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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 Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Companies interested in an affordable, powerful and integrated all-in-one marketing, sales & support CRM

Audience

Organizations in any industry

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and 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 Supported
Free Trial Supported

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 Supported
Free Trial Supported

Reviews/Ratings

Overall 4.9 / 5
ease 4.8 / 5
features 4.9 / 5
design 4.7 / 5
support 5.0 / 5

Reviews/Ratings

Overall 4.3 / 5
ease 4.7 / 5
features 5.0 / 5
design 5.0 / 5
support 4.7 / 5

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 Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

EngageBay
Founded: 2017
United States
engagebay.com

Company Information

Insightly
Founded: 2010
United States
www.insightly.com

Alternatives

SalesNOW

SalesNOW

Interchange Solutions

Alternatives

HubSpot CRM

HubSpot CRM

HubSpot
HubSpot CRM

HubSpot CRM

HubSpot
monday CRM

monday CRM

monday.com

Categories

CRM Supported
Email Marketing Supported
Help Desk Supported
Landing Page Supported
Lead Generation Supported
Marketing Supported

Categories

Construction CRM Supported
Contact Management Supported
CRM Supported
Healthcare CRM Supported
Lead Management Supported
Project Management Supported
Sales Enablement Supported
Sales Forecasting Supported
Sales Tracking Supported
Task Management Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Not Supported

Email Marketing Features

A/B Testing Supported
Artificial Intelligence Not Supported
Auto-Responders Supported
CAN SPAM Compliance Supported
Customer Surveys Supported
Drip Campaigns Supported
Dynamic Content Supported
Event Triggered Email Supported
Image Library Supported
Landing Pages/Web Forms Supported
Mailing List Management Supported
Mobile Optimized Emails Supported
Reporting/Analytics Supported
Subscriber Management Supported
Template Management Supported
WYSIWYG Email Editor Supported

Help Desk Features

Alerts / Escalation Not Supported
Automated Routing Not Supported
Community Forums Not Supported
Customizable Branding Not Supported
Document Storage Supported
Email Integration Supported
Incident Management Not Supported
Interaction Tracking Not Supported
IT Asset Management Not Supported
Knowledge Base Supported
Known Issue Management Not Supported
Live Chat Supported
Multi-Channel Communication Not Supported
Multiple Brands / Products Not Supported
Network Monitoring Not Supported
Real-time Chat Supported
Self Service Portal Not Supported
Service Level Agreement (SLA) Management Supported
Ticket Management Supported

Landing Page Features

A/B Testing Supported
Analytics Supported
Drag & Drop Supported
Form Creation Supported
Real Time Editing Supported
Responsive Supported
SEO Management Supported
Templates Supported

Lead Generation Features

Contact Discovery Supported
Contact Import/Export Supported
Lead Capture Supported
Lead Database Integration Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Visitor Identification Supported

Marketing Automation Features

A/B Testing Supported
Analytics / ROI Tracking Supported
Artificial Intelligence Not Supported
Content / Blogging Platform Supported
Customizable CTAs Supported
Drip Campaigns Supported
Dynamic Content Supported
Landing Pages / Web Forms Supported
Lead Scoring Supported
Sales Intelligence Supported
Search Marketing Supported
Segmentation Supported
Social Marketing Supported
Website Visitor Tracking Supported

Social Media Marketing Features

Analytics Supported
Automated Publishing Supported
Contact Management Supported
Content Management Supported
Conversion Tracking Supported
Customer Targeting Not Supported
Keyword Filtering Not Supported
Multi-Account Management Supported
Post Scheduling Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Not Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Business Management Features

Billing & Invoicing Not Supported
CRM Supported
Employee Management Not Supported
Financial Management Not Supported
Inventory Management Not Supported
Marketing Management Not Supported
Order Management Not Supported
Point of Sale (POS) Not Supported
Project Management Not Supported
Purchasing Not Supported
Scheduling Not Supported
Time & Expense Tracking Not Supported
Training Management Not Supported
Vendor Management Supported

