Home/Marketing Automation Software/EngageBayUpdated on: October 4, 2023

OVERVIEW
AWARDS
FEATURES
TECHNICAL DETAILS
PRICING
ALTERNATIVES
REVIEWS
MORE
- Videos
- Screenshots
- Faq
- Articles
- Customers
- Integration
- Related

Get Buyer Checklist Start Free Trial

View Gallery

COMPARE

EngageBay

An Advanced Marketing and Sales Automation Software

(129 Ratings) Write Review

What is EngageBay and how does it work? Engagebay is software for growing businesses to streamline their marketing, sales, and services under one roof. It offers powerful email marketing which lets businesses create fully customizable email marketing communications to send to their target audience. With the use of the software, one can fully automate routine and manual tasks to increase efficiency and nurture their audience in the right way. It also includes a CRM and sales dashboard that helps to organize all potential contacts, track deals, and the sales pipeline without having to use another tool for the same. A helpdesk is also offered as a package, using which customers can reach out to the businesses and get their queries resolved. All of this is provided without compromising on quality for any single tool. Another way to look at it would be to consider it as a cheaper alternative to Hubspot for small- and medium-sized businesses.

FOLLOWERS 7,496 17,768 2,995 673 1,540

EngageBay Awards

EngageBay Features Show All Features

Marketing Automation Features

Website Visitor TrackingWebsite visitor tracking is the process of identifying important website activity to generate leads and insight for sales and marketing teams. These solutions generate reports of companies and/or people that visit your company’s website.
Lead NurturingLead nurturing is the method of building and reinforcing relationships with customers at every point of the sales funnel. An effective lead nurturing program focuses marketing and communication strategies on listening to prospects' needs and providing the information and answers they need to create confidence, raise brand awareness, and sustain a link until the prospects are ready to buy.
Lead ManagementLead Management is the process of acquiring and managing leads (potential customers) until the point where they make a purchase. Lead management should not be confused with lead nurturing, which is a specific part of lead management that takes place towards the end of the process.
Landing PagesLanding pages are standalone web pages created for the purpose of promoting or advertising a marketing or advertising campaign. A landing page is a place where a visitor "lands" after clicking on a link in an email or advertising from Google, Bing, YouTube, Facebook, Instagram, Twitter, or other websites. Unlike web pages, which usually have several objectives and promote exploration, landing pages have a single objective, referred to as a call to action (or CTA).
Email Drip CampaignsEmail drip campaigns are series of automated emails sent to people who take a specific action. You may choose the number of emails to send and the rate at which they are sent for any given action. These emails can be customized by including information such as the recipient's name and detailed references to the action they took. For example, you might submit a drip campaign to someone who registers for your online course. You might also use abandoned cart emails to give a drip campaign to people who add an item to their online cart but don't buy it.
Channel ManagementSocial media management is the process of creating, publishing, promoting, and managing content across social media channels like Facebook, Instagram, Pinterest, YouTube, more.
Campaign SegmentationSocial media segmentation is breaking down your audience demographics within and between different social media platforms. It gives you an understanding of the different groups of people using various social media channels so you know which channels to employ to reach those groups.
Analytics (ROI Tracking)Analytics is the method of analyzing data in the database to discover valuable consumer insights that companies can act on. Software integrated with analytics become more intelligent in their understanding of customers, allowing you to make data-driven decisions.
Multivariate TestingMultivariate testing is a technique for altering multiple variables to test a hypothesis. The aim of multivariate testing is to figure out which combination of variations out of all the possibilities performs the best. Combinations of changeable components make up websites and smartphone applications. A multivariate test involves modifying several elements at once, such as an image and headline. Three picture variations and two headline variations are combined to produce six material variations that are checked simultaneously to find the winning variant.
Lead ScoringLead scoring is a methodology used by sales and marketing departments to rank leads, or prospective customers by assigning values to them based on their behaviour relating to products or services.

