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EngageBay Review (Sep 2021), Top Features & Pricing

A detailed EngageBay review, one of the best complete business management & CRM solutions

Verified

Company Name: ​

EngageBay Inc

Est. Year:

2017

Employees:

11-50

HQ Location:

California, USA

Funding:

NA

Free Version

Yes

Free Trial

No

Minimum Price

$11.99/user

Maximum Price

$63.99/user

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EngageBay Overview

EngageBay market itself as an all-in-one growth platform. The suite of tools that it offers is all-in-one CRM software for marketing, sales, and customer support teams. 

EngageBay has various modules in CRM software, marketing automation, helpdesk software, live chat software, etc. All these modules are designed to help you grow your online ventures real quick and easy from —  one place. 

Well, it replaces various pioneer marketing platforms by offering everything offering a one-stop solution for — marketing, sales, and support. 

Still, figuring whether to go with EngageBay or not? 

Well, this is the only EngageBay review that you will need to get detailed insights into this all-in-one CRM. 

In this post, we’ll cover some essential aspects of EngageBay: what exactly EnagageBay is, products & modules, how it works, its pricing review, and so on. 

So let’s dive in. 

NitDit'S Rating For EngageBay

NitDit’s rating is influenced by the overall quality of the product, ease of use, pricing in comparison to competitors, overall community sentiment around the product

93.5%

NitDit Score

Ease of Use 92%
Features 95%
Value for Money 95%
Support 92%

Top Features of EngageBay

  Offers free plan
  All-in-one platform
  Complete CRM solution
  Helpdesk software
  Marketing sutomation solution
  Live chat software
  Lead generation solution
  Email marketing solution
  Project management
  SMS marketing
  Create forms
  Appointment scheduling
  Contact management
  360 degree customer view
  Service automations
  Push notifications

Detailed Review of EngageBay

With the help of EngageBay, you can easily automate various aspects of your business and set it on autopilot. From email marketing to sales, CRM has got you covered with many robust features.

The best part, the interface of EngageBay is easy and intuitive compared to other CRMs and software. If you’re a beginner with little to no technical experience, you can easily get started with EngageBay. 

What’s more, EngageBay comes with various templates to help you get started quickly. The templates of EngageBay are available on different modules such as email templates, custom landing pages, and so on.

EngageBay Featured Highlighted

So here are the robust  key features of EngageBay:

  • Marketing automation
  • Leads Capture 
  • Email Marketing (Email broadcast, Email Templates Builder)
  • Landing Page Curation
  • Project management
  • CRM (customer relationship management)
  • Appointment scheduling
  • SMS Marketing
  • Lead Management 
  • Automation
  • Custom reporting & Workflow

These are some of the most popular features that EngageBay offers. 

Who EngageBay best suited to? 

EngageBay is suited best for various audiences. However, these are the audiences who EngageBay is specifically designed for:

  • Marketers
  • Freelancers
  • Small and Medium business
  • If you are looking to generate leads real quick
  • If you’re looking to leverage email marketing
  • If you’re looking for streamlined marketing, sales, and customer service. 

So these are the audiences whom EngageBay suits the best. 

EngageBay Platform Review: (All Features & Modules Explained)

In this section, we will review all the major modules and features that EngageBay offers. This section will help you get insights into EngageBay and understand how it works. 

EngageBay has three main modules:

  • Marketing Automation
  • CRM & Sales Bay 
  • Live Chat & Helpdesk

Let’s understand each module in detail. 

Marketing Automation Module (Marketing BAY)

The marketing automation platform has a set of robust tools. 

Once you login into the dashboard of EngageBay, you are presented with marketing Modules — it’s set to default. 

This is how the dashboard looks:

EngageBay Dashboard

Also, the marketing automation module has various sections for detailed reports related to your email list, forms, sequences, and landing pages. 

The best part you can also customize it with an easy drag and drop interface to arrange these sections. 

If you choose different reports, there will be different customization options and settings available. What’s more, you can just click on the “Edit Button” to make changes. 

Some of the key highlight features of the EngageBay marketing automation module:

Inline & Popup Forms: You can easily create and add inline and popup forms from the dashboard itself. You don’t need to be a coding ninja to create forms, just drag and drop elements. It’s super easy to create robust inline and popup forms. 

EngageBay Popup Forms

Landing Pages: To build converting landing pages, you can just click on the “landing page” section right on the dashboard. The design process is straightforward and has a drag and drop interface.

Also, it has ready-to-use templates to build stunning landing pages on the go.

EngageBay Landing Page

Email Marketing: Well, EnagageBay has a robust email marketing module. From email broadcast to automation, you can do everything with EngageBay. It has a robots email template builder, which helps you to curate class emails draft on the go. 

