EngageBay is an affordable sales customer relationship management software that also offers marketing and customer service solutions. In addition to sales CRM software, EngageBay provides a marketing automation tool and help desk service to help organize and optimize all customer interactions, from prospecting to closing deals and ongoing support. to the client. Organizations interested in all of these solutions can purchase EngageBay's comprehensive toolset.
EngageBay's comprehensive software is scalable while further unifying organizations' marketing and sales efforts. There is still other software to consider when evaluating a provider like EngageBay, as major competitors offer similar or more advanced technological features or specializations in niche sectors.
1
HubSpotCRM
Employees by company size
Micro (0-49), Small (50-249), Medium (250-999), Large (1000-4999), Business (5000+)
Micro (0-49 employees), small (50-249 employees), medium (250-999 employees), large (1000-4999 employees)
Micro, Small, Medium, Large
2
Salesforce CRM
Employees by company size
Micro (0-49), Small (50-249), Medium (250-999), Large (1000-4999), Business (5000+)
Any size of company
Any size of company
Characteristics
Calendar, collaboration tools, contact management and more
Prices
Engagebay offers a free version of the CRM software in addition to three premium tiers that vary in price based on monthly, annual, or biennial contacts.
- Free: Free for up to 15 users and 250 contacts and companies, contact management, 360-degree contact view, and more.
- Essential: $11.04 per user, per month when billed biennially, $11.95 when billed annually, and $12.99 when billed monthly. This includes everything in the free tier, plus email templates, landing pages, reporting dashboard, custom deal milestones, and more.
- Growth: $42.49 per user per month when billed biennially, $45.99 when billed annually, and $49.99 when billed monthly. Users can access multiple currencies, email sequences, automations and workflows, and more.
- Pro: $67.99 per user per month when billed biennially, $73.59 when billed annually, and $79.99 when billed monthly. This paid level includes proposal analysis, role management, call logs, and call scripts.
Key Features of EngageBay
Analysis of proposals
In addition to simply creating and sending proposals directly to clients from the platform, Engagebay users can also track the proposal and view valuable information. This feature improves sales proposals by tracking every metric and measuring customer behavior. Sales reps can gain insights with real-time data on proposal views, downloads, click-through rates, and more.
In-app dialing
Most CRM vendors can integrate with a standalone dialing tool for sales reps to interact with prospects. To reduce the need to purchase a separate tool, EngageBay offers an in-app dialer. This way, users can call potential clients or customers directly from the platform. All calls can be recorded within the platform so they can be reviewed, tracked, and used as training material for new representatives.
Multiple deal pipeline views
Instead of having to switch between different contacts or project views, EngageBay users can track multiple channels from one dashboard. Businesses can set up multiple deal channels to better track their leads. They can create different deal channels for a variety of product categories, geographies, or any parameter they want, and monitor sales tasks more efficiently.
Account Based Marketing
Account-based marketing is a B2B sales and marketing strategy that requires both departments to work together to personalize communication and marketing content for high-value leads. EngageBay provides targeted account-based marketing support by organizing businesses and each organization's top contacts in one easy place and running targeted marketing campaigns. Users can then measure metrics like email opens, document reads, time spent, and more.
Pros and cons of EngageBay
To better summarize the top EngageBay pros and cons that potential users might consider, I compared EngageBay's top offerings to those from similar providers. For example, I looked at EngageBay's product demos, video tutorials, and more to understand what resources are offered to users. I also took into account feedback from real users and reviews from major software review sites.
| Advantages | Cons |
|---|---|
| Competitive price compared to alternatives. | Users report that the reporting tools are limited. |
| Offers native and third-party integrations. | Call scripts and recordings are only available at the highest paid level. |
| Users report exceptional customer service. | Users report a slow onboarding process. |
Alternatives to EngageBay
EngageBay's competitive pricing combined with its mix of marketing, sales, and support features make it a good choice for startups or small businesses looking for a comprehensive CRM tool. Because of this, it makes sense to compare it to some of the top CRM providers that offer similar services.
PREMIUM: Choose the right CRM for your organization.
HubSpot, Keap, and Salesforce are CRM providers that can provide a combination of services on top of standard CRM features, such as native integrations or advanced marketing tools.
| Software | EngageBay | HubSpot | Buys | Sales force |
|---|---|---|---|---|
| Contact management | Yeah | Yeah | Yeah | Yeah |
| Marketing tools | Yeah | Yeah | Yeah | Yeah |
| Native integrations | Yeah | Yeah | No | Yeah |
| Free lifetime option | Yeah | Yeah | No | No |
| starting price | $13.79 per user, per month* | $20 for 2 users, per month* | $159 for 1500 contacts and 2 users, per month* | $25 per user, per month |
| *When billed annually. | ||||
HubSpot
HubSpot is a popular CRM platform with open source features and integrations, making it an extremely customizable tool. Both HubSpot and EngageBay offer a free lifetime version of their CRM software that includes a stripped-down version of their offerings. Comparing the two, HubSpot's free tier supports more contacts and allows up to 2,500 users. This is a significant increase from EngageBay's maximum of 15 users, making Hubspot one of the best free CRM options.
SEE: For more information, see our independent HubSpot Review.
Buys
Keap is a CRM software with solutions for organizing, marketing, selling and growing small businesses specifically. Both EngageBay and Keap offer sales and marketing automations to help small businesses not only attract but also retain customers through activity and engagement workflows. Compared to EngageBay, Keap offers eCommerce, quoting, invoicing, and payment features. These features can be very useful for companies looking for a tool that can help organize purchase orders and history.
Sales force
Salesforce is a cloud-based customer relationship management tool that is notably more expensive than EngageBay. Both EngageBay and Salesforce are comprehensive providers of multiple native solutions capable of integrating. Salesforce provides more advanced sales analytics and AI-powered tracking tools. Salesforce also offers more native products and solutions, making it a larger and more scalable option compared to EngageBay.
SEE: For more details on this provider, please go to our Salesforce Review.
Review methodology
I used a rubric scoring tool to evaluate and review EngageBay. Our internal rubric includes pre-established criteria for the most influential factors when considering a CRM provider. I referenced EngageBay's own online resources as well as comments, ratings, and reviews from real users.
These are the weighted criteria used to rate EngageBay:
- Cost: It weighted 25% of the total score.
- Main features: It weighted 25% of the total score.
- Customizations: It weighted 15% of the total score.
- Integrations: It weighted 15% of the total score.
- Easy to use: It weighted 10% of the total score.
- Customer Support: It weighted 10% of the total score.