Help Desk Features

Incident ManagementIncident management is the process that focuses solely on handling and escalating incidents as they occur to restore defined service levels. Incident management does not deal with root cause analysis or problem resolution.
Social Media IntegrationSocial media integration is a marketing technique that allows you to use social media platforms to supplement your current branding and marketing strategies. By providing ways for your customers to connect or exchange information about your website and social media on different social networks, social media integration helps foster brand recognition and enhances the reach of your marketing campaigns.
Multi-Channel CommunicationMulti-channel communication simply means communicating with customers via multiple channels such as print, SMS, e-mail, web portals, and mobile applications. From an internal management perspective, multi-channel communication involves sending out material and information via multiple channels.
Macros (Templated Responses)You can use macros to avoid performing repetitive actions. For example, macros enable you to create templates with attachments so that you don't have to remember to include a specific file every time you write a specific type of message. You should add information to the message body and fill in the Bcc, Cc, and Subject email fields.
Document StorageThe act of storing a document, usually a digital document, in a document management system (DMS) is known as document storage. We now use electronic storage instead of filing cabinets. It conserves both space and time. When a document is saved, it is often tagged with a collection of metadata to identify it as belonging to a certain category or classification. Then it's saved as a digital file.
Customizable BrandingBrands allow consumers to personalize both packaging and product. By allowing buyers to customize flavor, food form and even the actual packing design of products, brands are putting more power than ever before into the hands of the consumer, ultimately trusting them to create a meaningful experience.
Ticket ManagementThe method of handling issues and requests is known as ticket management. Tickets are basic data entities that are used to monitor anything that must be done. Ticket management is a very useful business method that is integrated into most communication software.
Surveys & FeedbackSurveys and feedback are a type of research methodologies that involve gathering data from a predetermined group of people in order to obtain information and insights into a variety of topics. They can serve a variety of purposes depending on the methods used.
Known Issue ManagementKnown issue management is the process of resolving known issues within the project. Problems with employees or vendors, technological glitches, and supply shortages can all wreak havoc on your project. If the problem isn't fixed, you risk causing needless friction, delays, or even failure to meet the deadline.
Knowledge BaseA knowledge base is an online library of information about a product, service, agency, or subject that can be accessed at any time. Answers to commonly asked questions, how-to guides, and troubleshooting instructions are usually included in this published set of documentation. Its goal is to make it simple for people to solve problems without having to ask for assistance.
Contract (SLA Management)Contract management (or SLA management) software is a digital tool (or collection of tools) that aids in the creation, storage, and retrieval of legal agreements and data. Contract management improves the efficiency of the whole contracting process. As a result, contract delivery times are faster and more reliable, and clients are happier.
Automated RoutingAutomated routing guides customers to appropriate resources based on their current needs. Since customers expect prompt and efficient service when they call, getting the right resource to them at the right time is critical to achieving business goals.
Alerts (Escalation)Escalation alerts allow users to build notification rules for both primary and custom entities. Escalation rules may include a few requirements that cause alerts via email or on-screen messages. Escalation rules are typically more complex than notifications, and they can be used inside or outside of a workflow. In general, escalation rules are used to generate notifications of more than five conditions or a complex trigger SQL clause. If one or more of the conditions are met, or the clause is activated, a message is displayed on screen or sent via email, values are changed, or SQL is run.
Self Service PortalA self-service portal is a website that offers information and resources to help users find answers and resolve their issues. The job of any self-service portal is to help users address common needs efficiently and without outside help.
Live ChatLive chat is a medium that allows the employees to interact with website visitors or with each other in real-time. It can be either text, voice, or video-based chat that team members can use to get in touch with each other to discuss or resolve any ongoing issues.
Community ForumsA community forum is an online platform provided by a company or a brand where members, consumers, and fans can come together to ask questions, receive peer-to-peer support, discuss brand preferences, and form social connections.

