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.

Contact Management Contact management is solid in EngageBay. The customer profiles clearly connect the dots between departments. Everyone from sales, marketing, and service can view and add to the record. You can add a score to each client’s record, between one to five stars. There’s also space for a photo to help you put a face to a name. At a glance, you can see the activities report, which records every interaction the company and client have had. Every note, meeting, deal, campaign (and more) that is associated with the account shows up here.

Alternatively, you can look at each type of activity separately. For instance, clicking on the meeting tab will display every appointment you’ve made with the client. It looks much like a spreadsheet and allows users to drill down into their contacts by group. There’s even a tab for web analytics that displays the customer’s visits to your site and other stats. Direct from the client record, you can email, call, SMS, or live chat with a client. Your activities will be automatically added to the CRM record. Even telephone calls are automatically recorded.

Automation You can create a custom automation for any tedious or time-consuming tasks. From data entry to proposals to follow-up emails--EngageBay can take the wheel. Simply create an automated sequence using the drag and drop tool. Sequences can be as long as you like and encompass multiple departments. You can also set conditional triggers, such as schedules and behavioral inputs.

Sales Teams EngageBay provides salesforce automation plus more than fifty features for sales. Some of their most popular tools include: Multiple pipelines: You can track your deals using the Kanban-style boards. Each stage can be customized, and you get numerous pipelines to cover different products, services, territories, and more. Proposals:, You can create proposals within EngageBay with just a few clicks and create custom templates. Proposal metrics tell you how many times a prospect opens the proposal, click-through rates, downloads, and more.

Account-based marketing: EngageBay also supports B2B sales teams with its account-based contacts. You can target entire organizations and make note of key contacts within a single record. Marketing Tools EngageBay offers an extensive range of tools for marketers, including: Complete customer journeys: You can view your contacts from the first touchpoint, through sales, and to customer care, and beyond. This provides marketers with the info they need to keep relationships alive and create a targeted advertising campaign that reflects the entire client lifecycle.

Web forms: Create custom or templated forms and embed them on your website in mere minutes. Any data collected through the webform syncs back to the CRM records. You can choose from inline or popup forms, and they are entirely customizable. You can add autoresponders to the forms as well as redirect pages. When the form collects info, it populates the record with essential knowledge, such as which forms are the most popular and how many click-throughs you received. Templates: It’s easy to create email campaigns, videos, and landing pages using the drag and drop tools.

However, the selection of templates is limited, and there are restrictions on creating your own, depending on your subscription tier. This is a considerable weakness in the platform; however, it will save you time nonetheless. Customer Service Features Ticketing system: This is a standard feature of any comprehensive CRM system. You can enter the details of a service inquiry, then track the progress of each case. Customers can also create their own service tickets. Canned responses: Every customer service agent has felt the pain of repeating the same answers to the same questions.

Canned responses can handle those inquiries for you instead and allow you to scale your service team and focus more on relationship building. Macros: A macro is an automated response to common customer requests. Like canned responses, they can answer frequent questions. They can also handle basic actions, such as resting a password. Live chat: You can instantly engage customers using the live chat feature. The client profile will appear in the sidebar, ensuring you have a complete picture of the client and can offer relevant support to each client. Transcripts are also available. Your most successful chats can be replicated into canned responses. Alternatively, managers can review where agents went wrong when a customer is dissatisfied.