Detailed Full Review of EngageBay: All you need to know (2024)

What is EngageBay?

EngageBay is a CRM solution all-in-one marketing, sales, and online support, including a free CRM component. It also has numerous tools that allow your business to have all the tools for online marketing.

Thanks to the template library, EngageBay allows your team to send more professional emails, create personalized landing pages, and content optimized for the most common marketing use cases.

EngageBay is great for small businesses that need a comprehensive solution like HubSpot but a lot cheaper for the same level of features.

Specifications

Engagebay is an all-in-one sales, service, and marketing automation center combined with an easy-to-use CRM.

The aim of this solution is to provide businesses with a place where they can align their sales, support, and marketing teams.
If you have a more combined view of your customers, it's easier to make informed decisions that encourage conversions

Engagebay offers a multitude of amazing marketing tools and resources, bringing together various solutions so that you don't have to buy separate services from new providers.

Here are some of the features you'll benefit from:

• Email marketing
• Lead generation tools
• Marketing automation services
• Landing pages
• Contact Management
• Task Management
• Contract pipeline
• Making an appointment
• Sales automation
• Multiple ticketing segments
• Help desk automation
• Web forms
• Live chat software

Marketing Bay

Engagebay's goal is to provide businesses with a comprehensive suite that allows them to easily manage all of their marketing, sales, and ticketing needs.

However, it's worth checking out the various sections before making your choice.

The first thing we're going to look at is Marketing Bay, which promises you an easy way to grow your business by attracting new customers. Promising to be the only marketing platform you need, Marketing Bay gives you a complete view of the customer journey from start to finish, as well as the tools you need to engage those customers.

This includes:

• Lead capture forms : Create beautiful, responsive lead capture forms that work the way you want them to. You can use both standard pages and popups.
• Landing Pages : Attractive landing pages will help you convince your customers to connect.
• Rich email templates : Create the perfect emails, from welcome messages to marketing content.
• Email delivery : Send quick emails to your audience to encourage them to take action
• Email automation: Build comprehensive email pipelines to engage your target audience. You can measure the performance of your campaigns, increase the click through rate, and use a variety of tools to improve ROI.
• Full automation : Engagebay's automation solution isn't limited to email marketing. You can also automate data sync processes, event tracking, customer enrollment and unsubscription, and more.
• Social media marketing : Within the all-in-one platform, you can access social media marketing tools to manage your profiles from one place. Follow everything from Twitter to Facebook to Instagram.
• Site notifications: The live chat messaging feature allows you to immediately follow up with site visitors when they are most likely to be interested in your brand. You can define your colors, icons, layouts, and imagery to suit your brand, and customize the messages you send to engage your audience members.
• SMS marketing : Powerful SMS marketing offers you another way to communicate with your customers on another channel. You can personalize messages based on attributes like age and location. You can also set triggers to send text messages when someone abandons a cart or fills out a form. The drag-and-drop designer makes it easy to send SMS messages.
• Push notifications : Engagebay offers smart push notifications to help you engage your customers wherever they are. User-friendly push notifications deliver messages to your customers in real time, generating new traffic and conversions in an instant. You can create and run smart campaigns, add custom icons, and more.
• Video marketing templates : With video marketing templates, you can easily connect with your customers through extensive video content. There are tons of templates to choose from, and content blocks that make it easy to personalize your experience. You also have the option of generating thumbnails of your video to create a link to your online content.

CRM and Sales Bay

Coupled with Engagebay's marketing workflow, you also have a comprehensive sales automation and SaaS CRM solution.

CRM software allows you to review each customer relationship as it develops and maintain happy customers.

The advantage of this CRM solution is that there is virtually no learning curve. Monitoring your results in the sales bay is intuitive and simple. You can even organize your sales team with information about contacts and specific tasks.

Here are some of the features of Engagebay's CRM and sales platform:

• Simple contact management : Get an overview of each interaction with your prospects and follow the information carefully in order to build an ever happier customer base.
• Targeted marketing : Organize your B2B marketing by focusing on the key people in each business.
• Visual pipeline : Look at the potential of each opportunity individually, tracking the status of your leads wherever they are.
• Task Management : Streamline processes by creating tasks and assigning them to salespeople. Improve productivity by telling employees what to do next.
• Making an appointment : Ensure that each member of your sales team has an online calendar where they can set up appointments with prospects.
• Unlimited emails : The email box allows you to capture all the items sent by your team.
• Full integrations : Reduce the risk of miscommunication between sales and marketing teams with a comprehensive CRM platform integrated with your sales solution. You'll be able to see all the details about your customers in one place, so you can work as a team for better results.
• Contact Management : The comprehensive contact management system allows you to keep all of your valuable transaction information in one place, for more targeted and personalized marketing campaigns. Contacts can even be searched using filters.
• Pipeline visibility : With Engagebay, you can see every element of your business pipeline and track the status of a sale in one convenient place. With CRM, you can take the business from one stage to the next through simple operations.
• Scheduling meetings : Reduce the number of boring emails that most businesses receive every day with a convenient solution for scheduling your appointments. This will help you reduce manual administrative work and improve the efficiency of everyone on your team.
• Task Management : In the CRM and sales environment, you can create individual tasks related to different operations and assign them to the most talented or experienced people on your team to get the best results. Regular reminders will keep you on track.
• Automatic data recording : All notes, emails, calls, and progress made with prospects will be tracked and recorded automatically for a better administrative experience.
• Sales reports : Discover what really drives the results of your sales strategy with a comprehensive reporting module. The “reporting” section allows you to create graphs and other visual representations of data in order to increase your revenue.
• Gamification : Motivate your sales team using gamification and rankings. There are lots of ways you can help them stay inspired.
• Email sync : Link your CRM to your email solution in order to be able to follow the communication between your prospects.
• Assessment of the tracks : Determine which prospects are most likely to generate the revenue you want with automatic lead tracking and evaluation services.
• Telephony : Integrate your calls with a free customer relationship management (CRM) solution, which includes everything you need to get more context on each call.

