About EngageBay

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.

Pricing starting from:

$10.79/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of EngageBay

  • 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.
  • Devices

    Business size

    S M L

    Markets

    Andorra, United Arab Emirates, Afghanistan, Antigua & Barbuda, Anguilla, Albania, Armenia, Curaçao, Angola, Argentina, American Samoa, Austria, Australia, Aruba, Åland Islands, Azerbaijan, Bosnia & Herzegovina, Barbados, Bangladesh, Belgium, Burkina Faso, Bulgaria, Bahrain, Burundi, Benin, Bermuda, Brunei, Bolivia, Brazil, Bahamas, Bhutan, Botswana, Belarus, Belize, Canada, Congo - Kinshasa, Central African Republic, Congo - Brazzaville, Switzerland, Cook Islands, Chile, Cameroon, China, Colombia, Costa Rica, Cuba, Cape Verde, Cyprus, Czechia, Germany, Djibouti, Denmark, Dominica, Dominican Republic, Algeria, Ecuador, Estonia, Egypt, Eritrea, Spain, Ethiopia, Finland, Fiji, Falkland Islands, Micronesia, Faroe Islands, France, Gabon, United Kingdom, Grenada, Georgia, French Guiana, Guernsey, Ghana, Gibraltar, Greenland, Gambia, Guinea, Guadeloupe, Equatorial Guinea, Greece, Guatemala, Guam, Guinea-Bissau, Guyana, Hong Kong SAR China, Honduras, Croatia, Haiti, Hungary, Indonesia, Ireland, Israel, Isle of Man, India, Iraq, Iran, Iceland, Italy, Jersey, Jamaica, Jordan, Japan, Kenya, Kyrgyzstan, Cambodia, Kiribati, Comoros, St. Kitts & Nevis, South Korea, Kuwait, Cayman Islands, Kazakhstan, Laos, Lebanon, St. Lucia, Liechtenstein, Sri Lanka, Liberia, Lesotho, Lithuania, Luxembourg, Latvia, Libya, Morocco, Monaco, Moldova, Montenegro, St. Martin, Madagascar, Marshall Islands, North Macedonia, Mali, Myanmar (Burma), Mongolia, Macao SAR China, Northern Mariana Islands, Martinique, Mauritania, Montserrat, Malta, Mauritius, Maldives, Malawi, Mexico, Malaysia, Mozambique, Namibia, New Caledonia, Niger, Norfolk Island, Nigeria, Nicaragua, Netherlands, Norway, Nepal, Nauru, New Zealand, Oman, Panama, Peru, French Polynesia, Papua New Guinea, Philippines, Pakistan, Poland, St. Pierre & Miquelon, Puerto Rico, Palestinian Territories, Portugal, Palau, Paraguay, Qatar, Réunion, Romania, Serbia, Russia, Rwanda, Saudi Arabia, Solomon Islands, Seychelles, Sudan, Sweden, Singapore, St. Helena, Slovenia, Svalbard & Jan Mayen, Slovakia, Sierra Leone, San Marino, Senegal, Somalia, Suriname, São Tomé & Príncipe, El Salvador, Syria, Eswatini, Turks & Caicos Islands, Chad, Togo, Thailand, Tajikistan, Timor-Leste, Turkmenistan, Tunisia, Tonga, Turkey, Trinidad & Tobago, Tuvalu, Taiwan, Tanzania, Ukraine, Uganda, United States, Uruguay, Uzbekistan, Vatican City, St. Vincent & Grenadines, Venezuela, British Virgin Islands, U.S. Virgin Islands, Vietnam, Vanuatu, Wallis & Futuna, Samoa, Yemen, Mayotte, South Africa, Zambia, Zimbabwe

    Supported Languages

    English

    Pricing starting from:

