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EngageBay All-in-One Suite Overview

Engagebay Review - Everything You Need to Know - Ecommerce Platforms


What is EngageBay All-in-One Suite?

EngageBay is world’s #1 affordable all-in-one marketing, sales, and support CRM software supporting over 29500 growing companies around the world. EngageBay helps companies to acquire, engage, nurture web visitors and convert them to happy customers and grow their business 5x and more. EngageBay offers a slew of features including: – Simple and powerful All-in-One CRM – Easy to use marketing automation software – Email marketing – Free Live Chat Software – Powerful helpdesk software – Email Sequences – Landing Pages – Web Forms to capture online leads – 360 Degree Customer View across marketing, sales and support departments – Appointment Scheduling Software – Contact Management Software – Free CRM software and many more.

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About EngageBay

EngageBay is an integrated marketing, sales, support and CRM solution designed to help small to midsize enterprises acquire, engage and convert website visitors into customers. The cloud-based platform lets businesses use marketing tools to build relationships with customers and retain them for a lifetime. Features of EngageBay include email marketing, landing pages, live chat/helpdesk, ticketing, telephony, appointment scheduling, contact management and more. It comes with a built-in CRM, which allows firms to manage and track all activities across customers, leads and deals as they proceed through pipelines. Additionally, it provides marketing capabilities for users to generate leads through automated email templates, customizable forms/popups, social media engagement and more. EngageBay enables businesses to use Zapier and Xero integration to connect the platform with several third-party applications such as Salesforce, Intercom, MailChimp, Hubspot and more. Pricing is available on monthly subscriptions and support is extended via documentation, phone and email.
EngageBay is a simple, affordable, all-in-one marketing, sales and service CRM software built for small businesses and startups to acquire, engage, nurture web visitors and convert them to happy customers. Acquire leads through lead generation forms and popups, engage web visitors through beautiful landing pages, nurture them through engaging emails, and automate your marketing funnel through marketing automation – all from one easy to use platform.

EngageBay Features

EngageBay All-in-One Suite Reviews 2022: Details, Pricing, & Features | G2

Usually, these all-in-one solutions are a bit rough around the edges. With so many features, blindspots and underdeveloped tools aren’t unusual. Let’s see how well EngageBay tackles this issue!


Our first stop is going to be the integrated marketing suite. It has all you need to lure in leads and generate prospects.

Email Marketing Campaigns

Drip campaigns are a great way of improving your click-through rates. The app simplifies setting up and launching campaigns from scratch based on your triggers and parameters.

You decide the content, audience, and timing of your messages. You can rely on EngageBay and its automation tools to do the rest. It will send them en-mass via sequences and broadcasts. The app can also automate welcome messages, reminders, and follow-ups.

Email Templates

Spruce up your boring old sales emails with colorful templates! There are hundreds of them, and you can customize each with the drag-and-drop editor.

Web Forms

The simple web form builder can create payment, contact, and subscription opt-ins. It lets you add and edit elements, such as your logo and brand colors. You’ll also receive alerts whenever your clients fill in your forms.

Landing Pages

EngageBay has a landing page builder as well! It’s similarly customizable and straightforward. Additionally, it allows you to change your page’s meta title, description, and keywords.

Social Media Marketing

You can track your engagement across all of your social media from one place.

Convenient, right?

You can also schedule and manage your posts on Facebook, Twitter, and Instagram.

Live Chat

Chat up your leads when they’re on your website!

You are free to edit and position the widget. Furthermore, the app will:

  • Track how much time your visitors spend on each page
  • Automate and personalize messages
  • Sort and qualify leads based on how they’re responding.
SMS Marketing

EngageBay will send SMS messages based on user behavior. Or, you can set triggers such as failed payments, promotions, product refills, etc.  You can also segment and target your subscribers and personalize texts based on customer attributes.

Push Notifications

Send out unlimited push notifications in real-time to anyone on your contacts list.

You have creative freedom with this feature, too!

You can design smart campaigns with custom icons, images, colors, and links. You can even save your favorites and reuse them later.

Video Marketing Templates

The EngageBay software has loads of customizable video templates — mostly intros for products. You are also free to choose the thumbnail image for linking your content. Once you’re happy with your handiwork, you can share it with your team members so they can use it, too.

Multichannel Campaigns

Finally, the platform enables you to combine multiple marketing channels in intelligent campaigns. That means you can use every weapon in your arsenal:

  • emails
  • texts
  • landing pages
  • web chat
  • videos

And whatever else you need.

