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:

USD 8.99/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.

  • Devices

    Business size

    S M L

    Markets

    Australia, Brazil, Canada, China, Germany and 5 others, United Kingdom, India, Japan, Mexico, United States

    Supported Languages

    English

    Pricing starting from:

    USD 8.99/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: 215

    • AB Testing
    • API
    • Access Controls/Permissions
    • Account Alerts
    • Account Management
    • Activity Dashboard
    • Activity Tracking
    • Alerts / Escalation
    • Alerts/Notifications
    • Analytics/ROI Tracking
    • Appointment Management
    • Appointment Scheduling
    • Audience Targeting
    • Auto Update
    • Auto-Responders
    • Automated Publishing
    • Automated Routing
    • Automated Scheduling
    • Batch Processing
    • Behavior Tracking
    • CAN SPAM Compliance
    • CRM
    • Calendar Management
    • Calendar Sync
    • Calendar/Reminder System
    • Call Center Management
    • Call Disposition
    • Call Management
    • Call Monitoring
    • Call Recording
    • Call Routing
    • Call Scheduling
    • Call Scripting
    • Call Tracking Metrics
    • Caller ID
    • Campaign Management
    • Campaign Personalization
    • Campaign Planning
    • Campaign Specific Signature
    • Canned Responses
    • Cataloguing/Categorisation
    • Channel Management
    • Churn Management
    • Click Tracking
    • Client Database
    • Client Management
    • Communication Management
    • Computer Telephony Integration
    • Confirmation/Reminders
    • Contact Database
    • Contact Management
    • Content Creation
    • Content Delivery
    • Content Management
    • Conversion Rate Optimisation
    • Conversion Tracking
    • Customer Database
    • Customer Engagement
    • Customer Management
    • Customer Segmentation
    • Customer Service Analytics
    • Customer Support
    • Customisable Branding
    • Customisable CTAs
    • Customisable Forms
    • Customizable Fields
    • Customizable Templates
    • Customization
    • Dashboard
    • Data Import/Export
    • Data Synchronization
    • Device Targeting
    • Document Storage
    • Drag & Drop
    • Drip Campaigns
    • Dynamic Content
    • Email Campaign Management
    • Email Management
    • Email Marketing
    • Email Monitoring
    • Email Response Control
    • Email Templates
    • Email Tracking
    • Engagement Tracking
    • Event Triggered Actions
    • Feedback Management
    • File Sharing
    • For Call Centers
    • For Sales Teams/Organizations
    • Forecasting
    • Form Builder
    • Gamification
    • 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
    • Lead Distribution
    • Lead Engagement
    • Lead Generation
    • Lead Management
    • Lead Notifications
    • Lead Nurturing
    • Lead Qualification
    • Lead Segmentation
    • Lead Verification/Validation
    • Leaderboards
    • List Management
    • Live Chat
    • Location Tracking
    • Macros/Templated Responses
    • Marketing Automation
    • 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
    • Online Booking
    • Online Forms
    • Performance Management
    • Performance Metrics
    • Personalization
    • Pipeline Management
    • Post Scheduling
    • Power Dialer
    • Proactive Chat
    • Progress Tracking
    • Progressive Dialer
    • Proposal Generation
    • Proposal Management
    • Prospecting Tools
    • Push Notifications
    • Queue Management
    • Quotes/Estimates
    • Real Time Editing
    • Real Time Monitoring
    • 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 Analytics
    • Sales Automation
    • Sales Forecasting
    • Sales Pipeline Management
    • Sales Reports
    • 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
    • Support Ticket Management
    • Support Ticket Tracking
    • Target Account Identification
    • Task Editing/Updating
    • Task Management
    • Task Progress Tracking
    • Task Scheduling
    • Task Tagging
    • Team Management
    • 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
    • Video Support
    • Visitor Tracking
    • Visual Notifications
    • WYSIWYG Editor
    • Web Forms
    • Web Notifications
    • Website Visitor Tracking
    • Whitelisting/Blacklisting
    • Win / Loss Analysis
    • Workflow Configuration
    • Workflow Management

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    Reviews

    Overall rating

    4.7 /5
    (92)
    Value for Money
    4.8/5
    Features
    4.7/5
    Ease of Use
    4.6/5
    Customer Support
    4.9/5

    Already have EngageBay?

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

    Write a Review!
    Showing 5 reviews of 92
    Ian N.
    Overall rating
    • Industry: Marketing & Advertising
    • Company size: 2-10 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

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

    Great Product and Service

    Reviewed on 09/10/2020

    A pleasure to work with, really want to do anything thy can to help you out.

    A pleasure to work with, really want to do anything thy can to help you out.

    Pros

    Really proactive when we ask for any update. Very responsive. Really friendly team. Easy to use.