    $10.79/month

    • Free Version
    • Free Trial
    • Subscription

    Images

    EngageBay Software - View all contact details within the customer database and view activity logs, contact history, tasks, and more
    EngageBay Software - Create a custom landing page for marketing campaigns in order to optimize conversions
    EngageBay Software - Create a fully custom landing page or adapt one of the pre-existing templates
    EngageBay Software - Generate leads by embedding forms into the business website
    EngageBay Software - Manage contacts within a client database, and filter to find specific types of customer
    EngageBay Software - Generate email broadcasts to reach larger audiences, and track engagement
    EngageBay Software - Create custom workflows in order to automate marketing content delivery
    EngageBay Software - Manage the design, style, text, and settings of web forms
    View 9 more
    EngageBay video
    EngageBay Software - View all contact details within the customer database and view activity logs, contact history, tasks, and more
    EngageBay Software - Create a custom landing page for marketing campaigns in order to optimize conversions
    EngageBay Software - Create a fully custom landing page or adapt one of the pre-existing templates
    EngageBay Software - Generate leads by embedding forms into the business website
    EngageBay Software - Manage contacts within a client database, and filter to find specific types of customer
    EngageBay Software - Generate email broadcasts to reach larger audiences, and track engagement
    EngageBay Software - Create custom workflows in order to automate marketing content delivery
    EngageBay Software - Manage the design, style, text, and settings of web forms

    Features

    Total features of EngageBay: 228

    • AB Testing
    • API
    • Access Controls/Permissions
    • Account Alerts
    • Account Management Software
    • Activity Dashboard
    • Activity Tracking
    • Alerts / Escalation
    • Alerts/Notifications
    • Appointment Management
    • Appointment Scheduling Software
    • Audience Targeting
    • Auto Update
    • Auto-Responders
    • Automated Publishing
    • Automated Routing
    • Automated Scheduling
    • Automatic Call Distribution
    • Automatic Outbound Dialer
    • Availability Management
    • Batch Processing
    • Behavior Tracking
    • CAN SPAM Compliance
    • CRM Software
    • Calendar Management
    • Calendar Sync
    • Calendar/Reminder System
    • Call Center Management
    • Call Disposition
    • Call Management
    • Call Monitoring
    • Call Recording Software
    • Call Routing
    • Call Scheduling
    • Call Scripting
    • Call Tracking Metrics
    • Caller ID
    • Campaign Management Software
    • Campaign Personalization
    • Campaign Planning
    • Campaign Specific Signature
    • Canned Responses
    • Cataloging/Categorization
    • Channel Management Software
    • Churn Management
    • Click Tracking
    • Client Database
    • Client Management
    • Client Tracking
    • Communication Management
    • Computer Telephony Integration
    • Confirmation/Reminders
    • Contact Database
    • Contact Management Software
    • Content Creation
    • Content Delivery
    • Content Management System (CMS) Software
    • Conversion Rate Optimization
    • Conversion Tracking
    • Customer Database
    • Customer Engagement Software
    • Customer History
    • Customer Management
    • Customer Segmentation
    • Customer Service Analytics
    • Customer Social Profiles
    • Customer Support Software
    • Customizable Branding
    • Customizable CTAs
    • Customizable Fields
    • Customizable Forms
    • Customizable Templates
    • Customization
    • Dashboard Software
    • Data Import/Export
    • Data Synchronization
    • Deal Management
    • Device Targeting
    • Document Storage
