EngageBay vs. Insightly Comparison


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About EngageBay is a simple, affordable, integrated, all-in-one marketing, sales and service automation platform with free CRM, built to grow small businesses and startups. The marketing automation suite helps you save time, nurture your audience and automate routine, manual tasks. With the free CRM and sales automation, you can organize all your email contacts, track deals, and the sales pipeline to grow your sales. Further, you can build meaningful customer relationships that stay for life. And finally, with the free live chat and helpdesk features, provide real-time assistance to convert visitors to happy customers. Track, prioritize, and solve customer support tickets in minutes.	About Know your customers and grow your business with Insightly. A powerful and easy to use customer relationship platform for small and mid-size businesses, Insightly enables teams to accelerate sales, build relationships, and deliver projects on time. It offers native integrations to Gmail, Office 365, MailChimp, and other popular applications. Insightly also offers tools to help companies manage contacts throughout the sales lifecycle, track customer relationships, monitor their sales pipeline, and more.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Companies interested in an affordable, powerful and integrated all-in-one marketing, sales & support CRM	Audience Organizations in any industry
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $10.79/user/month (biennially) All In One plans starting from $10.79 to $57.59 (paid biennially) Marketing Bay starts from $9.35 to $35.99 (paid biennially) Sales Bay starts from $9.35 to $35.99 (paid biennially) Service Bay is FREE forever Free Version Free Trial	Pricing $29.00/month/user Plus - $29 per user per month Professional -$49 per user per month Enterprise - $99 per user per month Free Version Free Trial
Reviews/Ratings Overall 4.9 / 5 ease 4.8 / 5 features 4.9 / 5 design 4.7 / 5 support 5.0 / 5 Read all reviews	Reviews/Ratings Overall 4.3 / 5 ease 4.7 / 5 features 5.0 / 5 design 5.0 / 5 support 4.7 / 5 Read all reviews
Pros & Cons from Real Users Pros EngageBay is a tool that is worth considering as it is very simple and intuitive. I have not seen such an excellent customer support that they offer. Usability. Customer support. Amount of features available. Cost efficiency. Great user interface. Great communication. It is easy to setup Automations in EngageBay and the support is great too. Very keen on replying quickly. All-in-One Platform: EngageBay integrates marketing, sales, and customer support into a single, unified platform. This has drastically reduced the need for multiple subscriptions, saving us both time and money. We can manage our email marketing campaigns, track sales pipelines, and handle customer support tickets all from one place. User-Friendly Interface: The platform is incredibly intuitive and easy to use. Even for someone who isn't a tech expert, the learning curve is minimal. The dashboard is well-organized, making navigation seamless. Affordable Pricing: EngageBay offers a robust set of features at a fraction of the cost compared to other all-in-one CRM platforms. The pricing is very reasonable, especially for startups and small businesses looking to scale without breaking the bank. Powerful Marketing Automation: The marketing automation tools are top-notch. We’ve been able to automate our email campaigns, segment our contact lists, and nurture leads effortlessly. The visual workflow builder is a standout feature, making it easy to create complex automation workflows. Responsive Customer Support: EngageBay’s customer support team is fantastic. Whenever we’ve had questions or needed help, they’ve been quick to respond and very helpful. The live chat feature is particularly useful for getting immediate assistance. Extensive Feature Set: From landing page builders and email templates to CRM and helpdesk functionalities, EngageBay offers everything you need to grow your business. The platform continues to add new features and updates regularly, which shows their commitment to customer satisfaction. EngageBay is a best platform for startups. It is a comprehensive tool with all the features that are needed for startup to grow. Cons I have been using this tool for more than a year now and found no majors issues apart from few lags here and there. Some technical issues, though mostly caused by User error or external factors that are not necessarily to do with EngageBay. Although it is easy to setup it takes some time to get to know the options. Nothing that i dont like. Maybe they should start including AI features into the mix. I have not found any issues with the product so far.	Pros & Cons from Real Users Pros Helps to organize sales, marketing, project and support teams at the same place. It offers segmented email marketing. Shares overview of every point of business. Tons of business tools integration options are available. Pipeline visualization for sales segments. The application provides automation tools for sales processes, including: contact management, account management and market opportunity management. In addition, it has a basic collaboration system that features conversations and publishing of interest to active project members. Works well and is pretty easy to use and set up for your business. Doesn't take much to get it running. Cons First few days of onboarding this platform seems complicated due to its UI. The platform of this application is very basic, but it can be very poor compared to others, it is also slow when performing certain tasks. Likewise, it does not include media outreach tools as it does not integrate a social networking section. It also does not allow us to attach files to the exposed tasks. I think there could be more advanced features for a CRM.
