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

Advertising and marketing is crucial for rising companies, but it surely usually strains tight budgets. In the event you’re on the lookout for a platform to deal with gross sales and advertising in a single interface for an inexpensive value, EngageBay is likely to be for you.

EngageBay combines lead seize, gross sales pipeline administration, and e mail advertising features, 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 respect EngageBay‘s all-in-one design and advertising and relationship administration aids.

Advertising and marketing groups who need to velocity up their workflow and automate repetitive duties could discover its e mail creation, marketing campaign administration, and social scheduling instruments engaging.

Equally, gross sales reps ought to discover EngageBay’s deal and calendar options to turn out to be extra environment friendly on the clock. Buyer assist employees who wish to scale up and restructure their inquiry administration time will just like the ticket and stay chat capabilities.

EngageBay Pricing


This plan is ideal for startups and solo entrepreneurs with as much as 15 workforce members and 250 contacts. Bear in mind, there’s little to no automation obtainable at this tier.

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

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

For outreach, you obtain 1,000 branded emails per 30 days and fundamental lists, segmentation, and predictive lead scoring to focus on the appropriate folks. Embed as much as 5 kinds in your web site and place 5 dynamic internet pop-ups to interact audiences. Plus, e mail and social publishing guarantee your messages attain prospects wherever they’re on-line.


For $14.99 per consumer per 30 days on a month-to-month bundle, $13.79 per consumer per 30 days for a yearly bundle, or $12.74 per consumer per 30 days biennially, the Primary degree fits small advertising groups and customer-facing roles.

Contact, record, file storage, and e mail sending limits are larger to accommodate higher quantity, plus you get entry to further instruments like SMS advertising and improved lead scoring. The expanded e 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 larger 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 talents. Lastly, social publishing helps you construct your group and interact together with your target market.


The Development plan is an efficient match for groups organizing multi-channel efforts. At $64.99 per consumer per 30 days on the month-to-month plan, $59.79 per consumer per 30 days for the yearly plan, or $55.24 per consumer per 30 days biennially, entrepreneurs can develop to bigger volumes with larger 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 custom-made proposals, make the most of predictive scoring, and visualize call-tracking. Deeper CRM integration syncs organizational knowledge, whereas your customer support grows by additional ticketing filters, macros, and notifications on any machine.

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 30 days on a month-to-month plan, $110.39 per consumer per 30 days on the annual plan, or $101.99 per consumer per 30 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 endure stay break up testing and repetitive messaging throughout time zones.

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

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

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

Execs and Cons of EngageBay

EngageBay is a flexible, all-in-one CRM resolution 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 nicely and the place it may enhance.

EngageBay Execs

  • All-in-one advertising, gross sales, and repair automation platform the place you may group all of your sources in a single instrument.
  • We have been establishing conferences and creating duties in underneath half-hour on the user-friendly interface.
  • Uncover all of the automation features 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 straightforward 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 Adverts from EngageBay will probably be obtainable quickly.
  • Pricing is appropriate for smaller groups with a modest price range.

EngageBay Cons

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

EngageBay Evaluate: The Particulars

EngageBay gives a cheap choice for its target market. The platform organizes its suites of smaller capabilities underneath 4 fundamental classes, however the core all-in-one setup is out there throughout all plans to some extent. Signing up for the free trial lets you discover what’s supplied at every value level to find out the appropriate 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. Type submissions and checkouts can set off sequences at sure moments to interact prospects all through their journey. Contacts are robotically sorted into segments appropriate in your focused campaigns.

Entrepreneurs can even design long-term e mail nurture campaigns with focused triggers primarily based on consumer actions. Customized templates, touchdown pages, and kinds make it straightforward to generate high-quality leads at scale. Segmentation instruments allow you to analyze and group folks primarily based 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 cell messaging into workflows. Autoresponder guidelines and scheduled campaigns may be arrange for outreach on a number of channels, and analytics carry extra visibility to marketing campaign efficiency throughout e 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 may be tailor-made, and security measures give peace of thoughts together with automated affirmation messages. EngageBay additionally grows your prompt messaging interactions with a instrument that qualifies customer responses to set off automated replies.

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

Buyer Segmentation & CRM

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

List of contacts in the EngageBay interface.

Automate the best way you categorize prospects primarily based on traits you select your self. From there, you may inform which teams reply finest to totally different approaches.

Collaboration can be easy. With built-in features for gross sales, advertising, and assist, groups have full visibility into their workstreams. On the similar time, automated notifications preserve conversations shifting.

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

Gross sales & Lead Administration

The net scheduling performance of EngageBay permits prospects to self-book appointments straight out of your web site or emails. This gives a straightforward approach for prospects to discover assembly choices whereas syncing booked occasions into calendars and CRMs.

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

Appointment hyperlinks may be up to date as availability adjustments, or you may ship notifications to maintain communication streams open. Entry scheduled conferences and swap availability even on cell—an important function for entrepreneurs and distant groups on the go.

EngageBay’s predictive lead scoring makes use of knowledge factors like location, web site utilization, and previous engagement to generate contact danger scores in your gross sales reps. Dynamic scoring adjusts as offers progress, however this function is proscribed and should not swimsuit area of interest industries.

It’s straightforward to optimize your workload with computerized lead distribution primarily based on assigned territories, pursuits, or different standards. Mixed with different instruments for arranging group conferences, you might 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 chance predictions are nice for addressing dangers or missed alternatives. Outline your levels and workflow views primarily based in your distinctive course of.

Buyer Communication

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

EngageBay’s stay chat software program stood out for its customized assist. Automated 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 cell performance means you may join anyplace.

Template customization is simple to grasp inside the e 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 may be shortly created, assigned, and filtered in line with standing or precedence on EngageBay. Stories 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 inspire your gross sales groups.

Plus, all of your venture and buyer knowledge is linked throughout advertising, gross sales, and assist 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 function, with customizable ‘if-then’ situations that may reduce out your repetitive duties and chop response occasions.

Service degree agreements assist set clear decision timeframes primarily based on particular ticket sorts. Then, you may 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 robotically. Mixed with Help Teams filtered by standards, tickets all the time movement to the appropriate particular person.

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