EngageBay

Integrated sales & marketing software for growing teams

4.6 /5 (62 reviews) Write a Review!

EngageBay Overview

What is EngageBay?

EngageBay is an all-in-one marketing software which combines lead generation, email marketing, marketing automation, CRM, and social media engagement. Designed to help businesses to acquire, engage, nurture, and close leads, EngageBay allows users to create email campaigns and automate marketing processes and sales funnels. The cloud-based platform can be used to aid with growing leads, creating and automating the distribution of email marketing content, and managing customer relationships using the in-built CRM.

The unified marketing suite within EngageBay provides businesses with the tools to design, manage, and run customized marketing campaigns. Email campaigns can be built using the range of pre-designed email templates, or made from scratch using the drag & drop interface. Custom images, text, layout, share buttons, and more, can be added to email marketing templates in order to create a branded message to engage new or existing customers. EngageBay facilitates customer segmentation, defined by conditional metrics such as age, location, type of customer, purchase history, and more, in order to target specific subsets of users. Marketing campaigns can be automated by defining workflows and funnels, as well as setting up triggers based on customer actions. Custom web forms can be created and added to business websites to capture leads, and landing pages can be built to optimize clicks and conversions.

EngageBay offers an in-built CRM to help users organize their business contacts, manage relationships, and track pipelines. With both marketing and sales teams working within EngageBay, leads and contacts can be guided seamlessly through the sales pipeline using just one synchronous platform. Contacts can be managed with tools for creating contact lists, searching within the contact database, storing interaction history, activity logging, and more. With EngageBay, users are able to gain visibility into the sales pipeline and track the status of every deal in real time.

EngageBay Overview

Pricing

Starting from
US$9.99/month

Pricing options

Free Trial
Free
Subscription
Value for money

Basic: $6.99/month paid yearly (or $9.99/month when paid monthly) for 15,000 contacts and 10,000 emails per month

Growth: $23.99/month paid yearly (or $29.99/month when paid monthly) for 50,000 contacts and 25,000 emails per month

Pro: $63.99/month paid yearly (or $79.99/month when paid monthly) for unlimited contacts and 50,000 emails per month


EngageBay Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia, China and 5 others, India, Japan, Germany, Brazil, Mexico
Supported Languages
English

Media

Generate leads by embedding forms into the business website
Manage contacts within a client database, and filter to find specific types of customer
View all contact details within the customer database and view activity logs, contact history, tasks, and more
Create a custom landing page for marketing campaigns in order to optimize conversions
Create a fully custom landing page or adapt one of the pre-existing templates
Generate email broadcasts to reach larger audiences, and track engagement
Create custom workflows in order to automate marketing content delivery
Manage the design, style, text, and settings of web forms
EngageBay video EngageBay screenshot: Generate leads by embedding forms into the business website EngageBay screenshot: Manage contacts within a client database, and filter to find specific types of customer EngageBay screenshot: View all contact details within the customer database and view activity logs, contact history, tasks, and more EngageBay screenshot: Create a custom landing page for marketing campaigns in order to optimize conversions EngageBay screenshot: Create a fully custom landing page or adapt one of the pre-existing templates EngageBay screenshot: Generate email broadcasts to reach larger audiences, and track engagement EngageBay screenshot: Create custom workflows in order to automate marketing content delivery EngageBay screenshot: Manage the design, style, text, and settings of web forms

EngageBay Reviews

EngageBay Reviews

Overall rating
4.6
/
5
Excellent
41

Very good
20

Average
1

Poor
0

Terrible
0

Value for Money
4.8
Features
4.7
Ease of Use
4.6
Customer Support
4.9
98% recommended this app
Ian N.

Great Product and Service

A pleasure to work with, really want to do anything thy can to help you out.


Sian M.

Sophisticated Software

We run a number of businesses and use Engagebay for some of our clients. If you need to sort contacts, pick them out based on certain factors and send individual or broadcast emails and/or put them through a pipeline, this is for you. You know you need Engagebay when you're trying to organise your contacts by tags and have so many you're going mad.


Cara O.

Not All it was cracked up to be

The experience with EngageBay was not good and I got my money back after seeing the issues.


Cameron N.

Feature-rich without breaking the bank

We love EngageBay and highly recommend it to our clients who want/need a full featured platform that will work across multiple departments, automate regular tasks, and that don't want to pay the high-price and add-on that you have to with many other tools. EngageBay's support team is AMAZING!! Anytime I have a question about something, they are quick to respond, very helpful and knowlegable, just a breath of fresh air to know that I can get a hold of someone when we have issues (which isn't that often, but when we do they are there!).


Matthew M.

8 Month use Review

Software is overall nice some features are missing and some on the current ones are limited but overall its very easy to use and hope to see where the software goes to into the future


Ian N.
Industry: Marketing & Advertising
Company size: 2-10 Employees

Great Product and Service

Used Daily for 6-12 months
Reviewed on 9/10/2020
Review Source: Capterra

A pleasure to work with, really want to do anything thy can to help you out.

Pros

Really proactive when we ask for any update. Very responsive. Really friendly team. Easy to use.