CRM & Sales

What happens when you’ve managed to build a contacts list?

Well, EngageBay has an all-in-one suite just for that!

It’s meant to provide an effortless transition into building customer relationships and tracking deals.

Here are some of the standout features:

Contact Management

Keep all your valuable customer insight under one roof. You are free to:

  • Search through contacts with filters
  • Organize and save them into separate lists
  • Import and sync them with Google, Office 365, etc.
  • View every interaction on a timeline.
Visual Deal Pipeline

This handy feature lets you keep an eye on every stage of your deals. What’s more, you can prioritize specific ones based on your conditions. The software will notify you when they demand your attention.

Appointment Scheduling

The EngageBay app will also lend you a hand with scheduling meetings. It will arrange them automatically based on individual/group calendars. You can adjust the finer details, such as:

  • event buffer times
  • daily appointment limits
  • reminder emails.
Task Management

Stay on top of every task with this app. You can create them manually or set up rules to automate them. Furthermore, you can filter and group them and set up reminders.

Automatic Data Logging

If you’re not a fan of manual data entry, this could be one of your favorite features of EngageBay.

The software records and updates all client correspondence and lead progress in real-time. And since all teams can share this data, everyone can stay on the same page at all times!

Sales Reporting

EngageBay’s reporting module provides you with data on sales processes. You can stay informed on lost and won deals and even predict sales. Naturally, you can visualize everything as graphs and charts.

Lead Scoring

This tool will help you identify the most promising leads. You can locate them, follow up with them, and close even more deals.

Leaderboards and Gamification

Sometimes, friendly competition is good for productivity.

EngageBay includes gamification as a fun way to introduce high-performance culture to your company. You can initiate contests with rewards and measure your team members’ success on leaderboards.


The third and final toolset is designed for customer service. Treat your clients right via live chat, tickets, support macros, and more.

Here’s how EngageBay aims to help with that:

Support Tickets

Thanks to this feature, you’ll receive all tickets in one inbox. You can monitor pending, unsolved, and unassigned support requests. On top of that, you can:

  • Queue and route them
  • Automate on triggers like status, priority, and replies
  • Resolve multiple issues with one ticket.
Canned Responses

This is one of the most time-saving tools the EngageBay helpdesk suite offers.

If there are any frequent questions, you are free to save your responses and reuse them later. You can also personalize and automate them.

Helpdesk Reports

The software lets you generate reports on the performance of your support team. They’re pretty easy to grasp! You can visualize and customize them and create date ranges.

However, they might be too simplistic and lack some detail. There’s no analytics on your social media, for example.

Support Groups

Are your team members overwhelmed with messages? EngageBay can create support groups for a better workflow. You can segment team members and clients and direct incoming tickets to the correct group.

Support Macros

Macros let you pre-define standard responses to common support requests. They will be triggered if certain conditions are met.

For example, you can set:

  • ticket status
  • ticket type
  • priority
  • tags


  • “Highly efficient and effective software. Great CRM to use for Marketing, Sales and Lead Generation.”
  • “CRM system that takes care of all your needs and with the great support from the Engagebay Team. Fast, efficient, effective and easy to manage.”
  • “Engagebay has been a very helpful brand for our Marketing Communications. The integrative approach is the best part.”
  • “This is an excellent tool for small businesses. It has helped me with the marketing of my business by deigning interactive emails for me.”


  • “Very fewer options in templates where we can drag and drop.”
  • “NO SMS Function However I have been told this is coming soon.”
  • “You know you need Engagebay when you’re trying to organise your contacts by tags and have so many you’re going mad.”
  • “Little bit clunky at times, and not a lot of troubleshooting documentation for common problems.”

Customer Support

If you ever get stuck using EngageBay, I have good news:

Customer support is reliable and quick to react to all your queries. Most EngageBay reviews on G2, Capterra, and TrustPilot indicate so.

And my experiences were positive, too!

You can reach out via email, phone, and live chat. I’ve contacted them via chat and email. The reps immediately responded to me on the website. It didn’t take them long to respond to my email, too — about half an hour.

In both cases, they were very pleasant and answered my questions.


Now let’s focus on the pricing scheme.

There are four major tool suites:

  • All-in-One
  • Marketing
  • CRM & Sales Bay
  • Service Bay.

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