About EngageBay CRM

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 CRM

  • 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 224 others

    Supported Languages

    English

    Pricing starting from:

    $14.99/month

    • Free Version
    • Free Trial
    • Subscription

    Images

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

    Features

    Total features of EngageBay CRM: 228

    • AB Testing Software
    • 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 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
    • 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 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 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 Software
    • 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 Updates
    • Real-Time Chat
    • Real-time Consumer-facing Chat
    • Real-time Scheduling
    • Referral Tracking
    • Reminders
    • Reporting & Statistics
    • Reporting/Analytics
    • Response Management
    • Responsive Web Design
    • Routing
    • SEO Management
    • Sales Activity Management
    • Sales Analytics
    • 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

    Omnisend

    4.7
    #1 Alternative to EngageBay CRM
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    Lead Gen & CRM (formerly SharpSpring)

    4.6
    #2 Alternative to EngageBay CRM
    Constant Contact's Lead Gen & CRM (formerly SharpSpring) was designed to help businesses like yours get more leads,...

    Ontraport

    4.2
    #3 Alternative to EngageBay CRM
    Ontraport helps businesses streamline sales, marketing, customer communication, and other operations on a unified...

    GetResponse

    4.2
    #4 Alternative to EngageBay CRM
    An affordable, easy platform to send emails, grow your list, and automate communication

    Reviews

    Overall rating

    4.7 /5
    (555)
    Value for Money
    4.8/5
    Features
    4.6/5
    Ease of Use
    4.5/5
    Customer Support Software
    4.9/5

    Already have EngageBay CRM?

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

    Showing 5 reviews of 555
    Edo
    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 CRM

    Moosend has several good options but they started to make some changes and increase prices.
    Denis
    Overall rating
    • Industry: Environmental 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 10.0 /10

    A great option for company CRM

    Reviewed on 19/08/2023

    Perfect

    Perfect

    Pros

    I really like the overall quality of service. EngageBay team is doing a great job. The product is very functional and can be adopted to any sort of tasks. Plus, it is the best all-in-one solution in comparison to other solutions in the market. You can manage any sort of task with the help of EngageBay. What is more important for me, is that support team is very helpful and responsive. I believe it is an important part of any business relations

    Cons

    I really like how the product is being developed and update. Any tine bug is a quick fix with the help of Support team

    Olivia
    Overall rating
    • Industry: Human Resources Software
    • 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 6.0 /10

    Wonderful customer service

    Reviewed on 06/04/2022

    Pros

    The customer service is very good whenever there is a problem you can write in the chat and you will be helped.

    Cons

    Some features are missing when you work with any software because there is never a 100% fit of your needs otherwise there wouldn't be so many different offers. But engagebay is helping us with CRM wonderfully. The system could look a little more modern but its just a small thing.

    Alternatives Considered

    Vtiger CRM and Salesforce Sales Cloud

    Reasons for Switching to EngageBay CRM

    We were convinced by the demo-appointment
    Alex
    Overall rating
    • Industry: Information Technology & Services
    • Company size: 11–50 Employees
    • Used Weekly for 6-12 months
    • Review Source

    Overall rating

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

    Bang for your buck compared to other CRM's

    Reviewed on 06/07/2023

    We have saved so much money for a near 1:1 experience compared to our previous CRM. Email marketing...

    We have saved so much money for a near 1:1 experience compared to our previous CRM. Email marketing and web page building are easier than before too. Overall, i'm very happy.

    Pros

    Engagebay offers most of the same features as competitors but at a fraction of the price. Landing page and Email campaign builders are simply the easiest to use to make professional emails. These are the best features of Engagebay for sure, as well as custom fields and contact management - they're great too

    Cons

    I would like to see a better contact scoring system implemented, to make it more general, rather than linking to individual email campaigns. Adding a 'Clicked a link containing..." would also be a great feature for the scoring system.

    Alternatives Considered

    SharpCloud Software and HubSpot CRM

    Reasons for Choosing EngageBay CRM

    Mostly cost - Hubspot was getting too expensive for a small sized company

    Switched From

    HubSpot CRM

    Reasons for Switching to EngageBay CRM

    Cost and ease of setup. Also, the interface is not very confusing.
    Meemii
    Overall rating
    • Industry: Legal 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 10.0 /10

    Excellency

    Reviewed on 26/08/2023

    Great

    Great

    Pros

    Very easy leads and create powerful list and CVS transfers.

    Cons

    Integrated from previous platforms hard to do.

    Alternatives Considered

    HubSpot CRM
    Showing 5 reviews of 555 Read all reviews

    EngageBay CRM FAQs

    Below are some frequently asked questions for EngageBay CRM.

    EngageBay CRM 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 CRM has the following typical customers:

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

    EngageBay CRM supports the following languages:

    English

    EngageBay CRM supports the following devices:

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

    EngageBay CRM 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 CRM 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 CRM.