EngageBay Reviews & Pricing

by EngageBay | Founded 2018, Tracy, CA

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Overview Pricing Benefits Reviews Features

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What is EngageBay?

Industry Specialties: Serves all industries.

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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User Sentiment

Based on 209 reviews:

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EngageBay Pricing

Based on our most recent analysis, EngageBay pricing starts at $12 (Monthly, Freemium).

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Starting From: $11.99
Pricing Model: Monthly, Freemium
Free Trial: Yes, Request for Free

Training Resources

EngageBay is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for EngageBay:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

EngageBay Benefits and Insights

Why use EngageBay?

Key differentiators & advantages of EngageBay

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.

Industry Expertise

Used by over 12,000 businesses from various sectors. The platform is adaptive for organizations of all sizes, though most helpful to small and mid-sized businesses.

EngageBay Reviews

Average customer reviews & user sentiment summary for EngageBay:

209 reviews

94%

of users would recommend this product

Synopsis of User Ratings and Reviews

Based on an aggregate of EngageBay reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

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.

Cons

Learning Curve: The platform has a steep learning curve for those who haven’t used marketing automation before, according to 76% of users.

Researcher's Summary:

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.

Key Features

CRM Capabilities

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.

Other Capabilities

Emailing Marketing: Choose from several pre-designed email templates or create unique ones. Segment and target subscriber lists, personalize emails and adjust formatting. Track and analyze results to optimize campaigns.
Support Group: Segment customers and agents into groups and direct tickets to the corresponding support groups. Create groups depending on workflow needs, based on criteria like issue type, area of expertise, location or department.
Sales and Marketing Automation: Generate leads, close deals and grow revenue faster by automating marketing and sales tasks throughout the customer lifecycle.
Live Chat and Helpdesk: Talk to customers in real time, track customer journeys and segment them based on conversations and other analytics.