What is EngageBay CRM?

EngageBay CRM is a comprehensive software solution tailored to enhance customer relationship management for businesses of all sizes. It serves as a centralized platform, simplifying the organization and nurturing of customer interactions, marketing efforts, and sales activities. With EngageBay CRM, you can efficiently manage leads, track customer interactions, and automate marketing campaigns, all within an intuitive interface suitable for users with varying levels of expertise. Gain valuable insights into your customer base through detailed analytics and reports, helping you make informed decisions to drive growth. EngageBay CRM also facilitates seamless communication with customers through email, live chat, and social media integration, ensuring you stay connected and responsive. Say goodbye to the complexity of managing customer relationships – EngageBay CRM streamlines the process, allowing businesses to focus on delivering exceptional service and achieving their growth objectives with ease.

Does EngageBay CRM offer a free version?

Yes, EngageBay CRM offers a free version.

Does EngageBay CRM offer a free trial?

Yes, EngageBay CRM offers a free trial.

Are Credit Card details required for the EngageBay CRM trial?

No, Credit Card details are not required for the EngageBay CRM trial.

What are the pricing plans & packages of EngageBay CRM?

EngageBay CRM offers the following pricing plans and packages: BASIC - $12.74 (Per Month) .

What payment frequencies does EngageBay CRM offer?

EngageBay CRM supports the following payment frequencies: Annual Subscription, Monthly Payment

Does EngageBay CRM offer an API?

Yes, EngageBay CRM offers an API.

What type of support options does EngageBay CRM offer?

EngageBay CRM offers support with the following options: 24x7 Support, Email, Phone, Chat, Knowledge Base

What type of training options does EngageBay CRM offer?

EngageBay CRM offers training with the following options: In-person, Webinar, Documentation

What different languages does EngageBay CRM support?

EngageBay CRM supports the following languages: english

Who uses EngageBay CRM?

Typical users of EngageBay CRM include: Self-Employed, Small-Business, Midsize-Business

What deployment options does EngageBay CRM support?

EngageBay CRM supports the following deployment options: Cloud Hosted

What devices and operating systems does EngageBay CRM support?

EngageBay CRM supports the following devices and operating systems: Web-Based

EngageBay CRM Reviews Oct 2025: Pricing & Features

Email Management Software

Email Tracking
Contact Management
Auto-Responders
Signature Management
Spam Blocker
Email Marketing
Customer Segmentation
Alerts/Notifications
Email Monitoring
Chat/Messaging
Routing
Canned Responses
Whitelisting/Blacklisting
Search/Filter
Drag & Drop
Campaign Management
Shared Inboxes
Inbox Management
Response Management
Email Templates
Queue Management
Email Distribution
Collaboration Tools
Prioritization

Lead Capture Software

Online Forms
Lead Qualification
CRM
Visitor Tracking
Conversion Tracking
Chat/Messaging
Data Extraction
Lead Generation
Auto-Responders
Lead Distribution
Event Triggered Actions
Multi-Campaign
Lead Capture
Contact Management
Email Marketing
Prospecting Tools
Lead Segmentation
Lead Management
Reporting/Analytics
Pipeline Management
Alerts/Notifications
Web Forms
Engagement Tracking
Customer Segmentation
Business Card/Badge Scanning
Email Management
Social Media Integration
Lead Notifications
Lead Nurturing
Campaign Management
Customer Database

Customer Service Software

Performance Metrics
Appointment Management
Real Time Notifications
Customer Segmentation
Employee Management
Queue Management
Virtual Assistant
Customer History
Call Routing
SMS Messaging
Email Management
Voice Mail
Call Center Management
Knowledge Base Management
Multi-Channel Communication
Live Chat
Activity Tracking
Self Service Portal
Alerts/Escalation
Auto-Responders
Support Ticket Management
Engagement Tracking
Surveys & Feedback
Social Media Integration
Contact Management

