CRM Software
Top Companies in 2024
Engagebay vs Insightly
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- Comprehensive integrations
- Robust lead capture tools
- Social media integration
- Free plan and demo
- Customer segmentation features
- 14-day free trial
- All-in-one solution available
- Mobile app availability
- Extensive integration capabilities
- Customizable reports
- Highly complex website
- Lack of AI tools
- Phone support exclusive to Pro plan
- Marketing and customer service as separate tools
- Complete workflow automation unavailable in basic plan
Founded in 2018 and headquartered in Wilmington, Delaware, Engagebay is a CRM provider that offers an all-in-one platform combining marketing, sales, and customer service tools tailored for small to medium-sized businesses. The company provides four main products: the All-in-One Suite, Marketing Bay, Sales and CRM Bay, and Service Bay, each designed to streamline business operations. Engagebay’s unique features, such as predictive lead scoring, automated workflows, and advanced reporting tools, set them apart by helping businesses manage customer interactions, enhance engagement, and drive sales. The platform integrates seamlessly with popular apps like Gmail, Outlook, and social media channels, making it adaptable to various business needs. Engagebay’s focus on flexibility and ease of use allows users to customize their CRM experience to fit specific goals, from marketing automation to contact management. The company also strongly emphasizes data security and compliance, adhering to GDPR standards and leveraging Google Cloud’s robust security measures. Customer feedback often praises Engagebay’s blend of functionality, ease of use, and affordability, though some users point out a few areas for improvement. With their integrated platform and emphasis on enhancing customer interactions, Engagebay offers a distinctive solution in the crowded CRM market. To see how these features and tools come together in practice, dive into our full review and discover whether Engagebay can meet your business needs.
Founded in 2009 and based in San Francisco, Insightly is a trusted CRM provider for small to midsize businesses, offering a unique blend of features that make managing customer relationships effortless. With their intuitive design and customizable workflows, Insightly empowers businesses to streamline sales processes, nurture leads, and keep projects on track—all from one user-friendly platform. Insightly’s standout integrations with tools like Google Workspace mean your team stays connected and efficient without missing a beat. They focus on flexibility, allowing businesses to tailor the platform to their needs, unlike more rigid competitors. Additionally, with industry credentials like SOC 2, Type II, and HIPAA compliance, Insightly ensures your data stays secure and protected. Customer feedback often praises Insightly’s ease of use, sleek interface, and ability to bring order to the chaos of sales and customer management. However, some find the advanced features take a bit of getting used to, which could be worth it for the tools they deliver. Curious if Insightly could be the game-changer your business needs? Dive into our review and explore how this dynamic CRM could elevate sales, strengthen customer connections, and drive your business forward!
- Cloud-Based Software : True
- Cost : Free plan, then $13.79 per user per month when billed annually
- Free Trial : Unavailable
- Mobile App : True
- Business Size Supported : Small-to-medium-sized businesses
- Cloud-Based Software : True
- Cost : $29 per user per month, billed annually, for their Plus plan
- Free Trial : Available
- Mobile App : True
- Business Size Supported : Small to midsize businesses
- 1,000+ email templates
- Free customer service software
- Appointment scheduling
- Scalable solution
- Price quote generation
- Business card scanning
- Real-time data synchronization
- Annual Subscription
- Free Trial
- Freemium
- Monthly Subscription
- Annual Subscription
- Free Trial
- Freemium
- Monthly Subscription
- Activity Logging
- AI-Powered Tools—Undisclosed
- API & Developer Tools
- Automated Workflow Builder
- Contact Management
- Deal Tracking
- Email Campaigns
- Email Syncing & Templates
- Field Customization
- Lead Management
- Performance Reports
- Pipeline Management
- Reporting & Insights
- Workflows
- Activity Logging
- AI-Powered Tools—Undisclosed
- API & Developer Tools
- Automated Workflow Builder
- Contact Management
- Deal Tracking
- Email Campaigns
- Email Syncing & Templates
- Field Customization
- Lead Management
- Performance Reports
- Pipeline Management
- Reporting & Insights
- Workflows
- Accounting Software
- Lead Generation
- Marketing Automation
- Productivity Tools
- Project Management
- Accounting Software
- Lead Generation
- Marketing Automation
- Productivity Tools
- Project Management
- Compliance Certifications
- Data Encryption—Undisclosed
- Role-Based Permissions
- Single Sign-On (SSO)
- Two-Factor Authentication (2FA)
- Compliance Certifications
- Data Encryption
- Role-Based Permissions
- Single Sign-On (SSO)
- Two-Factor Authentication (2FA)
- FAQs
- Help Guides—Undisclosed
- Live Chat
- Mobile Application
- Phone
- FAQs
- Help Guides
- Live Chat
- Mobile Application
- Phone
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