EngageBay Review
Streamline your marketing & sales workflows, and stay organized with this powerful CRM. Email Marketing, Marketing & Sales Automation, CRM, Landing Pages, Live Chat & more. Affordable Pricing.
- Automations.
- Calling.
- Company Management.
- Contact Management.
- Deal Management.
- Email Broadcast.
- Email Sequence.
- Email Template Builder.
Amount of users
10+
Training/Documentation
Online Support
Mobile Access
The dashboard is customizable. Delete a panel or add a new report by clicking on the ‘Add Reports’ button in the top right corner. EngageBay offers 26 reports.
The dashboard is customizable. Delete a panel or add a new report by clicking on the ‘Add Reports’ button in the top right corner. EngageBay offers 26 reports.
Creating tasks works in the same way as deals. Update task status with the drag-and-drop kanban board. Each task falls under a deal and gets a score for importance and priority.
It was quick and easy to set it up. The automation gets triggered when a salesperson moves a contact into the prospect column of our pipeline. This automation assigns a ‘Proposal’ tag. This helps me manage and filter my email lists.
It was quick and easy to set it up. The automation gets triggered when a salesperson moves a contact into the prospect column of our pipeline. This automation assigns a ‘Proposal’ tag. This helps me manage and filter my email lists.
Regular broadcast is perfect to share product updates, company news, newsletters, and such. A/B broadcast to test variations of your emails to find out which version performs better. For instance test subject lines, images, or different email copies. RSS to Email to share your blogs automatically as an email whenever a new article is published.
The email editor comes with 10 widgets to add buttons, videos, text, images, etc.
Quickly shuffle through personalization fields with the drop-down. Add any field you have data for.
Send the email right away, schedule it for later, or send in batches. It can also be part of an automation based on opens or clicks. I loved this, it makes it easy to create follow-up sequences.
By adding more columns you can check bounces, spam complaints, variant performance statistics for AB tests, and more. Finally, it’s quite easy to export reports to a CSV file.
Add as many emails as you want. All these emails will be text-based, you can format them with bold and italics and such, but design HTML emails for sequences.
You can always create an email in the email editor and save it as a template. Or use an external email editor, copy its HTML code and save it in EngageBay.
If you want to test out the ‘Add score on form submission’ template. You start with a bare-bones template. Here I added a few actions and conditions to spice it up.
To analyze performance, get information on contacts, SMS, and email performance. Email reports include delivery rates, open rates, and click rates.
Video – An introduction to EngageBay
EngageBay: A Game-Changer for Online Business
EngageBay, an innovative and versatile all-in-one CRM software, is revolutionizing the way businesses handle their marketing, sales, and customer support processes. Since its launch in 2017, EngageBay has garnered a remarkable track record, serving 29,000 satisfied customers. It has quickly become the go-to solution for startups, small, and mid-size companies across both B2B and B2C industries. In this review, the reviewer will delve into the world of EngageBay, exploring its diverse features and subjecting them to rigorous testing.
- A Complete Package at an Unbeatable Price: EngageBay excels in affordability, offering a comprehensive suite of tools that cater to all aspects of online business management, including CRM, email marketing, live chat, landing pages, and more. What sets EngageBay apart is its pricing, providing businesses of all sizes with an absolute bargain. The software replaces the need for multiple expensive subscriptions with a cost-effective solution that won’t strain the budget.
- A Powerful Toolbox for Customer Acquisition and Nurturing: Designed with the purpose of acquiring and nurturing customers, EngageBay offers a plethora of powerful features for businesses. The CRM functionality enables efficient lead management, effortlessly tracking interactions, segmenting the audience, and facilitating personalized communication. The email marketing tool empowers businesses to create captivating campaigns that engage the audience and drive conversions. Paired with the live chat functionality, EngageBay creates seamless customer experiences that foster trust and loyalty.
- Streamlined Sales Processes for Enhanced Efficiency: EngageBay elevates sales team productivity with a range of features dedicated to streamlining sales processes. From contact management to deal tracking and pipeline visualization, the software ensures no opportunity slips through the cracks. Automation capabilities eliminate repetitive tasks, freeing the sales team to focus on closing deals. EngageBay elevates sales efforts to new heights while saving valuable time and resources.
