EngageBay
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.
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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
- Firm: EngageBay
- Web site: https://www.engagebay.com/
- Based in 2016
- Nation of origin: United States of America
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
- 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
- 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
- Data base
- Cellphone assist
EngageBay Options
- Salesforce Sales Cloud
- Keap
- Zendesk Promote
- Freshworks CRM
- Zoho CRM
- Really Simple Systems CRM
- Vtiger CRM
- Wix Solutions
- Bitrix 24
- LiveChat
- HarmonyPSA
- Agile CRM
- HoneyBook
- Advertising 360
- Caspio
- Hubspot CRM
- Netsuite CRM
Tell us if we now have missed out on something on this EngageBay overview by leaving your feedback beneath!