Delighting your customers means providing them with the support they need at every stage of the customer journey. Thankfully,

Engagebay offers a fantastic service segment whose aim is to help your customers. The available features will help you track and resolve issues that your customers may encounter.

Options include:

• Unlimited tickets : So you can store and respond to as many requests as needed.
• Ticket views : Adjust the ticket view with customizable elements to make it easy to track data.
• Service automation : Automate how you support your customers by automatically assigning people to ticketing tasks.
• Unlimited groups : Create as many groups as you want to organize your tickets more effectively.
• Pre-established answers : Save hours every day by creating responses to respond directly to your customers.
• Live chat : Talk to your customers in real time and offer them another useful way to request information about products and services.
• Customer experience monitoring : Track and understand the customer experience at every stage of the sales cycle with a fully integrated, all-in-one platform. You can align your sales, marketing, and service teams in one convenient environment.
• Organization : Keep and organize the various support options you need to address in one convenient place. Use custom views to show agents their queue based on ticket status, group, assignee, and other conditions.
• Full visibility : View open and closed tickets, as well as new tickets to track the status of each support ticket in a single environment. Get complete visibility across the entire support team and each agent.
• Fast answers : Create a comprehensive selection of ready-to-use answers to frequently asked questions from your customers, so your agents can provide better answers.
• Productivity: Increase the productivity of your agents by creating tasks to help them stay focused. Track open and closed tasks and set escalation rules.
• Save time : Automation and routing solutions for your customer service strategy mean you can easily save time with ticket routing, task creation, and escalation. You can also use feedback responses to send customer marketing emails.
• Reports : Get a complete view of your support processes and figures with a powerful reporting module. All the data you need to make meaningful decisions will be ready for you, and you can view that information any way you want.
• Macros : Teams can use macros as shortcuts when responding to common queries frequently. These macros allow agents to free up time, so they can focus on tickets and avoid repetitive or trivial tasks.

Even better, the service solution from ENgagebay promises small businesses free features for an unlimited number of users for as long as you need them.

With fewer pricing restrictions to consider, it's much easier to get started with a customer support and automation platform, regardless of the size of your business.

All in one package

As you can tell from the characteristics above, Engagebay offers start-ups and small businesses a great way to sell more and improve the sales pipeline.

Like Hubspot, you can choose to use one array at a time or combine the available features into an all-in-one service.

When you with the “all-in-one” solution, you get the:

• Full marketing center : email marketing tools, marketing automation, template creation, landing page creation, lead generation, social media connections, etc.
• Customer relationship/service center : Complete service solutions with contact management, business pipeline, appointment scheduling, task management, etc.
• Helpdesk software : Resolve issues faster and delight your customers with a wider range of support options. Live chat software is also available.

The idea is that with a single comprehensive kit, you can avoid spending thousands of dollars on marketing, support, and sales software, and bring it all under one roof. It's a much easier way to take advantage of a one-window solution to manage your business.

Pricing

You can only buy the items you need if you already have a CRM software, for example.

If you choose the all-in-one package, here are the plans you'll need to consider:

• Gratuit : $0 per month

This plan supports up to 1000 contacts and 1000 brand emails.

You can access basic email marketing and delivery functions, autoresponders, lead sensors, sequences, and landing pages. You have a support service, live chat, and an integrated CRM.

• Basic : $8.99 per month per user

This package includes all of Free's features, but for up to 15,000 contacts and 10,000 branded emails.

You'll also be able to unlock additional features, like a social suite for social media marketing, text message marketing, website pop-ups, third-party integrations, and more.

• Growth : $29.99 per month per user

Designed for up to 50,000 contacts and 25,000 brand emails, this package includes all the features of the basic package, plus site messages, push notifications, A/B testing, call recordings, call records, product management, product management, service automation, proposals, and more.

• Pro : $47.99 per month per user

Perfect for growing businesses.

Pro comes with unlimited contacts, 50,000 brand email proposals, analytics, SSO, marketing automation, uptime SLA support, custom reports, role management, and phone support.

If, like many startups, you already have tools for certain marketing functions and customer support, you might prefer to buy only one part of the solution.

Final Verdict

Today, there are a handful of competitors in the digital landscape that offer experiences similar to EngageBay, such as ActiveCampaign, HubSpot, or Marketo. However, all of these options can come with significant expenses, making it more difficult for a small business to invest in marketing, sales, and CRM.

Engagebay is a unique solution in the current environment because of its affordable price. With a free tier available for all separate bays, as well as a free option for the all-in-one service, there's nothing stopping you from trying out the features.

EngageBay offers a large number of essential tools that businesses need to increase profits and satisfy customers. From CRM solutions for tracking consumer relationships to solutions for marketing automation strategies, there's something for virtually every need. Plus, because there's virtually no learning curve, you don't have to worry about the service being too complex.

If you're not yet sure if EngageBay is right for you, why not start by exploring some of the free features? Maybe you'll find something that will transform your business.