What is EngageBay?

The scale, scope, and functionality of EngageBay exceeds most CRM systems. This all-in-one platform lets you automate marketing campaigns and create efficient service and sales workflows. It combines power with affordability and even offers a limited free plan for small businesses. Despite the many features, the platform still ranks highly in ease-of-use.

Ease of Use The CRM is swimming in features for sales, service, and marketing. But EngageBay still keeps the UI tidy, engaging, and easy to follow. A simple drop-down list lets you navigate between interfaces for service, marketing, and sales. This prevents the CRM from getting cluttered with too many options and features. To navigate EngageBay CRM, use the drop-down box in the left-hand corner to choose your preferred module. The tools and functions of each module are clearly signposted in the top navigation tabs. You can select from contacts, forms, landing pages, templates, campaigns, and more. Selection depends on the module you are in. However, each module includes an activity timeline.

This shows every team member’s interaction with the client and keeps departments working in sync. Customizable Dashboards The homepage has a drop-down list of dozens of reports to choose from. These “reports” are what other CRMs call widgets or dashlets. Each report offers a window into some aspect of your business, from staff performance to how many deals won this week. You set the parameters and put the information you need front and center. Then, in a few clicks, you can arrange the dashboard to your preferences.

 

Solutions and Partners

Flowbird Ltd
Flowbird Ltd

We are a team of highly experienced CRM, marketing & sales automation, and business management ...

Trujay
Trujay

Trujay provides data migration and integration for over 30 leading SaaS, CRM solutions. Migration ...

Most popular CRM vendors

HubSpot
HubSpot

HubSpot CRM includes all the tools you need for marketing, sales, service, and content management. Each ...

Creatio CRM
Creatio CRM

Creatio is the leading provider of ONE platform to automate industry workflows and CRM with no-code and ...

monday sales CRM
monday sales CRM

Let monday sales CRM do the grunt work while your team stays focused on high-level tasks, such as ...