EngageBay CRM
EngageBay CRM is an all-in-one platform offering marketing, sales, and support tools. It includes features like contact and deal management, marketing automation, free CRM tool, sales automation, and helpdesk software for efficient customer relationship management.
What is EngageBay CRM?
EngageBay CRM is an all-in-one software suite that combines marketing, sales, and support tools into a single platform. With features like contact management, deal management, and appointment scheduling, EngageBay CRM simplifies the process of managing customer relationships. The platform also offers marketing automation capabilities, including email marketing, landing pages, and web forms, to help businesses reach their target audiences effectively.
One of the standout features of EngageBay CRM is its free CRM tool, which allows users to store unlimited contacts and build stronger relationships by keeping track of all customer details in one place. The platform also offers robust sales automation features, such as lead scoring, telephony integration, and deal management, to help sales teams streamline their processes and close deals more efficiently.
For customer support teams, EngageBay CRM provides helpdesk software that enables them to resolve queries faster and deliver exceptional support to delight customers. With features like ticket management, custom ticket views, and ticket automation, support agents can efficiently address customer issues and provide a seamless service experience. Overall, EngageBay CRM offers a comprehensive solution for businesses looking to market better, sell faster, and support smarter.
How to Use EngageBay CRM?
Step 1: Sign Up for EngageBay CRM- Go to the EngageBay CRM website at engagebay.com.
- Click on the 'SIGNUP FOR FREE' button.
- Fill in the required fields such as name, email, and password.
- Click on 'Create Account' to complete the registration.
- Log in to your newly created EngageBay CRM account.
- Click on your profile icon in the top right corner.
- Select 'Profile Settings' from the dropdown menu.
- Update your personal details, including your profile picture, name, and other contact information.
- Click 'Save' to update your profile settings.
- Navigate to the 'Contacts' section in the main menu.
- Click on 'Add Contact' to manually enter new contact information.
- Fill in the contact details such as name, email, phone number, and company.
- Click 'Save' to add the contact to EngageBay CRM.
- Go to 'Marketing Automation' under the Marketing Bay section.
- Click on 'Create New Automation'.
- Choose a pre-designed workflow template or start from scratch.
- Define the triggers for your automation, such as form submissions or specific user actions.
- Add actions like sending an email or updating contact details.
- Click 'Save' to activate the automation workflow.
- Navigate to 'Email Marketing' under the Marketing Bay section.
- Click on 'Create New Email Campaign'.
- Choose an email template from EngageBay CRM's library or design your own.
- Customize the email content, including text, images, and links.
- Select your target audience by segmenting your contact list.
- Click 'Send Now' or schedule the email for later.
- Navigate to 'Sales CRM' within EngageBay CRM.
- Click on 'Deals' to view your sales pipeline.
- Add a new deal by clicking 'Add Deal'.
- Fill in deal details such as deal name, value, and closing date.
- Assign the deal to a team member and update its pipeline stage.
- Click 'Save' to add the deal to your sales pipeline.
- Navigate to 'Appointment Scheduling' under the Sales & CRM Bay section.
- Click on 'Create New Appointment'.
- Fill in the appointment details such as date, time, and participants.
- Set reminders and notifications for the appointment.
- Click 'Save' to schedule the appointment in EngageBay CRM.
- Navigate to 'Live Chat Software' under the Service Bay section.
- Click on 'Setup Live Chat'.
- Customize the chat widget appearance and behavior.
- Add pre-defined responses to common queries.
- Enable the chat widget on your website by copying and pasting the provided code snippet into your site's HTML.
- Click 'Save' to start using live chat for customer support on EngageBay CRM.
- Navigate to 'Helpdesk Software' under the Service Bay section.
- Click on 'Create New Ticket'.
- Fill in ticket details such as issue, priority, and customer information.
- Assign the ticket to a support team member.
- Click 'Save' to create and manage the support ticket in EngageBay CRM.
- Navigate to 'Reports' within EngageBay CRM.
- Select the type of report you want to generate (e.g., Sales, Marketing, or Support).
- Customize the report parameters such as date range and specific metrics.
- Click 'Generate Report' to view insights and analytics.
- Export the report in your preferred format for further analysis.
EngageBay CRM Features
All-in-One Suite
The All-in-One Suite provided by EngageBay CRM is a comprehensive solution that combines marketing, sales, and support functionalities into a single platform. This integration allows users to streamline their workflow, improve efficiency, and enhance collaboration between different teams.