CRM Features

Quotes (Proposals)Quotation or a proposal is one which establishes a contractual relationship. A quotation is a supplier`s response to a request by a prospective customer - one legal entity offers a contract to another. The supplier is legally bound to the conditions of his quotation.
List ManagementList management is a series of procedures for gathering information about subscribers, analyzing their activities, ensuring the validity of their email addresses, cleaning an email list of inactive users, and so on. These steps assist companies in maintaining a healthy email list, which is essential for email marketing success.
Customer SupportCustomer support is a service provided to help customers resolve any technical problems that they may have with a product or service.
Marketing AutomationMarketing automation refers to software frameworks and technologies that help marketing departments and companies market more efficiently across multiple channels online while also automating tedious tasks. Marketing automation assists you in identifying potential buyers and automating the process of cultivating those leads to the point that they are ready to be sold to. It automates behaviors that bring customers to the point where they can be approached directly by the sales team with the goal of closing a deal and beginning a long-term partnership, and the data it collects can help you decide which marketing tactics to use.
Referral TrackingReferral tracking means collecting data across the entire referral process; from a customer registering to become a referrer, to them sharing a referral link or code with their friend, to that friend following that link or using that code to become a customer, or taking any other action that has value to you, like downloading an app — and everything in between.
Project ManagementProject management is the use of procedures, strategies, expertise, knowledge, and experience to meet particular project goals within agreed-upon guidelines while adhering to project approval requirements. Final deliverables are limited by a finite timeframe and budget in project management.
Lead ScoringLead scoring is a methodology used by sales and marketing departments to rank leads, or prospective customers by assigning values to them based on their behaviour relating to products or services.
Product CatalogA product catalog is a type of marketing collateral that lists essential product details that help buyers make a purchase decision. These details include product features, descriptions, dimensions, price, weight, availability, color, customer reviews, and more.
Call LoggingCall logging/recording aids in the management and analysis of the sales calls. It may also allow you to make, receive, record, redirect, and assign ownership to calls, as well as serve as a call logger to ensure that missed calls are never forgotten again. Call logging gives you a better understanding of what's going on with your sales calls.
Contact ManagementThe process of storing, organizing, and monitoring information about your clients, prospects, and sales leads is known as contact management. In its most simple form, an address book or an Excel or Google spreadsheet with entries for all of the people with whom you do business can be used to handle your contact details. Many companies, on the other hand, prefer to use advanced contact management software. This is particularly useful if you have a large number of contacts to keep track of or several people who need access to the information.

