, Engagebay has got you covered.

Ease of Use

Sales and marketing is a complicated facet of running a business but Engagebay makes it all easy and seamless. The software doesn’t require users to be extensively knowledgeable and technically sound in sales and marketing platforms. There is a slight learning curve but doesn’t present much of a challenge even to novice users.

Overview of EngageBay Features

  • Sales and Markeiting Automation
  • Autoresponders
  • Double opt-in
  • Segmentation
  • GDPR Compliant
  • Simple designer
  • Segmentation
  • Contact Management
  • Facebook Ads
  • Analytics
  • Ticketing Management
  • Triggers
  • Email templates
  • A/B Testing
  • Email sequences
  • Automation
  • CRM
  • Deals
  • Pipeline Management
  • Appointments
  • Email Marketing
  • Social Media Engagement
  • Email Sequences
  • Web Forms
  • Landing Pages

What Problems Will EngageBay Solve?

Problem #1: Data leaks owing to the usage of multiple platforms

Solution: Many times when marketing teams generate leads for the sales team, data gets lost in the process. As a result, sales teams do not have complete visibility of how the lead was generated in the first place. There is no information on how they could touch base with the leads. This can result in negative customer experiences as sales teams have to start over to win the prospects. Previous relationships were cut short and talking points were lost. With EngageBay, this will be mitigated as all data is saved in one single platform. Sales teams will be able to see the historical interactions between prospects and company touchpoints. In this way, they can leverage past information and funnel the process straight to sales.

Problem #2: Messy customer profiles with incomplete information 

Solution: With EngageBay, you can consolidate customer profiles with complete information on one screen. All team members will be able to have access to the same information coming from the same source. Sales teams will not have to start their database from scratch. They can just fill out customer profiles from the lead generation stage. This will come handy not just in sales but also in CRM and other post-sales services.

Problem #3: Lead generation is a big problem small and growing businesses face

Solution: EngageBay contains a suite of tools to capture website visitors and their information organically. With the help of a variety of forms and pop us, you can engage your prospects instantly on the web. Furthermore, automating lead generation can cut down manhours and increase efficiency. You will be able to nurture your leads via drip campaigns. Now, there is not only an avenue for getting new leads but also a way to make them loyal customers.

Awards & Quality Certificates

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EngageBay Position In Our Categories

Position of EngageBay in our main categories:

50

EngageBay is one of the top 50 CRM Softwareproducts

Top
100

EngageBay is one of the 100 Marketing Softwareproducts

50

EngageBay is one of the top 50 Sales Softwareproducts

50

EngageBay is one of the 50
CRM Software products

100

EngageBay is one of the 100
Marketing Software products

50

EngageBay is one of the 50
Sales Software products


EngageBay is also listed in the following subcategories:

Category:Position:Category:Position:
Marketing Automation Software#27 Online CRM Software#17
Sales Automation Software#16 Sales Management Software#15
Category:Position:
Marketing Automation Software#27
Online CRM Software#17
Sales Automation Software#16
Sales Management Software#15

Since each enterprise has particular business requirements, it is sensible for them to refrain from seeking a one-size-fits-all perfect software application. Needless to say, it would be pointless to try to find such a system even among market-leading software platforms. The clever thing to do would be to list the various essential factors that need consideration such as key features, budget, skill levels of employees, company size etc. Then, you should do your groundwork thoroughly. Read some EngageBay reviews and check out each of the other solutions in your shortlist in detail. Such in-depth groundwork can ensure you discard ill-fitting systems and select the system that presents all the aspects you need for business success.

How Much Does EngageBay Cost?

EngageBay Pricing Plans:
Free trial
Free
Free
Basic
$14.99/month or $11.99/month (annual) or $8.99/month (biennial)
Growth
$49.99/month or $39.99/month (annual) or $29.99/month (biennial)
Pro
$79.99/month or $63.99/month (annual) or $47.99/month (biennial)

EngageBay offers the following basic and enterprise pricing packages:

Free – $0/month

  • 1,000 contacts
  • 1,000 branded emails per month
  • Lists
  • Email Marketing
  • Lists
  • Email Marketing
  • Sequences
  • Contact Management
  • Ticketing Management
  • Lead Grabbers
  • Forms
  • Facebook Ads
  • Social Media
  • 20GB File Storage
  • Email & Chat Support