- Customer Support that Goes Above and Beyond: EngageBay recognizes the significance of exceptional customer support and delivers accordingly. Robust tools for ticket management, knowledge base creation, and live chat support enable businesses to provide top-notch assistance. Customers benefit from prompt and personalized service, leading to higher satisfaction and increased loyalty. EngageBay equips customer support teams with the right tools to deliver outstanding experiences at every step.
- What Makes It Truly Outstanding: EngageBay stands out as a remarkable all-in-one platform for its ability to cover the entire marketing funnel with a range of powerful features. From lead generation to customer support, EngageBay provides all essential tools to drive business growth. What truly sets it apart is its affordability, making it a game-changer for businesses of all sizes. The reviewer will now explore the impressive features that make EngageBay a true standout.
- The CRM and Sales Bay: Packed with Features for Success: EngageBay’s CRM and Sales Bay offer a treasure trove of features empowering businesses to thrive. From managing deals and tasks to supporting multi-currency transactions and sales automation, this comprehensive tool has it all. Staying on top of sales processes becomes effortless with EngageBay’s robust functionalities, streamlining sales operations and boosting productivity.
- Email Marketing Campaigns: Simple yet Powerful: EngageBay’s user-friendly interface allows businesses to create captivating email marketing campaigns with ease. The platform facilitates A/B testing and automation, enabling businesses to engage the audience and drive conversions effectively. Seamlessly integrated with CRM and sales tools, EngageBay creates a cohesive pipeline that maximizes results and enhances reporting.
- Seamless Integration of Landing Pages, Pop-ups, and Forms: Understanding the importance of a smooth customer journey, EngageBay seamlessly integrates landing pages, pop-ups, and forms with its sales tools and CRM. This cohesion ensures a seamless transition from lead capture to nurturing and conversion, simplifying the deal pipeline and providing valuable insights for better reporting.
- Live Chat and Help Desk: Delivering Exceptional Customer Support: EngageBay’s commitment to outstanding customer support is evident in its Live Chat and Help Desk features. Real-time assistance for website visitors and top-notch support for existing customers are made possible through these tools. EngageBay enables prompt query resolution, issue resolution, and an overall delightful customer experience, fostering lasting relationships and customer loyalty.
- Effortless Automation and Efficient Sales Management: EngageBay’s automation capabilities and robust Sales Bay features simplify sales process management. The intuitive automation builder allows businesses to set up triggered actions and conditions that streamline workflows and save time. EngageBay empowers businesses to automate repetitive tasks, nurture leads, and focus on high-value activities, closing deals faster and more efficiently.
Pros & Cons
Pros:
- Integration of CRM,
- Marketing Automation,
- Sales, and Service: EngageBay offers a seamless integration of various functionalities, allowing businesses to manage their customer relationships, automate marketing processes, streamline sales activities, and provide efficient customer support, all within one platform.
Cons
- Limited Email Editing Widgets: While EngageBay’s email editor is easy to use, it lacks a wide variety of editing widgets. This may limit the level of customization and design options available for email campaigns.
- Outdated Email Templates: Some users have noted that EngageBay’s email templates could benefit from a revamp. While they provide a starting point, they may appear somewhat outdated and could be more visually appealing.
Industries Using EngageBay
EngageBay boasts a diverse customer base across various industries. Its wide adoption spans Information Technology and Services, Marketing and Advertising, Computer Software, Internet, Financial Services, E-commerce, Health, Wellness, and Fitness, Real Estate, Education Management, Consulting, Retail, Telecommunications, Construction, and Manufacturing.
Pricing:
EngageBay offers a range of pricing plans to cater to different business needs.
- THE FREE PLAN, starting at $0 per user per month, provides essential features and functionality for smaller businesses.
- As businesses grow, they can choose from the BASIC, GROWTH, and PRO plans, offering increasing levels of contacts, storage, and advanced features. EngageBay’s pricing structure ensures that businesses have access to the tools they need to succeed at an affordable cost. Free trials are offered,
Conclusion
EngageBay is the ultimate all-in-one software solution for marketing, sales, and customer support. It’s affordable, comprehensive, and caters to businesses of all sizes. With a wide range of impressive features, EngageBay is designed to drive business growth and streamline operations. From efficient sales processes to personalized customer support, it excels in simplifying online business management. While there are some minor drawbacks in email editing and templates, EngageBay remains a stellar and cost-effective choice for businesses seeking an efficient solution to manage their online operations. Don’t miss out on the opportunity to take your business to new heights with EngageBay’s game-changing
.