December 1, 2023


Rich Inside You

EngageBay Evaluation – What Makes EngageBay Nice and The place EngageBay Falls Quick

9 min read

Advertising and marketing is crucial for rising companies, but it surely typically strains tight budgets. If you happen to’re on the lookout for a platform to deal with gross sales and advertising and marketing in a single interface for an affordable worth, EngageBay may be for you.

EngageBay combines lead seize, gross sales pipeline administration, and electronic mail advertising and marketing capabilities, so small and midsize companies can enhance their publicity whereas staying within the black.

EngageBay logo for Quicksprout EngageBay review.

Who EngageBay Is For

Small to medium-sized companies on a price range will recognize EngageBay‘s all-in-one design and advertising and marketing and relationship administration aids.

Advertising and marketing groups who want to pace up their workflow and automate repetitive duties could discover its electronic mail creation, marketing campaign administration, and social scheduling instruments attractive.

Equally, gross sales reps ought to discover EngageBay’s deal and calendar options to develop into extra environment friendly on the clock. Buyer help workers who wish to scale up and restructure their inquiry administration time will just like the ticket and reside chat capabilities.

EngageBay Pricing


This plan is ideal for startups and solo entrepreneurs with as much as 15 crew members and 250 contacts. Take into accout, there’s little to no automation obtainable at this tier.

You’ll get electronic mail advertising and marketing instruments like autoresponders, broadcasts, and as much as two electronic mail sequences plus lead grabbers to gather consumer data in your website. The touchdown web page builder is nice for introducing affords and driving conversions. Better of all, your pages are SSL-secured, so web site guests’ information and knowledge stay non-public and safe.

The built-in CRM retains all of your contacts organized, so it’s simple to handle offers, duties, and appointments. You additionally get a assist desk for contact administration and ticketing with two ticket views and a reside chat characteristic.

For outreach, you obtain 1,000 branded emails per thirty days and primary lists, segmentation, and predictive lead scoring to focus on the best folks. Embed as much as 5 kinds in your website and place 5 dynamic internet pop-ups to have interaction audiences. Plus, electronic mail and social publishing guarantee your messages attain prospects wherever they’re on-line.


For $14.99 per consumer per thirty days on a month-to-month bundle, $13.79 per consumer per thirty days for a yearly bundle, or $12.74 per consumer per thirty days biennially, the Fundamental degree fits small advertising and marketing groups and customer-facing roles.

Contact, listing, file storage, and electronic mail sending limits are greater to accommodate larger quantity, plus you get entry to further instruments like SMS advertising and marketing and improved lead scoring. The expanded electronic mail builder and 10 touchdown pages give entrepreneurs extra inventive flexibility, too.

You’ll see extra organizational element on deal configuration, notes, and bigger buyer views. Supporting greater groups with further ticket views and teams is simpler at this degree, and the CRM comes with extra customization options.

Reporting will get extra superior analytics on high campaigns and leads. Dwell chat, video belongings, and built-in platforms assist out your cross-channel skills. Lastly, social publishing helps you construct your neighborhood and have interaction along with your target market.


The Development plan is an efficient match for groups organizing multi-channel efforts. At $64.99 per consumer per thirty days on the month-to-month plan, $59.79 per consumer per thirty days for the yearly plan, or $55.24 per consumer per thirty days biennially, entrepreneurs can increase to bigger volumes with greater contact and email-sending limits.

Code customized pages, do break up testing, and automate your workflow for tailor-made campaigns. You additionally get timezone supply and unrestricted sequencing to optimize your lead progressions.

Gross sales groups can now make personalized proposals, make the most of predictive scoring, and visualize call-tracking. Deeper CRM integration syncs organizational information, whereas your customer support grows via additional ticketing filters, macros, and notifications on any system.

You may also combine with commonest platforms at this degree, and scaling capabilities get a major enhance.


Corporations can scale with out limits for $119.99 per consumer per thirty days on a month-to-month plan, $110.39 per consumer per thirty days on the annual plan, or $101.99 per consumer per thirty days biennially on the Professional plan.

You’ll take pleasure in limitless contacts, branded emails, customized objects, and stat-backed automation with limitless workflows. All of your campaigns can now bear reside break up testing and repetitive messaging throughout time zones.