Cons

There is nothing to add here but the form has to have 40 characters!

Response from EngageBay

Thanks for the review Ian.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Sian M.
Industry: Online Media
Company size: 2-10 Employees

Sophisticated Software

Used Daily for 6-12 months
Reviewed on 8/10/2020
Review Source: Capterra

We run a number of businesses and use Engagebay for some of our clients. If you need to sort contacts, pick them out based on certain factors and send individual or broadcast emails and/or put them through a pipeline, this is for you. You know you need Engagebay when you're trying to organise your contacts by tags and have so many you're going mad.

Pros

How you can really drill down into sorting contacts. It's almost like have a spreadsheet to organise different contacts. We use it for sending individual booking emails alongside broadcast emails. We searched for ages for software that could combine a sophisticated CRM/contact management system alongside email and newsletters - this is the best on the market. The other thing we love is the customer response - there's a chat service and usually someone is on there within minutes of a request and they stick with you until it's fixed. Best on the market - and certainly at this price.

Cons

The training manuals could be improved - that said, they are always happy and prompt to help - but some of my queries could are general and could have been covered in a manual/video.

Response from EngageBay

Thanks for the review Sian.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Cara O.
Industry: Marketing & Advertising
Company size: 2-10 Employees

Not All it was cracked up to be

Used Other for 1-5 months
Reviewed on 31/10/2019
Review Source: Capterra

The experience with EngageBay was not good and I got my money back after seeing the issues.

Pros

The suite of tools is good and the fact it is integrated with many tools in one was helpful. It did however have issues.

Cons

I could not upload videos that I needed for my landing pages. They said they were fixing that but asked for my money back as their customer service could not help and would not accommodate a discount for the issue. It made no sense that they rather lose a customer totally than provide a discount so that to me suggested bad business and support in the future.

Response from EngageBay

Hi Cara, we are sorry to know about the experience. Let me have our support team reach out to you and get this addressed. Thanks for letting us know.

Rating breakdown

Ease of Use

Likelihood to recommend: 5.0/10

Cameron N.
Industry: Marketing & Advertising
Company size: 2-10 Employees

Feature-rich without breaking the bank

Used Daily for 1+ year
Reviewed on 6/10/2020
Review Source: Capterra

We love EngageBay and highly recommend it to our clients who want/need a full featured platform that will work across multiple departments, automate regular tasks, and that don't want to pay the high-price and add-on that you have to with many other tools. EngageBay's support team is AMAZING!! Anytime I have a question about something, they are quick to respond, very helpful and knowlegable, just a breath of fresh air to know that I can get a hold of someone when we have issues (which isn't that often, but when we do they are there!).

Pros

It is amazing to me how feature-rich the platform is at the cost. More features and functionality than some of the 'big guys' for a fraction of the cost. It is easy to use and train clients on the system, so that is ALWAYS a huge plus for us.

Cons

Learning curve at first just to understand how it works differently from other systems, but that is not necessarily a con of EngageBay because that is the same for every new platform as each has their own little intricacies.

Response from EngageBay

Thanks for the great review Cameron. Your words are super encouraging.

We will continue to build great features to help small businesses grow their businesses without breaking the bank on expensive bloated software.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Matthew M.
Industry: Mechanical or Industrial Engineering
Company size: 51-200 Employees

8 Month use Review

Used Daily for 6-12 months
Reviewed on 20/10/2020
Review Source: Capterra

Software is overall nice some features are missing and some on the current ones are limited but overall its very easy to use and hope to see where the software goes to into the future

Pros

The software is nice to use some features are pretty self-explanatory, but there are some features that are missing maybe adding like a module based system where you are able to create and customize modules to your liking, which our previous CRM system was able to do wish there was a function like so.

Cons

Some features are missing, or are under development but the current ones available are fine for now but as the industry grows your CRM should be able to adapt otherwise it's not good

Response from EngageBay

Thanks for the review Matthew. We look forward to receiving all the customer feedback and making EngageBay the best marketing and sales software for growing companies.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

User recommendation
9/10
Based on 62 user ratings
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EngageBay Pricing

EngageBay Pricing

Starting from
US$9.99/month
Free Trial
Free
Subscription
Value for money

Basic: $6.99/month paid yearly (or $9.99/month when paid monthly) for 15,000 contacts and 10,000 emails per month

Growth: $23.99/month paid yearly (or $29.99/month when paid monthly) for 50,000 contacts and 25,000 emails per month

Pro: $63.99/month paid yearly (or $79.99/month when paid monthly) for unlimited contacts and 50,000 emails per month

Basic: $6.99/month paid yearly (or $9.99/month when paid monthly) for 15,000 contacts and 10,000 emails per month

Growth: $23.99/month paid yearly (or $29.99/month when paid monthly) for 50,000 contacts and 25,000 emails per month

Pro: $63.99/month paid yearly (or $79.99/month when paid monthly) for unlimited contacts and 50,000 emails per month

Value for Money
4.8/5
Based on 62 user ratings
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EngageBay Features

