Engagebay Review

EngageBay Review
3.8
3.8 of 5 stars 1 review
  • Pricing
    (4)
  • Features
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  • Support
    (3.5)

Summary

Due to its affordable pricing plans, EngageBay is an excellent pick for small to medium-sized businesses with tight budgets. Another tick in its pricing box is that you only need to pay for the feature sets you want.

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Pros

  • Multi-platform lead management
  • Powerful marketing automation tools
  • Easy-to-use landing page, web form, and pop-up builder
  • Free service module
  • Flexible and affordable pricing plans
  • Robust free plan
  • User-friendly interface
  • Responsive customer support

Cons

  • A small number of integrations
  • Limited customization options
  • Emails sent are branded with the Engagebay logo

ABOUT

EngageBay is an end-to-end CRM application that combines marketing, sales, and service functionalities into one unified platform. Launched in February 2018, it is a relatively new software compared to Zoho CRM and Salesforce, both of which have been around for over a decade. Despite its fledgling status, however, the company has slowly but surely made inroads into the CRM market. Presently, over 5000 businesses use the software to take care of their CRM needs. This growth is in no small measure due to the software’s explosive combination of affordable pricing and exemplary CRM functionality. So, is it worth the hype? Let’s take a close look to find out.

Who is Engagebay for?

Due to its affordable pricing plans, EngageBay is an excellent pick for small to medium-sized businesses with tight budgets. Another tick in its pricing box is that you only need to pay for the feature sets you want. The company has three distinct feature modules: the marketing bay, CRM cum sales bay, and service bay. If your business requires only one module, you need to pay only for that. What’s more, the service module is completely free, which essentially means you get two modules for the price of one. Furthermore, the software has a robust free plan that solo entrepreneurs and micro-businesses can avail to their advantage.

PRICING

In addition to its free plan, EngageBay has three pricing plans. All paid plans can be billed monthly, annually, or biennially. The software offers 20% off to yearly subscribers and 40% off to those who make the biennial commitment. As mentioned above, the service bay is free for unlimited users, no matter if you choose only one module or the all-in-one package.

Here is a comparative look at EngageBay’s pricing plans:

Plan

Free

Basic

Growth

Pro

Price/User/ Month

$0

$14.99 billed monthly

or

$11.99 billed annually

or

$8.99 billed biennially

$49.99 billed monthly

or

$39.99 billed annually

or

$29.99 billed biennially

$79.99 billed monthly

or

$63.99 billed annually

or

$47.99 billed biennially

Users

Up to 15 users

Unlimited

Unlimited

Unlimited

Contacts

1000

15,000

50,000

Unlimited

Branded Emails

1000

10,000

25,000

50,000

Custom Fields

5

10

50

Unlimited

Web Forms

5

10

50

Unlimited

Web Pop-Ups

5

10

50

Unlimited

Autoresponders

Yes

Yes

Yes

Yes

Email Templates

Yes

Yes

Yes

Yes

Landing Page Builder

Limited Features

Basic Features

All Features

All Features

Storage

50 MB

1GB

5GB

20GB

Marketing Automations

Yes

Yes

Workflow Management

Yes

Yes

Email A/B Testing

Yes

Yes

Appointment Scheduling

Yes

Yes

Yes

Yes

Gamification

Yes

Yes

Ticketing Management

Yes

Yes

Yes

Yes

Canned Responses

10

50

Unlimited

Live Chat

Yes

Yes

Yes

Yes

FEATURES​

  1. Lead management
  2. Marketing Features
  3. Web Engagement Tools
  4. Contact Management
  5. Appointment Scheduling
  6. Customer Service Management
  7. Employee Engagement
  8. Task Management
  9. Telephony
  10. Reports

1. Lead Management

EngageBay has all the tools needed to streamline sales pipeline management at every stage, from lead prospecting to qualification and retention. The software allows you to set up a scoring system that lets you track user-brand engagement and pinpoint your most valuable leads. Once you have defined the parameters, the intuitive software combs through multiple platforms. It assigns a score to each lead based on factors such as social media mentions, email engagement, or demographic information.

