EngageBay Benefits, Pricing, Pros, All In One Suite In 2022 – Is It The Best CRM?

EngageBay, launched in 2017, is all-in-one CRM software that is robust and affordable and comes with marketing, sales and customer support tools for start-ups and small businesses in B2B and B2C. It supports over 29500 industries worldwide.

Why EngageBay CRM?

It is an integrated suite of tools, including CRM, email marketing, lead management, and social media. These tools help sales and marketing teams work more diligently.
EngageBay engages and facilitates web visitors and assists them in growing their business and revenue 5x or more. It provides tools to do online business by creating email campaigns and automating marketing processes and sales funnels.
It is the best all-in-one CRM so far because of the following features:

1. CRM Software

This software can store contacts and build good relationships with the customers; it is possible by tracking all information of the customer at one place.

2. 360-degree Customer View

A holistic 360-degree view inside EngageBay CRM organises customer data like emails, chats, surveys, deals, campaigns, events, and social media posts. This customer information is then compiled into a unified, integrated timeline. Compiling and organising customers’ data using a holistic 360-degree view helps in structuring better marketing campaigns and understanding customer’s behaviour like purchasing habits etc.

3. Lead Nurturing

The holistic customer view of EngageBay provides previous chat/interaction history with your leads and helps track all existing information. New leads can be captured by Inline and popup forms.
Web forms help in improving conversions. These web forms are trendy, responsive, stylish and can be easily designed. A prominent subscribers’ list can be developed by displaying the right message at the right time. These leads can be nurtured and converted into satisfied and happy

4. Lead Scoring Automation

EngageBay offers lead scoring automation that allows tracking and scoring of highly active leads when they are opened; links clicked, forms filled etc. All the information about leads can be seen on the contact’s timeline. When scoring qualified leads, these hot leads automatically reach your sales time.

5. Cost-effective

Money is the essential factor to be considered for small businesses. A simple and cost-effective solution is required for small businesses. The best CRM is EngageBay, as it is affordable and a future-rich solution for small businesses.

6. Email Marketing Customization

With Engagebay, you can stay connected to customers using the Email sequencing feature. Sequence is set only once, and then the queued emails are sent automatically by the system following the schedule. With this software, emails are designed and built, performance is measured; and better click through rates can be acquired.

7. Pipeline visibility

With EngageBay, you can view, track the deal status and organise your pipeline. Drag and drop option allows moving a deal from one stage to another. Managing and organising deals is very easy with this software.

8. Contact Management

Organises contacts by providing a single point of view of contacts. Contact groups can be viewed by applying custom filters. These contacts can be saved in different lists for easy access. Marketing campaigns can be run by organising customer information in one place.

9. Tasks and Appointment Scheduling Automation

When a lead is handed over to an agent, tasks are added automatically, making the sales process streamlined. Calendar is automated, and manual intervention is not required, so the agents exclusively focus on sales. Sales agents can publish a personal or team’s calendar, thus scheduling appointments or tasks automatically.

10. Activity logs Automation

Activity logs are automated; therefore, no need to handle admin tasks because tasks like email, calls, notes, and lead progress will all be tracked automatically by EngageBay.

11. Sales Reporting

A Sales reporting tool is used to monitor and track sales processes, data and the progress of sales reps. This CRM allows one to view, analyse and forecast sales process reports on a single screen instead of multiple screens. With in-depth reports, trendline reports, sales cycle and velocity reports can also be created.

12. Call Broadcast Feature

Now you may stay connected to your EngageBay while making or receiving calls. There is no hassle of mis-dialling, excessive wait time or call drop; it offers a Call Broadcast feature that eliminates all call constraints and auto dials numbers from the contact list on agent’s behalf.

13. Landing Page Builder

The landing page builder consists of 14 widgets; these are used to add forms, buttons, images, videos and custom HTML. Some pre-designed sections are also called block templates; these can be reused later on.
A toggle is there to provide a preview for mobile and desktop.

14. Leaderboard Feature

This feature encourages the sales team to deliver results. This feature holds a competition among sales reps and individual performance. This feature allows users to customise the dashboard and have real-time updates.

15. Email Broadcast

There are three email broadcasts in EngageBay:

1. Regular Broadcast: This broadcast is ideal for sharing updates, newsletters etc.

A/B Broadcast: This broadcast verifies through a test which version performs better

RSS to email: It is used to share blogs automatically as an email

16. Email Marketing Templates

This software provides over 70 templates across four categories, which include:

  • General
  • Celebration
  • Ecommerce
  • Events

These templates are not so great in EngageBay but seem somewhat outdated.

17. 24/7 Support

Small businesses or start-ups remain active, which is why they need support around the clock. The best CRM software provides support 24/7. This CRM provides great support in helping customers, resolving issues and converting website visitors. With this customer support feature, live chat or ticketing software is not required separately. It has a customizable dashboard.

18. Push notifications

Push notifications engage customers/visitors in real-time by sending predesigned push notifications.

1. Easily Customisable

It offers a wide range of customisation options to manage business processes.

2. Third-Party Integrations

EngagingBay CRM integrates with other systems, from office suites like GSuites, Office 365 and Outlook to VoIP telephony and other apps such as Twilio, Zapier and Xero.

