EngageBay Review: Is It Worth It?

Kevin Kessler
February 17, 2021

Do you feel overwhelmed by the ever-increasing number of marketing tools available to marketers today?

If so, you’re not alone. A lot of businesses struggle with this issue.

We completely understand how hectic juggling different software, passwords, and usernames can be on a daily basis. Luckily, we’ve found a solution in an integrated, all-in-one marketing platform called EngageBay. 

Designed to fit all small businesses’ needs, you won’t need to worry about multitasking anymore – you can manage your marketing campaigns from one integrated automation platform.

After reading this article, you will have a complete overview of how this software works, what it can do for you, and why it is beneficial for your business.

What Is EngageBay?

EngageBay is integrated marketing, sales, and support business automation software founded in 2016. It comes with a free Customer Relationship Management (CRM) system that helps track and organize your email contacts and sales to grow them even further. 

It’s software that allows you to accelerate your workflow, expand your marketing campaign’s reach, and attract traffic to your website.

This platform suits even non-technical business owners, thanks to its simple and well-organized user interface.

EngageBay has a network of over 12,000 businesses using their services worldwide.

Due to its affordable pricing plan, this platform is an excellent alternative to more pricey business solutions out there.

Why Use EngageBay?

EngageBay does live to up its name as its goal is to engage visitors and convert them into happy customers. If you decide to go with EngageBay, you will get just that: an engaged visitor bay on your website.

Some of EngageBay’s key features include:

  • Lead and funnel management
  • Landing page builder
  • Sales pipeline
  • Email marketing
  • CRM
  • Analytics
  • Contact form
  • Live chat
  • Content management

Their CRM comes with various service tools: Customer Feedback, Helpdesk, Ticketing, Knowledge Base, and others. The nice part is that you can automate all your CRM processes. This will save you a tremendous amount of time that you would typically spend on interactions.

Finding integrated, all-in-one automation software like EngageBay is like finding a needle in a haystack. But now that you have, we’re going to explain how to make the best use of it.

First Steps With EngageBay

Once you have registered on the platform, you will have to integrate your website domain to EngageBay. Here are the steps you need to follow:

  1. Go to the admin settings page.
  2. Go to domain settings.
  3. Enter your website’s URL.
  4. Click save changes.

After you’ve followed these steps, you will be asked to sign in to your account again. No worries, this is standard procedure for the changes to be implemented. You will have to copy-paste the code you received into your website, and you’re good to go.

Quick Dashboard Overview

Once you’re all set up, there will be two dashboards available for you to navigate: the Sales Dashboard and Marketing Dashboard.

In the Sales Dashboard, you will see an overview of all your reports that you can arrange in a way that’s most convenient for you. The main menu features Contacts, Deals, Tasks, Automations, and Calendar. All of these are relatively easy to navigate and digest.

In the Marketing Dashboard, the main menu consists of the following tabs: Contacts, Forms, Landing Pages, Templates, and Campaigns. There is an overview of all reports as well.

Tip: In the Landing Page section, you can create a custom domain for your landing page!

Creating an Email Broadcast

If you want to make any kinds of announcements, like launching a new product or service, it’s a great idea to create an email broadcast. You can choose between Regular, A/B (not offered by many competitors), or RSS to email. 

You can also choose from hundreds of EngageBay’s templates, or you can edit them yourself. Just follow the guidelines as they are amazingly simple, and you’ll have your first email broadcast campaign in no time!

EngageBay FAQs

How Expensive Is EngageBay?

EngageBay is an affordable marketing automation platform. They offer a Free plan packed with features. The only downside is that it only allows you to have 1,000 contacts and branded emails.

Here’s a brief overview of their paid plans. Each of them includes pretty much all the features. What makes the difference is the number of contacts and branded emails you get:

  • Free Plan: 1000 contacts, 1000 branded emails – $0.00
  • Basic Plan: 15,000 contacts, 10,000 branded emails – $8.99 per user
  • Growth Plan: 50,000 contacts, 25,000 branded emails – $29.99 per user
  • Pro Plan: Unlimited contacts, 50,000 branded emails – $47.99 per user
Is EngageBay Timesaving?

Without a doubt. A huge plus of this platform is that you can automate all the demanding tasks, such as sending email follow-ups. Also, you are no longer obliged to remember which leads to target. With EngageBay, you can automate email campaigns and capture your leads. You automatically route your leads to the reps where they are nurtured or followed up.

Can I Change My Plan?

Yes, at any time. You can upgrade or downgrade your account whenever you feel like it.

Are There Cancellation Fees?

None. With EngageBay, you are free to cancel your subscription anytime. If you cancel, your subscription will be valid until the end of the current billing cycle. You will not be billed for the following one.

Affordable Automation Software Worth Trying in 2021

Hopefully, this article has given you a better understanding of EngageBay, how it works, and what it has to offer. 

Our verdict is clear: if you are a small business owner who wants to save some time on mundane daily tasks such as answering emails or tracking your leads, this platform is the way to go. EngageBay offers an all-inclusive marketing automation suite at an affordable price – the perfect combo!