EngageBay

from $10.39/month Get Free Version

In case you are in search of insightful EngageBay critiques, you have got landed on the proper place. On this EngageBay CRM device overview, we are going to take a more in-depth have a look at its options, pricing plans, execs & cons, and key specs.

Drop your feedback beneath and tell us about your expertise with EngageBay.


What’s EngageBay?

EngageBay supplies an array of options to streamline gross sales, advertising, and different service actions. It integrates these options right into a single platform. It’s considered one of the vital cost-efficient enterprise options and a very good various to overpriced instruments. 

EngageBay incorporates a vary of modules for buyer relationship administration (CRM), e-mail advertising, advertising automation, and dwell chat. All these options are completely built-in right into a dashboard that has a user-friendly interface. 

On this device overview, we are going to ponder over the important thing options of EngageBay’s CRM module and its core options. In addition to, the free CRM answer supplies strong CRM options comparable to pipeline administration, visualization, workflow automation, automated knowledge entry, and extra. 

At current, the corporate has a buyer base of greater than 28,000 companies from around the globe. 


Vendor Particulars


EngageBay CRM Key Options

  • 360-degree buyer view

Customers can create a complete consumer profile for every contact from totally different touchpoints comparable to communication historical past, contact data, private pursuits, factors of contact, lead scores, and extra. 

This function presents a birds-eye view of every buyer on a single display. The software program additionally permits customers to enhance buyer engagement, inform prospects about follow-up actions, and determine the proper time to make a service name. 

  • Contact administration

Contact administration supplies a holistic view of every interplay you have got had along with your prospects. You’ll be able to draw in-depth buyer insights to enhance your advertising and gross sales efforts. 

With this function, you’ll be able to forge robust relationships along with your prospects and convert prospects into paying prospects. 

  • Focused advertising

Focused advertising permits you to organize totally different corporations and key contacts in each group in a single place. This facilitates the seamless creation of personalized advertising campaigns which have excessive probabilities of changing. 

  • Visible deal pipeline

When you have got a visible illustration of your deal pipeline in a single, there’s readability on the standing of each deal. 

  • Process administration

Process administration is the very best and essentially the most environment friendly method to set up your gross sales processes. You’ll be able to create duties, assign them to the gross sales staff, and likewise monitor the progress of every process. As well as, process administration additionally ensures your gross sales representatives are extra targeted on closing offers. 

  • Schedule appointments

Each gross sales consultant can broadcast their particular person calendar or a staff calendar to simplify appointment scheduling with prospects with none hiccups. 

This protects appreciable time and permits your gross sales staff to be extra productive. 

  • Crew collaboration

EngageBay’s CRM platform improves staff collaboration and eliminates misalignment and miscommunication between your gross sales and advertising groups. 

The device permits gross sales and advertising groups to work in sync with one another and enhance buyer acquisition. 

  • Reporting

Reporting permits you to consider the efficiency of your gross sales and advertising actions. These reviews supply vital insights which have an affect on strategic selections made by the management. 

As well as, with the important knowledge current in every of those reviews, you’ll be able to determine the roadblocks inside your gross sales processes, increase productiveness, and improve effectivity. 

You may also create personalized reviews by utilizing a number of standards and generate KPIs required to enhance the general efficiency of your gross sales staff. 

  • Sync e-mail communication

Customers can handle their complete e-mail communication with CRM e-mail integration. This function permits you to retailer a replica of your e-mail throughout the CRM so that you could seamlessly monitor the complete communication between your staff and prospects. 

  • Stock administration

The CRM platform permits you to effortlessly handle and replace your stock ranges. This function ensures that you simply decrease the scarcity and prices related to it. 


EngageBay Function Overview (CRM module)

  • Account administration
  • Analytics
  • Appointment scheduling
  • Calendar synchronization
  • Name scheduling
  • Marketing campaign administration
  • Channel administration
  • Buyer segmentation
  • Dashboard
  • Objective administration
  • Objective monitoring

  • Lead administration
  • Lead nurturing
  • Lead segmentation
  • Advertising automation
  • Efficiency administration
  • Pipeline administration
  • Gross sales analytics
  • Pipeline administration
  • Process administration
  • Crew administration
  • Workflow administration


EngageBay Pricing

The costs listed beneath are for the CRM & Gross sales Bay module (yearly subscription).