You may have entry to superior reporting to visualise buyer conduct, plus funnel monitoring, customized views, and a role-based admin that ensures your administration is run effectively.

Gross sales representatives will take pleasure in complete profiles, configurable pipelines, and predictive scoring. They’ll additionally use the detailed name and proposal data to shut on offers quicker all whereas having account-based instruments to focus on high-value accounts extra successfully.

In the meantime, the service runs seamlessly via ticket modifications, group permissions, notification flexibility, and SLA uptime commitments. You possibly can personalize experiences to your prospects via conversational interfaces as effectively. A developer-level API, limitless scaling, and full-funnel automation makes the Professional plan EngageBay’s strongest answer.

Professionals and Cons of EngageBay

EngageBay is a flexible, all-in-one CRM answer that can be utilized throughout a number of groups, streamlining processes and making it simpler to transform guests into prospects. Let’s have a look at what EngageBay does effectively and the place it may enhance.

EngageBay Professionals

  • All-in-one advertising and marketing, gross sales, and repair automation platform the place you possibly can group all of your sources in a single instrument.
  • We had been organising conferences and creating duties in beneath half-hour on the user-friendly interface.
  • Uncover all of the automation capabilities entrepreneurs and gross sales reps want, together with lead/buyer monitoring, offers, pipelines, duties, automation, and automatic emails.
  • You possibly can group related folks and companies along with lead segmentation.
  • Customized reporting is detailed but simple to make use of.
  • You get full visibility over the client’s journey and the power to cater to particular course of phases.
  • Create touchdown pages and lead seize kinds with ready-made templates.
  • Social integrations have been prolonged from X (previously Twitter), Fb, and Instagram to incorporate YouTube and LinkedIn. Operating Fb Advertisements from EngageBay will probably be obtainable quickly.
  • Pricing is appropriate for smaller groups with a modest price range.

EngageBay Cons

  • Buyer help choices are restricted. You do get a devoted account supervisor on the Professional plan, and you’ll find numerous assist guides beneath the Assets tab on the web site.
  • The extra superior advertising and marketing options solely include the Development and Professional plans, that are fairly a bit extra spendy than the Free and Fundamental plans, so price range subscribers face restricted options and an absence of A/B testing.
  • Reporting capabilities are slim general, and completely lacking on the Free plan. (Although it’s Free, so we are able to’t be too choosy there.)

EngageBay Evaluation: The Particulars

EngageBay offers a cheap possibility for its target market. The platform organizes its suites of smaller capabilities beneath 4 predominant classes, however the core all-in-one setup is on the market throughout all plans to a point. Signing up for the free trial means that you can discover what’s supplied at every worth level to find out the best match for you.

Advertising and marketing Automation

EngageBay workflow builder to track deal changes.

EngageBay’s visible workflow builder permits even non-technical customers to arrange automation simply. Kind submissions and checkouts can set off sequences at sure moments to have interaction prospects all through their journey. Contacts are mechanically sorted into segments appropriate to your focused campaigns.

Entrepreneurs also can design long-term electronic mail nurture campaigns with focused triggers based mostly on consumer actions. Customized templates, touchdown pages, and kinds make it simple to generate high-quality leads at scale. Segmentation instruments allow you to analyze and group folks based mostly on quite a lot of behaviors.

Transactional emails undergo one portal, and it’s easy to create messages utilizing templates, inline modifying, and wealthy formatting instruments. Subscribers see communications tailor-made to attributes and conduct.

You’re additionally in a position to incorporate SMS and cellular messaging into workflows. Autoresponder guidelines and scheduled campaigns will be arrange for outreach on a number of channels, and analytics carry extra visibility to marketing campaign efficiency throughout electronic mail and SMS.

Engagement Instruments

EngageBay landing page builder.

The touchdown web page builder makes use of an intuitive drag-and-drop interface and a library of pre-made templates with a variety of customization choices, from colours and fonts to placement of calls-to-action. A/B testing helps you measure and enhance efficiency.

Constructing kinds is simply as easy, with opt-ins created inline or as overlays. Fields and styling will be tailor-made, and security measures give peace of thoughts together with automated affirmation messages. EngageBay additionally grows your immediate messaging interactions with a instrument that qualifies customer responses to set off automated replies.