Help Desk Software

Automated Routing
Call Center Management
Real-Time Chat
Performance Metrics
Customer Database
Self Service Portal
SLA Management
CRM
Real Time Notifications
Multi-Channel Communication
Support Ticket Management
Surveys & Feedback
Document Storage
Social Media Integration
Alerts/Escalation
Prioritization
Workflow Configuration
Ticket Management
Reporting/Analytics
Access Controls/Permissions
IT Asset Management
Email Management
Customer History
Interaction Tracking
Knowledge Base Management
Remote Access/Control

Campaign Management Software

Lead Management
Activity Dashboard
Campaign Management
Data Import/Export
Campaign Segmentation
Contact Database
Campaign Planning
Multi-Channel Marketing
Channel Management
Reporting & Statistics
Lead Capture
Campaign Scheduling
Drip Campaigns
Lead Generation
Engagement Tracking
Conversion Rate Optimization
Visual Analytics
Click Tracking
Auto-Responders
Template Management
Customer Segmentation
Multi-Campaign
Campaign Analytics
Social Media Integration
Email Marketing
AB Testing
Content Management

Marketing Automation Software

Drip Campaigns
Customizable CTAs
Email Marketing
Engagement Tracking
Customizable Forms
ROI Tracking
Website Visitor Tracking
Lead Capture
Marketing Calendar
Dynamic Content
Event Triggered Actions
SMS Marketing
AB Testing
Lead Qualification
Data Import/Export
Conversion Tracking
Social Marketing
Landing Pages
Template Management
Segmentation
Campaign Analytics
Lead Generation
Multi-Channel Communication
Sales Analytics
Lead Management
Multi-Campaign
Multi-Channel Marketing
Marketing Automation
Campaign Management
CRM

Email Marketing Software

Template Management
Event Triggered Actions
AB Testing
Image Library
Email Tracking
Click Tracking
Contact Database
Dynamic Content
Auto-Responders
CRM
Subscriber Management
WYSIWYG Editor
Campaign Analytics
Contact Management
CAN SPAM Compliance
Customer Segmentation
Multi-Channel Marketing
List Management
Spam Blocker
Drag & Drop
Campaign Scheduling
Lead Capture
Drip Campaigns
Landing Pages/Web Forms
Engagement Tracking
Multi-Campaign
eCommerce Integration
Customer Journey Mapping
GDPR Compliance
ROI Tracking

Lead Generation Software

Pipeline Management
Lead Qualification
Contact Management
Email Marketing
Web Forms
Lead Capture
Contact Database
CRM
Activity Tracking
Event Triggered Actions
Campaign Planning
Lead Segmentation
Lead Management
Customer Segmentation
Chat/Messaging
Prospecting Tools
Campaign Management
Engagement Tracking
Auto-Responders
Social Media Integration
Conversion Tracking
Multi-Channel Marketing
Lead Nurturing
Email Management
Campaign Analytics
Drip Campaigns
Landing Pages
Multi-Campaign
Lead Verification
Forms Management
Lead Scoring

Social Media Marketing Software

Automated Publishing
Campaign Analytics
Commenting/Notes
Tagging
Contact Management
Social Media Monitoring
Performance Metrics
Campaign Planning
Multi-Campaign
Content Management
Social Promotion
Multi-Channel Marketing
Image Library
Post Scheduling
Email Marketing
Conversion Tracking
Campaign Management
Drag & Drop
Reporting/Analytics
Engagement Tracking
Multi-Channel Management
Content Library
AB Testing
Multi-Account Management
Social Media Integration
Calendar Management
Trend Analysis
Customer Segmentation
Keyword Filtering
Automated Scheduling
Click Tracking