Free

  • Value: $0 per 30 days

Consists of:

  • 500 contacts
  • 1,000 branded emails

Fundamental

  • Value: $10.39 per 30 days/consumer

Consists of:

  • 1,000 contacts
  • 2,500 branded emails

Progress

  • Value: $19.99 per 30 days/consumer

Consists of:

  • 20,000 contacts
  • 20,000 branded emails

Professional

  • Value: $39.99 per 30 days/consumer

Consists of:

  • 30,000 contacts
  • 30,000 branded emails

EngageBay Professionals and Cons


PROS:
  • Integrates contact administration and CRM
  • Very responsive buyer assist
  • Pricing
  • Holistic view of contact data
  • Ease of use
  • Some options are self explanatory
  • Wonderful advertising automation device for small companies
  • The consumer interface of dashboards is intuitive and consumer pleasant
  • Lead nurturing options

CONS:
  • Though some options are self-explanatory, there’s some room to enhance buyer expertise
  • The ticket monitoring function will not be up to speed
  • Glitches with sequences and e-mail advertising automation
  • Some customers have requested for extra customization functionalities and design capabilities for varieties
  • Integration with some non-native platforms will not be very easy
  • CRM database will not be as highly effective as among the different rivals


EngageBay Integrations

  • Zapier
  • Xero
  • Google Contacts
  • Google Calendar
  • Mailgun
  • QuickBooks

  • Twilio
  • Stripe
  • Mandrill
  • WordPress
  • Workplace 365
  • SendGrid


EnageBay Specs

Free Trial – Sure

Free Model – Sure

Deployment

  • Cloud-hosted

Gadgets supported

  • Net-based

Coaching

  • Stay on-line
  • Webinars
  • Documentation
  • Movies

Typical prospects

  • Small companies
  • Medium companies

EngageBay pricing plans

  • Free: $0 per 30 days
  • Fundamental: $10.39 per 30 days/consumer
  • Progress: $19.99 per 30 days/consumer
  • Professional: $39.99 per 30 days/consumer

Languages supported

  • English

EngageBay assist

  • E-mail
  • Data base
  • Cellphone assist

EngageBay Options

Tell us if we now have missed out on something on this EngageBay overview by leaving your feedback beneath!


Free Trial
Supported Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Deployment
Cloud Hosted
Cloud, SaaS, Web
Mobile – Android Native
Mobile – iOS Native
On Premise
Open API
Language Support
English
Hindi
Spanish
French
Russian
Italian
Dutch
Danish
Polish
Turkish
Swedish
Pricing Model
Monthly payment
Annual Subscription
Quote-based
Training
Documentation
Webinars
In Person
Live Online
Customer Types
Small Business
Large Corporations
Freelancers
Medium Business
Support
24/7 (Live Rep)
Email
FAQs
Knowledge Base
Phone support
Chat support
Features
Email Marketing
Landing Pages
Marketing Automation
Webinars
CRM
Autoresponders
Automation
Workflow builder
Customizations
Integration
Integration
9.1 Total Score

Design
8.5
Usability
9
Support
9.5
Price
9.5
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Karandeep V

Karandeep V

Karandeep was born in Pune, Maharashtra, an upcoming metropolitan city in the Western region of India. While most members of his family are engineers, he had different ideas. He was more inclined toward exploring the non-technical aspects of a business, which is why he studied Bachelors of Business Administration at Symbiosis International University, Pune.  Having said that, his love for new and upcoming technologies remained intact, which is why he has written extensively about technology throughout his career. After a brief stint with a gaming company at the beginning of his career, he discovered that his love for writing was not temporary.  Being a tech geek, he always liked installing and playing around with new applications on his mobile devices and the home desktop. He was fascinated by how technology can simplify even the most mundane and complex tasks with just a few commands. He keeps a close eye on how businesses use different tools to streamline their operations to boost productivity and efficiency. At ToolsMetric, he writes product reviews that cover the main features and specifications of different enterprise applications. The sheer amount of innovation and hard work that goes into building these tech solutions is one of the reasons why Karandeep loves reviewing these tools. Besides product reviews, he also writes interesting news articles and blogs that track the latest developments in the tech industry.  When he is not writing, you can find him rooted to his seat playing video games, watching movies, or supporting his favorite football team. Since his childhood, he has always loved to travel and explore new places. Traveling is a major part of his life due to a myriad of reasons such as experiencing new cultures, food, and traditions. His other hobbies include playing football, cooking, and running.  You can find him on LinkedIn here.

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