Basic – $14.99/month or $11.99/month (annual) or $8.99/month (biennial)

  • 15,000 contacts
  • 10,000 branded emails per month
  • Lists
  • Email Marketing
  • Sequences
  • Contact Management
  • Ticketing Management
  • Lead Grabbers
  • Forms
  • Facebook Ads
  • Social Media
  • 2GB File Storage
  • Email & Chat Support

Growth – $49.99/month or $39.99/month (annual) or $29.99/month (biennial)

  • 10,000 contacts
  • 25,000 branded emails per month
  • Lists
  • Lead Scoring
  • Email Marketing
  • Lead Nurturing
  • Marketing Automation
  • Contact Management
  • Ticketing Management
  • Lead Grabbers (Web Popups)
  • Forms
  • Facebook Ads
  • Social Media
  • Landing Pages
  • Auto Responders
  • Custom Fields
  • Email Templates
  • 5GB File Storage
  • Email & Chat Support

Pro – $79.99/month or $63.99/month (annual) or $47.99/month (biennial)

  • Unlimited contacts
  • 50,000 branded emails per month
  • Lists
  • Lead Scoring
  • Email Marketing
  • Lead Nurturing
  • Marketing Automation
  • Contact Management
  • Ticketing Management
  • Lead Grabbers (Web Popups)
  • Forms
  • Facebook Ads
  • Social Media
  • Landing Pages
  • Custom Landing Page Designer
  • Sub Domain Support for Landing Pages
  • Auto Responders
  • Custom Fields
  • Email Templates
  • Custom Email Template Designer
  • Analytics
  • A/B Testing
  • 20GB File Storage
  • Phone Call Support
  • Dedicated Account Manager

User Satisfaction

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and EngageBay reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with EngageBay. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

POSITIVE SOCIAL MENTIONS

10

NEGATIVE SOCIAL MENTIONS

0

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Technical details

Devices Supported
  • Web-based
Language Support
  • English
Pricing Model
  • Monthly payment
  • Annual Subscription
Customer Types
  • Small Business
  • Medium Business
  • Freelancers
Deployment
  • Cloud Hosted

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE
  • LIVE SUPPORT
  • TRAINING
  • TICKETS

EngageBay User Reviews

Letty Balopeños

Anonymous Reviewer

2 months ago
Verified
user


Bob Catubay

Larry Alvarez

2 months ago
Verified
user


Dennis Nayre

What are EngageBay pricing details?

EngageBay Pricing Plans:
Free trial
Free
Free
Basic
$14.99/month or $11.99/month (annual) or $8.99/month (biennial)
Growth
$49.99/month or $39.99/month (annual) or $29.99/month (biennial)
Pro
$79.99/month or $63.99/month (annual) or $47.99/month (biennial)

EngageBay offers the following basic and enterprise pricing packages:

Free – $0/month

  • 1,000 contacts
  • 1,000 branded emails per month
  • Lists
  • Email Marketing
  • Lists
  • Email Marketing
  • Sequences
  • Contact Management
  • Ticketing Management
  • Lead Grabbers
  • Forms
  • Facebook Ads
  • Social Media
  • 20GB File Storage
  • Email & Chat Support

Basic – $14.99/month or $11.99/month (annual) or $8.99/month (biennial)

  • 15,000 contacts
  • 10,000 branded emails per month
  • Lists
  • Email Marketing
  • Sequences
  • Contact Management
  • Ticketing Management
  • Lead Grabbers
  • Forms
  • Facebook Ads
  • Social Media
  • 2GB File Storage
  • Email & Chat Support

Growth – $49.99/month or $39.99/month (annual) or $29.99/month (biennial)

  • 10,000 contacts
  • 25,000 branded emails per month
  • Lists
  • Lead Scoring
  • Email Marketing
  • Lead Nurturing
  • Marketing Automation
  • Contact Management
  • Ticketing Management
  • Lead Grabbers (Web Popups)
  • Forms
  • Facebook Ads
  • Social Media
  • Landing Pages
  • Auto Responders
  • Custom Fields
  • Email Templates
  • 5GB File Storage
  • Email & Chat Support

Pro – $79.99/month or $63.99/month (annual) or $47.99/month (biennial)

