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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.

Pricing

Price Starts At:
$10.79/user/month (biennially)
Price Overview:
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 Version available.
Free Trial Offered?:
Yes

Integrations

Offers API?:
Yes, EngageBay provides an API

Screenshots and Video

Company Facts

Company Name:
EngageBay
Date Founded:
2017
Company Location:
United States
Company Website:
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Product Details

Deployment
SaaS
Windows
Mac
iPhone
iPad
Android
Training Options
Documentation Hub
Online Training
Webinars
On-Site Training
Support
Standard Support
24 Hour Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

EngageBay Categories and Features

Social Media Marketing Software

Analytics
Automated Publishing
Contact Management
Content Management
Conversion Tracking
Customer Targeting
Keyword Filtering
Multi-Account Management
Post Scheduling

Marketing Automation Software

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
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

Lead Generation Software

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

Landing Page Builder

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

Help Desk Software

Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Incident Management
Interaction Tracking
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management

Email Marketing Software

A/B Testing
Artificial Intelligence
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

CRM Software

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
Territory Management

More EngageBay Categories

  • Reviewer Name: Jakob S.
    Position: Sales Manager
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    EngageBay deserves a 5 star rating

    Date: Feb 13 2024
    Summary

    I am very happy with the product as it helped me reach my goals. It helped me to keep focus on my tasks and to follow up with my clients that resulted in reaching my goals. It is a very initiative product with more number of features.

    Positive

    My overall experience with EngageBay was awesome as it helped me reach my targets easily. I was able to easily track my sales and make followups with my clients and get more deals.

    Negative

    It doesn't offer advanced reporting that are needed for a sales person to be able to track. I hope they will work on adding it.

    Read More...
  • Reviewer Name: Alicia P.
    Position: Sales Analyst
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Good value for money with outstanding customer support

    Date: Aug 07 2024
    Summary

    My overall experience with EngageBay is good and I would highly recommend people to look at EngageBay CRM and give a try.

    Positive

    EngageBay is a value for money product. It has excellent features and outstanding customer support that is very responsive

    Negative

    It has a learning curve as I am new to this CRM and every CRM has its own way but I have not found any issues so far with the product.

    Read More...
  • Reviewer Name: Abdul M.
    Position: Sr. Process Associate
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 500 - 999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Comprehensive Sales and Marketing CRM

    Date: Mar 06 2024
    Summary

    It is smart and has friendly interface - very cost effective and has incredible functionality. It has excellent customer support and also good storage capacity to store contacts , documents, images.

    Positive

    EngageBay is an incredibly easy to use and offers an excellent features all of which are very well implemented. While other CRM systems offers only sales functions at a high cost where as EngageBay offers both sales and marketing at a very low cost.

    Negative

    They need to work on optimizing the contact management.

    Read More...
  • Reviewer Name: Moiz M.
    Position: Sr. Sales Manager
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Best CRM at the price point

    Date: Feb 19 2024
    Summary

    I was using EngageBay for a few months now and I like the easy way of navigation. It is very smooth and easy to use tool. It helps me in reaching my sales targets.

    Positive

    I like the easy way to manage all my deals. I can easily create deals using an automation and have a glimpse of it in the grid view.

    Negative

    It has everything I need but I would expect an integration with AI which will be good.

    Read More...
  • Reviewer Name: Abdul M.
    Position: Sr. Bench Sales Recruiter
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Great CRM, that needs to be considered while looking for a CRM

    Date: Jan 22 2024
    Summary

    Overall It is a great product with tons of features and I would definitely recommend it. It has great customer support.

    Positive

    What I love about this software is the online appointment scheduling. It is very easy to use and has great software features. In addition to being a CRM solution, I love that it has live chat capabilities and it is a great support solution.

    Negative

    As I have migrated from a different system, It's often hard for me as it has too many features and at times it is difficult to follow but for people who are tech savvy it is very easy.

    Read More...
  • Reviewer Name: Brunna T.
    Position: Sr. Bench Sales Recruiter
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    EngageBay is very effective CRM

    Date: Jun 23 2024
    Summary

    Overall, it is a good CRM that is easy to use and intuitive and has integration with many other tools.

