EngageBay integrated CRM review, engagebay-com advantages and disadvantages

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EngageBay is a multifunctional integrated CRM that will be of interest, first of all, to small and medium-sized businesses. The system makes it possible to effectively attract, retain and convert a potential audience into real customers. EngageBay-com is a cloud-based platform that combines rich functionality and ease of daily use. Using this CRM you can manage your target audience and track the progress of all stages of the sales pipeline.

Also EngageBay will delight you with powerful marketing potential. The system offers many pre-installed automatic email templates, custom forms, pop-ups, social media integrations and more. You can easily sync your EngageBay with Salesforce, MailChimp, Intercom and Hubspot using Zapier and Xero. All this provides additional opportunities for turning a cold lead into a buyer.

A free version of the platform with limited functionality and paid service suites are available to users. You can pay for a subscription to tariff plans by credit card or PayPal.

Features of EngageBay CRM

EngageBay differs in that it integrates a system for automating several business processes at once – marketing, sales and customer support. The maximum number of functions is organically placed in a single interface, which is easy to learn and will be understandable even for users with zero experience. In order to integrate this technical solution into the daily company’s workflow additional training for personnel is not needed, because the logic of work in EngageBay-com is clear from the very first minutes.

The target audience of CRM is marketers and sales specialists of small growing companies. EngageBay CRM has a number of features that make the platform special. Among them there are:

  • Ease of use. For a small business, it is fundamentally important to have a customer relationship management tool that does not require any special knowledge and skills from a user. In this sense, EngageBay CRM fully meets the needs of novice startups and small developing projects, offering the user a simple logical architecture and an ergonomic interface.
  • Powerful toolkit. The EngageBay system includes many useful options in such areas as business process automation, personalized and mass mailing, live chat management, customer support, planning and project management, customer database management and much more. EngageBay CRM users get the full range of available tools in a single ecosystem.
  • Affordable prices. Small companies count every penny. Focusing specifically on this audience of customers, EngageBay CRM for little money provides the opportunity to manage customer relations at the level of a large transcontinental corporation without investing fabulous sums in marketing tools.

Also among the functionality of EngageBay CRM it is worth noting:

  1. Real-time Email status tracking;
  2. Customization of templates for documents and letters;
  3. Convenient conversion of contacts into leads;
  4. Pop-up notification system for prompt response;
  5. Access to the contact list through the Chrome extension.

Separately, it is worth mentioning the high-quality work of the support service, which is available by phone and Email. In addition, an extensive knowledge base is open to users, which will provide answers to most of the questions that arise regarding working with CRM.

The engagebay.com website has a separate section where you will find many articles on the specifics of working with CRM. There is also a demo version of the software, which gives a general idea of ​​the interface. When you enter, you immediately see a calendar with the ability to enter customer data into it. This approach, in general, is standard for CRM, so those who have already encountered similar software products will quickly find their bearings.


EngageBay CRM provides several pricing plans. The terms of all available service suites are presented below.


  • Price: 0 USD per month;
  • Contact management;
  • Comprehensive contacts overview;
  • Transactions and tasks;
  • Email tracking;
  • Appointment scheduling;
  • Integration of G Suite;
  • Live chat;
  • Conversational inbox.


  • Price: 7.79 USD per month;
  • All FREE plan features;
  • Multiple deal tracks;
  • Calling;
  • Predictive lead score;
  • Third party integrations;
  • Tag manager.


  • Price: 14.99 USD per month;
  • All BASIC plan features;
  • Email scheduler;
  • Leaderboard;
  • Multi-currency mode;
  • Sales automation;
  • Products;


  • Price: 29.99 USD per month;
  • All GROWTH plan features;
  • Proposal analytics;
  • Auto dialer;
  • Role management;
  • Call records;
  • Call scripts;
  • Goals;
  • Custom reports.

You can pay for the service suite monthly, annually (20% discount) or biennially (40% discount) in advance.


EngageBay CRM is a functional and well-implemented software product that can seriously compete with the more popular and well-known customer relationship management systems. It is simple and powerful, making it suitable for both small business and corporate clients. At the same time, a democratic pricing policy opens up access to EngageBay-com to a wide audience of entrepreneurs, and first of all to startups with limited financial capabilities. That is why the expert community recommends that small businesses with a limited staff pay attention to EngageBay as one of the most successful solutions for small businesses.

You can take advantage of the free version of the software right now by signing up for the official website engagebay.com. To do this, you do not need to indicate your payment card details. Just choose a FREE tariff plan and enjoy all basic tools. Once you are sure that EngageBay is right for you, choose the appropriate tariff plan, pay and use the CRM without any restrictions.

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