Construction CRM Software

Project Management
Data Import/Export
Scheduling
Quotes/Estimates
Activity Tracking
Document Management
Job Costing
Buyer Management
Warranty Tracking
Calendar Management
Collaboration Tools
Client Tracking
Contract/License Management
Task Management
Change Order Management
Communication Management
Contact Management
Project Tracking
Subcontractor Management
Sales Pipeline Management
Email Marketing
Bid Management
Lead Management
Procurement Management

Healthcare CRM Software

Patient Communications
Alerts/Notifications
Self Service Portal
Records Management
Social Media Integration
Patient Management
Document Management
Predictive Analytics
Lead Management
Live Chat
Forms Management
Physician Management
Contact Management
Client Portal
Forecasting
Chat/Messaging
Appointment Management
Task Management
Referral Tracking
Medical History Records
Campaign Management
Marketing Automation
Calendar Management
Automated Scheduling
Audience Targeting
Email Management
HIPAA Compliant
Multi-Location
Pipeline Management
Billing & Invoicing

Live Chat Software

Transfers/Routing
Document Storage
Mobile Access
Search/Filter
Single Sign On
Support Ticket Management
Screen Sharing
Reporting/Analytics
Proactive Chat
Auto-Responders
Multi-Channel Communication
Real Time Notifications
Offline Form
Collaboration Tools
CRM
Interaction Tracking
Transcripts/Chat History
Contact Management
Geotargeting
Chat/Messaging
File Sharing
Canned Responses
Email Management
Surveys & Feedback

Customer Engagement Software

Churn Management
Engagement Tracking
Email Management
Social Media Integration
CRM
Multi-Language
Real Time Analytics
Campaign Management
Content Management
Event Triggered Actions
Feedback Management
Multi-Channel Communication
Customer Database
Surveys & Feedback
Customer Experience Management
Communication Management
Live Chat
Customer Segmentation
Visual Analytics
Customer History
Customer Portal
Sentiment Analysis

Contact Management Software

Search/Filter
Pipeline Management
Social Media Integration
Data Import/Export
Prospecting Tools
Task Management
Customer Database
Campaign Management
Lead Nurturing
Segmentation
Email Management
CRM
Sales Forecasting
Contact Management
Calendar Management
Document Storage
Drag & Drop
Collaboration Tools
Lead Management
Sales Pipeline Management
Lead Distribution
Email Marketing
Opportunity Management
Data Synchronization
Interaction Tracking
Lead Capture

Online CRM Software

Customizable Templates
Sales Trend Analysis
Calendar Management
Lead Capture
Workflow Management
Interaction Tracking
Opportunity Management
Performance Metrics
Email Management
Pipeline Management
Calendar Sync
Email Marketing
Task Management
Forecasting
Campaign Management
Contact Management
Document Storage
Social Media Integration
Collaboration Tools
Sales Reports
Web-based Deployment
Lead Management
Internal Chat Integration
Lead Generation
Lead Qualification
Marketing Automation
Quotes/Estimates
Referral Tracking
Reporting/Analytics
Territory Management
Deal Management
Lead Nurturing
Role-Based Permissions

Inside Sales Software

Lead Capture
Email Management
Call Monitoring
Automatic Call Distribution
Lead Qualification
Lead Management
Task Management
Performance Management
Data Management
Contact Management
Meeting Management
Call Recording
Lead Distribution
CRM
Interaction Tracking
Auto-Dialer
Calendar Management
Chat/Messaging
Reminders
Call List Management
Multi-Channel Communication
Deal Management
Sales Pipeline Management

Lead Management Software

Lead Nurturing
Sales Reports
Social Media Integration
Monitoring
Pipeline Management
Template Management
Lead Qualification
Calendar Management
Sales Forecasting
Lead Distribution
Prospecting Tools
Task Management
Document Storage
Lead Segmentation
Reminders
Email Tracking
Interaction Tracking
CRM
Web Forms
Email Marketing
Lead Capture
Campaign Management
Contact Management
Workflow Management
Sales Trend Analysis
Source Tracking
Lead Generation
Opportunity Management