    • Drag & Drop
    • Drip Campaigns
    • Dynamic Content
    • Email Campaign Management
    • Email Management Software
    • Email Marketing Software
    • Email Monitoring
    • Email Response Control
    • Email Templates
    • Email Tracking Software
    • Engagement Tracking
    • Event Triggered Actions
    • Feedback Management
    • File Sharing Software
    • For AEC Industry
    • For Insurance Industry
    • For Real Estate
    • For Sales Teams/Organizations
    • For Small Businesses
    • For Startups
    • Forecasting
    • Form Builder
    • Gamification Software
    • Geotargeting
    • Goal Management
    • Goal Setting / Tracking
    • Group Scheduling
    • Image Library
    • Import Tasks
    • Inbox Management
    • Interaction Tracking
    • Internal Chat Integration
    • Keyword Filtering
    • Knowledge Base Management
    • Landing Pages/Web Forms
    • Lead Capture Software
    • Lead Distribution
    • Lead Engagement
    • Lead Generation Software
    • Lead Management Software
    • Lead Notifications
    • Lead Nurturing Software
    • Lead Qualification
    • Lead Segmentation
    • Lead Verification/Validation
    • Leaderboards
    • List Management
    • Live Chat Software
    • Location Tracking
    • Macros/Templated Responses
    • Marketing Automation Software
    • Marketing Calendar
    • Mass Texting
    • Meeting Management
    • Mobile Access
    • Mobile Alerts
    • Mobile Optimized Emails
    • Multi-Account Management
    • Multi-Campaign
    • Multi-Channel Communication
    • Multi-Channel Marketing
    • Multiple Site Management
    • Multivariate Testing
    • Notification Scheduling
    • Offline Form
    • Onboarding Software
    • Online Booking
    • Online Forms
    • Performance Management
    • Performance Metrics
    • Personalization and Behavioral Targeting Software
    • Pipeline Management
    • Post Scheduling
    • Power Dialer
    • Predictive Analytics Software
    • Proactive Chat
    • Progress Tracking
    • Progressive Dialer
    • Proposal Generation
    • Proposal Management Software
    • Prospecting Tools
    • Push Notifications Software
    • Queue Management
    • Quotes/Estimates
    • ROI Tracking
    • Real Time Editing
    • Real Time Monitoring
    • Real-Time Chat
    • Real-time Consumer-facing Chat
    • Real-time Scheduling
    • Real-time Updates
    • Referral Tracking
    • Reminders
    • Reporting & Statistics
    • Reporting/Analytics
    • Response Management
    • Responsive
    • Routing
    • SEO Management
    • Sales Activity Management
    • Sales Analytics
    • Sales Automation
    • Sales Forecasting Software
    • Sales Pipeline Management
    • Sales Reports
    • Sales Trend Analysis
    • Search/Filter
    • Segmentation
    • Service Level Agreement (SLA) Management
    • Shared Contacts
    • Signature Creation
    • Signature Management
    • Signature Templates
    • Site Search Tracking
    • Social Marketing
    • Social Media Integration
    • Source Tracking
    • Spam Blocker
    • Subscriber Management
    • Subscription Management Software
    • Support Ticket Management
    • Support Ticket Tracking
    • Target Account Identification
    • Task Editing/Updating
    • Task Management Software
    • Task Progress Tracking
    • Task Scheduling
    • Task Tagging
    • Team Management Software
    • Template Management
    • Territory Management
    • Third Party Integrations
    • Ticket Management
    • Time on Site Tracking
    • To-Do List
    • Transcripts/Chat History
    • Transfers/Routing
    • Usage Tracking/Analytics
    • User Interaction Tracking
    • Visitor Tracking
    • Visual Notifications
    • WYSIWYG Editor
    • Web Forms
    • Web Notifications
    • Website Visitor Tracking
    • Whitelisting/Blacklisting
    • Win / Loss Analysis
    • Workflow Configuration
    • Workflow Management Software

