Infusionsoft vs EngageBay

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Our analysts compared Infusionsoft vs EngageBay based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Infusionsoft Software Tool

Product Basics

Infusionsoft was rebranded as Keap in 2019. Learn more about Keap.

It's a comprehensive software platform designed to help small businesses save time and grow revenue. Rated as a top sales product for SMBs in 2019, this vendor brings automation and organization to sales and marketing activities.

The available toolkit allows small businesses to gain extensive control over their efforts to help form personal, lasting connections with their customers. This product is suitable for individual business owners or small teams looking to scale and handle an increasing task load. The implementation includes a required kickstart package (available in three different price tiers) that helps users get set up with the program and positions them for success.
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EngageBay is a comprehensive software designed to streamline customer relationship management (CRM) alongside marketing, sales, and service automation. It is particularly well-suited for small to medium-sized businesses seeking an affordable, all-in-one solution to manage and nurture customer relationships, automate marketing processes, and boost sales. One of the key benefits of EngageBay is its ability to offer a wide range of functionalities at a competitive price point, making it an attractive option for businesses looking to maximize their budget. Popular features include email marketing, lead generation tools, and a centralized CRM system that helps businesses keep track of customer interactions and manage tasks efficiently. When compared to similar products, users often highlight EngageBay's user-friendly interface and the exceptional value it provides, given its lower price range. Pricing models are flexible, with options ranging from monthly to annual payments, allowing businesses to choose a plan that best fits their financial and operational needs.

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$159 Monthly
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$11.99 Monthly, Freemium
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Tailored to your specific needs
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Product Assistance

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Email
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Knowledge Base
24/7 Live Support
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24/7 Live Support

Product Insights

  • Free Up More Time: Infusionsoft simplifies and streamlines time-consuming tasks such as following up after a lead enters the pipeline or staying in touch to reduce churn. 
  • Monitor Your Business's Health: Reports help you stay on top of key metrics. Marketing reports share campaign performance, conversions and other data, while admin reports capture the big picture. With over 20 included reports for orders and billing, you can track income, spot unpaid invoices, determine customer lifetime value and more. Sales reports bring together key points from a set of data, including projected revenue, sales rep performance, revenue by criteria and other sources. 
  • Capture More Leads: You can embed web forms in a number of places to increase visibility and win more leads. Forms are easy to configure using the WYSIWYG editor, which allows you to change elements such as the layout, fields and the follow-up "Thank You" page. 
  • Send Targeted Messages: Ensure leads and customers only receive relevant content by creating different lists based on a range of factors. Because Infusionsoft also captures and stores personal details, you can automatically personalize emails (e.g., using a contact’s first name). 
  • Customize the Customer Experience: Unlimited landing pages and custom domains let you sell targeted offers. Configure the links, checkout pages and email campaigns for each segment of your audience. 
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  • Increase Customer Satisfaction: Ensure customer needs are met through dedicated multichannel customer support. Maintain SLAs to support positive customer experiences through KPI tracking and performance-based insights that make outreach and support easier to adapt. 
  • Respond Quickly: Reduce response times to customer queries with intelligent chatbots, automatic query routing and reply templates for real-time conversations. 
  • Market Effectively: Easily build campaigns with drag-and-drop designs and adjustable SEO settings. Use reporting and analytics to improve customer engagement strategies and target leads better. 
  • Get More Capabilities: Enhance the CRM by integrating with various software, like Zapier, Xero, Mailgun, Mandrill, Postmark and Sendgrid. The WordPress integration gives access to built-in plugins such as contact forms, website pop-ups, landing pages, live chats and WooCommerce. 
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  • Customer Relationship Management: Infusionsoft’s CRM platform acts as the central hub for sales and marketing efforts. From it, you can segment lists, automate lead data entry, sync client emails from your other accounts to the correct contact record and identify the best opportunities with lead scoring tools. 
  • Marketing Automation: Build efficient processes using a variety of marketing automation settings. Campaign sequences are easy to create using the drag-and-drop interface, and you can set up workflows by defining triggers based on user actions. A/B testing is also supported. 
  • Sales Pipeline: The software allows sales reps and managers to nurture leads through the pipeline. The Infusionsoft by Keap app facilitates the creation and management of custom quotes, which customers can accept with a single click. 
  • Online Sales: Using this feature, you can generate unique landing pages. The interface is drag-and-drop, and templates make the process quick and easy. Add elements like text and images, as well as define which products to include. The system is also equipped to process online payments and will send automatic follow-ups to customers based on the sequence you choose. 
  • Integrations: Infusionsoft plugs into a host of third-party apps that extend your capability. E-Commerce integrations include Magento, WooCommerce and Shopify. You can also connect the platform to Zendesk, QuickBooks, Xero, Zapier, Vimeo, WordPress and a host of other tools. 
  • Payment Collection: Simplify the process of collecting payments on time. The system allows you to set up automated reminders and shows which customers have paid and which have outstanding balances. The connected platform removes the need to juggle multiple tools. Infusionsoft offers a flat rate for every transaction. 
  • Analytics: Take the pulse of your business with the analytics dashboard. It tracks a number of KPIs such as email conversions, quarterly sales and number of contacts. This provides insight into every aspect of your marketing and sales efforts, along with informing decisions. 
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  • Lead Management: Manage sales leads and track pipelines with personalized outreach, automated lead distribution, sales pipeline management and customer journey mapping. 
  • Deal Management: Streamline sales processes with complete visibility into deals across all stages. Sort and filter, anticipate close dates and make data-driven decisions. 
  • 360-Degree Customer View: View all customer information, aggregated into one dashboard. 
  • Appointment Scheduling: Schedule appointments faster by publishing work calendars online. Eliminate unnecessary communication, automate reminders and customize appointments and meeting schedules. Other supported features include time zone adaptiveness, cross-device mobility and two-way calendar sync. 
  • Contact Management: Store and organize all contacts in one place. The interface supports cross-channel communications, contact activity tracking and more on a single dashboard. 
  • CRM Email Integration: Keep records of conversations with two-way email communication between internal teams and customers. Email tracking helps clarify the best course of action. 
  • Sales Tools: Tools like sales automation, multiple deal pipelines, ABM, proposal management and customer journey views to improve lead conversion rates and close more sales. 
  • Lead Scoring: Locate, score and track promising leads. Set parameters to guide team members in which leads to pursue, increasing the chances of conversion. 
  • Project Management: Keep sales and marketing teams in sync with features like task creation, lead advancement and task tracking with the help of a funnel. 
  • CRM Telephony: Provide team members with data-backed, context-rich information for each call. The platform provides single-click dialing, call reminders, personalized customer details and conversation history, automatic call logging, analytics and tracking, and more. 
  • Employee Engagement: Motivate and engage internal teams with leaderboards, challenges and instant recognition to create a high-performance culture. 
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Product Ranking

