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Overview

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…

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Recent Reviews

TrustRadius Insights

Users have found Engagebay to be a valuable tool for streamlining their sales and marketing efforts. With its all-in-one CRM platform, …
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Pricing

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FREE

$0

Cloud
per month per user

BASIC

$12.74

Cloud
per month per user

GROWTH

$42.49

Cloud
per month per user

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.engagebay.com/pricing/all…

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $12.74 per month per user
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Product Details

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.

EngageBay Competitors

EngageBay Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(10)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Users have found Engagebay to be a valuable tool for streamlining their sales and marketing efforts. With its all-in-one CRM platform, businesses can bring together their sales and marketing teams, allowing them to track every action and sales pipeline. The software is particularly effective for email marketing and managing customer requirements, making it easier for sales teams to stay organized and efficient. What sets Engagebay apart is its ability to provide automation, workflow, and sequencing communication features that were not available before. Users have created automated workflows for ticket sale orders and tracking customers through the pipeline, saving time and increasing work efficiency. Additionally, Engagebay offers total automation and detailed communication capabilities, supporting lead generation, email marketing, marketing funnels, and opt-in forms. It replaces multiple tools such as Kartra, Clickfunnels, Hubspot, Mailchimp, and Mailgun, providing integrated features for lead generation, contact management, lead nurturing, marketing automation, and appointment scheduling. The platform also helps manage and update members in a citizen's group with features for event reminders, scheduled text messages, and engagement reminders. Whether it's freeing up time by streamlining administrative tasks or providing a seamless customer journey through various channels like text, email, social media, phone calls, and in-person meetings – Engagebay proves to be a valuable asset for businesses of all sizes.

Users commonly recommend EngageBay for several reasons. Firstly, many users appreciate the affordability and all-in-one capabilities of EngageBay, making it a cost-effective solution for small businesses. Secondly, users have praised EngageBay's extensive features and competitive pricing, describing it as a game changer in the CRM market. Finally, users have commended EngageBay's responsive and knowledgeable support team, stating that they provide fast and helpful assistance. These recommendations highlight the value, features, and customer support that EngageBay offers to its users.

Attribute Ratings

Reviews

(1-1 of 1)
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Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Lead / customer tracking
  • Automated emails
  • Automations
  • Landing pages
  • Livechat feature
  • Lead/customer integration
I would absolutely recommend EngageBay to any customer looking to switch from Marketo or Salesforce that wanted a cheaper solution while still highly effective. Those platforms require hands-on integration consultants and full-time employees that know how to handle those CRMs. This CRM is easy to use for any beginner marketer.
Sales Force Automation (8)
61.25%
6.1
Customer data management / contact management
100%
10.0
Workflow management
100%
10.0
Territory management
N/A
N/A
Opportunity management
80%
8.0
Integration with email client (e.g., Outlook or Gmail)
50%
5.0
Contract management
80%
8.0
Quote & order management
N/A
N/A
Interaction tracking
80%
8.0
Customer Service & Support (2)
85%
8.5
Case management
70%
7.0
Help desk management
100%
10.0
Marketing Automation (2)
100%
10.0
Lead management
100%
10.0
Email marketing
100%
10.0
CRM Project Management (3)
90%
9.0
Task management
100%
10.0
Billing and invoicing management
80%
8.0
Reporting
90%
9.0
CRM Reporting & Analytics (3)
50%
5.0
Forecasting
N/A
N/A
Pipeline visualization
80%
8.0
Customizable reports
70%
7.0
Customization (4)
37.5%
3.8
Custom fields
100%
10.0
Custom objects
N/A
N/A
Scripting environment
50%
5.0
API for custom integration
N/A
N/A
Security (2)
100%
10.0
Role-based user permissions
100%
10.0
Single sign-on capability
100%
10.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software (2)
90%
9.0
Marketing automation
100%
10.0
Compensation management
80%
8.0
Platform (1)
50%
5.0
Mobile access
50%
5.0
  • 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
Salesforce and Marketo are the strongest CRM products out there in the space. The drawback they have is that they are immensely expensive and complex to set-up / use. Salesforce is extremely complex, especially when using in conjunction with Pardot. EngageBay is simple, easy to use, and easy to build from. And their customer service is far more responsive than those platforms.
EngageBay's incredibly easy to use. I was able to pick up the CRM and start using right away with little issues. Anyone with basic CRM knowledge should be able to get started on EngageBay easy. Their customer service team also makes onboarding very easy and will work with you on any issue.
Their support team is incredibly response, with a livechat option anytime during business hours. I was able to work with them on a variet of issues and they were extremely hands-on. The same reps are always there and friendly and ready to work with. There isn't a CRM that has better customer service.
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