Email Marketing Features

Facebook AdsHas an inbuilt tool to set up a Facebook marketing campaign
Mobile AppHelps your team to stay top on the business everywhere
Delivery by Time ZoneSubscribers receive the email at the exact time they are in their timezone.
Free Stock PhotosProvides a library of free stock photos for commercial use
RSS to EmailHelps users to receive any new updates or the latest news from the website
Predesigned Email TemplatesProvides a library of templates to build an email
Email SchedulingScheduling an email on a specific time or auto-responding to an action
Real-time Email EditorHelps to view the email while editing at the same time
Document LibraryCentral repository to manage your assets like Images, PDF files, etc.,
List SegmentationSegregates the customers into smaller groups enabling the user to send targeted emails
Drag and Drop EditorLets you customize the elements with images, web forms, boxes, tables, etc. by simple drag and drop interface
A/B TestingA/B testing is a method of comparing two versions of a webpage or app against each other to determine which one performs better. AB testing is essentially an experiment where two or more variants of a page are shown to users at random, and statistical analysis is used to determine which variation performs better for a given conversion goal
Template ManagementA method of governing a company's document environment based on a variety of document models is known as template management. An efficient template management solution makes it easier for workers to build papers, saving time and efficiency.
Spam CheckPrior to sending out your campaigns and automation emails to your contacts, you can use spam check to help find areas of spamminess. The spam check tool checks the content of your message and shows the results on both the campaign summary and campaign Settings pages.
Mailing List ManagementMailing list management is the process of organizing all email addresses that you collect from customers and leads. You can submit more targeted emails and boost metrics like open rate and bounce rate by validating addresses and removing inactive subscribers from your list on a regular basis. Consider mailing list management to be all of the behind-the-scenes work that goes into keeping the mailing list up-to-date and accurate.
Event Triggered EmailSends emails to targeted customers based on their activities
Drip CampaignsDrip campaigns or drip marketing is a type of marketing communication that is broken down into pieces and spread out over time to subtly nudge a prospect to take action rather than offering them anything out of the blue.
Click-through TrackingClick-through tracking is an analytics feature that measures and reports where people click or tap on websites, apps, and emails. A click tracking tool tracks mouse clicks and taps using software or tags. This information is gathered and presented numerically, graphically (heat maps), or through individual sessions (session recordings). Marketers, analysts, and user researchers use click monitoring tools to attribute conversions, assess user interaction, and identify website failures and optimization opportunities.
Auto-RespondersAbility to send automated emails to the contacts subscribing to the list.
Multivariate TestingMultivariate testing is a technique for altering multiple variables to test a hypothesis. The aim of multivariate testing is to figure out which combination of variations out of all the possibilities performs the best. Combinations of changeable components make up websites and smartphone applications. A multivariate test involves modifying several elements at once, such as an image and headline. Three picture variations and two headline variations are combined to produce six material variations that are checked simultaneously to find the winning variant.
Contact ManagementThe process of storing, organizing, and monitoring information about your clients, prospects, and sales leads is known as contact management. In its most simple form, an address book or an Excel or Google spreadsheet with entries for all of the people with whom you do business can be used to handle your contact details. Many companies, on the other hand, prefer to use advanced contact management software. This is particularly useful if you have a large number of contacts to keep track of or several people who need access to the information.
Instagram AdsHas an inbuilt tool to set up an Instagram marketing campaign
Google Remarketing AdsAllows for retargeting your customers via Google Display Network to increase conversions
Abandoned Cart EmailSends email to customers who have failed to check out their cart items
Send Time OptimizationHelps to find the best sending time to engage with your customer
Sign Up FormsBuild sign up forms to allow website visitors to join your mailing list
Contact List ImportAbility to import contacts from TXT, EXCEL, CSV formats and also can enter manually
Click MapAllows tracking user click activity and how they interact with email

EngageBay Technical details

Support	Business Hours	Customer Type	Large Enterprises Medium Business Small Business
API		Location / Phone Number	Mountain House, California / +1 877-509-3570
Deployment	SaaS/Web/Cloud Mobile - Android Mobile - iOS	Official Website	https://www.engagebay.com/
Deployment	SaaS/Web/Cloud Mobile - Android Mobile - iOS	Category	Marketing Automation Software Help Desk Software CRM Software Email Marketing Software

EngageBay Pricing

Pricing ModelFreemium , Subscription

MONTHLY YEARLY

All-in-One Free

Free

Features

250 Contacts
Email Marketing
Autoresponders
Email Broadcast
Sequences
Lead Grabbers
Landing Pages
CRM
Helpdesk
Live Chat

All-in-One Basic

$13.79 /User/Month Billed Yearly

$12.74 per User per Month billed Biennially

Features

500 Contacts
Email Templates
Web Pop-ups
Landing Page Builder
Lead Scoring
SMS Marketing
3rd Party Integrations
Social Suite
Tag Manager

All-in-one Growth

$45.99 /User/Month Billed Yearly

$42.49 per User per Month billed Biennially

Features

5000 Contacts
Marketing Automation
Push Notifications
Site Messages
Broadcast A/B Testing
Landing Page A/B Testing
Custom Domain
Call Records
Service Automation
Products
Proposals

All-in-One Pro

$91.99 /User/Month Billed Yearly

$84.99 per User per Month billed biennially

Features

Unlimited Contacts
Marketing Automation
Web Analytics
Proposal Analytics
SSO
Role Management
Goals
Custom Reporting
Dedicated Account Manager
Uptime SLA
Phone Support

Marketing Free

Free

Features

250 Contacts
Email Broadcast
Sequences
Lead Grabbers
Landing Pages
Email Templates
Auto Responder
Custom Fields
Video Marketing
Live Chat