Additionally, qualified leads automatically pass on to sales reps for follow up, further speeding up the movement of leads down the pipeline. The sales dashboard gives you a visual overview of your sales pipeline, complete with the number of deals in every stage.

2. Marketing Features

Boasting of an easy-to-use workflow builder, EngageBay has a marketing automation feature that takes a host of repetitive tasks, such as sending a welcome email off your hands. The visual workflow designer has a drag-and-drop functionality that allows you to design and configure your work processes with ease. The software supports the setting up of drip email campaigns that send queued emails out as per your preset schedule. It also automatically tracks and notifies you when a customer opens an email or clicks on a link within.

The app has plenty of pre-designed email templates with which you can design visually appealing HTML emails. There is one negative, however. All the emails you send out will have the software’s logo in them, even if you are on the pro plan. To send out unbranded emails, you will need to purchase additional email credits that cost about $4/credit. Each email credit gives you 1000 unbranded emails.

3. Web Engagement Tools

The software’s landing page builder is straightforward and easy to use. If you like building your landing pages from scratch, EngageBay has pre-built content blocks such as headers, footers, and service blocks to get you going. Alternatively, you can choose from its collection of pre-designed landing page templates. Importantly, all the templates have a responsive and mobile-friendly design. Both the content blocks and pre-designed templates are customizable. You can change the background image, color, and style.

Similarly, the platform’s online web form and pop-up builders have several pre-configured designs that can be edited to suit your needs. Its drag-and-drop functionality allows you to add and rearrange elements such as radio buttons and input boxes with ease. You can also edit the text labels and set them as mandatory if needed.

4. Contact Management

With EngageBay’s contact manager, you get a 360-degree overview of all your contacts. This overview includes their contact information, social media profiles, interaction history, lead scores, and points of engagement all on one page. You can also add individual notes and related tasks to each contact. The software allows you to segment your contacts based on demographic traits such as age, gender, or employment to build effective targeted marketing campaigns. You can also categorize contacts using their online behavior such as email opens, clicks, or social media mentions as a deciding factor.

5. Appointment Scheduling

The platform’s appointment scheduling system, offered with the sales module, has several key features that take the pain out of setting up a meeting time that is convenient for both you and your customer. First, you can set up your calendar to show customers only the appointment slots or working hours you want. Second, you can add buffer times before or after an appointment and set limits on the total number of appointments per day, so you have plenty of time to rest or prepare. Importantly, the software displays appointment times in the customer’s time zone to avoid any confusion. Third, you can create group appointment links that give your customers access to the schedules of everyone on your team.

6. Customer Service Management

EngageBay’s free customer service suite is one of its top-selling points. It boasts of a robust ticket management system. The software automatically sorts tickets based on their properties, initiates a workflow, and changes the ticket status, and type accordingly. It also allows you to organize your agents according to their skill sets, expertise levels, location, or department. EngageBay’s automation ensures that tickets are always routed to the right group of agents.

This automation not only helps you save time but also ensures that your customer’s queries are dealt with optimally. Another time-saving feature is that you can create macros or canned responses, which are pre-populated and standard messages you can use to respond to different customers with the same issue.

One of its latest feature additions in this department is the live chat feature. The software has customizable chat widgets that you can embed into your website at no extra cost. These widgets come equipped with emojis and allow customers to upload files and images to underscore their problems. On the agent’s side, the software helpfully displays a timeline of previous interactions with the customer along with their online behavior on your website.

7. Employee Engagement

The app’s gamification feature has all the bells and whistles needed to introduce a bit of friendly competition within your organization. This gamification includes leaderboards, badges, and contests. The customizable leaderboards are easy to set up and give a comparative display of employee performance with metrics such as calls made, emails sent, deals closed, and revenue generated. What’s more, the leaderboards are updated in real-time, so you are always up to date. You can also award points and create incentives for team members who take the time to mentor fresh recruits, thereby fostering an environment of collaboration.

8. Task Management

Coming under the purview of the sales bay, the software’s task manager has the same easy drag-and-drop functionality as its other features. As a manager, this allows you to assign, edit, and move tasks to different sections with ease. The task dashboard gives you an overview of all tasks showing you in what stage each one is engaged. You can also filter tasks according to the due date, allowing your team to focus on the important ones first.

