Engagebay CRM Features and Pricing : My Honest Review

What Does Engagebay CRM Do?

The CRM tool EngageBay is the game-changer for managing customer relationships and boosting your business. I have had a long day researching different software, but I can guarantee that this software is essential for any business.

Linking the marketing and sales process to the website in the EngageBay CRM is a fast and straightforward process. The User Interface is excellent and very intuitive. CRM has some robust features.

As of the writing of this review, the EngageBay CRM collects every interaction you have with your customers, such as calls, emails, meetings, or notes. The EngageBay CRM gives a good idea of the relations and interaction with your client’s needs.

I can be a start-up looking for a way to generate leads or even an SMB focusing on managing leads and deals, but I think of EngageBay as a solution. It has very competitive pricing for its rich features and CRM.

Through various reviews, EngageBay CRM can be used by everyone, including small and medium-sized businesses. The software has excellent marketing automation tools, sales automation tools, and service automation tools.

Beyond managing contacts, EngageBay is more than just a CRM tool and a game changer for any business company.

Key Features of Engagebay CRM

I told you the main characteristics of this CRM solution. Now, let’s see what features it offers and if they are worth it: 

Contact Management

EngageBay’s contact management software offers a unified platform for cross-channel communication. What stands out to me is its user-friendly design. My team can connect with prospects optimally with real-time updates on contacts and tracking of their activities. 

The CRM solution improves conversions and boasts exceptional customer experiences. The comprehensive customer profiles include: 

• Contact details
• Interactions
• Interests
• Accessible on a single page

Those are invaluable for achieving sales goals. Additionally, the software can collect contacts from multiple sources. It works with integrations with tools like Google and Office 365.

With the single inbox feature, managing emails from various accounts is effortless. Thanks to its seamless integration and two-way sync, it is functional. Overall, EngageBay’s contact management software simplifies how I manage contacts. It enhances my activity tracking and engagement with customers. Thus significantly improving efficiency and effectiveness.

Sales Automation

In my experience, sales automation is a game-changer for enhancing productivity and efficiency in sales processes. EngageBay’s Sales Automation Software impressed me with its ability to automate repetitive tasks. It frees valuable time for more critical activities. 

With this software, I can focus more on personalized customer interactions. It allows for easy lead nurturing and improves overall sales strategy. It’s like having a virtual assistant who handles all the mundane tasks. The CRM enables me to concentrate on building relationships and closing deals. 

One of the most significant benefits I’ve noticed is the reduced human error and timely follow-ups. These ensure no leads slip through the cracks. EngageBay’s software covers many automation features, from lead distribution to task alerts and automated sales reports. 

These features have significantly streamlined our sales processes and contributed to increased efficiency and growth. 

Deal Management

I have explored EngageBay’s Deal Management feature. It’s a game-changer that improves sales efficiency and revenue generation. One of the biggest challenges for sales teams is tracking and managing sales opportunities. 

Without a centralized system, things can get chaotic. This leads to lost productivity and missed revenue. EngageBay’s Deal Management software tackles this issue head-on. It streamlines our sales processes and provides a simple yet intuitive platform to add. This solution allows me to manage and track deals with ease.

With EngageBay, I have complete visibility into all my deals across various sales pipeline stages. The visual representation of deals allows me to monitor progress effortlessly, prioritize areas effectively, and make informed decisions. 

This visual aspect is a game-changer. I no longer need to sift through endless text to find the latest updates. I can glance at the Deals dashboard, which has all the information neatly presented in easy-to-understand graphics.

What’s even more impressive is EngageBay’s use of artificial intelligence (AI). This automation feature provides me with the ability to streamline deal management. Tasks that used to be time-consuming and manual are now handled seamlessly. 

From prioritizing deals based on predefined conditions to providing predictive analysis on deal outcomes, EngageBay empowers me to close deals faster and more efficiently than ever before.

Another standout feature of the CRM’s Deal Management software is its drag-and-drop functionality. It makes managing multiple deals and prospects a breeze. Whether moving deals into automated workflows or assigning them to new leads, the process is quick and intuitive. Plus, it requires no learning curve—zero hassle and maximum efficiency.

Appointment Scheduling

I’m thrilled to share how it’s changed how I handle appointments and interact with clients. This tool is essential for any business, providing a convenient way for customers to schedule appointments based on my availability. Setting up my working days, hours, and other preferences has never been simpler.