Construction CRM Features

Client Tracking Supported
Contract Management Supported
Forecasting Supported
Project Management Supported
Quote Management Supported
Sales Management Supported
Scheduling Supported
Time Management Supported

Contact Management Features

Activity Management Supported
Appointment Management Supported
Contact Database Supported
Contact History Supported
Contact Import/Export Supported
Customer Pipeline Supported
Email Marketing Supported
Group Management Supported
Interaction Tracking Supported
Lead Management Supported
Prospecting Tools Supported
Sales Pipeline Management Supported
Search / Filter Supported
Segmentation Supported
Shared Contacts Supported
Social Media Integration Not Supported

Healthcare CRM Features

Audience Targeting Not Supported
Campaign Management Not Supported
Marketing Automation Not Supported
Medical History Records Not Supported
Patient Communications Supported
Patient Management Supported
Physician Management Not Supported
Predictive Analytics Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Not Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Source Tracking Supported

Project Management Features

Agile Methodologies Supported
Budget Management Supported
Client Portal Supported
Collaboration Tools Supported
Cost-to-Completion Tracking Supported
Customizable Templates Supported
Gantt Charts Supported
Idea Management Supported
Kanban Board Supported
Milestone Tracking Supported
Portfolio Management Supported
Resource Management Supported
Time & Expense Tracking Supported
Traditional Methodologies Supported

Sales Enablement Features

Collaboration Supported
Contact Management Supported
Content Management Not Supported
Document Management Supported
Goals / Quota Management Supported
Lead Management Supported
Meeting Management Supported
Performance Management Supported
Presentation Management Not Supported
Proposal Management Supported
Territory Management Not Supported
Training Management Not Supported

Sales Force Automation Features

Call Management Not Supported
Campaign Management Not Supported
Channel Management Not Supported
Commission Management Supported
Contact Management Supported
Contract Management Not Supported
Customer Database Supported
Email Marketing Supported
Field Sales Management Supported
Lead Management Supported
Opportunity Management Supported
Performance Metrics Supported
Proposal Generation Supported
Referral Tracking Supported
Sales Forecasting Supported
Territory Management Supported

Sales Forecasting Features

Competitor Analysis Not Supported
Correlation Analysis Not Supported
Dashboard Supported
Dynamic Modeling Supported
Exception Reporting Not Supported
Graphical Data Presentation Supported
Modeling & Simulation Supported
Performance Metrics Supported
Sales Trend Analysis Supported
Statistical Analysis Supported

Task Management Features

Collaboration Supported
Create Subtasks Supported
Gamification Supported
Gantt Charts Not Supported
Mobile Access Supported
Percent-Complete Tracking Supported
Progress Tracking Supported
Recurring Tasks Supported
Reporting/Analytics Supported
Spreadsheet View Supported
Task Board View Supported
Task Planning Supported
Task Scheduling Supported
Task Tracking Supported
Time Tracking Supported
To-Do List View Supported

Integrations

Aircall Supported
Easyflow Supported
Facebook Supported
Google Calendar Supported
Google Contacts Supported
Google Drive Supported
HubSpot CRM Supported
Integrately Supported
Intercom Supported
Jotform Supported
Kixie PowerCall & SMS Supported
KonnectzIT Supported
Mailchimp Supported
Pabbly Connect Supported
Quickwork Supported
Shopify Supported
Workers by Delos Supported
Wufoo Supported
Zapier Supported
Zendesk Supported

Integrations

Aircall Supported
Easyflow Supported
Facebook Supported
Google Calendar Supported
Google Contacts Supported
Google Drive Supported
HubSpot CRM Supported
Integrately Supported
Intercom Supported
Jotform Supported
Kixie PowerCall & SMS Supported
KonnectzIT Supported
Mailchimp Supported
Pabbly Connect Supported
Quickwork Supported
Shopify Supported
Workers by Delos Supported
Wufoo Supported
Zapier Supported
Zendesk Supported
Claim EngageBay and update features and information
Claim EngageBay and update features and information
Claim Insightly and update features and information
Claim Insightly and update features and information