Real Estate CRM Software

Referral Tracking
Commission Management
Contact Database
Lead Qualification
Contact Management
Campaign Management
Access Controls/Permissions
Client Management
Email Marketing
Pipeline Management
Lead Management
Activity Dashboard
Lead Nurturing
Interaction Tracking
Reporting/Analytics
Activity Tracking
Document Management
Appointment Management
Alerts/Notifications
Calendar Management
Lead Generation
Lead Distribution
Client/Property Matching
Task Management
Segmentation
Lead Capture
Email Tracking
For Real Estate
Property Database
Omnichannel Communications

Social CRM Software

Lead Capture
Customer Support
Lead Nurturing
Activity Dashboard
Data Visualization
Brand Tracking
Contact Management
Customer Engagement
Social Media Monitoring
Social Promotion
Sales Pipeline Management
Email Marketing
Reporting/Analytics
Tagging
Communication Management
Audience Targeting
Marketing Automation
Calendar Management
Content Management
Sentiment Analysis
Task Management
Customer Database
Social Media Integration
Live Chat
Email Tracking
CRM
Customer Social Profiles
Collaboration Tools
Engagement Tracking

Financial CRM Software

Expense Tracking
Forecasting
Template Management
Relationship Tracking
Interaction Tracking
Access Controls/Permissions
Activity Tracking
Client Management
Collaboration Tools
Sales Reports
Email Management
CRM
Search/Filter
Email Marketing
Task Management
Document Management
Lead Management
Calendar Management
Customer Database
Campaign Management
Marketing Automation
Activity Dashboard
Territory Management
Contact Management
Pipeline Management
Lead Capture
For Financial Institutions
Financial Management

Nonprofit CRM Software

Contact Management
Donation Tracking
Campaign Management
Interaction Tracking
Real Time Notifications
Email Marketing
Donor Management
Email Management
Web Forms
Access Controls/Permissions
Task Scheduling
Website Integration
Grant Management
Customer Database
Credit Card Processing
Membership Management
CRM
Accounting Integration
Event Management
Document Storage
Forms Management
Social Media Integration
Registration Management
Fundraising Management
Committee Management
Volunteer Management
Electronic Payments

SMS Marketing Software

Contact Management
Interaction Tracking
Text-to-Win
Mobile Keywords
SMS Messaging
Message Personalization
Campaign Management
Customer Segmentation
Multi-Campaign
Automated Responses
Reporting/Analytics
Communication Management
Scheduled Messaging
Polls/Voting
Mass Texting
MMS
Contact Database
Chat/Messaging
Campaign Planning
2-Way Messaging
Live Chat
Engagement Tracking
Mobile Coupons
SMS Marketing
Alerts/Notifications
Compliance Management
Reputation Management
Multi-Language
QR Codes
Reminders
Open Rate Tracking

Task Management Software

Task Scheduling
Task Editing/Updating
Task Progress Tracking
Commenting/Notes
Calendar Management
Real Time Notifications
Gantt/Timeline View
Create Subtasks
Gamification
Activity Tracking
Prioritization
Collaboration Tools
To-Do List
Project Planning
Reporting/Analytics
Document Management
Task Board View
Alerts/Notifications
Assignment Management
Status Tracking
Email Management
Recurring Tasks
Project Tracking
Time Tracking
Task Tagging
Deadline Management
File Management
Spreadsheet View
Parent Task
Search/Filter

Issue Tracking Software

Issue Scheduling
Customizable Reports
Real Time Notifications
Chat/Messaging
Help Desk Management
Assignment Management
Task Management
Collaboration Tools
Role-Based Permissions
Commenting/Notes
Ticket Management
Alerts/Notifications
Projections
Multi-Channel Communication
Recurring Issues
Issue Tracking
Knowledge Base Management
Email Management
Support Ticket Tracking
Monitoring
Project Management
Issue Auditing
Prioritization
Task Progress Tracking
Self Service Portal
Surveys & Feedback
SLA Management