EngageBay Features

API
Activity Dashboard
Automatic Notifications
Campaign Analysis
Campaign Management
Campaign Segmentation
Content Management
Customisable Branding
Customisable Templates
Data Import/Export
Drag & Drop Interface
Email Marketing Management
Engagement Analytics
Monitoring
Multi-Channel Marketing
Real Time Analytics
Reporting & Statistics
Social Media Integration
Template Management
Third Party Integration
Features
4.7/5
Based on 62 user ratings
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Categories

Additional information for EngageBay

Additional information for EngageBay

Key features of EngageBay

  • Activity tracking
  • Analytics/ROI tracking
  • Automated publishing
  • Automatic reminders
  • Behavior tracking
  • Click-through tracking
  • Contact history
  • Contact import/export
  • Contact management
  • Content management
  • Conversion rate optimization
  • Conversion tracking
  • Custom fields
  • Custom forms
  • Custom landing pages
  • Customer segmentation
  • Customizable CTAs
  • Customizable templates
  • Data synchronization
  • Drag & drop interface
  • Drip email marketing
  • Dynamic content
  • Email marketing
  • Email templates
  • Email tracking
  • Event triggered actions
  • Landing page templates
  • Lead generation
  • Marketing automation
  • Marketing calendar
  • Mass email delivery
  • Multi-account management
  • Multivariate testing
  • Posts scheduling
  • Real time editing
  • Sales intelligence
  • Sales reporting
  • Social marketing
  • Social media integration
  • Subscriber management
  • Task management
  • Task scheduling
  • Third party integration
  • To-do list
  • Visitor identification
  • Visitor tracking
  • WYSIWYG editor
  • Workflow management

Benefits

  • Automate all marketing processes and sales funnels in minutes through a complete suite of marketing tools available through a simple integrated software.

  • Convert web visitors into leads by creating custom web forms and landing pages. Capture contact information with forms that pop-up as a web visitor opens or leaves the page, and offer subscription opt-ins with requests for email addresses.

  • Get complete view of every customer within EngageBay by tracking every communication. Access all emails exchanged, calls made and track all web visitor activity to gain meaningful insights.

  • Create marketing campaigns using one of the pre-built EngageBay templates, which can be customized to fit with company branding, or create email campaigns from scratch using the drag & drop, WYSIWYG editor.

  • Use the reporting module to generate reports and analytics on sales figures, and customize reports to analyze data in a meaningful way. Reports can also be generated on engagement in order to identify which marketing content is performing well.

  • EngageBay FAQs

    EngageBay FAQs

    Below are some frequently asked questions for EngageBay.

    Q. What type of pricing plans does EngageBay offer?

    EngageBay offers the following pricing plans:

    Starting from: US$9.99/month

    Pricing model: Free, Subscription

    Free Trial: Available

    Basic: $6.99/month paid yearly (or $9.99/month when paid monthly) for 15,000 contacts and 10,000 emails per month Growth: $23.99/month paid yearly (or $29.99/month when paid monthly) for 50,000 contacts and 25,000 emails per month Pro: $63.99/month paid yearly (or $79.99/month when paid monthly) for unlimited contacts and 50,000 emails per month

    Q. What are the main features of EngageBay?

    EngageBay offers the following features:

    • Activity tracking
    • Analytics/ROI tracking
    • Automated publishing
    • Automatic reminders
    • Behavior tracking
    • Click-through tracking
    • Contact history
    • Contact import/export
    • Contact management
    • Content management
    • Conversion rate optimization
    • Conversion tracking
    • Custom fields
    • Custom forms
    • Custom landing pages
    • Customer segmentation
    • Customizable CTAs
    • Customizable templates
    • Data synchronization
    • Drag & drop interface
    • Drip email marketing
    • Dynamic content
    • Email marketing
    • Email templates
    • Email tracking
    • Event triggered actions
    • Landing page templates
    • Lead generation
    • Marketing automation
    • Marketing calendar
    • Mass email delivery
    • Multi-account management
    • Multivariate testing
    • Posts scheduling
    • Real time editing
    • Sales intelligence
    • Sales reporting
    • Social marketing
    • Social media integration
    • Subscriber management
    • Task management
    • Task scheduling
    • Third party integration
    • To-do list
    • Visitor identification
    • Visitor tracking
    • WYSIWYG editor
    • Workflow management

    Q. Who are the typical users of EngageBay?

    EngageBay has the following typical customers:

    Small Business, Public Administrations, Non Profit, Freelancers, Mid Size Business

    Q. What languages does EngageBay support?

    EngageBay supports the following languages:

    English

    Q. What type of pricing plans does EngageBay offer?

    EngageBay has the following pricing plans:

    Free, Subscription

    Q. Does EngageBay support mobile devices?

    We do not have any information about what devices EngageBay supports

    Q. What other apps does EngageBay integrate with?

    EngageBay integrates with the following applications:

    Facebook, Google Drive, Gravity Forms, Intercom, Mailchimp, PieSync, Pluto LMS, Salesforce App Cloud, Shopify, Zendesk

    Q. What level of support does EngageBay offer?

    EngageBay offers the following support options:

    Phone Support, Online Support, Video Tutorials, Knowledge Base