EngageBay Reviews

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Editor's Rating
Overall
Features
Price
Customer Service

Positives

• All-in-one platform
• Generous free plan
• Affordable
• Intuitive mobile app
• 24/7 customer support

Negatives

• No free trial
• Initial learning curve

Running a business is hard work – especially when it comes to communicating with customers. The bigger the company, the tougher it is to keep track of new clients and maintain a personalized relationship. Fortunately, EngageBay is here to help. It provides an all-in-one platform where team members can manage marketing, customer relationships, and client support. This way, team members have a 360-degree view, enabling them to offer a tailored and efficient customer experience. But EngageBay goes far beyond your regular CRM platform. It includes tools to design newsletters, web forms, landing pages, and more. Plus, you can easily manage your social media profiles without leaving the platform as well as respond to customers who get in touch via live chat. The best part is that EngageBay is easy to use and offers a free version that comes with the necessary features for a small business to operate.

Features

As an all-in-one platform, EngageBay lets you manage marketing automation, customer relationships, help desk, and live chat all in one place. This comprehensive app makes it easy for everyone to easily access the full history of customers, allowing for more personalized and efficient communication.

Usually, platforms that offer so many features end up being too difficult to use. That’s not the case with EngageBay. By having a dashboard for each area and displaying all features in visually appealing boxes, EngageBay is quite intuitive to use. Although it takes time to set everything up, you won’t have much trouble finding what you’re looking for.

Unsurprisingly, EngageBay offers a 360-degree customer view. The thorough yet straightforward contact management software provides access to complete customer profiles, which includes their contact details, customer journey, engagement patterns, task history, and much more. Team members can set up tasks regarding a specific customer, schedule appointments, and get in touch with prospects without leaving the platform.

EngageBay is more than your go-to CRM platform though. The app is also ready to help you deal with project and employee management. We especially like that the platform uses gamification to allow for the creation of contests and goals to nurture healthy competition across the sales department. Plus, the software features customizable leaderboards that are updated in real-time – perfect for measuring each team member’s performance.

Marketing Automation

Marketing by itself is a world of communication opportunities. Email, social media, texting, and landing pages are just a few of the innumerable channels that marketers can take advantage of to increase brand awareness and attract new customers.

With EngageBay, it’s possible to automate your marketing efforts on all battlefronts. The software comes with built-in email marketing, where you can set up email sequences and use one of the pre-made templates to speed things up. It’s extremely easy to design your own email templates due to the intuitive drag-and-drop builder, and you can add contact attributes for tailored emails.

EngageBay covers SMS marketing as well. In this case, you can send texts in bulk to all your contacts – ideal for sharing your latest deals. But there’s more to EngageBay than just email and texting. It’s possible to set up push notifications and exit popups, design mobile-friendly web forms and landing pages, to name just a few. The page editor is straightforward to use mainly due to its drag-and-drop builder. Furthermore, you can take advantage of the pre-made templates to create eye-catching landing pages without much effort.

There’s also another big marketing channel covered by EngageBay – social media. The platform supports Twitter, Facebook, Instagram for Business, and LinkedIn. Scheduling posts, keeping track of engagement in different threads, and contacting people who mentioned your business are just some of the many things you can do with the software’s social suite.

Sales

EngageBay has always known that personalization is key to making a sale and so its CRM platform offers much more than just an easy way to contact prospects.

A good example of this is the customizable lead scoring board. By automating how you want the software to add and subtract lead scores based on their actions, EngageBay can predict lead scoring. You can also add scores to your business deals by setting up conditions for each section of your sales funnel.

EngageBay allows for sales automation as well. By automating routine sales tasks, such as sending an email after someone signs up to your service, the software saves time and helps you close deals faster. EngageBay also automatically distributes leads based on various characteristics, such as industry, time zone, and geographic location.

It only takes one click to contact customers by email or phone. In fact, EngageBay comes with a built-in call center with enough tools to compete with standalone virtual phone systems. It even comes with an auto dialer for outbound calling, alerts for missed calls, and reporting.

Help Desk Software

If marketing attracts new customers and sales agents close these deals, then customer support is the department that ensures your customers remain happy. This is where answering clients promptly is the most important element. So, you want to make sure that there’s an efficient help desk workflow in place, where no query is overlooked, and the most pressing matters are answered first.