    Alternatives

    HubSpot CRM

    4.5
    #1 Alternative to EngageBay
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    HubSpot Marketing Hub

    4.5
    #2 Alternative to EngageBay
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    Zoho CRM

    4.3
    #3 Alternative to EngageBay
    Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close...

    ActiveCampaign

    4.6
    #4 Alternative to EngageBay
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    Reviews

    Overall rating

    4.6 /5
    (234)
    Value for Money
    4.8/5
    Features
    4.6/5
    Ease of Use
    4.5/5
    Customer Support Software
    4.8/5

    Already have EngageBay?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 234
    Edo M.
    Overall rating
    • Industry: Building Materials
    • Company size: 2-10 Employees
    • Used Weekly for 1-5 months
    • Review Source

    Overall rating

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

    Near perfect combination of CRM and Email marketing tools

    Reviewed on 23/06/2022

    An interesting and good solution for our needs. The user interface is clear and easy to understand...

    An interesting and good solution for our needs. The user interface is clear and easy to understand and use. workflow is easy to understand and follow.

    Pros

    It's much simpler when You have a good defined and flexible CRM with an Email marketing tool as one service. CRM is especially good and informative, designed mostly for returning clients.

    Cons

    Email builder should be better. The campaign dashboard is good but can be improved. Technical support is too pushy and offers things and options that are not needed.

    Alternatives Considered

    Moosend

    Reasons for Switching to EngageBay

    Moosend has several good options but they started to make some changes and increase prices.
    April W.
    Overall rating
    • Industry: Information Technology & Services
    • Company size: 11-50 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

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

    Brilliant all-in-one package

    Reviewed on 03/05/2022

    Connected sales and marketing platform has resolved manual intensive activity scheduling. No need...

    Connected sales and marketing platform has resolved manual intensive activity scheduling. No need to import a new list each month into a separate email marketing platform. Being able to have contacts in multiple list and sophisticated tagging is brilliant. The guys at EB are really helpful with speedy responses, providing video and screengrabs to help. The best experience i had was when i recommended that there should be a report on the dashboard for forms, a couple of weeks later i had an email from EB letting me know that they'd developed the report and added this to the dashboard - couldn't ask for a better service.

    Pros

    A complete package for connected sales and marketing and data and reporting in one place. Previously had a separate CRM system from email marketing platform and as such no integration and ability to see what marketing had gone out to what contact and their response to that, all activities and follow ups were all manually scheduled this has been resolved with EB. Customer service and support is fast and efficient too.

    Cons

    Had an issue at first setting up the smtp integration with the correct configuration as we wanted to send mailers using our own email servers, took some backward and forwards between technical teams but was resolved in the end. Being able to email from multiple email addresses is great but I also would love it if we could have multiple email signatures attached to a single user too.

    Alternatives Considered

    HubSpot Marketing Hub, ActiveCampaign, and Keap

    Reasons for Switching to EngageBay

    it offered all of the functionality at an affordable price. The only one that would've done everything EB does was hubspot however because we had multiple domains for each of our product this meant hubspot required us to pay for x 2 marketing and sales hubs which wasn't the way we wanted to use the platform nor within our budget.
    Spencer F.
    Overall rating
    • Industry: Aviation & Aerospace
    • Company size: 2-10 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

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

    Engagebay

    Reviewed on 16/06/2022

    Pros

    The customer service is spot on. If you need help, you send a message in the chat and they get back very quickly, with the answers to your problem. If they don´t have the information or they don´t have something that you are looking for they are straightfoward and let you know.

    Cons

    I wish there were better ways to track touches to prospects. You can make tags and filters, but there´s no ¨pretty & organized¨ platform in the software that allows you to keep track and view what you have done or need to do (followups) etc.

    Jasmine D.
    Overall rating
    • Industry: Health, Wellness & Fitness
    • 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 10.0 /10

    engagebay erview GYM and HEALTH

    Reviewed on 28/04/2022

    so far my experience with engagebay has been excellent.

    so far my experience with engagebay has been excellent.

    Pros

    it is very close to what I am used to, the support has been incredibly helpful. It was super easy to set up pretty much plug and play and you are away. I am only 2 weeks into using this app but so far I'm really happy with it.

    Cons

    The text messaging in automation has been problematic during the set up phase but the support has been excellent and have helped me with it. Hopefully in the future once I get used to using the platform i can set up the automations with the messages working straight away.

    Ritam B.
    Overall rating
    • Industry: Broadcast Media
    • Company size: 11-50 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

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

    Very Apt for Mid Size Companies

    Reviewed on 25/05/2022

    I use not one but 3 accounts of engagebay for 3 different business purposes and maintain over 300K...

    I use not one but 3 accounts of engagebay for 3 different business purposes and maintain over 300K of my contacts there. Imagine how good it would be!

    Pros

    I love that Engagebay is a very intuitive UI and simple to use even for beginners. It has all the features that a mid size business or a startup will require. The chat support is the cherry on the cake.

    Cons

    The pricing could have been better. After a certain contacts, the pricing becomes too costly.

    Showing 5 reviews of 234 Read all reviews

    EngageBay FAQs

    Below are some frequently asked questions for EngageBay.

    EngageBay offers the following pricing plans:

    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 has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500

    EngageBay supports the following languages:

    English

    EngageBay supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    EngageBay 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

    EngageBay 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.