Appointment Scheduling Software

Automated Scheduling
Appointment Management
Customer Database
Credit Card Processing
Client Portal
Electronic Payments
Billing & Invoicing
Recurring Appointments
Client Management
Online Payments
Calendar Management
Multi-Location
SMS Messaging
Group Scheduling
Online Booking
Website Integration
Availability Management
Mobile Access
Booking Management
Email Management

Account Based Marketing Software

Target Account Identification
Lead Nurturing
Campaign Personalization
Lead Qualification
Reporting/Analytics

All-in-One Marketing Platform Software

Lead Management
List Management
Multi-Channel Marketing
Landing Pages/Web Forms
Behavior Analytics
Dynamic Content
Lead Nurturing

Auto Dialer Software

Progressive Dialer
Power Dialer
Computer Telephony Integration
Preview Dialer
IVR/Voice Recognition
Automatic Call Distribution
Campaign Management
Call Scripting
Call Routing
Voice Mail
Call Recording
Call Transfer
Caller ID
Predictive Dialer
Call Center Management
Reporting/Analytics
Call Monitoring

Calendar Software

Calendar Management
Color Codes/Icons
Collaboration Tools
Calendar Sync
Scheduling
Room Booking
Task Management
Address Book
Email Management
Calendar/Reminder System
Event Management
Website Integration

Call Tracking Software

CRM
Call Monitoring
Automatic Call Distribution
Caller ID
Call Reporting
Contact Management
Conversion Tracking
Campaign Management
Call Center Management
Computer Telephony Integration
Predictive Dialer
Keyword Tracking
Call Transcription
API
Voice Mail
IVR/Voice Recognition
Call Routing

Customer Experience Software

Surveys & Feedback
Dashboard
Data Visualization
Text Analysis
Reporting/Analytics
Customer Segmentation
Negative Feedback Management
Engagement Tracking
Real-Time Notifications
Knowledge Management
Customizable Templates
Customizable Fields
Survey/Poll Management
Feedback Management
Customizable Forms
Multi-Channel Data Collection
NPS Survey Structure

Customer Success Software

Onboarding
Collaboration Tools
Health Score
Account Alerts
Account Management
Reporting/Analytics
Revenue Management
Activity Dashboard
Usage Tracking/Analytics
Customer Engagement
Activity Tracking
Task Management
NPS of Customers

Email Tracking Software

Audience Targeting
Real-Time Notifications
Email Templates
Team Management
Click Tracking
Event Triggered Actions
Contact Management
Location Tracking
Email Management
Activity Dashboard
Campaign Management
Email Distribution

Franchise Management Software

Online Store
CRM
Franchise Intranet
Reporting & Statistics
Inventory Management
Job Scheduling
Employee Management
Audit Management
Website Management
Task Management
Billing & Invoicing
Point of Sale (POS)
Financial Management
Sales Activity Management
Document Management
Collaboration Tools

Gamification Software

Leaderboards
Goal Setting/Tracking
Collaboration Tools
Badge Management
Performance Metrics
Rewards Management
Contest Management
Customizable Branding
Activity Tracking
Learning Management
Mobile Access
Interactive Content
Real-Time Data
Reporting & Statistics
Personalization
For Sales Teams/Organizations
Employee Engagement

Insurance Software

Insurance Rating
Contact Management
Insurance Policy Management
Document Management
Claims Management
Self Service Portal
Property & Casualty
Commission Management
Policy Management
Life & Health
Workflow Management
Audit Trail
Quotes/Estimates
Activity Tracking

IT Service Software

Release Management
Contract/License Management
Knowledge Management
Activity Dashboard
Self Service Portal
Workflow Management
Service Catalog
Third-Party Integrations
Configuration Management
Alerts/Notifications
Inventory Management
Change Management
Problem Management
Compliance Management
Task Management
Support Ticket Management
Real-Time Monitoring
Resource Allocation & Planning
Service Request Management