Function Detail
- With the All-in-One Suite, users can access all the necessary tools and features to manage their marketing campaigns, sales activities, and customer support processes.
- The Suite includes modules such as Marketing Bay, Sales & CRM Bay, and Service Bay, each tailored to meet specific business needs.
- Users can easily switch between different modules within the Suite to access data, track progress, and make informed decisions to drive business growth.
Marketing Automation
EngageBay CRM's Marketing Automation feature empowers users to automate their marketing processes and deliver personalized messages to target audiences. This functionality helps businesses save time, improve efficiency, and enhance the effectiveness of their marketing campaigns.
Function Detail
- Users can create automated workflows to trigger specific actions based on customer behavior, interactions, or predefined criteria.
- The Email Marketing component allows for the creation and scheduling of email campaigns, while the Email Sequences feature facilitates the automation of email sequences for lead nurturing.
- With Landing Pages and Web Forms, users can capture leads, engage visitors, and drive conversions through automated marketing campaigns.
Sales CRM
The Sales CRM feature in EngageBay CRM is designed to help businesses manage their sales activities, track leads, and streamline the sales process. By centralizing customer data and automating sales tasks, this feature enables sales teams to focus on closing deals and generating revenue.
Function Detail
- Sales CRM includes Contact Management, Deal Management, Lead Scoring, and Sales Automation tools to optimize the sales pipeline and improve sales efficiency.
- Users can integrate their email communications, track customer interactions, and monitor the progress of deals through the CRM platform.
- Appointment Scheduling and Telephony features facilitate seamless communication with prospects and clients, enhancing customer relationships and driving sales success.
Helpdesk Software
EngageBay CRM's Helpdesk Software empowers businesses to resolve customer queries quickly, provide exceptional support, and enhance customer satisfaction. By centralizing support tickets, automating responses, and tracking customer feedback, this feature helps businesses deliver timely and effective customer service.
Function Detail
- The Helpdesk Software includes Ticket Management, Macro responses, and Custom Ticket Views to streamline support ticketing and resolution processes.
- Users can create automated responses, set up support groups, and manage ticket assignments to ensure prompt and efficient customer support.
- The Knowledge Base feature allows businesses to create a repository of information, FAQs, and resources for customers to self-serve and find solutions independently.
Live Chat Software
EngageBay CRM's Live Chat Software enables businesses to provide instant support, drive customer satisfaction, and boost conversions by engaging with website visitors in real-time. With customizable chat forms, shortcuts, and notifications, this feature helps businesses deliver personalized and responsive customer service.
Function Detail
- Live Chat Software allows businesses to engage with website visitors, answer queries, provide assistance, and guide them through the sales or support process.
- Users can customize chat forms, create shortcuts for common responses, and set up notifications to ensure prompt attention to customer inquiries.
- By offering instant support and timely assistance, businesses can enhance customer loyalty, improve conversion rates, and drive customer satisfaction.
EngageBay CRM Pricing
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Free
Useful for solopreneurs. Free for teams of up to 15 members
$0 per user/month
Get Started250 Contacts
Email Marketing
Autoresponders
Email Broadcast
Sequences
Lead Grabbers
Landing Pages
CRM
Helpdesk
Live Chat
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Basic
Best suited for basic users who have a limited customer base
$12.74 per user/month
Get Started500 Contacts
Email Templates
Web Pop-ups
Landing Page Builder
Lead Scoring
SMS Marketing
3rd Party Integrations
Social Suite
Tag Manager
Unlimited Contacts
Marketing Automation
Web Analytics
Proposal Analytics
SSO
Role Management
Goals
Custom Reporting
Dedicated Account Manager
Uptime SLA
Phone Support
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Growth
Ideal for startups to manage their business and scale faster
$55.24 per user/month
Get Started5000 Contacts
Marketing Automation
Push Notifications
Site Messages
Broadcast A/B Testing
Landing Page A/B Testing
Custom Domain
Call Records
Service Automation
Products
Proposals
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Pro
Great for teams that require additional features to grow their business
$101.99 per user/month
Get StartedUnlimited Contacts
Marketing Automation
Web Analytics
Proposal Analytics
SSO
Role Management
Goals
Custom Reporting
Dedicated Account Manager
Uptime SLA
Phone Support
EngageBay CRM Frequently Asked Questions
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