EngageBay

Integrated sales & marketing software for growing teams

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:

$14.99/month

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to EngageBay

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.
  • Typical Customers

    • Freelancers
    • Small Businesses (2-50)
    • Mid-size Companies (51-500)
    • Large enterprises (500 and more)

    Deployment

    • Cloud-based
    • On-premise

    Markets

    Afghanistan, Albania, Algeria, American Samoa, Andorra and 225 others

    Supported Languages

    English

    Pricing starting from:

    $14.99/month

    • Free Version
    • Free Trial
    • Subscription

    Top 5 alternatives to EngageBay

    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: 233

    • 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
    • Document Storage
    • Donor Management
    • 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 Nonprofits
    • For Real Estate
    • For Sales Teams/Organizations
    • For Small Businesses
    • For Startups
    • For iPad Devices
    • Forecasting
    • Form Builder
    • Gamification Software
    • Geotargeting
    • Goal Management
    • Goal Setting/Tracking
    • Group Scheduling
    • Help Desk Management
    • IT Asset Management Software
    • Image Library
    • Import Tasks
    • Inbox Management
    • Incident Management Software
    • 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 Data Collection
    • 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
    • Queue Management
    • Quotes/Estimates
    • ROI Tracking
    • Real Time Editing
    • Real Time Monitoring
    • Real Time Notifications
    • 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 Trend Analysis
    • Scheduling Software
    • 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
    • WYSIWYG Editor
    • Web Forms
    • Web Notifications
    • Website Visitor Tracking
    • Whitelisting/Blacklisting
    • Win/Loss Analysis
    • Workflow Configuration
    • Workflow Management Software

    Alternatives

    Commence

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    HubSpot Marketing Hub

    4.5
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    HubSpot CRM

    4.5
    #3 Alternative to EngageBay
    Save valuable selling time with HubSpot CRM that takes care of all the little details from recording calls, logging...

    Keap

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    Reviews

    Overall rating

    4.6 /5
    (418)
    Value for Money
    4.7/5
    Features
    4.6/5
    Ease of Use
    4.5/5
    Customer Support Software
    4.9/5

    Already have EngageBay?

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

    Showing 5 reviews of 418
    Hafizah
    Overall rating
    • Industry: Telecommunications
    • Company size: 1,001–5,000 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

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

    Everything under one roof

    Reviewed on 10/08/2021

    Pros

    EngageBay cover all of any business needs, from task managing to customer support platform. I mainly use it to collaborate on task and project. It comes with good communication hub that let us to have a quick and swift connection between us to discuss on the task and project.

    Cons

    As this software is packed full with features, it can be quite confusing to use it for the first time, and to choose the correct tool that i need to running the project objective that i has planned. The manual guide is not too detail and not very helpful for me.

    Pierpaolo
    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 9.0 /10

    I've tried it, but now it's our official automation platform...

    Reviewed on 20/02/2020

    I have tried other platforms, also spending a lot of money on assestment (hubspot, sharpspring,...

    I have tried other platforms, also spending a lot of money on assestment (hubspot, sharpspring, active campaign, etc...).

    Some of them have too high prices, others don't seem to listen to the request for new features, still others the support is slow to respond.

    In all the cases I tried something was missing: for EngageBay nothing is missing and the costs are very affordable (it also includes a free version to let my customers try the product).

    Pros

    Quick and easy to use. All very easy.
    It has everything we need (integration, mail automation, sales automation, lead generation, Android and Ios apps, support ticket e chat for visitors, etc...).

    Cons

    It is not possible to program post social (at the moment you can only monitor your profiles, although technical support has assured me that it is in their roadmap).

    Maybe the pricing model needs to be improved by including web analytics per user in the basic version and offering a monthly block of "no branded" emails.

    Alternatives Considered

    HubSpot Marketing Hub, ActiveCampaign, and Lead Gen & CRM

    Switched From

    Lead Gen & CRM

    Response from EngageBay

    Thanks for the review and feedback Pierpaolo Villano.

    Jonathan
    Overall rating
    • Industry: Food & Beverages
    • 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

    A fantastic product that is a step above Hubspot in terms of price and sophistication!

    Reviewed on 09/03/2023

    Pros

    We use the system as a full CRM platform along with integrating the technology via our website. The website functionality allows us to have a fully managed client management tool for things like orders, service visits, and repeat consumable orders. A fantastic system and way above Hubspot! The customer service is great, and they are very quick to help answer questions.

    Cons

    Nothing. We have full API integration, and we are using the system as much as possible for our client base.

    Verified Reviewer
    Overall rating
    • Industry: Internet
    • 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 0.0 /10

    Absolutely horrible!!

    Reviewed on 14/09/2021

    I've setup a "Sequence" with 3 emails to be sent before holding my Webinar and thought everything...

    I've setup a "Sequence" with 3 emails to be sent before holding my Webinar and thought everything was ok and went on.

    Just to come back on the day of the Webinar to see that nothing was sent and every contact was hard bounced. Yes every single one of them.
    Furthermore I couldn't send any email broadcasts to the contacts either. So mainly I was left with leads for my Webinar which I couldn't even use, were it up to Engagebay.

    The support team's solution? Purchase credits to "verify the contacts" to be able to use them.
    So besides making me lose my time, not delivering the emails and rendering all my contacts useless they want me to purchase something for it to actually work??

    Absolutely disgusting and shameful business practices!

    They then tell me that the problem is not on their end and insist that every contact has an invalid email address.

    With another similar service I sent the emails with ease. Out of all the contacts, only 4 bounced.
    Engagebay has set me back a lot with this.

    Avoid at all costs!

    Pros

    At first I liked what it offered for the free plan (things that other similar services didn't offer for free).

    Cons

    It doesn't work at all and the support team asks you to purchase credits for it to work.

    Response from EngageBay

    Hi there, sorry to know about your experience with EngageBay.

    Just to bring to your notice, a hard bounce happens only when the email address is invalid. It looks like that is the case here. If the email address is invalid, there is nothing we can do from our end to avoid a hard bounce.

    To prevent such cases, we recommend all our users to verify all the emails they have on the list. Please note that we do not provide email verifier service ourselves and hence recommend other 3rd party solutions.

    Seems like the other service you used has a built in validation service and hence the bounces were limited.

    I would recommend you to send an email to [email protected] including the registered email address for your account and we can check what may have caused the bounces, though we are certain that it was due to the emails being invalid, we could always cross check.

    Dan
    Overall rating
    • Industry: Telecommunications
    • Company size: 51–200 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

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

    Great value-for-money, excellent support and all the features we need

    Reviewed on 07/12/2022

    Great so far

    Great so far

    Pros

    Tailored to our needs, often more robust than anticipated, and simply works. When it doesn't, support is quick to correct and help.

    Cons

    UI/UX needs improvement in terms of user feedback and overall usability. A save button should save, not redirect you to another page to start all over again. Some features should be marked BETA because they clearly are, while the core ones work well.

    Alternatives Considered

    Pipeline

    Reasons for Choosing EngageBay

    Price and overall features and functionalities. EngageBay honestly does the same for a fraction of the cost. BUT, HubSpot's automation is still 'smarter'. That's the catch.

    Switched From

    HubSpot CRM
    Showing 5 reviews of 418 Read all reviews

    EngageBay FAQs

    Below are some frequently asked questions for EngageBay.

    EngageBay offers the following pricing plans:

    • Starting from: $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 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 Suite

    EngageBay offers the following support options:

    Email/Help Desk, Knowledge Base Software, Phone Support, 24/7 (Live rep), Chat

    Related categories

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