EngageBay
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.
EngageBay Inc.
English
2018
Mountain House, Ca.
EngageBay Support
EngageBay Inc.
English
2018
Mountain House, Ca.
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
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Autopilot
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Yo!Yumm
Try for FreeYo!Yumm is a multi-restaurant software that helps entrepreneurs build their online food ordering & delivery marketplace like UberEats, GrubHub, Deliveroo, Delivery Hero, etc. It is a fully customizable solution that comes with readymade mobile apps for your online food delivery business.
Boardon
Try for FreeBoardon helps you give newcomers a great branded onboarding or preboarding experience.
Freshsales
Try for FreeFreshsales 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.
Windward Hub
Try for FreeWindward Hub is the document solution that empowers you to easily auto-generate, build, manage, and share documents across departments, and with prospects and customers.
NetSuite
Try for FreeNetSuite's order management capabilities help streamline your order processing to ensure timely invoicing and payment.
OntraPort
Try for FreeOntraport is a powerful suite that enables SMEs to automate their internet marketing efforts. This service includes many useful features such as a CRM service, WordPress hosting, automated email delivery, payment processing, lead generation, and task management. Marketers can gather lead and client information from web pages, using custom-built web forms and light boxes, just using a pop-up form that shows up on a visitor's click.
Klaviyo
Try for FreeKlaviyo is marketing automation platform which features email marketing combined with campaigns through social media. Klaviyo features the capability to integrate with manifold platforms and to orchestrate automated customer communication in order to generate business growth.
Drip
Try for FreeDrip 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.
Loop Email
Try for FreeLoop is a secure email app that upgrades your Gmail or Outlook inbox. It reorganizes your mail around the people, tasks and teams that matter to you - so you can work smart, drive productivity, and supercharge collaboration.
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.
- 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.
- 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.
- 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.
- 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 alternativesEngageBay integrations
Apiway allows you to integrate EngageBay with thousands of the most popular tools. You can automate your workflow and have more time for main things—no code required.
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