    Positive

    It is an extremely easy to use platform. It offers robust features like workflows, automations, email sequences.

    Negative

    It offers most of the features that are needed but it lacks advanced reporting which is must for any organization. It lacks the integration with Microsoft Teams.

    Read More...
  • Reviewer Name: Pushpak P.
    Position: Marketing Analyst
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    EngageBay is a good and easy to use tool

    Date: May 10 2024
    Summary

    It is a user-friendly tool that is comprehensive with almost all the features. Overall, it's a very effective productivity tool

    Positive

    The user friendly interface simplifies navigating. EngageBay's CRM is both comprehensive and user friendly.

    Negative

    Their mobile app needs some enhancement as it has limited features.

    Read More...
  • Reviewer Name: Kim C.
    Position: Snr VP Global Operations
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    The best CRM system

    Updated: Mar 19 2024
    Summary

    Just what I needed and at the right price! I'm telling everyone I can about this so they can start using it right away.

    Positive

    I have now used all the tools in the system and I can say without a doubt this system is awesome. I'm doing emails, sequences, using the sales deals tracks, and loading contacts, tagging, and now using automation.

    The all in one program is great. Sales, Marketing and Service.

    In other CRMs I could only have one or the other, and this one, I have it all.

    The chat team, Bob, Mark, Charles and Shawn are tops.

    Always helping, always fast, always solving my issues.

    Negative

    Don't have any! I really have tried to find things and I don't have any so far!

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Online Marketeer
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Great response time

    Date: Sep 03 2024
    Summary

    Great tool to setup automations quickly, but the help you get from support is great. Overall a good product to get started with automations.

    Positive

    It is easy to setup Automations in EngageBay and the support is great too. Very keen on replying quickly.

    Negative

    Although it is easy to setup it takes some time to get to know the options.

    Read More...
  • Reviewer Name: Zuhair A.
    Position: Assistant Manager
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1,000 - 4,999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Plethora of features with optimal pricing

    Date: Aug 08 2024
    Summary

    Overall, I am getting best of all worlds in minimal pricing hence for me I would rate EngageBay a full 5 start marketing automation/CRM platform.

    Positive

    EngageBay is full of features that any advance Marketing Automation Software and premium CRM has. It provides multiple external integration services, user friendly automation UI, good sending IP reputation, email client wise delivery data, self restraining features to restrict emails to invalid contacts to preserve delivery reputation, and its own email validation software. You can create as many tags for custom reporting as you want as well as can create as many custom fields also. Above all, the pricing is so optimum that you spend the least to gain the maximum, overall a star product

    Negative

    Few features like adding multiple values together in smart list filters, feature to create more score datatype fields can be created/coded by their backend team

    Read More...
  • Reviewer Name: Ameen M.
    Position: Manager
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 500 - 999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Best and affordable CRM

    Date: Apr 19 2024
    Summary

    It is a good tool that helps me to create automations that makes my life easier. I can create automations to follow up with my clients and create tasks and assign to my team mates

    Positive

    I like the simplicity and robustness of this CRM. It is easy to use for me and to train my team members.

    Negative

    It has everything that I am expecting from this CRM and doesn't lack anything.

    Read More...
  • Reviewer Name: Wolf S.
    Position: Market Researcher
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Overall, very good crm at low budget

    Date: Jul 26 2024
    Summary

    It is overall a good tool at the price point. Offers many features. Excellent customer support and highly responsive.

    Positive

    It has lot of features, easy to use all the times, easy to navigate, all integrations seems to work flawless.

    Negative

    It is a good tool but has some limitations with email templates.

    Read More...
  • Reviewer Name: Nicole G.
    Position: Marketing Coordinator
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Good product for my needs

    Date: Mar 11 2024
    Summary

    It is a good tool that is helping me a lot. I like the easy of way of adding tags to the contacts so I can easily identify them. I can create email templates using the drag and drop builder.

    Positive

    It helps me with my daily needs like adding contacts, sending emails campaigns, adding tags to contacts so that I can easily identify them.

    Negative

    I have been using it for a few months and have not faced any issues with the product.