The Appointment Scheduling software simplifies arranging appointments. This makes it efficient and stress-free. I can easily set my working hours and availability. Thus allowing clients to book meetings at times that work for both of us. This boosts my productivity and enables clients to book appointments without hassle.

The notable features of EngageBay’s Appointment Scheduling software are impressive. The system enables me to create appointment slots of different durations. These durations range from one-hour to 30-minute slots, depending on my requirements. This flexibility ensures clients have choices when booking appointments, enhancing their experience.

One standout feature is the visual representation of appointments and available slots. With EngageBay, I can see which slots are open and booked at a glance, enabling me to manage my schedule effectively. Moreover, the software updates in real-time, ensuring that clients always have access to the latest information.

Configuring preferences in EngageBay’s Appointment Scheduling software is straightforward. From setting up business hours to customizing form settings and appointment descriptions, the platform provides everything I need to tailor my scheduling process. I can establish buffer times between appointments and activate reminder emails to keep clients informed.

The optional CNAME configuration is a fantastic addition for those interested in white-labeling. This feature allows me to customize the URL of my appointment scheduler page and seamlessly integrate it with my website. Setting up a CNAME is simple, and EngageBay offers clear instructions for the configuration.

Pricing Plans

All-In-One

In my opinion, the all-in-one is perfect for companies seeking a complete package. Prices start at $12,74 a month for the basic biennial plan, go up to $101,99 a month for the BASIC plan, and end at $119,99 a month for the biennial plan for the PRO plan. 

FREE Plan

EngageBay’s Free Plan is great for small businesses. It lets me manage up to 250 contacts and access essential tools like email marketing, autoresponders, and live chat without any cost. It’s perfect for testing the waters before committing.

BASIC Plan

The BASIC Plan is ideal for small to medium-sized businesses. It offers flexibility with monthly, yearly, or biennial billing options. This plan includes features like email templates, lead scoring, and SMS marketing, helping me effectively engage with my audience.

GROWTH Plan

As my business grows, I’m considering upgrading to the GROWTH Plan. It supports up to 5000 contacts and provides more advanced marketing automation features like push notifications and A/B testing.

PRO Plan

The PRO Plan is the best choice for larger businesses needing top-notch features and support. With unlimited contacts and comprehensive tools like web analytics and dedicated account management, it’s perfect for enterprises.

Marketing

These plans range from $11,04 for the cheapest Basic version to $79,99 monthly for the PRO. Here’s my take on EngageBay’s marketing plans after spending some time exploring them:

FREE Plan

EngageBay’s Free Plan is perfect for small businesses like mine. It allows me to manage up to 250 contacts and offers essential marketing tools like email broadcasts, sequences, and landing pages. With features like lead grabbers and live chat, I can engage with my audience effectively without any cost.

BASIC Plan

The BASIC Plan is a step up and provides more advanced features. It’s suitable for small to medium-sized businesses and is cost-effective, with options for annual billing. This plan supports up to 500 contacts and includes tools like a landing page builder, SMS marketing, and lead scoring. It’s an excellent choice for businesses looking to expand their marketing efforts.

GROWTH Plan

As my business grows, I’m considering upgrading to the GROWTH Plan. It supports up to 3000 contacts and offers features like site messages, email broadcast A/B testing and marketing automation. With these tools, I can optimize my marketing campaigns and reach a larger audience more effectively.

PRO Plan

The PRO Plan is best for larger businesses with more complex marketing needs. It supports up to 10,000 contacts and provides advanced features like web analytics, single sign-on (SSO), and custom reporting. Plus, with a dedicated account manager and phone support, I know I’ll always have the assistance I need to maximize my marketing efforts.

CRM & Sales

Here’s my take on EngageBay’s CRM and sales plans. Prices start at $11,04 for the BASIC biennial and go up to $79,99 for the monthly PRO. 

FREE Plan

EngageBay’s Free Plan is great for small businesses. It offers essential CRM tools like contact management, deal tracking, and task management. With support for up to 250 contacts and companies, it helps me stay organized and informed.

BASIC Plan

Moving to the BASIC Plan provides more tools to streamline my sales process. With support from up to 500 contacts and companies, I can expand my customer base. This plan includes multiple deal tracks, calling capabilities, and predictive lead scoring.

