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.

EnvyBox

EnvyBox

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EnvyBox – сервис, предлагающий набор инструментов для увеличения посещаемости, ведения учета клиентов, сбора, анализа данных и запуска рекламных кампаний с целью роста дохода интернет-магазинов и сайтов. Ресурс подойдет для развития интернет-магазинов и привлечения целевой аудитории.

Wise Agent

Wise Agent

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Wise Agent is an intuitive client influenced CRM and Real Estate software company. Built and loved by agents all over the US, it's no wonder why they're the most coach recommended CRM in the industry. Wise Agent helps Realtor's become Pros by automating their leads, responses, appointments, and transactions -with free training and 24/7 Customer Support included.

1С:Бухгалтерия

1С:Бухгалтерия

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1С:Бухгалтерия - предназначена для автоматизации бухгалтерского и налогового учёта, включая подготовку обязательной (регламентированной) отчётности в организации. Бухгалтерский и налоговый учёт ведётся в соответствии с действующим законодательством Российской Федерации.

HomeGauge

HomeGauge

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HomeGauge makes it easy to create professional home inspection reports and print them onsite or deliver them online.

FormDesigner

FormDesigner

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FormDesigner.ru is a multifunctional online designer of web forms, surveys, quizzes and calculators for the site. You don't need to be a programmer to create a form of any complexity.

Odoo

Odoo is a fully-integrated, customizable, an open-source suite of business applications. A majority of the business needs such as CRM, Sales, Project, Manufacturing, Inventory, and Accounting are met through this all-in-one software solution. Odoo is designed to meet the needs of companies regardless of size and budget.

Brilliant Directories

Brilliant Directories

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Brilliant Directories is exactly this: the only platform you need to build your directory website. Brilliant Directories is reliable, complete, and most important, saves you time and money compared to traditional web development.

Legito

Legito

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Smart Documents. Smart contracts. Document Automation. Document Management. Document Negotiation and Collaboration. Lawyer-friendly software for creating responsive documents that know how you think and edit themselves. 100% Programing-Free Document Automation. 95,000+ users in 36+ countries. Biggest Worldwide client: PwC. Used by law firms, in-house legal and procurement departments, general counsels, financial institutions (banks, insurance, etc), real-estate sector (brokers & developers), HR

Google Classroom

Google Classroom

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Collaboration tool that allows educators to create assignments, receive feedback, assess progress, share information, and more

Freshdesk

Freshdesk

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Freshdesk is a cloud-based customer support software and helpdesk solution. It is a platform with a comprehensive set of tools and features to help businesses support all the needs of their customers. Companies around the world use it to deliver exceptional customer service and experience.

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

Marketing Automation Software

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