85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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90% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more FreeAgent CRM
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92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Capsule
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Description | EngageBay is an all-in-one marketing and sales CRM solution that helps businesses organize email contacts, monitor deals, grow sales, and build customer relationships. Users can get a complete view of every interaction ever had with their leads and get deep customer insights to the market and sell better. It allows users to design engaging emails and run email marketing campaigns easily with just a simple click of a button. Businesses can measure performance and get better click-through rates, thus helping to grow the business. Through the customizable forms feature, users can create simple and stylish forms on any device and dramatically improve their conversations. Users can choose from a wide range of landing page templates or create their pages in less than two minutes. The powerful email tracker helps to keep track of prospects actions and get notified the moment someone opens an email or clicks a link in the email. Read more | Freshworks CRM is a customer relationship management software for sales and marketing teams to help them with their day to day processes. The software generates 10 times more qualified leads and close deals faster. It creates landing pages in minutes and attracts visitors as well. It also tracks all page visits and actions of the visitors at the site to analyse and convert them into leads. Freshworks CRM provides AI-powered chatbots offering relevant chat facilities with website visitors. It also creates tailored email campaigns besides generating cost-effective leads for sales. The Freddy AI feature of the software identifies businesses’ best leads and focuses on converting them into sales. Freshworks CRM improves revenue predictability with highly accurate forecasting. Its AI-based deal insights find the best deals to close in less time. The software nurture leads with the help of targeted campaigns, supports customers with useful information and builds deeper relationships. Read more | FreeAgent is a complete CRM platform with robust work management. It helps teams get everything in one place, work more collaboratively to get more done, and track and improve performance. It is designed for the new world of work, remote teams thrive with complete visibility into day-to-day activity, real-time collaboration, and powerful code-free customization. By eliminating time spent searching for information and manual entry, FreeAgent empowers leaders to optimize sales, marketing, customer success, project management. Read more | Capsule is an online CRM software that incorporates a simple visual interface into a powerful CRM system. It works towards building a database with vital information of customers available at the user’s fingertip, from tracking sales to keeping a track of all the contacts which essentially gives its users a birds-eye view of everything they need to deliver a more personal experience to their customers. Companies can achieve a higher number in sales with the option to tailor their own pipelines, granting them the complete dashboard which indicates minute details like potential values and where they stand in the pipeline. This makes taking the next decisive step pretty easy. Capsule’s features include a simple and intuitive customer index within a visual overview of entire sales pipelines, aiding companies to keep a track of where their sales stand as they scale and grow. The software makes sure that not a single open sales opportunity is missed. Users can use features like Milestones to measure up their possible future sales prospects against the factors that are dialed in automatically by the software. Capsule helps team members to have the visibility and the clarity to create their own sales pipelines, making the operations clearer and easier for businesses. Read more |
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SW Score & Breakdown |
85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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90% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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SaaSworthy Awards |
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# 12 Highly Rated # 12 Highly Rated |
Total Features |
23 Features
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9 Features
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24 Features
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26 Features
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Common Features for All |
Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Unique Features |
AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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Organization Types Supported |
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Platforms Supported |
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Modes of Support |
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API Support |
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User Rating |
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Rating Distribution |
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User Sentiments |
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User-Friendly Interface, Extensive Integrations, Excellent Customer Support, Flexible Customization Limited Reporting Functionality, Occasional Software Glitches, Lack of Bulk Editing Options, Limited Mobile App Functionality |
Review Summary |
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Overall, users report that the software is generally user-friendly and easy to use. Its dashboard is intuitive, and its features are straightforward and easy to navigate. Many users appreciate its customer support, finding them responsive and helpful. However, there are complaints about its limited customization options and reporting capabilities. Additionally, some users have experienced issues with data syncing and integration, particularly with other software and platforms. |
Read All User Reviews | Read All User Reviews | Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
Pricing Options |
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Pricing Plans
Monthly Plans
Annual Plans
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Free Free Basic $10.39 $12.99 per user / month Growth $19.99 $24.99 per user / month Pro $39.99 $49.99 per user / month |
Free Free Growth (Customer-for-Life Cloud) $29.00 $29.00 per user / month Pro (Customer-for-Life Cloud) $69.00 $69.00 per user / month Enterprise (Customer-for-Life Cloud) $125.00 $125.00 per user / month Growth (Sales Cloud) $29.00 $29.00 per user / month Pro (Sales Cloud) $59.00 $59.00 per user / month Enterprise (Sales Cloud) $99.00 $99.00 per user / month Growth (Marketing Cloud) $19.00 $19.00 per month Pro (Marketing Cloud) $59.00 $59.00 per month Enterprise (Marketing Cloud) $99.00 $99.00 per month |
Contact Management $35.00 $42.00 per user / month B2B Sales $75.00 $90.00 per user / month B2B Full Funnel Sales $100.00 $120.00 per user / month Help Desk $50.00 $60.00 per user / month B2B Customer Service $75.00 $90.00 per user / month Project Management $25.00 $30.00 per user / month Agile PPM $50.00 $60.00 per user / month IT Management $75.00 $90.00 per user / month |
Free Free Starter $18.00 $21.00 per user / month Growth $36.00 $38.00 per user / month Advanced $54.00 $60.00 per user / month Ultimate $72.00 $75.00 per user / month |
View Detailed Pricing
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View Detailed Pricing
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View Detailed Pricing
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EngageBay
4.8 Based on 463 Ratings |
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Screenshots |
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Videos |
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Company Details | Located in: Mountain House, California | Located in: San Mateo, California | Located in: Walnut Creek, California | Located in: Manchester, England Founded in: 2007 |
Contact Details |
+1 877-509-3570 https://www.engagebay.com/products/crm |
+1 650 513 0514 https://www.freshworks.com/crm/ |
Not available https://freeagentcrm.com/ |
Not available https://capsulecrm.com/ |
Social Media Handles |
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