Marketing Basic

$11.95 /User/Month Billed Yearly

$11.04 per User per Month billed Biennially

Features

500 Contacts
Landing Page Builder
Lead Scoring
SMS Marketing
3rd Party Integrations
Tag Manager

Marketing Growth

$45.99 /User/Month Billed Yearly

$42.49 per User per Month billed Biennially

Features

3000 Contacts
Site Messages
Email Broadcast A/B Testing
Code Your Own Landing
Landing Pages A/B Testing
Custom Domain
Marketing Automation

Marketing Pro

$73.59 /User/Month Billed Yearly

$67.99 per User per Month billed Biennially

Features

30,000 Contacts
Web Analytics
SSO
Custom Reporting
Dedicated Account Manager
Uptime SLA
Phone Support
Marketing Automation

CRM & Sales Bay Free

Free

Features

250 Contacts & Companies
Contact Management
360 Degree Contact View
Deals
Tasks
Email Tracking
Appointment Scheduling
Gsuite Integration
Live Chat

CRM & Sales Bay Basic

$11.95 /User/Month Billed Yearly

$11.04 per User per Month billed Biennially

Features

500 Contacts & Companies
Multiple Deal Tracks
Calling
Predictive Lead Score
3rd Party Integrations
Tag Manager

CRM & Sales Bay Growth

$45.99 /User/Month Billed Yearly

$42.49 per User per Month billed Biennially

Features

20,000 Contacts & Companies
Email Scheduler
Leader Board
Multi Currency
Sales Automation
Products
Proposals

CRM & Sales Bay Pro

$73.59 /User/Month Billed Yearly

$67.99 per User per Month billed Biennially

Features

30,000 Contacts & Companies
Auto Dialer
Proposal Analytics
Role Management
Call Records
Call Scripts
Goals
Custom Reporting
Conversational Inbox

Service Bay

Free

Free Help Desk & Free Live Chat for support teams

Features

Ticketing
Groups
Intelligent Views
SLAs (Service Level Agreements)
Smart Workflows
Ticket Labeling
Canned Responses
Recommendations
Reports
Integrations

Screenshot of the Vendor Pricing Page

View Full Screen

Disclaimer: The pricing details were last updated on 17/04/2023 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about EngageBay pricing.

EngageBay Alternatives EngageBay Alternatives

EngageBay Reviews

OVERALL RATING 4.7 Based on 129 Rating(s)

Rating Distribution

Excellent 81.4 %
Very Good 16.3 %
Average 1.6 %
Poor 0 %
Terrible 0.8 %

SHARE YOUR EXPERIENCE Write a Review

Read All Reviews

Videos on EngageBay

EngageBay Intro Video

EngageBay Product Demo | All-in-one Marketing, Sales, Support CRM

How to create an Email Broadcast in Engagebay

Marketing Platform Overview - EngageBay

EngageBay Service Settings

EngageBay Screenshots

Deals

EngageBay FAQs

Q. What is EngageBay used for?

EngageBay is Marketing Automation Software. EngageBay offers the following functionalities:

Website Visitor Tracking
Lead Nurturing
Lead Management
Landing Pages
Email Drip Campaigns
Channel Management
Campaign Segmentation
Analytics (ROI Tracking)
Multivariate Testing
Lead Scoring

Learn more about EngageBay features.

Q. What are the top alternatives for EngageBay?

Here`s a list of the best alternatives for EngageBay:

Q. Does EngageBay provide API?

Yes, EngageBay provides API.

Articles on EngageBay

Top Software Top 10 Home Builder CRM Software in 2022 Technology for home builders changes quickly. Customer relationship management (CRM) software is... read more

Top Software Top 10 Free Call Tracking Software Tools in 2022 Marketers use Call Tracking Software to collect phone calls data. This allows them to identify... read more

Top Alternatives Top Smartsheet alternatives for Project Management in 2020 In order to manage a bunch of people in your team, you need to literally shuffle between a lot of... read more