#3

among all
CRM Software

#389

among all
CRM Software

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User Sentiment Summary

Great User Sentiment 2245 reviews
Excellent User Sentiment 209 reviews
82%
of users recommend this product

Infusionsoft has a 'great' User Satisfaction Rating of 82% when considering 2245 user reviews from 5 recognized software review sites.

94%
of users recommend this product

EngageBay has a 'excellent' User Satisfaction Rating of 94% when considering 209 user reviews from 3 recognized software review sites.

5.0 (20)
5.0 (43)
4.1 (930)
4.6 (99)
4.1 (1061)
4.6 (67)
4.3 (15)
n/a
3.8 (219)
n/a

Awards

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EngageBay stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Synopsis of User Ratings and Reviews

Process Automation: Every user who mentions this feature notes the system has vast automation scope including automating customer acquisition and marketing processes.
Campaign Builder: It offers a robust, flexible and feature-rich campaign builder with excellent controls, as observed by 85% of reviewers who reference campaign management.
Email Marketing: According to almost 90% of reviewers who mention email marketing, Infusionsoft by Keap has a responsive, user-friendly interface that aids segmentation, sends mass emails and offers templates.
Contact Management: 85% of users who reference managing client databases feel it’s possible to manage databases efficiently with the ability to create, organize and configure contact lists.
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Usability: According to 84% of users who mentioned this aspect, the solution is easy to use and intuitive.
Customer Service: According to 97% of users who mentioned this, the support team is professional and responsive.
Features: About 94% of users said the software provides the most essential elements.
Pricing: Regarding this aspect, 94% of users said that the cost is cheap and competitive.
Customization: Of the users who talked about this, 75% said the solution offers useful, need-based customization options.
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Learning Curve: The system is confusing to learn, requires a lot of training and has some features that are hard to find, as noted by more than 80% of customers who refer to training.
Price: The cost of the software is on the higher side, according to 90% of reviewers who mention pricing.
Custom Fields: It’s difficult to search fields and the platform doesn’t support more than 100 fields, according to every user who mentions custom fields and tools.
Document Storage: It doesn’t store documents or client information internally or in the cloud, as indicated by each customer who mentions storage.
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Learning Curve: The platform has a steep learning curve for those who haven’t used marketing automation before, according to 76% of users.
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Infusionsoft by Keap is a comprehensive CRM platform that helps SMBs automate processes, connect with prospects and customers, and increase ROI. As many reviews noted, the price is on the high end for a small business, and it has some features that work best for enterprises. It also has a learning curve and limitations with storage and custom fields. However, it provides robust email marketing and campaign management tools, and its wide range of automations can save users a lot of time. There are mixed reviews about customer service, as some find it satisfactory while others believe it’s inadequate. Overall, the product can be a good choice for companies with a large enough budget.

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EngageBay offers a suite of CRM and marketing tools to help convert visitors into customers and improve overall customer experience. User reviews state that it’s easy to use and has great features, customer service and a competitive price. Ticketing tools, chat widgets, intelligent AI and email broadcasts are some features that users appreciate. Negative reviews mentioned limited drag-and-drop options in templates, inadequate training material and an outdated UI. All in all, EngageBay is an excellent solution for small and medium-sized businesses to help improve customer engagement.

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