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.

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

    Australia, Brazil, Canada, China, Germany and 5 others, United Kingdom, India, Japan, Mexico, United States

    Supported Languages

    English

    Images

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

    Features

    Total features of EngageBay: 205

    • A/B Testing
    • API
    • Access Controls/Permissions
    • Account Alerts
    • Account Management Software
    • Activity Tracking
    • Alerts / Escalation
    • Alerts/Notifications
    • Analytics/ROI Tracking
    • Appointment Management
    • Appointment Scheduling Software
    • Audience Targeting
    • Auto Update
    • Auto-Responders
    • Automated Publishing
    • Automated Routing
    • Automated Scheduling
    • 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 Specific Signature
    • Canned Responses
    • Cataloging/Categorization
    • Channel Management Software
    • Churn Management
    • Click Tracking
    • Client Database
    • 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 Management
    • Customer Segmentation
    • Customer Service Analytics
    • Customer Support Software
    • Customizable Branding
    • Customizable CTAs
    • Customizable Fields
    • Customizable Forms
    • Customizable Templates
    • Customization
    • Dashboard Software
    • Data Import/Export
    • Data Synchronization
    • 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 Analytics
    • Event Triggered Actions
    • Feedback Management
    • File Sharing Software
    • For Call Centers
    • For Sales Teams/Organizations
    • Forecasting
    • Form Builder
    • Gamification Software
    • Geotargeting
    • Goal Management
    • Goal Setting / Tracking
    • Group Scheduling
    • Image Library
    • Import Tasks
    • Interaction Tracking
    • Interaction Tracking
    • Internal Chat Integration
    • Keyword Filtering
    • 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
    • Macros/Templated Responses
    • Marketing Automation Software
    • Marketing Calendar
    • Mass Texting
    • Meeting Management
    • Milestone Tracking
    • 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
    • Proactive Chat
    • Progress Tracking
    • Progressive Dialer
    • Proposal Generation
    • Proposal Management Software
    • Prospecting Tools
    • Quotes/Estimates
    • Real Time Editing
    • Real-Time Chat
    • Real-time Consumer-facing Chat
    • Real-time Scheduling
    • Referral Tracking
    • Reminders
    • Reporting/Analytics
    • Response Management
    • Responsive
    • Routing
    • SEO Management
    • Sales Analytics
    • Sales Automation
    • Sales Forecasting Software
    • Sales Pipeline Management
    • Sales Reports
    • 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
    • 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
    • Video Support
    • Visitor Tracking
    • Visual Notifications
    • WYSIWYG Editor
    • Web Forms
    • Web Notifications
    • Website Visitor Tracking
    • Whitelisting/Blacklisting
    • Win / Loss Analysis
    • Workflow Configuration
    • Workflow Management Software

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    Reviews

    Overall rating

    4.6 /5
    (68)
    Value for Money
    4.8/5
    Features
    4.7/5
    Ease of Use
    4.6/5
    Customer Support Software
    4.9/5

    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 68
    Ian N.
    Overall rating
    • Industry: Marketing & Advertising
    • Company size: 2-10 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

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

    Great Product and Service

    Reviewed on 09/10/2020

    A pleasure to work with, really want to do anything thy can to help you out.

    A pleasure to work with, really want to do anything thy can to help you out.

    Pros

    Really proactive when we ask for any update. Very responsive. Really friendly team. Easy to use.

    Cons

    There is nothing to add here but the form has to have 40 characters!

    Response from EngageBay

    Thanks for the review Ian.

    Sian M.
    Overall rating
    • Industry: Online Media
    • Company size: 2-10 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

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

    Sophisticated Software

    Reviewed on 08/10/2020

    We run a number of businesses and use Engagebay for some of our clients. If you need to sort...

    We run a number of businesses and use Engagebay for some of our clients. If you need to sort contacts, pick them out based on certain factors and send individual or broadcast emails and/or put them through a pipeline, this is for you. You know you need Engagebay when you're trying to organise your contacts by tags and have so many you're going mad.

    Pros

    How you can really drill down into sorting contacts. It's almost like have a spreadsheet to organise different contacts. We use it for sending individual booking emails alongside broadcast emails. We searched for ages for software that could combine a sophisticated CRM/contact management system alongside email and newsletters - this is the best on the market. The other thing we love is the customer response - there's a chat service and usually someone is on there within minutes of a request and they stick with you until it's fixed. Best on the market - and certainly at this price.

    Cons

    The training manuals could be improved - that said, they are always happy and prompt to help - but some of my queries could are general and could have been covered in a manual/video.

    Response from EngageBay

    Thanks for the review Sian.

    Davina L.
    Overall rating
    • Industry: Professional Training & Coaching
    • Company size: Self Employed
    • 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

    Finally, the Right Solution to Grow My Business!

    Reviewed on 02/03/2021

    Pros

    The all-in-one feature is the best for me. Having all client information and tracking results from marketing in the same place really is beneficial! The user interface is attractive and easy enough to set your business up in a very short amount of time with not a lot of effort.

    Cons

    I feel as if some sort of interactive tutorials versus going to YouTube videos to learn would really up the level of this application even more! While it is fairly easy to use, there are times when I wonder if there are specific features without quickly being able to determine if that is true or not. There is a technical assistance feature that is very responsive, so this really is not a big con. I am managing just fine.

    Ryno V.
    Overall rating
    • Industry: Marketing & Advertising
    • Company size: 51-200 Employees
    • Used Weekly for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 6.0 /10

    EngageBay if you are on a budget

    Reviewed on 06/11/2020

    It is easyish to use, still lacks loads of features and the way of working is sometimes frustrating...

    It is easyish to use, still lacks loads of features and the way of working is sometimes frustrating compared to something like Hubspot, but that is where the huge price difference comes in. It is efficient if you are really on a budget.

    Pros

    The price of this product is what is appealing, some aspects are easy to use but there are some that are frustrating.

    Cons

    When building landing pages you have to manually optimize the pages for mobile, whereas many other tools implement the mobile optimization automatically.

    Verified Reviewer
    Overall rating
    • Industry: Food & Beverages
    • Company size: 2-10 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Ease of Use
    • Likelihood to recommend 8.0 /10

    Grow your business through this tool

    Reviewed on 01/03/2021

    Pros

    This is an excellent tool for small businesses. It has helped me with the marketing of my business by deigning interactive emails for me. It has alot of customizable templates from which you can choose. It also allows visitor tracking tool. You can schedule calls.

    Cons

    I would like to see a mobile app for this app which they dont have up till now also it is a little bi expensive for people who have freshly started their business.

    Showing 5 reviews of 68 Read all reviews

    EngageBay FAQs

    Below are some frequently asked questions for EngageBay.

    EngageBay offers the following pricing plans:

    • Starting from: $9.99/month
    • Pricing model: Free, Subscription
    • Free Trial: Available

    Basic: $6.99/month paid yearly (or $9.99/month when paid monthly) for 15,000 contacts and 10,000 emails per month Growth: $23.99/month paid yearly (or $29.99/month when paid monthly) for 50,000 contacts and 25,000 emails per month Pro: $63.99/month paid yearly (or $79.99/month when paid monthly) for unlimited contacts and 50,000 emails per month

    We do not have any information about EngageBay features

    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:

    EngageBay integrates with the following applications:

    Facebook, Google Contacts, Google Drive, Gravity Forms, HubSpot CRM, Intercom, Mailchimp, Salesforce Platform, Shopify, Teachable, Zapier, Zendesk

    EngageBay offers the following support options:

    Email/Help Desk, Knowledge Base Software, Phone Support

    Related categories

    See all software categories found for EngageBay.