EngageBay’s ticketing system – which includes built-in live chat – is intuitive and offers powerful tools to easily manage tickets and priorities. Besides automatically routing queries to the appropriate team based on ticket categories, the software lets you label tickets for improved efficiency. These labels can then be used to automate workflows and streamline your customer support process.

Speaking of automation, you can also set up automatic ticket priorities, define trigger campaigns for when ticket resolutions exceed the due date, and create response templates for frequently asked questions. Moreover, EngageBay generates recommendations based on canned responses.

To keep up with everyone’s performance, EngageBay features intuitive graphic reports that offer information on ticket statuses, first response times, query priorities, and more. You can go over the tickets assigned to a specific team member, get a monthly overview of customer support efficiency, or see data within a custom date range.

Integrations

Even though EngageBay is packed with features, it doesn’t offer everything you need to handle customer communication. For instance, while the software comes with social media support, it doesn’t provide the required tools to respond to social media messages directly – but that’s what integrations are for.

Natively, EngageBay integrates with Xero, some email marketing services, and a few virtual phone system providers. But you can integrate everything you want by using Zapier and PieSync. There are more than 4,000 integrations to choose from, which go from social media messaging to webinar software and project management tools.

Mobile

We were curious to know whether EngageBay’s mobile app would be able to include so much information without being overwhelming. The answer is that it’s an extremely intuitive and straightforward mobile app for both Android and iOS. You can easily go over the marketing, sales, support, and live chat reporting dashboards, as well as contacting clients, managing contact lists, and answering customer queries. This is perfect for professionals who are always on the go, as it allows you to go over a customer’s history before a face-to-face meeting or answer live chat queries when you’re not at your desk.

Still, a few things are unavailable on mobile – you can’t create landing pages, email templates, or web forms, as the drag-and-drop builders are only accessible on desktop. Even so, you can open the designs you created to see how they look on mobile and do other management tasks, such as sending a newsletter or deleting a landing page.

Pricing

The EngageBay price structure is straightforward – it all starts with the generous free plan that offers plenty of features. A small business with up to 15 team members can have a maximum of 500 contacts, get basic CRM tools, and manage its email marketing, social media, live chat, and ticket system at zero cost.

Due to its contacts limit, bigger companies will need to get a paid account to take advantage of EngageBay. The provider offers three different paid plans – Basic, Growth, and Pro – and three billing options. As usual, the longer you commit, the cheaper EngageBay is. In this case, you can get a two-year subscription for a 28% discount.

While the Basic plan increases your customer cap to 1,000 contacts, Growth allows for 50,000 contacts, and Pro supports unlimited entries. But there are more reasons to subscribe to a paid plan than just having the ability to add more customers to your CRM. For example, you’ll need at least a Growth plan ($35.99 per month per user) to access the marketing automation tools. If you prefer a cheaper option, then the Basic subscription starts at $10.79 per month per user.

Although the company doesn’t provide a free trial to test out the paid features, you can book a free demo to see the platform in action. Plus, you get a 30% recurring commission if anyone subscribes using your referral link.

Customer Service

The amount of customer support you get depends on your subscription. Email support and 24/7 live chat are guaranteed from the free plan onwards, but only the Growth and Pro users receive free onboarding sessions and a dedicated account manager. Additionally, Pro subscribers can get in touch with EngageBay via phone. As you can imagine, EngageBay’s help center page is quite long, as the company has many features. Thankfully, EngageBay designed an intuitive knowledge base by grouping all articles into specific modules. Most entries include GIFs explaining how certain features work, and you can watch EngageBay’s video tutorials on its YouTube channel. Finally, if you prefer to use social media to contact customer support, you can do so on Facebook, Twitter, LinkedIn, and Instagram.

Bottom Line

EngageBay is without a doubt one of the most comprehensive CRM platforms on the market. Besides customer relationship management features, the software offers marketing automation tools, built-in email marketing, a ticketing system, and social media planning. Additionally, EngageBay can easily become your go-to app to design landing pages, web forms, and popups. The drag-and-drop editor is intuitive, allows for high customization, and there are several pre-made templates available. The most surprising part is that EngageBay provides all this without being too overwhelming or difficult to navigate. And let’s not forget that companies with up to 15 employees can take advantage of EngageBay without spending a penny. Even though the free subscription comes with some limitations, it’s enough for a small business to keep in touch with its customers. The paid plans support a higher number of contacts and unlock some of the more advanced features. The price depends on the plan you get, but you can always count on a 28% discount by opting for a two-year subscription.