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EngageBay

Overview
Alternatives
Integrations

EngageBay Overview

What is Enagebay CRM?

With a limit of 1,000 contacts and 1,000 emails/month, Enagebay CRM suggests its users the cheapest paid plans of the 3 providers. The basic plan will cost you $12 a month per user, and it includes 10,000 contacts and the same amount of emails. Once inside, you’re met with a clean interface that is easy to navigate.

Enagebay CRM gives users a decent amount of information in each profile, with the option to add tasks, send emails, and track activity. Users can also add “gadgets” related to making calls, sending SMS, tracking payments, etc. The drag and drop deals pipeline is very visual and intuitive for beginners. You can edit different options as well as add the custom fields. 

Vendor

EngageBay Inc.

Languages

English

Year Founded

2018

HQ Location

Mountain House, Ca.

Social networks

EngageBay Support

Vendor

EngageBay Inc.

Languages

English

Year Founded

2018

HQ Location

Mountain House, Ca.

Social networks

Top 10 EngageBay Alternatives & competitors

Going to implement marketing automation and thinking about EngageBay? We recommend to look at similar tools to find a solution.

When people choose marketing automation software, usually they are trying to find functionality for email marketing, CRM, landing page builder, lead nurturing, B tests etc.

Comparing EngageBay with competitors people pay attention to the automation builder, marketing lead database, online chats, conversations, survey builder, segmentation, number of triggers and actions and so on.

We’ve made a list of top 10 competitors that are very similar in price and features to EngageBay. The list is based on user reviews, so if EngageBay doesn’t suit you in any way, here you can easily select the best option for you.

E2 Shop System

E2 Shop System

Try for Free

We help shops and manufacturers of all kinds and sizes work smarter for improved efficiencies, greater flexibility and bigger profits.

Google Docs

Google Docs

Try for Free

Web-based app designed to store, create, and edit spreadsheets and documents online. Templates, charting and commenting are available.

SecPod SanerNow

SecPod SanerNow

Try for Free

With SecPod SanerNow Compliance Management Tool, always be security-compliant and up-to-date. DETECT all non-compliant devices and ENFORCE compliance regulations such as HIPAA, PCI, NIST, ISO, and more industry-specific benchmarks on them. You can easily create your own IT security policies, implement them, and always stay compliant.

WebEngage

WebEngage

Try for Free

WebEngage is an omni-channel marketing automation and customer data platform that helps B2C businesses drive more revenue from their existing customers and anonymous users through highly contextual and personalized user engagement across channels like Email, Mobile and Web Push Notifications, In-app Messages, Text Messages, Web Overlays, Facebook and WhatsApp.

NetSuite

NetSuite

Try for Free

NetSuite's order management capabilities help streamline your order processing to ensure timely invoicing and payment.

Autopilot

Autopilot

Try for Free

Autopilot is a cloud-based email marketing and marketing automation software platform that helps companies to connect their marketing systems, automate their marketing touchpoints, and convert more customers. Autopilot's built-in integrations to marketing, messaging, lead intelligence, and CRM tools allow marketers to message consistently using email, SMS, and physical mail.

SalesScreen

SalesScreen

Try for Free

SalesScreen is a global sales platform that combines gamification with data visualization to keep modern sales teams motivated and engaged. Our platform integrates with existing CRM and makes work more collaborative through a range of peer-to-peer recognition and competitions. This in-team incentivization helps our clients drive stronger revenue and better delivery of KPIs.

Housecall Pro

Housecall Pro

Try for Free

Housecall Pro is a full-service tool that enables service professionals to run their entire business on their smartphone and complimentary web portal. The tool is offered at a competitive low cost and supports service professionals with all aspects of their workflow, including: job scheduling, customer database, invoicing and payment processing, technician dispatch, and much more. It is also fully integrated with access to the Housecall consumer booking app.

Elastic Email

Elastic Email

Try for Free

Elastic Email is an all-in-one email delivery platform. We offer an SMTP Relay, robust HTTP API, and a User Interface that has a complete suite of tools and features for managing contacts, templates, campaigns, and reports.

SharpSpring

SharpSpring

Try for Free

SharpSpring is one of the most flexible platforms on the market, offering behavior-based email marketing, native or 3rd party CRM integration, dynamic forms, landing page and blog builders, universal CMS compatibility, and integration with hundreds of applications.

Marketo

Marketo

Try for Free

Marketo is SaaS based marketing automation software built to help organizations to automate and measure marketing engagement, tasks and workflows. Based in San Mateo, California the company sells marketing automation software to help B2B and B2C marketers to target qualified leads, produce lead-to-revenue opportunities and execute automated, personalized marketing campaigns across multiple digital channels.

How to choose EngageBay substitute

Many marketing automation platforms are resembling each other. Tools with identical features can differ in cost by 3 times. The first thing you should pay attention to is the availability of node interface. This is a basic feature of marketing automation software and if it doesn’t include this thing, most likely this product isn’t completed yet. All node interfaces look almost the same. It's important not to pay attention to the design, but pay attention to the features.

In a week, you'll get used to the UX, but the lack of features will always annoy you. Changing marketing automation tools is very time-consuming. If you have the usual email set up, it's not that hard to change software. But if you've already configured integrations, business processes, and have complex funnels, it can take months to change the app. That's why you should be attentive to study EngageBay competitors.

What to look for when analyzing the node interface? It has 4 significant features categories.

  1. Triggers. For instance, "Form submit" is a trigger that launches a funnel. The most popular triggers are: opening an email, clicking a link in an email, reaching a goal, adding or removing a tag, closing a deal, visiting a page, etc. In each software for marketing automation this set may differ. The more, the better.
  2. Action. For example, "Send email". This is the most simple action you can have. The most often used actions are: add or remove a tag, send a text message, send a messenger message, set a salesperson task, update a transaction, notify someone by email, move a transaction to another stage, etc.
  3. Delay. For example, "Wait 4 days. Client submit the form on the website and get in the marketing automation tool (Trigger), the tool sends a Welcome email (Action). After that the tool waits 5 hours (delay) and sends a second email. This is the most basic automation. But there are other parameters. For instance, "Wait until something happens". Or wait until January 10th, or wait until 9 PM in the lead’s time zone.
  4. If/else. For instance, "If a subscriber, has the tag "Bought product #1", send the email, if the contact doesn't have the tag "Bought product #1", wait 5 days and send the email. The most popular if/else parameters are: was on the site page, purchased certain products, opened certain emails, user field the client card matches some requirements. This is data according to which you can segment the contact base.

Analyzing the automation builder, you need to look carefully at all four categories of features. The more, the better. Sometimes it happens that powerful marketing automation apps with the biggest number of features look unattractive. Young systems look good, but they have few features. You look into the platform you going to use very deeply. Otherwise, it will be very difficult to change it in the future.

After you've studied the automation builder, you understand whether there are integrations with the tools you need. Luckily, Apiway can help you. Most often, platforms like EngageBay are the center of business IT infrastructure. It's kind of digital hub for all your information. This kind of app is like an tree, which is putting its tentacles into other system. App like EngageBay has to integrate with most other ones. Or you’ll have to spend a lot of money and time making custom integrations.

Also people who are looking for alternatives to EngageBay use tools from other categories like email marketing software, chat on website software, CRM system, sales engagement software

All EngageBay alternatives

EngageBay integrations

Apiway allows you to integrate EngageBay with thousands of the most popular tools. You can automate your workflow and have more time for main things—no code required.

EngageBay