Engagebay CRM: Full Review, Products, and Features

About Engagebay CRM

Engagebay offers an inclusive all-in-one CRM suite that includes CRM products for marketing, CRM sales, and customer service. You can choose to purchase each product separately according to your business needs, or you can go for the all-in-one package that holds its all.

Engagebay has an average of 97% positive reviews on GetApp, and a 4.6/5.00 stars rating from G2, in addition to Easiest To Do Business With, and Best Meets Requirements recognition awards in 2021 from G2 as well. Several world-leading businesses trust and use Engagebay's CRM, such as Forbes, TechCrunch, business.com, and many more.

Engagebay offers a free package for its CRM software. Small businesses can use unlimitedly for up to 15 users with no credit card information required.
 

Engagebay CRM Key Features

Marketing Automation

Engagebay's marketing automation software will streamline your marketing campaigns for maximum efficiency, growth, and best ROI. The software packs an easy-to-build visual designer with drag and drops functionality, which offers the easiest way to design your marketing and sales workflows. You get to design your own lead forms custom domains and have unlimited landing pages.
 

Email Drip Campaigns

You are also provided with drip email campaigns where you can set up email sequences one time and let the software automate sending queued emails as per the defined schedule. Email sequences will help you stay in touch with your customers and help you with onboarding and customer education. They can be sent scheduled enriching emails about your business and products.
 

Predictive Lead Scoring

Engagebay also automates the lead scoring process, so you spend less time on qualifying leads. Setting up triggers is all you need to do, as lead scores will automatically increase or decrease depending on individual customer activity. As the lead scoring model qualifies those leads, they are passed down to your sales team. With predictive lead scoring, you get to automate lead score and lead score by source and country.
 

Smart Customer Segmentation

You can set up rules to automatically segment your customers based on their behavior, save the segments, and tag customers to run personalized marketing campaigns. You can segment your customers also by country, by tag name, by source, or by custom fields of your own.
 

Email Personalization

Personalization is the way to go to convert leads into customers. You can merge tags to personalize emails with a contact's name, company, location, interests, and more. This allows you to send information or offers related to your lead's interests. You get an advanced builder, unlimited templates, and over 100 predefined templates.
 

Prospect Tracking

Prospect tracking will notify you of your prospect's online actions, such as opening emails or clicking a link in emails. This gives you better insights into their browsing patterns and provides you with the right timing to follow up with them. Its popular features include contact source, referral source, single viewport, and visitor behavior.
 

Web Visitor Engagement

Engagebay allows you to set up cool web forms to engage with casual web visitors and convert them into happy customers. You can set up rules to show the right message at the right time and customize the web popups to suit your website theme and taste. You get sticky bars, site messages, autoresponders, and birthday wishes.
 

Appointment Scheduling

Engagebay offers its own appointment scheduling software that integrates with your existing Outlook, Google, Office 365 calendars with two-way syncing. You can customize your scheduling by sending out confirmation or reminder emails to attendees and adding buffer times before or after events.

Moreover, you can also show your availability in your invitee's time zone with an intelligent time zone detector and set last-minute notices and daily limits on the number of appointments. The appointment scheduling software allows you to schedule appointments with multiple team members by creating group appointment links and selecting who wants to be added.

You can also set up forms fields and gather customer information to schedule appointments. As your prospects join your meetings, the software will automatically create their contact in your database.
 

Contact Management

Engagebay's contact management tools allow you to reach your customers across multiple channels. It provides you with a unified view of your customer's information and displays them to your sales team to provide them with full context for meaningful engagement and communication with your prospects.

You get to have complete access to your complete customers' profiles and their activity histories, such as the latest interactions, interests, engagement patterns, response rates, social presence, and much more. Your inbox will also be unified as it integrates with your Gmail and Outlook accounts with 2-way sync.
 

Pipeline Management

Pipeline management allows you to view your deal pipeline and track the status of every deal in a single place. You can drag and drop operations to manage your deal stages, set deal milestones, deal segmentation, and manage tracks.
 

Call Integration

Engagebay CRM allows you to integrate your phone calls to provide your team with data-backed and context-rich conversations. You can record all your calls, set call notes, make call conferences, and much more.

Engagebay Telephony CRM allows you to make calls with a single click and set call reminders never to miss an important call. Before you make a phone call, the CRM software will present you with all the contact information to personalize your call.

You can measure your team's performance with call analytics and tracking, which present you with built-in charts and reports. Engagebay's Telephony CRM will reduce your call costs up to 60%, as there are no hardware requirements or maintenance costs. Engagebay Telephony CRM is an example of a business VoIP phone system. If you are interested in more business VoIP phone systems, read our comprehensive reviews of the best providers here.
 

Help Desk

Engagebay's customer service package provides you with great help desk software that will allow you to provide the best customer support experience to your customers and inquirers. Its ticketing capabilities allow you to address and resolve all issues quickly to satisfy your customers.

You can create ticket categories based on the type of issue and have them automatically routed to the appropriate team. You can also set up smart workflows to automate ticket priorities, set their statuses, and assign them to your support team members.

Moreover, the help desk software allows you to create templated and predefined replies that ensure quick and consistent replies for frequently asked questions. Lastly, you get to receive smart system-generated recommendations based on canned responses and ticket labels to facilitate professionalism among your team.
 

Third-party Integrations

Engagebay CRM seamlessly integrates with a wide variety of third-party applications to provide extended capabilities and functions; such applications include:

• Zapier
• Xero
• Mailgun
• Postmark
• JotForm
• QuickBooks
   

Mobile CRM

Engagebay offers its own mobile CRM application that packs most of the desktop CRM capabilities and features. The mobile CRM application is compatible with both Android and iOS devices.
 

Engagebay Plans and Prices

Engagebay offers plans for each of its products, in addition to the all-in-one suit. Its plans can be tailored to be billed monthly, yearly with 10% off, and biennially with 20% off. We will present you with the biennal plans for the All-in-One package:

Free plan: $0/user/month

The free plan provides you with the following capabilities and features:

• Email Marketing
• Autoresponders
• Email Broadcast
• Sequences
• Lead Grabbers
• Landing Pages
• CRM
• Helpdesk
• Live Chat

Basic plan: $13.49/user/month

The basic plan includes everything in the free plan, plus the following:

• Email Templates
• Web Pop-ups
• Landing Page Builder
• Lead Scoring
• SMS Marketing
• 3rd Party Integrations
• Social Suite
• Tag Manager

Growth plan: $44.99/user/month

The Growth plan packs everything in the Basic plan in addition to:

• Marketing Automation
• Push Notifications
• Site Messages
• Broadcast A/B Testing
• Landing Page A/B Testing
• Custom Domain
• Call Records
• Service Automation
• Products
• Proposals

Pro plan: $89.99/user/month

The Pro plan is the fully-featured all-in-one package plan; it packs everything in all previous plans in addition to:

• Marketing Automation
• Web Analytics
• Proposal Analytics
• SSO
• Role Management
• Goals
• Custom Reporting
• Dedicated Account Manager
• Uptime SLA
• Phone Support
   

Customer Support

You can reach Engagebay's customer support through live chat on their website, phone at +1. (877).509.3570, or schedule a call with their team from the Resources tab on their website. Resources also include a bunch of guides and blogs on Website popups, email marketing, lead generation, a full CRM guide, and much more.
 

Final Thoughts

Engagebay CRM is one of the most comprehensive purpose-built CRM software that offers separate products and an inclusive package with everything. Customer reviews praised its easy-to-use interface and intuitive features. Engagebay is the one platform for all your marketing, sales, and support teams. You can also request a free demo of its fully-featured package to see how it all operates.