Push notification software program helps attain prospects throughout gadgets by monitoring web page views and purchases and sending you metrics like engagement charges and subscriber retention.

Buyer Segmentation & CRM

Throughout testing, we had been impressed with the grouped contact profiles characteristic that pulls collectively all related buyer data—from primary particulars and buy historical past to communication logs and factors of contact. This 360-degree profile makes it simple for groups to work from the identical data base.

List of contacts in the EngageBay interface.

Automate the best way you categorize prospects based mostly on traits you pick your self. From there, you possibly can inform which teams reply finest to totally different approaches.

Collaboration can also be easy. With built-in capabilities for gross sales, advertising and marketing, and help, groups have full visibility into their workstreams. On the identical time, automated notifications hold conversations transferring.

Shifting communications into the CRM was handy. Seeing correspondence historical past alongside profiles made it simple to reference previous prospects and campaigns.

Gross sales & Lead Administration

The net scheduling performance of EngageBay permits prospects to self-book appointments immediately out of your web site or emails. This offers a simple method for prospects to discover assembly choices whereas syncing booked instances into calendars and CRMs.

EngageBay dashboard with an overview of where a deal is in the pipeline.

Appointment hyperlinks will be up to date as availability adjustments, or you possibly can ship notifications to maintain communication streams open. Entry scheduled conferences and swap availability even on cellular—a terrific characteristic for entrepreneurs and distant groups on the go.

EngageBay’s predictive lead scoring makes use of information factors like location, web site utilization, and previous engagement to generate contact threat scores to your gross sales reps. Dynamic scoring adjusts as offers progress, however this characteristic is restricted and will not go well with area of interest industries.

It’s simple to optimize your workload with computerized lead distribution based mostly on assigned territories, pursuits, or different standards. Mixed with different instruments for arranging group conferences, you possibly can enhance your gross sales capability and protection with out rising the headcount.

Deal administration instruments assist construction all of your negotiations with visible stage progress trackers. Plus, AI-powered success likelihood predictions are nice for addressing dangers or missed alternatives. Outline your phases and workflow views based mostly in your distinctive course of.

Buyer Communication

Livechat interface in EngageBay with a button to start a chat.

EngageBay’s reside chat software program stood out for its personalised help. Computerized buyer profiling helps brokers reply higher, particularly with the assistance of chat transcripts and name logging.

Name reminders and in-call notes assist guarantee follow-ups aren’t dropped, together with a number of third-party integrations and detailed efficiency reviews. The cellular performance means you possibly can join anyplace.

Template customization is simple to grasp inside the electronic mail builder. Plus, visitors and conversion metrics allow you to see what resonates with prospects and reuse or refine templates as wanted.

Undertaking & Worker Administration

Screenshot of EngageBay calendar view.

Duties will be shortly created, assigned, and filtered in response to standing or precedence on EngageBay. Reviews then present visibility into workflow and efficiency over time.

You’ll get loads of instruments to spice up worker morale and engagement, too, with customizable leaderboards and gamification options like achievements and awards that encourage your gross sales groups.

Plus, all of your mission and buyer information is linked throughout advertising and marketing, gross sales, and help channels for a unified view of accounts, avoiding silos between departments.

Service & Help Administration

EngageBay customer support setup form.

EngageBay‘s Buyer Help Macros are a stand-out characteristic, with customizable ‘if-then’ circumstances that may reduce out your repetitive duties and chop response instances.

Service degree agreements assist set clear decision timeframes based mostly on particular ticket sorts. Then, you possibly can leverage key metrics to watch efficiency.

Put all of your queries into the Service Bay dashboard, or use Automated Ticket Instruments to assign, notify, and shut requests mechanically. Mixed with Help Teams filtered by standards, tickets all the time stream to the best individual.

Canned Responses prevent from rewriting primary replies with out sounding like a robotic. Automation goes even additional with CRM that routes inquiries appropriately and computerized alerts that replace stakeholders immediately. Customized views allow you to oversee high-volume ticketing, whereas fluid integrations unite every part in a single place to fit your style.

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