GROWTH Plan

The GROWTH Plan is perfect for growing businesses. It supports up to 10,000 or 20,000 contacts and companies and helps manage larger audiences. It includes features like email scheduling, sales automation, and proposal management.

PRO Plan

The PRO Plan offers advanced features for larger businesses. It’s ideal for scaling with support for up to 30,000 contacts and companies. This plan includes an autodialer, proposal analytics, custom reporting, and tools for role management and call scripts.

Is Engagebay CRM Easy to Use?

Exploring EngageBay CRM is surprisingly user-friendly and intuitive. The interface and overall user experience in 2024 are impressive, making it a top choice for businesses like mine. 

The CRM’s design is clean and straightforward, ensuring that navigating its features is smooth and hassle-free. Whether managing contacts, deals, or tasks, EngageBay provides a seamless experience that saves time and effort.

One of the best parts about EngageBay is the availability of extensive training resources, documentation, and onboarding processes for new users. These resources make it easy for me to get started and maximize the benefits of the CRM.

From knowledge base articles to product videos, EngageBay provides comprehensive support to ensure that users like me can quickly learn how to use the platform effectively.

Available Integrations

• Zapier
• Shopify
• Mailgun
• SendGrid
• Amazon SES
• Stripe
• Mandrill
• Xero
• JustCall
• MightyCall
• VivaConnect
• Plivo

Free Version Versus Paid Version

EngageBay’s Free Plan is a fantastic option for small businesses like mine. It allows me to manage up to 250 contacts and access essential tools such as email marketing, autoresponders, and live chat without any cost. 

This plan is perfect for those who want to test the waters before committing to a paid version. With the Free Plan, I can get a feel for the platform and its features without any financial risk.

Moving up to the Basic Plan gives me more advanced features that are ideal for small- to medium-sized businesses. This plan offers flexibility with monthly, yearly, or biennial billing options. I get access to features like email templates, lead scoring, and SMS marketing, which help me engage with my audience more effectively.

As my business grows, I’m considering upgrading to the Growth Plan. This plan supports up to 3000 contacts and offers more advanced features like site messages. Email broadcast A/B testing and marketing automation. With these tools, I can optimize my marketing campaigns and reach a larger audience more effectively.

The Pro Plan is the best choice for larger businesses needing top-notch features and support. With unlimited contacts and comprehensive tools like web analytics and dedicated account management, it’s perfect for enterprises. This plan provides advanced features that help me take my business to the next level.

Which Companies Work With Engagebay

• Triptease
• Wolff Consultoria
• List Biological Laboratories

Suitability Assessment

Choose Engagebay CRM If:

• If you run a small business. EngageBay’s free plan caters to small businesses with limited budgets. It allows you to manage up to 250 contacts and access essential tools without cost, making it an ideal starting point for those testing the waters.
• If you operate a Startup or SMB. EngageBay’s Basic Plan is well-suited to startups and small-to-medium-sized businesses. With features like email templates, lead scoring and SMS marketing, it provides the necessary tools for effectively engaging with your audience.
• If your Business is Expanding. Consider upgrading to EngageBay’s Growth Plan. This plan supports up to 3000 contacts and offers advanced marketing automation features like push notifications and A/B testing to optimize your campaigns.
• If you run an enterprise. Larger businesses with complex needs should opt for EngageBay’s Pro Plan. With unlimited contacts and comprehensive tools like web analytics and dedicated account management, it’s perfect for enterprises seeking top-notch features and support.

Avoid Engagebay CRM If:

• You have a Limited Budget. EngageBay might not be the best fit if you’re on an extremely tight budget. While the Free Plan is a good starting point, its features are lacking compared to the paid versions.
• You Require Advanced Features. Businesses needing very specific or advanced features not offered in EngageBay’s plans might need to explore other CRM options.
• You Require Extensive Customization. EngageBay offers a range of features but might lack extensive customization options. Businesses demanding high levels of customization might find EngageBay’s offerings somewhat limited.
• You Need Industry-Specific CRM. EngageBay is versatile, but if your business operates in a highly specialized industry, you might need industry-specific CRM solutions. Some industries have unique CRM requirements that EngageBay may not fully address.