  • Unlimited contacts
  • 50,000 branded emails per month
  • Lists
  • Lead Scoring
  • Email Marketing
  • Lead Nurturing
  • Marketing Automation
  • Contact Management
  • Ticketing Management
  • Lead Grabbers (Web Popups)
  • Forms
  • Facebook Ads
  • Social Media
  • Landing Pages
  • Custom Landing Page Designer
  • Sub Domain Support for Landing Pages
  • Auto Responders
  • Custom Fields
  • Email Templates
  • Custom Email Template Designer
  • Analytics
  • A/B Testing
  • 20GB File Storage
  • Phone Call Support
  • Dedicated Account Manager

What integrations are available for EngageBay?

EngageBay integrates with the following business systems and applications:

  • Zapier
  • QuickBooks
  • WordPress
  • Xero
  • Twilio
  • Office 365
  • Google contacts and calendar

 

User reviews


User reviews in total: 43

37
5
1
0
0

Average Rating:

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The most favorable review

Letty Balopeños

2 months ago


Pros: I am an old lady that is running a small business even before the computer became mainstream. I do not operate the system myself. But, it is important for me to understand the information it is providing. It was really difficult for anyone to let me start using any tech. However, I can see how thinsg are being done now and I want my legacy to somehow live on even in the modern era. We use simple posting, sharing, basic email before. However, my daughter told me the business got so much potential and it is great to make use of the vintage touch and put it mainstream. They showed me other tools but they are so complicated. They showed me EngageBay - I do not know how to directly use some of the function. but, I understand the dashboard and I like looking at a data I can read. I am really thankful that they made this Digital tool easy to understand even with someone like me who lived through the analog times.

Cons: I do not know. I don't understand much of the tech. I do not really know what they need to improve on. However, my daughter said this could be nice if we can directly make ads for Facebook and google. I do not know what she meant exactly, but anything to help her better operate the system will make it better.

The least favorable review

Yasaf Burshan, PMP

9 months ago


Pros: I signed up for EngageBay because I of their CRM features. It has so many promising features like tracking deals, contacts, list, email marketing and automation. I like that I can manage all marketing in my business in one place + Integrate with Zapier.

Cons: At the time of writing it looks as if the product is not polished enough. I am having glitches with sequences and email marketing automation, plus Zapier integration doesn't include deals yet (expected soon). Support is great answering all my question and fixing all the problems I encounter, but still it looks like some job is still missing.

Letty Balopeños
Report a concern

Published 2 months ago
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Pro
review
I am an old lady that is running a small business even before the computer became mainstream. I do not operate the system myself. But, it is important for me to...



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Anonymous Reviewer
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Published 2 months ago
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I am really amazed on how fast the tool had evolved in the past few months. I first saw it during black Friday 2018. It was an OK tool but does not do much. So I signed...



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Bob Catubay
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Published 2 months ago
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I really thought it is not possible to find a system with all the features I need that is inexpensive. I and my partners are already thinking of just spending more than...



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Larry Alvarez
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Published 2 months ago
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I am always on the move and ideas often pop-up in most unlikely of places. I really like the fact that this tool is so lite that I can easily use it even when I have very...



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Dennis Nayre
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Published 2 months ago
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The system provided me with the means to serve my customers in a professional way using various channels. I can make and receive calls, send SMS, send an email, and even...



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lilibeth zeravia
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Published 3 months ago
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The system allows me to do my work in one place. I used to work in a corporation and it feels very professional to do my job using a system holding my contacts, tracking...



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Jeri Balubar
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Published 3 months ago
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I am a guy that simply wants to run my business with the use of technology but does not like to get a headache with it. I am an old guy that likes technology and knows I...



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Anonymous Reviewer
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Published 4 months ago
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Are use EngageBay for most things that include a sales pipeline, CRM, Appointment scheduling, and task management. It is amazing that one app can truly do as much as this...



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John Tamaki
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Published 4 months ago
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I sign up for a free account here a month or 2 back(I am not really sure). When I log back in 2 weeks ago, I am really amazed how much it changed. I am noticing that it...



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Gonzalo Santinor
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Published 4 months ago
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This is my personal opinion on the matter and I am not sure how others will find this. for me, the system is easy to use and I do not have to enter codes or do out of the...



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