Summary

EngageBay

EngageBay logo

EngageBay

What is EngageBay?

EngageBay is a salesmarketing, support, and CRM solution for small and medium businesses that help them acquire, engage, and convert website visitors into customers. The cloud-based platform enables firms to utilize marketing tools to cultivate long-term customer relationships. Email marketing, landing webpages, live chat/helpdesk, ticketing, telephone, appointment scheduling, contact management, and more are all available with EngageBay. It has an integrated CRM that helps businesses to monitor and track all actions related to customers, prospects, and deals as they move through pipelines. Users can also create leads using marketing features such as automatic email templates, customized forms/popups, social media engagement, and more. Companies can use Zapier and Xero integrations to link EngageBay to a variety of third-party apps, including Salesforce, MailChimp, Intercom, Hubspot, and others. Monthly memberships are offered, and assistance is provided by documentation, phone, and email.

EngageBay Pricing

  • Free Plan: Available
  • Free Trial: Available
  • Starting Price: $10.79/month (No Credit Card required)

Basic: $14.99/user/ month (paid monthly) or $12.29/user/month (paid yearly) or $10.79/user/month (paid biennially)
Growth: $49.99/user/month (paid monthly) or $40.99/user/ month (paid yearly) or $35.99/user/month (paid biennially)
Pro: $79.99/user/month (paid monthly) or $65.59/user/ month (paid yearly) or $57.59/user/month (paid biennially)

View Full Pricing and Plans of EngageBay ⮞

Deployment & Support

DEPLOYMENT

  • Cloud, Web-Based, SaaS
  • Desktop – Mac
  • Desktop – Windows
  • Mobile – Android
  • Mobile – iPhone
  • Mobile – iPad

SUPPORT

  • Email/Help Desk
  • Knowledge Base
  • Phone Support
  • 24/7 (Live Rep)
  • Chat

TRAINING

  • In-Person
  • Live Online
  • Webinars
  • Documentation
  • Videos

EngageBay Features

  • Contact Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Call Disposition
  • Call Management
  • Call Recording
  • Call Routing
  • Call Scheduling
  • Call Scripting
  • Call Tracking Metrics
  • Caller ID
  • Campaign Management
  • Campaign Personalization
  • Campaign Planning
  • CAN-SPAM Compliance
  • Canned Responses
  • Cataloging/Categorization
  • Channel Management
  • Churn Management
  • Client Database
  • Communication Management
  • Confirmation/Reminders
  • Contact Database
  • Content Creation
  • Content Delivery
  • Content Management
  • Conversion Tracking
  • CRM
  • Customer Database
  • Customer Engagement
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Support
  • Customizable Branding
  • Customizable CTAs
  • Customizable Templates
  • AB Testing
  • Account Alerts
  • Account Management
  • Activity Dashboard
  • Activity Tracking
  • Alerts / Escalation
  • Alerts/Notifications
  • Analytics/ROI Tracking
  • Appointment Management
  • Appointment Scheduling
  • Audience Targeting
  • Auto-Responders
  • Automated Routing
  • Automated Scheduling
  • Dashboard
  • Data Import/Export
  • Device Targeting
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Content
  • Email Management
  • Email Marketing
  • Email Monitoring
  • Email Response Control
  • Engagement Tracking
  • Event-Triggered Actions
  • Feedback Management
  • For Call Centers
  • For Sales Teams/Organizations
  • Forecasting
  • Form Builder
  • Gamification
  • Geotargeting
  • Goal Management
  • Goal Setting / Tracking
  • Group Scheduling
  • Image Library
  • Internal Chat Integration
  • Knowledge Base Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Notifications
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Lead Verification/Validation
  • Leaderboards
  • List Management
  • Live Chat
  • Location Tracking
  • Macros/Templated Responses
  • Marketing Automation
  • Meeting Management
  • Mobile Access
  • Mobile Alerts
  • Mobile Optimized Emails
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multiple Site Management
  • Notification Scheduling
  • Offline Form
  • Onboarding
  • Online Booking
  • Online Forms
  • Performance Management
  • Performance Metrics
  • Personalization
  • Pipeline Management
  • Power Dialer
  • Proactive Chat
  • Progress Tracking
  • Progressive Dialer
  • Proposal Generation
  • Proposal Management
  • Prospecting Tools
  • Queue Management
  • Quotes/Estimates
  • Real-Time Editing
  • Real-Time Chat
  • Real-time Scheduling
  • Referral Tracking
  • Reporting/Analytics
  • Response Management
  • Responsive
  • Routing
  • Sales Analytics
  • Sales Forecasting
  • Sales Pipeline Management
  • Search/Filter
  • Segmentation
  • SEO Management
  • Service Level Agreement (SLA) Management
  • Shared Contacts
  • Signature Management
  • Site Search Tracking
  • Social Marketing
  • Social Media Integration
  • Source Tracking
  • Spam Blocker
  • Subscriber Management
  • Target Account Identification
  • Task Management
  • Team Management
  • Template Management
  • Territory Management
  • Third-Party Integrations
  • Ticket Management
  • Web Notifications
  • Website Visitor Tracking
  • Whitelisting/Blacklisting
  • Workflow Configuration
  • Workflow Management
  • WYSIWYG Editor
  • Time on Site Tracking
  • To-Do List
  • Transfers/Routing
  • Usage Tracking/Analytics
  • User Interaction Tracking
  • Video Support
  • Visual Notifications

View Full Features of EngageBay ⮞

What is EngageBay?