Lead Nurturing Software

A/B Testing
Performance Metrics
Lead Notifications
Lead Segmentation
Personalization
Lead Qualification
Lead Capture
Drip Campaigns
Campaign Management
Pipeline Management

Point of Sale Software

Restaurant POS
eCommerce Management
Commission Management
Electronic Payments
Employee Management
Multi-Location
Inventory Management
Retail POS
Returns Management
Inventory Tracking
Barcode/Ticket Scanning
Loyalty Program
Electronic Signature
Accounting Integration
Gift Card Management
Discount Management
Order Management
Customer Accounts

Predictive Lead Scoring Software

AI/Machine Learning
Alerts/Notifications
Predictive Analytics
Lead Distribution
Lead Qualification
Data Enrichment
Demographic/Firmographic Data
Customizable Scoring
Prioritization
Process/Workflow Automation
Multiple Scoring Models

Push Notifications Software

Geotargeting
A/B Testing
Notification Scheduling
Campaign Management
Behavior Tracking
Campaign Analytics
Web Notifications
Customer Segmentation
App Notifications
SMS Notifications

Sales Enablement Software

Goal Management
Contact Management
Workflow Management
Lead Qualification
Lead Management
Engagement Tracking
Alerts/Notifications
Meeting Management
Collaboration Tools
Sales Onboarding & Training
Activity Tracking
Performance Management
Reporting & Statistics
Customizable Branding
Campaign Management
Document Management

Sales Force Automation Software

Email Marketing
Campaign Management
Pipeline Management
Lead Management
Lead Capture
Referral Tracking
Sales Activity Management
Performance Metrics
Third-Party Integrations
Customer Database
Territory Management
Activity Dashboard
Forecasting
Contact Management
Task Management
Opportunity Management
Customizable Fields

Sales Forecasting Software

Pipeline Management
Lead Management
Workflow Management
Data Visualization
Contact Management
Contact Database
Data Import/Export
What If Scenarios
Graphical Data Presentation
Activity Tracking
Statistical Analysis
Forecasting
Sales Reports
Dynamic Modeling
Customizable Reports
Opportunity Management
Alerts/Notifications
Budgeting/Forecasting
Modeling & Simulation
Lead Capture

Sales Tracking Software

Sales Pipeline Management
Lead Management
Reporting/Analytics
Appointment Scheduling
Task Management
Interaction Tracking
Alerts/Notifications
Customizable Reports
Activity Dashboard
Commenting/Notes
Third-Party Integrations
Data Import/Export
Lead Scoring
Document Management
Email Templates
Call Logging
Search/Filter

Web Analytics Software

Time on Site Tracking
User Interaction Tracking
Referral Tracking
Goal Setting/Tracking
Multiple Site Management
Campaign Management
Web Traffic Reporting
Pageview Tracking
Site Search Tracking
Keyword Tracking
Heatmaps
Funnel Analysis

Customer Relationship Management (CRM) Software

Referral Tracking
Mobile Access
Lead Qualification
Contact Database
Sales Pipeline Management
Territory Management
Quotes/Estimates
Customizable Fields
Calendar/Reminder System
Marketing Automation
Task Management
Interaction Tracking
Social Media Integration
Pipeline Management
Lead Capture
Forecasting
Contact Management
Email Management
Lead Generation
Workflow Management
Activity Dashboard
Internal Chat Integration
Segmentation
Alerts/Notifications
Document Storage
Lead Management
Reporting/Analytics
Data Import/Export

EngageBay CRM Claim

Why SoftwareWorld Chooses EngageBay CRM:

EngageBay CRM Overview

EngageBay CRM Screenshot & Video

Contact Details

Support

Training

Licensing & Deployment

Typical Customers

Languages Supported

Industries

EngageBay CRM Features