EngageBay

Video templates: This feature helps you upload videos to your emails. You can easily select the “Video template” right from the “templates” section. You can record a new video right there or upload a new one. 

Sales & CRM Software Solution (CRM & Sales BAY)

In this section, we will review the sales & CRM section of EngageBay. 

To navigate to this module, you need to choose the first drop menu on the dashboard, and then you need to click on “Sales”.

EngageBay CRM Review

This will easily open the sales dashboard, which will have various sub-features to cover. You can easily get all the important reports from there, such as deal funnels and sales performance. 

Here are some of the robust features of the Sales & CRM Module:

  • Contacts:

This is the first option in the sales dashboard. Once you click on the “Contact” menu, you will see three different options: Lists, Contacts, and Companies. 

EngageBay Contact Management

The best part you can import your contacts from the dashboard right away. To add any new contact, you need to click on “Create New.”

  • Lists:

With this option, you can create lists in the sales dashboard. For that, you need to click on the “Lists” option from the contact menu. This option helps you create your own list on EngageBay easily. 

  • Companies:

The is the powerful and additional feature that is available in the sales dashboard. Using this feature, you can create multiple company profiles to keep track of your customer’s journey easier. 

  • Deals:

This section in the sales dashboard provides a birds-eye view of the process of knowing whether the deal is converted or lost. You can simply get a complete idea of how the business is shaping and how your sales strategy and funnels look like.

  • Tasks

The Tasks section is there to help you get to know whether your sales team tasks are aligned properly or not. For example, this section will look similar to Trello, where you can assign different tasks to your sales team. 

Service Bay

This is another module that EngageBay offers. Well, when you open the service module on the dashboard, it will open a dialog box popup. 

Right on the dialog box popup, you can easily add the service domain. After finishing that popup box, another dialog box will show up, guiding you about the next step. 

Some of the cool features of Service Bay:

  • Tickets:  This module collects all the unavailable support requests from your customers. The support requests will gather in one location so that you can manage them in a better way. To create a new ticket, just click on the “Create Ticket.”
  • Macros: This powerful feature helps you set up a standard response for a popular support request. It will help you provide a quick response to the requests and have a smoother workflow. 
  • Views: This section helps you sort all your support tickets based on various criteria to find any specific patterns. To create a view, you need just click on the “Create View,” and you’re good to go. 
  • LiveChat: LiveChat is one of the most popular features of EngageBay. As the name suggests, it helps you to add a live chat module right on your website. To create a live chat option, click on “Live Chat” and then add texts there for live responses. You can also manage the text and message you want to deliver to your customer. 
EngageBay Live Chat

So this is the complete review of EnagaeBay features and helps you get detailed insights into it. 

Verdict: Does EngageBay Worth The HYPE? 

So this is our complete review of EngageBay. 

Yes, Engagebay is worths the hype.  It’s no doubt, EngageBay has an easy interface with flexible pricing options that makes it the reliable and affordable one-stop solution — marketing, sales, and support platform. 

Over to you, what do you think of EngageBay? 

Platforms Supported

EngageBay Pricing

EnagageBay has a flexible and affordable pricing structure compared to other tools in the market. 

It has different pricing modules available, where you get to choose from different modules that EnagageBay offers. 

  1. All-In-One Plan: This plan includes all the modules that EnagageBay has to offer. The basic plan starts at around $11.99 monthly for yearly plans. 
  2. Marketing Plan: This plan includes only the marketing feature of EnagageBay. The base plan starts at $7.79 monthly per user. 
  3. CRM & Sales Bay: This pricing plan includes access to CRM & Sales Bay only. The base plan starts at $10.39 monthly for a single user. 
  4. Service Bay: This module is free forever. You can use the Help Desk & Live Chat without paying a single dime. 
EngageBay Pricing

You should keep in mind that EnagageBay has a free plan; however, it doesn’t come with a money-back guarantee. 

EngageBay Review FAQs

Q1. What is EngageBay? EngageBay is a sales and marketing automation platform that you can use to manage your business from a single platform. It offers you a number of tools and services that make it easier for you to manage your daily business tasks.
Q2. Is EngageBay Free? Yes, EngageBay offers a completely free plan along with paid plans. You will get access to the email marketing feature, Autoresponders, landing page builder, live chat tool and more.
Q3. Is EngageBay a CRM Platform? Yes, EngageBay is a comprehensive CRM platform and along with that, they offer a number of other tools and services to make it easier for the users to manage every aspect of your business.
Q4. Does EngageBay Offer Third-Party Software Integration Option? Yes, EngageBay makes it possible for the users to integrate with most of the popular apps and software via Zapier.

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