    Read More...
  • Reviewer Name: Peter B.
    Position: Managing Partner
    Has used product for: 2+ Years
    Uses the product: Weekly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Great product, easy to use, full of features, great support

    Date: Aug 08 2024
    Summary

    I've been using this product for over 2 years and I've been completely satisfied. Tech support is great. Fast and very helpful.

    Positive

    The system is full of features and has a lot of integration with social media, with your website, and other tools.
    My business website is WordPress and integration was a snap.
    It's very easy to use and the tech support is spectacular!

    Negative

    The only con is sometimes it can take a few minutes or so to do some trial and error on formatting a graphic. It's about the same as any other tool in that respect.

    Read More...
  • Reviewer Name: Zoran B.
    Position: CTO
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Best All in One CRM!

    Date: Aug 08 2024
    Summary

    We are very satisfied we have choose EngageBay, because we have everything we need in one place, which is very important for our marketing agency where we can handle our clients.

    Positive

    We were looking for All in one CRM for our marketing agency, where we handle thousands of clients, setting complex automations, send email broadcasts...

    There are a lot of solutions but EngageBay has the best price/functionality ratio. And we are very satisfied with EngageBay and even their support is first-class. You get a reply in a couple of minutes.

    Negative

    At first you need to get used to it, but after couple of days, it becomes easy to understand and work with it.

    Read More...
  • Reviewer Name: Pallavi S.
    Position: Business Analyst
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Value for Money CRM

    Date: Aug 25 2024
    Summary

    In my perspective it is very good and feature rich CRM that offers fantastic customer support. I love the user interface which is very much easy to navigate.

    Positive

    I am a new user of EngageBay and I am very much pleased with the platform and the customer support it offers. Its fairly a user friendly CRM that is easy to navigate with lots of functions.

    Negative

    Being a new user I have not found any issues with the product.

    Read More...
  • Reviewer Name: Milap C.
    Position: Digital Marketer
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    All-in-One Marketing and Sales CRM Solution

    Date: Aug 02 2024
    Summary

    EngageBay stands out as a versatile and cost-effective CRM solution. It offers an impressive array of tools for email marketing, lead generation, and customer management, all within a single platform. The seamless integration between marketing, sales, and support makes it an ideal choice for businesses looking to streamline their operations and improve customer relationships without breaking the bank.

    Positive

    Comprehensive platform with integrated marketing, sales, and customer service tools.
    Affordable pricing plans suitable for small and medium-sized businesses.
    User-friendly interface with robust automation features.
    24/7 customer support with helpful resources and tutorials.

    Negative

    At this time, there are no significant drawbacks to report regarding the use of EngageBay.

    Read More...
  • Reviewer Name: Mehul S.
    Position: Lead Analyst
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Worth every penny

    Date: Jun 09 2024
    Summary

    It is good all in one solution with robust features and excellent customer support that is readily available.

    Positive

    EngageBay offers a wide range of features sales, marketing, social suite, service desk, live chat and knowledgebase at an affordable price. Every feature they offer is robust and works like a charm.

    Negative

    The only thing I dislike is the way to create the mobile version of landing pages. We need to design it separately which needs an extra effort

    Read More...
  • Reviewer Name: Vijay S.
    Position: Marketing Manager
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    EngageBay is a user friendly software

    Date: Aug 04 2024
    Summary

    It helps me with all my marketing needs. Being in to new business it helps me get new leads and help me market our services.

    Positive

    I have started using EngageBay for a few days now and for me surprise it is very easy to use CRM. It offers a lot of features at a small price.

    Negative

    For me as a new user, I find no issues with the product so far.

    Read More...
  • Reviewer Name: Avinash S.
    Position: Sales Lead
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Automating Sales & Support

    Date: Aug 20 2024
    Summary

    Overall I am very happy. It meets our business requirements. As I mentioned the support is great, always available to address any questions

    Positive

    Our Sales & Support processes has been automated with this tool. We have been using it for over 1.5 years now. Most suitable for our requirements. Also special mention to their support guy Charles, always available to address my doubts

    Negative

    Nothing as such, happy with the product, do not have any cons.

    Read More...