3. Proprietary Migration Technology

Migration from existing systems is not difficult with Proprietary migration technology; it allows to import of existing data automatically into EngagingBay CRM.

4. Secure and reliable

EngageBay CRM offers encryption, two-factor authentication, IP restrictions and audit logs. Thus provides high-end security features to ensure data protection and authorised access.
It advertises products and strengthens relationships by developing trust, thus ensuring reliability.

5. Email campaign management

Email marketing campaigns can be automated by using campaign management tools. Identification and selection of emails before sending are required, and then a time gap is defined, and segmentation is done. Finally, the campaign is activated, and the rest of the things are done by the campaign management system. You can add as many campaigns as you want.

6. Campaign Reporting and Analytics

The performance of a campaign is checked when a campaign is progressing, whether it is working smoothly or not. It can be done within minutes with this CRM’s campaign reporting and analytics features. A campaign in question is selected, and reporting option is clicked to view campaign metrics, such as emails opened, email bonuses, unsubscribes, and spam complaints, links clicked related to the campaign. Besides, campaign report data can be viewed in a chronological timeline view and drilled down into individual metrics for deeper insights. EngageBay’s campaign management reporting assists you in improving the results consistently.

7. Social media interactions

CRM integrates with EngageBay CRM social media suite like business Twitter, Facebook, and LinkedIn accounts.

8. CRM Analytics

Using this feature of EngageBay CRM, Customer behaviour can be tracked. With an email tracker, you get a notification when someone opens an email or clicks a link in the email.

9. Engage with customers directly from the CRM

With this CRM, emails are automatically synced with your inbox and sending and receiving emails. It has an additional feature of in-built VoIP phone functionality for making quick calls.

EngageBay Pricing

EngageBay offers a 10% discount on the yearly plan and 20% off on the two-year plan. Four pricing plans of it include:

1. FREE: $0/user/month

  • 500 Contacts
  • Email Marketing
  • Autoresponders
  • Email Broadcast
  • Sequences
  • Lead Grabbers
  • Landing Pages
  • CRM
  • Helpdesk
  • Live Chat

2. BASIC: $11.99/user/month

  • 1,000 Contacts
  • Email Templates
  • Web Pop-ups
  • Landing Page Builder
  • Lead Scoring
  • SMS Marketing
  • 3rd Party Integrations
  • Social Suite
  • Tag Manager

3. GROWTH: $39.99/user/month

  • 10,000 Contacts
  • Marketing Automation
  • Push Notifications
  • Site Messages
  • Broadcast A/B Testing
  • Landing Page A/B Testing
  • Custom Domain
  • Call Records
  • Service Automation
  • Products
  • Proposals

4. PRO: $79.99/user/month

  • Unlimited Contacts
  • Marketing Automation
  • Web Analytics
  • Proposal Analytics
  • SSO
  • Role Management
  • Goals
  • Custom Reporting
  • Dedicated Account Manager
  • Uptime SLA
  • Phone Support

Pros Of EngageBay

  • CRM, Marketing Automation, Sales, and Service working together
  • A single solution for all activities
  • The free plan is ideal for an online business or a start-up
  • A wide range of features
  • It has a CRM system that helps in keeping track of the customers and sales pipeline
  • Great value for money
  • Excellent customer support
  • Allows video marketing and Facebook ads.
  • 14 days free trial, with no credit card required
  • The affordable alternative to HubSpot
  • Landing pages have SSL enabled
  • Forms and email editors are incredibly easy to use
  • Newsletters and email broadcasts
  • 500 free file storage

Cons Of EngageBay

  • Limited email editing widgets
  • Expense and inventory tracking is not available
  • A few outdated emails template
  • No file transfer is allowed
  • No call recording and scripting
  • Reports can be difficult to understand
  • Features are in the beta phase
  • No live chat functions

Comparative Review

There are various alternatives to EngageBay, such as Hubspot and Active Campaign (having advanced features of split automation).
Mailsend offers powerful email automation. It offers a pay-as-you-go pricing model that is more flexible than Engagement All-in-One Suite’s subscription-based pricing.
Hootsuite (integrates with over 350 applications, making it more versatile.
Pipedrive (having more integrations as compared to EngageBay. EngagingBay is a cost-effective alternative to Hubspot.
This all-in-one suite of this CRM provides all the tools you need to get a visitor to land on your site and convert that visitor into a happy customer.


Having fully packed with features, EngageBay is in one CRM; it has everything you need, such as integration, sales automation, free on-boarding sessions, contact management, lead generation, good customer support, mail automation, etc, all these features at an affordable cost. Other alternatives have some advanced features, but they are way too expensive; the features offered by Engagingbay at reasonable pricing make it an excellent CRM for businesses that need an all-in-one platform for marketing, sales and customer relationships.
As it is in the beta phase, it lacks some features. It is suitable for businesses as it offers a wide range of customisable features that can fit the needs of any business. Additionally, it offers a free trial so businesses can try it out before getting paid subscriptions. Undoubtedly, it is a great value for money.


Zayne Z

Meet Zayne VoIP Blog's dedicated Content Researcher with 5+ Years Experience. Passionate about VoIP technology, he delivers accurate, engaging articles, keeping readers informed on industry trends with excellence.