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

Advertising is crucial for rising companies, however it typically strains tight budgets. If you happen to’re in search of a platform to deal with gross sales and advertising in a single interface for an inexpensive worth, 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 increase their publicity whereas staying within the black.

EngageBay logo for Quicksprout EngageBay review.

Who EngageBay Is For

Small to medium-sized companies on a funds will respect EngageBay‘s all-in-one design and advertising and relationship administration aids.

Advertising groups who want to velocity up their workflow and automate repetitive duties might discover its e-mail creation, marketing campaign administration, and social scheduling instruments attractive.

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 dwell chat capabilities.

EngageBay Pricing


This plan is ideal for startups and solo entrepreneurs with as much as 15 crew members and 250 contacts. Be mindful, there’s little to no automation out there 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 data in your web site. The touchdown web page builder is nice for introducing provides 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 dwell chat function.

For outreach, you obtain 1,000 branded emails per thirty days and fundamental lists, segmentation, and predictive lead scoring to focus on the suitable folks. Embed as much as 5 types in your web site and place 5 dynamic net pop-ups to have interaction audiences. Plus, e-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 package deal, $13.79 per consumer per thirty days for a yearly package deal, or $12.74 per consumer per thirty days biennially, the Primary degree fits small advertising groups and customer-facing roles.

Contact, checklist, file storage, and e-mail sending limits are greater to accommodate larger quantity, plus you get entry to extra 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 extra ticket views and teams is less complicated at this degree, and the CRM comes with extra customization options.

Reporting will get extra superior analytics on prime campaigns and leads. Stay chat, video property, and built-in platforms assist out your cross-channel talents. Lastly, social publishing helps you construct your neighborhood and have interaction together with your target market.


The Progress plan is an effective 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 broaden to bigger volumes with greater contact and email-sending limits.

Code customized pages, do cut 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 knowledge, whereas your customer support grows by additional ticketing filters, macros, and notifications on any machine.

You too can combine with most typical platforms at this degree, and scaling capabilities get a big increase.


Firms 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 get pleasure from limitless contacts, branded emails, customized objects, and stat-backed automation with countless workflows. All of your campaigns can now bear dwell cut up testing and repetitive messaging throughout time zones.

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

Gross sales representatives will get pleasure from 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 by ticket modifications, group permissions, notification flexibility, and SLA uptime commitments. You possibly can personalize experiences on your prospects by conversational interfaces as nicely. 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 take a look at what EngageBay does nicely and the place it might enhance.

EngageBay Professionals

  • All-in-one advertising, gross sales, and repair automation platform the place you possibly can group all of your sources in a single device.
  • We have been organising conferences and creating duties in below 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 shopper’s journey and the flexibility to cater to particular course of phases.
  • Create touchdown pages and lead seize types with ready-made templates.
  • Social integrations have been prolonged from X (previously Twitter), Fb, and Instagram to incorporate YouTube and LinkedIn. Working Fb Advertisements from EngageBay will probably be out there quickly.
  • Pricing is appropriate for smaller groups with a modest funds.

EngageBay Cons

  • Buyer assist choices are restricted. You do get a devoted account supervisor on the Professional plan, and you will discover numerous assist guides below the Sources tab on the web site.
  • The extra superior advertising options solely include the Progress and Professional plans, that are fairly a bit extra spendy than the Free and Primary plans, so funds subscribers face restricted options and an absence of A/B testing.
  • Reporting capabilities are slim total, 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 supplies a cheap possibility for its target market. The platform organizes its suites of smaller capabilities below 4 principal classes, however the core all-in-one setup is offered 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 suitable match for you.

Advertising 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 have interaction prospects all through their journey. Contacts are routinely sorted into segments appropriate on your focused campaigns.

Entrepreneurs also can design long-term e-mail nurture campaigns with focused triggers primarily based on consumer actions. Personalised templates, touchdown pages, and types make it straightforward to generate high-quality leads at scale. Segmentation instruments allow you to analyze and group folks primarily based on a wide range 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 habits.

You’re additionally capable of incorporate SMS and cell messaging into workflows. Autoresponder guidelines and scheduled campaigns could be arrange for outreach on a number of channels, and analytics deliver 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 types is simply as easy, with opt-ins created inline or as overlays. Fields and styling could be tailor-made, and safety features give peace of thoughts together with automated affirmation messages. EngageBay additionally grows your prompt messaging interactions with a device 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 data—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 information base.

List of contacts in the EngageBay interface.

Automate the best way you categorize prospects primarily based on traits you pick your self. From there, you possibly can 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 identical time, automated notifications preserve conversations shifting.

Shifting 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 immediately out of your web site or emails. This supplies a simple manner 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 could 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 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 on your gross sales reps. Dynamic scoring adjusts as offers progress, however this function is proscribed and should not go well with area of interest industries.

It’s straightforward to optimize your workload with automated lead distribution primarily based 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 primarily based in your distinctive course of.

Buyer Communication

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

EngageBay’s dwell 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 possibly can join anyplace.

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

Challenge & Worker Administration

Screenshot of EngageBay calendar view.

Duties could be shortly created, assigned, and filtered in keeping with 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 venture and buyer knowledge is linked throughout advertising, gross sales, and assist channels for a unified view of accounts, avoiding silos between departments.

Service & Assist Administration

EngageBay customer support setup form.

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

Service degree agreements assist set clear decision timeframes primarily based on particular ticket varieties. 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 routinely. Mixed with Assist Teams filtered by standards, tickets all the time circulate to the suitable 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 automated alerts that replace stakeholders straight away. Customized views allow you to oversee high-volume ticketing, whereas fluid integrations unite all the things in a single place to fit your style.