    Cons

    There is nothing to add here but the form has to have 40 characters!

    Response from EngageBay

    Thanks for the review Ian.

    Sian M.
    Overall rating
    • Industry: Online Media
    • Company size: 2-10 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

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

    Sophisticated Software

    Reviewed on 08/10/2020

    We run a number of businesses and use Engagebay for some of our clients. If you need to sort...

    We run a number of businesses and use Engagebay for some of our clients. If you need to sort contacts, pick them out based on certain factors and send individual or broadcast emails and/or put them through a pipeline, this is for you. You know you need Engagebay when you're trying to organise your contacts by tags and have so many you're going mad.

    Pros

    How you can really drill down into sorting contacts. It's almost like have a spreadsheet to organise different contacts. We use it for sending individual booking emails alongside broadcast emails. We searched for ages for software that could combine a sophisticated CRM/contact management system alongside email and newsletters - this is the best on the market. The other thing we love is the customer response - there's a chat service and usually someone is on there within minutes of a request and they stick with you until it's fixed. Best on the market - and certainly at this price.

    Cons

    The training manuals could be improved - that said, they are always happy and prompt to help - but some of my queries could are general and could have been covered in a manual/video.

    Alternatives Considered

    HubSpot CRM

    Reasons for Choosing EngageBay

    Lack of features

    Switched From

    Sendinblue

    Reasons for Switching to EngageBay

    Features mainly and then support - they answered questions promptly. I also tried other products before I arrived at Engagebay but although they initially said they could do what I needed, after weeks of frustrating try outs - they didn't - and the support hadn't really listened to what I'd said I needed - Engagebay listened to what I actually needed before I got started and it did what they said.

    Response from EngageBay

    Thanks for the review Sian.

    Angus B.
    Overall rating
    • Industry: Information Technology & Services
    • Company size: 2-10 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

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

    A great priced and featured all in one CRM. We moved from Hupspot to EngageBay and love it.

    Reviewed on 26/08/2021

    Overall experience is fantastic.
    We have not even started the marketing side yet so we are looking...

    Overall experience is fantastic.
    We have not even started the marketing side yet so we are looking forward to that.
    If you want an affordable CRM that does just about everything you need at a price that is actually affordable then EngageBay is a great choice.

    Pros

    It is fast and simple to use.
    We live in deals and task most of the time and it gives you all you need.
    Support is amazing. I have even made product change suggestions and some were implemented in a few days. That is amazing.

    Cons

    We wish we could easily change the sort order of the deals when in tablet mode to the order we want (custom order). Sometime we want to just call a selected few clients in a day and it would be nice to just show them or put them at the top of the list. A small con but still a con.

    Ryno V.
    Overall rating
    • Industry: Marketing & Advertising
    • Company size: 51-200 Employees
    • Used Weekly for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 6.0 /10

    EngageBay if you are on a budget

    Reviewed on 06/11/2020

    It is easyish to use, still lacks loads of features and the way of working is sometimes frustrating...

    It is easyish to use, still lacks loads of features and the way of working is sometimes frustrating compared to something like Hubspot, but that is where the huge price difference comes in. It is efficient if you are really on a budget.

    Pros

    The price of this product is what is appealing, some aspects are easy to use but there are some that are frustrating.

    Cons

    When building landing pages you have to manually optimize the pages for mobile, whereas many other tools implement the mobile optimization automatically.

    Alternatives Considered

    Mailchimp and HubSpot Marketing Hub

    Reasons for Switching to EngageBay

    Price
    Niall M.
    Overall rating
    • Industry: Information Technology & Services
    • Company size: 2-10 Employees
    • Used Daily for Free Trial
    • Review Source

    Overall rating

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

    Incredible value or money CRM

    Reviewed on 23/06/2021

    Pros

    Features rich with ease of use at it's core for a fraction of the price of it's big competitors. After a long frustrating search for a suitable CRM I couldn't be happier with Engage Bay and it's wealth of features.

    Cons

    A few weeks into the free trial, No cons that I can see yet.

    Showing 5 reviews of 92 Read all reviews

    EngageBay FAQs

    Below are some frequently asked questions for EngageBay.

    EngageBay offers the following pricing plans:

    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, Facebook for Business, Google Contacts, Google Drive, Gravity Forms, Gupshup, HubSpot CRM, Integromat, Intercom, JotForm, JustCall, LinkedIn for Business, Mailchimp, Mailgun, MightyCall, Pabbly Connect, Plivo, QuickBooks, RT DocuSign, RingCentral Contact Center, Salesforce Platform, SendGrid, SendGrid, Shopify, Stripe, Teachable, Twilio, Xero, Zapier, Zendesk

    EngageBay offers the following support options:

    Email/Help Desk, Knowledge Base, Phone Support, 24/7 (Live rep)

    Related categories

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