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

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

    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:

    $14.99/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
    • 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
    • For iPad Devices
    • 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
    • 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 Reports
    • 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

    Agile CRM

    4.0
    #1 Alternative to EngageBay
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    Salesforce Sales Cloud

    4.4
    #2 Alternative to EngageBay
    Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud...

    Bitrix24

    4.1
    #3 Alternative to EngageBay
    Bitrix24 is a free cloud and open source collaboration platform providing CRM, document management, tasking, time...

    Pipedrive

    4.5
    #4 Alternative to EngageBay
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    Reviews

    Overall rating

    4.6 /5
    (336)
    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 336
    Azizah
    Overall rating
    • Industry: Telecommunications
    • Company size: 5,001-10,000 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

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

    Complete package for marketing tool

    Reviewed on 13/09/2022

    Pros

    We received a complete software package consisting of at least forty diverse modules, which would have cost thousands of bucks. Due to this software, we have ended a profusion of subscriptions. We contacted support with a simple message and got a response nearly immediately.

    Cons

    It costs a lot of money to buy more email space. Suppose there was a way to lower the cost of sending emails. Arranging a batch job to perform a sequence or automation at a predetermined time and day

    David
    Overall rating
    • Industry: Medical Devices
    • Company size: 51-200 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

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

    Great Value and Service

    Reviewed on 30/09/2022

    Pros

    It's developer-friendly - important when you want to customise something like a contact form or email.
    It's very easy to navigate and figure out.
    Support is great - very fast and helpful.
    It does so much for such a reasonable cost compared to competitors.
    Very stable and reliable.

    Cons

    Some features are a little rough around the edges - reporting, for example. It would be great to see their reporting capabilities improved. At the moment I rely on exporting raw csv data and transforming that data before I can report on it.

    Alternatives Considered

    HubSpot Marketing Hub and Zoho CRM

    Reasons for Choosing EngageBay

    It did far more than Mailchimp for a similar price.

    Switched From

    Mailchimp

    Reasons for Switching to EngageBay

    Price, but also the initial experience of using their free account - which has a lot of features.
    Ragen
    Overall rating
    • Industry: Construction
    • 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 6.0 /10

    Ok for small businesses, but doesn't have all the features we would like

    Reviewed on 17/10/2022

    Generally, we've not had a bad experience, but it hasn't been great either. The customer service...

    Generally, we've not had a bad experience, but it hasn't been great either. The customer service is very good, you get quick answers to questions using the chat function, and they are very helpful behind the scenes. And the software is enough for what we need right now, but I think we'll outgrow it within a year, which will be frustrating! We're 4 months in and have had to upgrade twice, which gets expensive when it's for multiple users.

    Pros

    The contacts page is very good. The information is easy to enter, filter and search. Overall I'm very pleased with this section of Engagebay. Also, the social suite is great, we use it to post to various sites on a regular basis and it's easy to use.

    Cons

    The call log page, because we don't make the calls through Engagebay, is very limited. It shows very little data and you can't sort or filter it at all. Disappointing.
    Also, the reports are very basic, you get some pretty graphs but you can't drill into the information for more details at all. So its usefulness is limited.

    Anthony
    Overall rating
    • Industry: Marketing & Advertising
    • 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 10.0 /10

    Engagebay has been a great solution for us

    Reviewed on 10/11/2022

    Engagebay has been great, especially the customer support.

    Engagebay has been great, especially the customer support.

    Pros

    Engagebay is far less expensive than Hubspot, but with most (if not all) the important features. This was very important for us as a small business. We use so many of the CRM functions, from creating marketing funnels, to email automations, tagging, tracking, appointment setting with our sales team, and many others.

    Cons

    There are parts that are slightly clunky (like email sequences), but nothing too bad.

    Alternatives Considered

    HubSpot Marketing Hub

    Reasons for Choosing EngageBay

    Keap is more expensive with less features. Most importantly Keap does not let you add tracking pixels to landing pages for anything other than Google and Facebook.

    Switched From

    Keap

    Reasons for Switching to EngageBay

    Engagebay is far more budget friendly, which is important for our startup.
    Radomir
    Overall rating
    • Industry: Recreational Facilities & Services
    • 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 8.0 /10

    Easy to you

    Reviewed on 19/10/2022

    Great support!

    Great support!

    Pros

    Compare to other products Enagabay is easy to use. You have all you need in one platform

    Cons

    Shortcuts for canned responses would be great feature to add on..

    Showing 5 reviews of 336 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

    See all software categories found for EngageBay.