EngageBay CRM

EngageBay CRM helps businesses manage customer relationships, automate marketing, and streamline outreach. Its most used by marketing, IT services, and software services teams. Your team will value its contact management and campaign tools, though reporting and mobile optimization are common drawbacks. Advanced features like single sign-on (SSO) and proposal analytics support scaling, while new call tracking tools improve visibility and coaching.

EngageBay CRM belongs to the Account Based Marketing, Customer Success, Email Signature, Email Tracking, Financial CRM, Franchise Management, Gamification, IT Service, Inside Sales, Nonprofit CRM, Push Notifications, SMS Marketing, Sales Enablement, Sales Forecasting, Social CRM Tools, Web Analytics, All-in-One Marketing Platform, Auto Dialer, CRM, Calendar, Call Tracking, Campaign Management, Construction CRM, Contact Management, Customer Engagement, Customer Experience, Customer Service, Email Management, Help Desk, Insurance CRM, Issue Tracking, Landing Page, Lead Capture, Lead Generation, Lead Management, Lead Nurturing, Live Chat, Marketing Automation, Online CRM, Point of Sale, Predictive Lead Scoring, Real Estate CRM, Sales Force Automation, Sales Tracking, Scheduling, Small Business CRM, Social Media Marketing, Task Management category.

EngageBay CRM offers features such as Campaign Personalization, Lead Nurturing, Lead Qualification, Reporting/Analytics, Target Account Identification, Activity Dashboard, Activity Tracking, Customer Engagement, Onboarding, Task Management, Usage Tracking/Analytics, Auto Update, Campaign Specific Signature, Image Library, Signature Creation, Signature Management, Signature Templates, Campaign Management, Click Tracking, Contact Management, Email Management, Email Templates, Event Triggered Actions, Real-Time Notifications, Client Management, Customer Database, Data Import/Export, Email Marketing, Lead Management, Pipeline Management, CRM, Reporting & Statistics, Leaderboards, Mobile Access, Performance Metrics, Personalization, Alerts/Notifications, Real-Time Monitoring, Support Ticket Management, Third-Party Integrations, Ticket Management, Workflow Management, Call Recording, Lead Capture, Performance Management, Sales Pipeline Management, Donor Management, Social Media Integration, A/B Testing, Behavior Tracking, Customer Segmentation, Notification Scheduling, Web Notifications, Communication Management, Engagement Tracking, Mass Texting, Scheduled Messaging, Meeting Management, Contact Database, Forecasting, Audience Targeting, Customer Support, Marketing Automation, Goal Setting/Tracking, Referral Tracking, Time on Site Tracking, User Interaction Tracking, Dynamic Content, Landing Pages/Web Forms, List Management, Multi-Channel Marketing, Automatic Call Distribution, Call Center Management, Call Monitoring, Call Routing, Caller ID, Computer Telephony Integration, Calendar Management, Calendar Sync, Calendar/Reminder System, Scheduling, Conversion Tracking, Campaign Planning, Multi-Campaign, Quotes/Estimates, Customizable Fields, Interaction Tracking, Search/Filter, Shared Contacts, Customer History, Live Chat, Multi-Channel Communication, Customizable Forms, Customizable Templates, Feedback Management, Alerts/Escalation, Dashboard, Inbox Management, Knowledge Base Management, Queue Management, Email Monitoring, Email Tracking, Spam Blocker, Campaign Analytics, Campaign Scheduling, CAN-SPAM Compliance, Mobile Optimization, Subscriber Management, Access Controls/Permissions, Automated Routing, Service Level Agreement (SLA) Management, Content Management, Customizable Branding, Drag & Drop, Real Time Editing, Responsive Web Design, SEO Management, Lead Segmentation, Lead Verification/Validation, Drip Campaigns, Lead Notifications, File Sharing, Real-time Consumer-facing Chat, Transcripts/Chat History, Segmentation, Lead Distribution, Predictive Analytics, Sales Activity Management, Availability Management, Online Booking, Real-time Scheduling, Document Storage, Territory Management, Automated Publishing, Multi-Account Management, Task Editing, To-Do List.

Yes, EngageBay CRM offers a free trial.