EngageBay CRM

All-in-One CRM - Marketing, Sales & Support Software

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EngageBay CRM Overview

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 objective... Show More

Contact Details

EngageBay
2016
United States
101-500

Support

27x7 Support
Email
Phone
Chat
Knowledge Base

Training

In-person
Webinar
Documentation

Licensing & Deployment

Proprietary
Cloud Hosted
Web-Based

Typical Customers

Self-Employed
Small-Business
Midsize-Business

Language Supported

English

Industries

Accounting, Enterprise, Retail, Startups, Wholesale

EngageBay CRM Features

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

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

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

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

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

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

EngageBay CRM Pricing

Pricing Type

Per User

Preferred Currency

USD ($)

Free Trial

Free Version

Payment Frequency

Annual Subscription
Monthly Payment

Plans & Packages

BASIC

$12.74 Per Month

EngageBay CRM FAQ's

No, EngageBay CRM does not offer a free version.

No, EngageBay CRM does not offer any free trial.

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

EngageBay CRM offers the following pricing plans & packages:

Starting Plan:

$12.74 Per Month

EngageBay CRM supports the following payment frequencies:

Annual Subscription , Monthly Payment

Yes, EngageBay CRM offers an API.

EngageBay CRM offers support with the following options:

27x7 Support , Email , Phone , Chat , Knowledge Base

EngageBay CRM offers training with the following options:

In-person , Webinar , Documentation

EngageBay CRM supports the following languages:

English

Following are the typical users of the EngageBay CRM:

Self-Employed , Small-Business , Midsize-Business

EngageBay CRM supports the following deployment:

Cloud Hosted

EngageBay CRM supports the following mobile devices:

Web-Based