A Comprehensive Review of EngageBay CRM (2024): Highlights of Features, Pricing, and Alternatives

EngageBay is an affordable CRM software that offers marketing and customer support solutions to businesses. It provides a comprehensive suite of tools including lead segmentation and routing, form and landing page builder, social suite integrations, marketing A/B testing, help desk support, and calendar automations. EngageBay’s software is scalable and brings together marketing and sales efforts for organizations. However, it’s important to consider other software options as competitors may offer more advanced features or niche industry specializations.

EngageBay offers a free version of its CRM software along with three premium tiers. The pricing for the premium tiers varies based on monthly, yearly, or biennial contacts.

Key features of EngageBay include proposal analytics, in-app dialing, multiple deal pipeline views, and account based marketing. These features enhance sales proposals, streamline communication with customers, and allow for better tracking and monitoring of sales tasks.

Some of the pros of EngageBay include competitive pricing, native and third-party integrations, and exceptional customer service. However, users have reported limited reporting tools, and certain features like call scripts and recordings are only available in the highest paid tier. Additionally, some users have mentioned a slow onboarding process.

If interested in alternatives to EngageBay, HubSpot, Keap, and Salesforce are top CRM providers that offer similar services. Each provider has its own set of features and pricing options to consider. HubSpot, in particular, offers a free-for-life version with more contact and user limits compared to EngageBay’s free tier. Keap provides additional features for organizing, marketing, selling, and growing small businesses. Salesforce is a larger and more scalable option that offers advanced sales analytics and AI-powered tracking tools.

In evaluating and reviewing EngageBay, a rubric scoring tool was used. Factors such as cost, core features, customizations, integrations, ease of use, and customer support were taken into account. Online resources from EngageBay, as well as real user feedback and reviews, were considered in the evaluation process.

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