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information EngageBay Founded: 2017 United States engagebay.com	Company Information Insightly Founded: 2010 United States www.insightly.com
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Categories CRM Email Marketing Help Desk Landing Page Lead Generation Marketing Marketing Automation Social Media Marketing	Categories Business Management Construction CRM Contact Management CRM Healthcare CRM Lead Management Project Management Sales Enablement Sales Force Automation Sales Forecasting Sales Tracking Task Management
CRM Features Calendar/Reminder System Call Logging Document Storage Email Marketing Internal Chat Integration Lead Scoring Marketing Automation Integration Mobile Access Quotes / Proposals Segmentation Social Media Integration Task Management Territory Management Show More Features Email Marketing Features A/B Testing Artificial Intelligence Auto-Responders CAN SPAM Compliance Customer Surveys Drip Campaigns Dynamic Content Event Triggered Email Image Library Landing Pages/Web Forms Mailing List Management Mobile Optimized Emails Reporting/Analytics Subscriber Management Template Management WYSIWYG Email Editor Help Desk Features Alerts / Escalation Automated Routing Community Forums Customizable Branding Document Storage Email Integration Incident Management Interaction Tracking IT Asset Management Knowledge Base Known Issue Management Live Chat Multi-Channel Communication Multiple Brands / Products Network Monitoring Real-time Chat Self Service Portal Service Level Agreement (SLA) Management Ticket Management Landing Page Features A/B Testing Analytics Drag & Drop Form Creation Real Time Editing Responsive SEO Management Templates Lead Generation Features Contact Discovery Contact Import/Export Lead Capture Lead Database Integration Lead Nurturing Lead Scoring Lead Segmentation Pipeline Management Prospecting Tools Visitor Identification Marketing Automation Features A/B Testing Analytics / ROI Tracking Artificial Intelligence Content / Blogging Platform Customizable CTAs Drip Campaigns Dynamic Content Landing Pages / Web Forms Lead Scoring Sales Intelligence Search Marketing Segmentation Social Marketing Website Visitor Tracking Social Media Marketing Features Analytics Automated Publishing Contact Management Content Management Conversion Tracking Customer Targeting Keyword Filtering Multi-Account Management Post Scheduling	CRM Features Calendar/Reminder System Call Logging Document Storage Email Marketing Internal Chat Integration Lead Scoring Marketing Automation Integration Mobile Access Quotes / Proposals Segmentation Social Media Integration Task Management Territory Management Show More Features Business Management Features Billing & Invoicing CRM Employee Management Financial Management Inventory Management Marketing Management Order Management Point of Sale (POS) Project Management Purchasing Scheduling Time & Expense Tracking Training Management Vendor Management Construction CRM Features Client Tracking Contract Management Forecasting Project Management Quote Management Sales Management Scheduling Time Management Contact Management Features Activity Management Appointment Management Contact Database Contact History Contact Import/Export Customer Pipeline Email Marketing Group Management Interaction Tracking Lead Management Prospecting Tools Sales Pipeline Management Search / Filter Segmentation Shared Contacts Social Media Integration Healthcare CRM Features Audience Targeting Campaign Management Marketing Automation Medical History Records Patient Communications Patient Management Physician Management Predictive Analytics Lead Management Features Activity Tracking Campaign Management Lead Capture Lead Distribution Lead Nurturing Lead Scoring Lead Segmentation Pipeline Management Prospecting Tools Source Tracking Project Management Features Agile Methodologies Budget Management Client Portal Collaboration Tools Cost-to-Completion Tracking Customizable Templates Gantt Charts Idea Management Kanban Board Milestone Tracking Portfolio Management Resource Management Time & Expense Tracking Traditional Methodologies Sales Enablement Features Collaboration Contact Management Content Management Document Management Goals / Quota Management Lead Management Meeting Management Performance Management Presentation Management Proposal Management Territory Management Training Management Sales Force Automation Features Call Management Campaign Management Channel Management Commission Management Contact Management Contract Management Customer Database Email Marketing Field Sales Management Lead Management Opportunity Management Performance Metrics Proposal Generation Referral Tracking Sales Forecasting Territory Management Sales Forecasting Features Competitor Analysis Correlation Analysis Dashboard Dynamic Modeling Exception Reporting Graphical Data Presentation Modeling & Simulation Performance Metrics Sales Trend Analysis Statistical Analysis Task Management Features Collaboration Create Subtasks Gamification Gantt Charts Mobile Access Percent-Complete Tracking Progress Tracking Recurring Tasks Reporting/Analytics Spreadsheet View Task Board View Task Planning Task Scheduling Task Tracking Time Tracking To-Do List View
Integrations Easyflow Facebook Google Calendar Google Contacts Google Drive HubSpot CRM HubSpot Customer Platform Integrately Intercom Jotform Kixie PowerCall & SMS KonnectzIT Mailchimp Morphic Pabbly Connect Shopify Stackreaction Workers by Delos Wufoo Zapier Show More Integrations View All 34 Integrations	Integrations Easyflow Facebook Google Calendar Google Contacts Google Drive HubSpot CRM HubSpot Customer Platform Integrately Intercom Jotform Kixie PowerCall & SMS KonnectzIT Mailchimp Morphic Pabbly Connect Shopify Stackreaction Workers by Delos Wufoo Zapier Show More Integrations View All 340 Integrations
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