Ratings and Reviews 11 Ratings

Total
ease
features
design
support

Ratings and Reviews 108 Ratings

Total
ease
features
design
support

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What is Keap?

Discover how Keap can streamline your operations, automate everyday responsibilities, and enhance your lead conversion. Formerly known as Infusionsoft, Keap serves as a comprehensive CRM solution tailored for small businesses. This platform enables small enterprises to perform their tasks more efficiently and intelligently. By consolidating client details and daily activities into a single location, Keap liberates you from monotonous chores. All your leads, whether recent or established, are easily accessible together. You can retrieve client information anytime, from anywhere, ensuring you never miss a beat. With streamlined scheduling and quoting features, Keap alleviates the stress associated with securing new projects. In addition, you can monitor unpaid invoices and accelerate your payment processes. Build lasting connections by referring friends and enhancing your professional network, all while enjoying the benefits of a well-organized system. The transformation it offers can significantly boost your business's productivity and growth.

What is EngageBay?

EngageBay is an easy-to-use, cost-effective platform that integrates marketing, sales, and service automation, complete with a free CRM. Designed specifically for small businesses and startups, it aims to facilitate growth and efficiency. The marketing automation tools empower you to streamline your tasks, engage your audience, and reduce the time spent on mundane activities. Additionally, the sales automation features enable you to manage your contacts effectively, monitor deals, and develop a robust sales pipeline. This platform also fosters enduring customer relationships through its comprehensive features. Furthermore, you can deliver prompt assistance to your clients using the helpdesk and live chat functionalities, which allow you to efficiently track, prioritize, and resolve customer support inquiries in just a few minutes. Ultimately, EngageBay serves as an all-in-one solution for businesses looking to enhance their operational capabilities and customer service.

Media

Media

Integrations Supported

Easyflow
Facebook
Google Calendar
Google Contacts
Google Drive
HubSpot CRM
HubSpot Customer Platform
Integrately
Jotform
Kixie PowerCall & SMS
Mailchimp
Morphic
Quickwork
Shopify
Stackreaction
Twilio
Workers by Delos
Wufoo
Zapier
Zendesk

Integrations Supported

Easyflow
Facebook
Google Calendar
Google Contacts
Google Drive
HubSpot CRM
HubSpot Customer Platform
Integrately
Jotform
Kixie PowerCall & SMS
Mailchimp
Morphic
Quickwork
Shopify
Stackreaction
Twilio
Workers by Delos
Wufoo
Zapier
Zendesk

API Availability

API Availability

Has API

Pricing Information

$40 per month
Free Trial Offered?

Pricing Information

$10.79/user/month (biennially)
All In One plans starting from $10.79 to $57.59 (paid biennially)
Marketing Bay starts from $9.35 to $35.99 (paid biennially)
Sales Bay starts from $9.35 to $35.99 (paid biennially)
Service Bay is FREE forever
Free Version
Free Trial Offered?

Supported Platforms

SaaS
iPhone
iPad

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Keap

Date Founded

2001

Company Location

United States

Company Website

keap.com

Company Facts

Organization Name

EngageBay

Date Founded

2017

Company Location

United States

Company Website

engagebay.com

Categories and Features

Appointment Scheduling

Appointment Reminders
Calendar Sync
Client Database
Mobile Access
Multi-Location
Online Booking
Online Payments

Billing and Invoicing

Contact Database
Customizable Invoices
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing

Campaign Management

Contact Database
Email Marketing
Event Triggered Actions
Lead Management
Multi-Campaign

Contact Management

Contact Database
Contact Import/Export
Interaction Tracking
Lead Management
Sales Pipeline Management
Segmentation
Shared Contacts

CRM

Calendar/Reminder System
Email Marketing
Mobile Access
Segmentation
Task Management
Territory Management

Customer Communications Management

Batch Communications
Content Management
Email Distribution
On-Demand Communications
Personalization
Template Management

eCommerce Marketing

Not specified

Email Marketing

A/B Testing
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Insurance CRM

Not specified

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Nurturing
Lead Segmentation
Pipeline Management

Lead Nurturing

A/B Testing
Campaign Management
Drip Campaigns
Lead Capture
Lead Notifications
Lead Segmentation
Performance Metrics
Personalization
Pipeline Management

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Quote-to-Cash

Not specified

Quoting

Catalog Management
Contact Management
Customizable Branding
Discount Management
Pricing Management

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management

Email Marketing

A/B Testing
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Help Desk

Document Storage
Email Integration
Knowledge Base
Live Chat
Real-time Chat
Service Level Agreement (SLA) Management
Ticket Management

Landing Page

A/B Testing
Analytics
Drag & Drop
Form Creation
Real Time Editing
Responsive
SEO Management
Templates

Lead Generation

Contact Discovery
Contact Import/Export
Lead Capture
Lead Database Integration
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Visitor Identification

Marketing

Not specified

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Social Media Marketing

Analytics
Automated Publishing
Contact Management
Content Management
Conversion Tracking
Multi-Account Management
Post Scheduling

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