EngageBay is a sales, marketing, support, and CRM solution for small and medium businesses that help them acquire, engage, and convert website visitors into customers. The cloud-based platform enables firms to utilize marketing tools to cultivate long-term customer relationships. Email marketing, landing webpages, live chat/helpdesk, ticketing, telephone, appointment scheduling, contact management, and more are all available with EngageBay. It has an integrated CRM that helps businesses to monitor and track all actions related to customers, prospects, and deals as they move through pipelines. Users can also create leads using marketing features such as automatic email templates, customized forms/popups, social media engagement, and more. Companies can use Zapier and Xero integrations to link EngageBay to a variety of third-party apps, including Salesforce, MailChimp, Intercom, Hubspot, and others. Monthly memberships are offered, and assistance is provided by documentation, phone, and email.

EngageBay Pricing

  • Free Plan: Available
  • Free Trial: Available
  • Starting Price: $10.79/month (No Credit Card required)

Basic: $14.99/user/ month (paid monthly) or $12.29/user/month (paid yearly) or $10.79/user/month (paid biennially)
Growth: $49.99/user/month (paid monthly) or $40.99/user/ month (paid yearly) or $35.99/user/month (paid biennially)
Pro: $79.99/user/month (paid monthly) or $65.59/user/ month (paid yearly) or $57.59/user/month (paid biennially)

View Full Pricing and Plans of EngageBay ⮞

Deployment & Support

DEPLOYMENT

  • Cloud, Web-Based, SaaS
  • Desktop – Mac
  • Desktop – Windows
  • Mobile – Android
  • Mobile – iPhone
  • Mobile – iPad

SUPPORT

  • Email/Help Desk
  • Knowledge Base
  • Phone Support
  • 24/7 (Live Rep)
  • Chat

TRAINING

  • In-Person
  • Live Online
  • Webinars
  • Documentation
  • Videos

EngageBay Features

  • Contact Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Call Disposition
  • Call Management
  • Call Recording
  • Call Routing
  • Call Scheduling
  • Call Scripting
  • Call Tracking Metrics
  • Caller ID
  • Campaign Management
  • Campaign Personalization
  • Campaign Planning
  • CAN-SPAM Compliance
  • Canned Responses
  • Cataloging/Categorization
  • Channel Management
  • Churn Management
  • Client Database
  • Communication Management
  • Confirmation/Reminders
  • Contact Database
  • Content Creation
  • Content Delivery
  • Content Management
  • Conversion Tracking
  • CRM
  • Customer Database
  • Customer Engagement
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Support
  • Customizable Branding
  • Customizable CTAs
  • Customizable Templates
  • AB Testing
  • Account Alerts
  • Account Management
  • Activity Dashboard
  • Activity Tracking
  • Alerts / Escalation
  • Alerts/Notifications
  • Analytics/ROI Tracking
  • Appointment Management
  • Appointment Scheduling
  • Audience Targeting
  • Auto-Responders
  • Automated Routing
  • Automated Scheduling
  • Dashboard
  • Data Import/Export
  • Device Targeting
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Content
  • Email Management
  • Email Marketing
  • Email Monitoring
  • Email Response Control
  • Engagement Tracking
  • Event-Triggered Actions
  • Feedback Management
  • For Call Centers
  • For Sales Teams/Organizations
  • Forecasting
  • Form Builder
  • Gamification
  • Geotargeting
  • Goal Management
  • Goal Setting / Tracking
  • Group Scheduling
  • Image Library
  • Internal Chat Integration
  • Knowledge Base Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Notifications
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Lead Verification/Validation
  • Leaderboards
  • List Management
  • Live Chat
  • Location Tracking
  • Macros/Templated Responses
  • Marketing Automation
  • Meeting Management
  • Mobile Access
  • Mobile Alerts
  • Mobile Optimized Emails
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multiple Site Management
  • Notification Scheduling
  • Offline Form
  • Onboarding
  • Online Booking
  • Online Forms
  • Performance Management
  • Performance Metrics
  • Personalization
  • Pipeline Management
  • Power Dialer
  • Proactive Chat
  • Progress Tracking
  • Progressive Dialer
  • Proposal Generation
  • Proposal Management
  • Prospecting Tools
  • Queue Management
  • Quotes/Estimates
  • Real-Time Editing
  • Real-Time Chat
  • Real-time Scheduling
  • Referral Tracking
  • Reporting/Analytics
  • Response Management
  • Responsive
  • Routing
  • Sales Analytics
  • Sales Forecasting
  • Sales Pipeline Management
  • Search/Filter
  • Segmentation
  • SEO Management
  • Service Level Agreement (SLA) Management
  • Shared Contacts
  • Signature Management
  • Site Search Tracking
  • Social Marketing
  • Social Media Integration
  • Source Tracking
  • Spam Blocker
  • Subscriber Management
  • Target Account Identification
  • Task Management
  • Team Management
  • Template Management
  • Territory Management
  • Third-Party Integrations
  • Ticket Management
  • Web Notifications
  • Website Visitor Tracking
  • Whitelisting/Blacklisting
  • Workflow Configuration
  • Workflow Management
  • WYSIWYG Editor
  • Time on Site Tracking
  • To-Do List
  • Transfers/Routing
  • Usage Tracking/Analytics
  • User Interaction Tracking
  • Video Support
  • Visual Notifications

View Full Features of EngageBay ⮞

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