Additionally, just like the contact manager, you can add notes and addendums to a task to let your team know of any special instructions or changes to it.

9. Telephony

This CRM platform’s telephony system goes beyond just allowing you to make calls to your leads and contacts from within the software. It also automatically logs your call and creates and assigns follow-up tasks based on them. The app also ensures that sales reps do not miss a call by sending them reminders of upcoming calls. Additionally, every time a rep makes or receives a call, the telephony system equips them with information such as contact data and past interactions so they can have a contextual conversation with their potential leads.

10. Reports

Apart from a standard set of reports that the software generates, you can create custom reports using different parameters across all the app’s modules. You can manually generate these reports or schedule them on a daily, weekly, or quarterly basis for delivery to your inbox.

INTEGRATIONS

Integration is one area where EngageBay falls flat and could do with some improvement. It integrates with only around ten apps. Importantly, one of these integrations is Zapier, which allows you to connect with hundreds of other apps.

Here are some of EngageBay’s important integrations:

  • Zapier
  • SendGrid
  • Mailgun
  • Mandrill
  • Xero
  • MailChimp
  • Shopify
  • Google Contacts
  • Gravity Forms
  • Hubspot CRM
  • Salesforce App Cloud

More About Engagebay

Set Up And Ease Of Use

The platform has a straightforward setup procedure that involves basic processes such as configuring your login credentials, adding users, setting user permissions, and populating your contacts list. Helpfully, the software allows you to import contact data in bulk from external documents such as a spreadsheet or Google document in CSV format to help speed up the setup process. Once this is done, you can start using the software.

Given its vast pool of features, it takes some time to get a firm handle on all the software has to offer. That said, the app’s clean interface and drag-and-drop functionality ensure that even tech newbies can navigate through it with ease. The main dashboard allows you to switch between the marketing, sales cum CRM, and service modules with ease. Each module has its main features displayed clearly on a horizontal menu splashed across the top. Dropdown menus that appear for each feature allow you to get into the nitty-gritty of each.

Device Compatibility

Desktop Browser App

Android App

iOS App

Windows Phone App

Apple Watch App

X

X

 

The mobile apps, released in late 2019, complete this already well-rounded product. It has the same user-friendly interface as its desktop version. Functionality-wise, the mobile app gives you access to all the software’s features, including the ability to make outbound calls from within the application.

Customer Support

For the most part, ’s customer support is responsive. Both the free and Basic plans get 24/7 email and chat support. Subscribers of the growth plan get additional free onboarding sessions and a dedicated account manager. With the Pro plan, your support options include all the above, along with 24/7 phone support. Apart from customer support, the platform offers a basic knowledge base. It contains articles that give you tips and tricks to grow your business, but few on the software itself. The company’s website also has a live chat window and a schedule calendar, which you can use to book a 30-minute call with one of its reps.

Online Security

EngageBay is a secure online platform. Its security features include data encryption at rest and transit, IP restrictions, multi-factor authenticated access controls, audit logs, and HTTPS for all its web pages. All their measures comply with US and EU industry standards.

PROS AND CONS

PROS

  • Multi-platform lead management
  • Powerful marketing automation tools
  • Easy-to-use landing page, web form, and pop-up builder
  • Free service module
  • Flexible and affordable pricing plans
  • Robust free plan
  • User-friendly interface
  • Responsive customer support

CONS

  • A small number of integrations
  • Limited customization options
  • Emails sent are branded with the Engagebay logo

CONCLUSION

Touted as an alternative to HubSpot and other more expensive marketing software, Engagebay certainly has the features and affordability to fit that billing. Its repertoire of features that include all the necessary tools to run a comprehensive CRM campaign, from lead management to live chat software, is impressive. That it provides these enterprise-grade features at a fraction of the cost is the icing on the cake.

Where EngageBay falls short is in its number of integrations. Its customization and social monitoring options are not as pervasive as HubSpot’s. These quibbles are what keep it from becoming a software that corporate-level businesses can use. That said, it is a powerful CRM software that emerging entrepreneurs and SMBs can use without burning a hole in their wallets. If nothing else, you can take advantage of the platform’s robust free plan to see if it is the right CRM tool for your business.

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