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EngageBay

Score7 out of 10

11 Reviews and Ratings

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What is EngageBay?

EngageBay is presented by the vendor as a powerful, simple, affordable, and integrated all-in-one marketing, sales, and service automation platform with a free CRM, designed for small businesses and startups to grow their business to the next level. It comprises a marketing automation suite to help businesses save time, nurture audiences and automate routines, manual tasks; free CRM and sales automation designed to keep users organized by storing and categorizing all email contacts, track deals, and the sales pipeline to grow sales; and finally, its live chat and helpdesk features provide real-time assistance to convert website visitors into happy customers by tracking, prioritizing and solving customer support tickets.

Categories & Use Cases

Key Features

Learn about the best (and worst!) features EngageBay has to offer, as determined by TrustRadius' reviewers.
Based on 11 ratings of EngageBay's features
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Top Performing Features

  • Customer data management / contact management

    The software acts as a single source for all customer data and enables users to access that data efficiently.

    Category average: 8.6

  • Workflow management

    The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

    Category average: 8.2

  • Help desk management

    This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

    Category average: 8

Areas for Improvement

  • Integration with email client (e.g., Outlook or Gmail)

    Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

    Category average: 8.3

  • Scripting environment

    Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

    Category average: 7.5

  • Mobile access

    Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

    Category average: 7.8

Reviews

What users are saying about EngageBay.
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A viable competitor to Salesforce and Marketo without the costly pricing and set-up headaches

Incentivized
Verified User
Director in Marketing (1-10 employees employees)

Use Cases and Deployment Scope

I use EngageBay to track all investors and leads. This includes sending automated emails, tracking their investment status, logging calendar invites, tracking investor issues and other customer service requests, and tracking lead status so I know what stage of the customer lifecycle they are. We replaced SalesForce with EngageBay which was far more effective.

Pros

  • Lead / customer tracking
  • Automated emails
  • Automations

Cons

  • Landing pages
  • Livechat feature
  • Lead/customer integration

Return on Investment

  • Improved lead management and helped build lead data by 4-5x in size
  • Helped improve investor base with 100-150% growth in investors by year 1
  • Generated dozens of calendar invites to call potential investors in first year

Alternatives Considered

Salesforce CMS, Pardot and Marketo Sales Connect (ToutApp)

Other Software Used

Zapier, Jasper.ai, SurferSEO

Usability

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