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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.

G-Lock EasyMail7

G-Lock EasyMail7

Try for Free

G-Lock EasyMail7 is a very popular mass email software designed to help you to send information about your products or services to a large number of people quickly and efficiently. EasyMail7 is packed with features that are different from competitor's mass email software in the market.

ActiveCampaign

ActiveCampaign

Try for Free

ActiveCampaign is a platform that helps businesses automate customer experiences and build meaningful connections with their customers. Since 2003, ActiveCampaign has created tools that are both powerful and easy to use – because growing businesses don't always have the time to set up new tech. Today, 80,000+ businesses use ActiveCampaign for their email marketing, marketing automation, or CRM.

BambooHR

BambooHR

Try for Free

BambooHR's cloud-based system is an intuitive, affordable way for growing companies to manage essential employee information in a personalized Human Resources Information System (HRIS).

Dynamics 365

Dynamics 365

Try for Free

Microsoft Dynamics is a line of integrated, adaptable business management solutions that enable your people to make important business decisions with greater confidence.

Boardable

Boardable

Try for Free

Boardable is the easiest way to manage your board's documents, meetings, polls and all of the other assets required to make your nonprofit or corporation effective and efficient.

Drip

Drip is the world's first ECRM (an E-commerce CRM) designed for building personal and profitable relationships with your customers at scale. E-commerce marketers around the world are starting to see their customers in true color with Drip features like comprehensive tracking, hyper-segmentation, and robust email marketing automation. They're graduating from typical email platforms, bloated CRMs, or overhyped marketing automation tools, and making more money with Drip.

Safesite

Safesite

Try for Free

Safesite is your free, easy-to-use digital safety solution for individuals and teams who want to collaborate, ditch paper, and improve safety. Get started with safety inspections, audits, and checklists by selecting from our template library. Then review your safety data and quantify team engagement in real-time with our powerful reporting and analytics dashboard.

Freshsales

Freshsales

Try for Free

Freshsales CRM is all-in-one project software, that is free and can enhance team collaboration and communication and streamlines the entire project management journey. This CRM brings context, collaboration, and productivity that helps you sell better.

Zoho Forms

Zoho Forms

Try for Free

Zoho Forms is a online form maker that lets you create web forms. Create customizable business forms, configure email notifications, and collaborate with your team with this simple drag-and-drop form builder. An efficient data collection tool that helps you gather and manage data from anywhere, even offline.

iAuditor

iAuditor

Try for Free

iAuditor puts the power in your teams¿ hands. Every person and every device can be a window to your worksite.

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