EngageBay Review 2023: Best All-In-One CRM?
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Bonfire Rating: 4.7/5 EngageBay is offers a suite of awesome tools to help you scale your business and stay organized in the process!
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As a business owner, I’m sure you know the struggle of finding the perfect software to manage your business. If you pick the wrong one, trying to regroup will cost you time and money . I’m AJ—here to prevent that from happening. I’ve made mistakes (and learned a ton) using all kinds of CRM software to build my business . After a successful seven-figure exit, I acquired Small Business Bonfire (SBB) to impart my knowledge to fellow entrepreneurs . So let’s talk about an all-in-one platform that’s helped me a ton throughout the years—EngageBay. The SBB team and I put the platform through its paces to give you this EngageBay review. So, let’s get into it! Just a heads up—here’s our list of the best Small Business CRM Software for when you’re finished reading!
You Can Trust Small Business Bonfire For well over a decade, Small Business Bonfire has been testing thousands of different tools to help you (our small business owners) start & scale your organizations. If you want to learn more about our testing methods, please read this article here.
What is EngageBay?
EngageBay is essentially three powerful cloud-based platforms in one. They consist of the following: EngageBay Service Bay EngageBay Sales Bay EngageBay Marketing Bay These three platforms form together to make up one superhero CRM designed to help you scale your business and manage every aspect of the customer journey from start to finish. Some features we’ll get into from EngageBay include: Contact management Sales pipeline management Task management Email marketing campaigns (with templates) Web form creation Landing page creation Live chat software Ticket management Service automation At Small Business Bonfire, we put EngageBay through its paces with our rigorous three-month testing process to find every advantage (and disadvantage) the platform has. What we found is that Engagbay CRM is easy to use, affordable, and feature-rich. So what’s not to love? The answer is—we do love it! We think it’s extremely well-suited for small and midsize businesses looking to strengthen customer relationships and scale with ease . It’s also fantastic for sales and marketing teams due to powerful sales automation, marketing tools, and lead nurturing capabilities. If you’re looking for a platform to revamp your business without costing an arm and a leg, our money is on Engagebay !
EngageBay Products
As we said, EngageBay is comprised of three parts that we’ll break down for you in this section.
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EngageBay Sales Bay
EngageBay Sales Bay is the perfect tool to help empower your sales teams to nurture leads and close deals!
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EngageBay Marketing Bay
EngageBay Marketing Bay can boost your marketing game by streamlining your campaigns!
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EngageBay Service Bay
EngageBay Service Bay is your one-stop shop for ramping up your customer service efforts!
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EngageBay Sales Bay
Sales Bay is essentially the sales CRM side of EngageBay. If you want to manage and nurture leads, streamline workflows, and empower your sales team to manage sales and close deals, look no further than Sales Bay. Some features provided by Sales Bay include the following: Contact Management Multiple Pipelines Email sequences Task management Sales automation Calendar view We loved how well Sales Bay integrated with Service and Marketing Bay to enhance the customer experience from lead prospecting to post – sales . Let’s take a close look at some of our favorite features.
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Contact Management
You can't have customer relationship management without an efficient way to manage all your contacts in one place . With EngageBay, they provide a centralized contact database for you and your team to store all the relevant data about leads and customers. Plus, it's so easy to use that even a beginner can get up to speed in no time ! We started by adding some of our B2B affiliate marketing contacts from Small Business Bonfire. Creating a new contact (shown below) was as easy as clicking "create new" and filling out a few fields. Some of these fields included the following: First and last name Email Role Tags Company Phone number We were also able to add custom fields for each contact. Here's an example of a field we created titled "interested lead." We really liked how we could choose the type of field it was. In this case, we went with a checkbox. That way, it was clear to our entire team if a specific contact was interested in joining our affiliate marketing program. We also created boxes for the following: Follow-up completed Established affiliate partner Hot lead B2B contact B2C contact With the extra customization, we were able to make our contact section specific to Small Business Bonfire and keep everyone on the same page. Plus, the whole process took less than 10 minutes , and once we had it customized, we never had to go back and fix anything. We think this feature is great for SMBs across the board, but it's especially helpful for niche companies that need that extra layer of customization . Once we put all our contacts in, here's how our dashboard looked (to give you a reference). EngageBay makes contact management effortless with Sales Bay at the end of the day. The fact that you can tailor it to your specific needs makes it the icing on the cake!
Pipeline Management
When choosing the right CRM for your business, one of the most important factors is finding one with great pipeline management . Whether it's deals, sales, or whatever else your business specializes in the right management system can be a huge boon! After all, it's pretty tough to scale if you're dropping the ball on deals and potential partnerships left and right. Luckily Sales Bay has some nifty tricks up its sleeve to help make sure you stay on top of all your pipelines ! For example, let's say you don't need a typical sales pipeline for your business. Well, Sales Bay lets you customize not only the fields for your pipelines but also each column. That means you can track whatever metrics you need to , all while keeping your teams on the same page . You can also create custom filters to sort through deals with ease. In our case, we wanted to sort by tags. We created a new "affiliate partners" filter immediately filtered by the "affiliate" tag on our deals. Creating these filters took just a few clicks (and made us feel like a computer whiz in the process). With the ability to sort through our pipelines with custom filters, we were able to scale our workload in a meaningful way while using the CRM software. Once we had some affiliate marketing partnerships in Sales Bay, here's how it looked. I've utilized a ton of pipeline management throughout the years (both while growing my business and with SBB). So, I can safely say Sales Bay is one of the most customizable and powerful options in the game right now !
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Task Management
EngageBay's task management is fairly straightforward (which is a good thing when it comes to staying organized). We got started testing this feature by adding some typical onboarding tasks related to Small Business Bonfire. Here's our grid view, where dragging and dropping each task card to the various stages in our task pipeline was easy. Like every aspect of Sales Bay, we could customize each section to fit SBB perfectly. We especially liked how we could easily sort through tasks with the following categories: Open tasks Due today Due this week Overdue Completed While task management may not be the flashiest feature that Sales Bay offers, it helped us stay organized and several steps ahead of the competition !
Sales Bay Review
EngageBay Marketing Bay
Are you looking to enhance your marketing efforts in a big way? Well, look no further than EngageBay’s marketing software—Marketing Bay! Some features included in EngageBay’s powerful marketing platform include the following: Email marketing campaigns Marketing automation Web form creation Landing page creation Visitor tracker The platform is easy to use, affordable, and, best of all—it integrates seamlessly with Sales and Service to take your marketing processes to the next level .
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Email Marketing Campaigns
At Small Business Bonfire, we love a well-planned, intuitively designed email marketing campaign. Email marketing is a fantastic way to connect with clients on a massive scale, especially with the right platform to help you manage your campaigns. We're happy to be able to tell you that EngageBay CRM takes this idea and runs with it. With their platform, you can create simple email campaigns in no time . The first step was creating email templates we could send off throughout each campaign stage. Marketing Bay provides a ton of gorgeous templates (shown below) to get you started. Each template is fully customizable with a drag-and-drop interface, allowing for full control over the look and feel of each campaign stage. To really test the platform (over three months), we created a new broadcast campaign called "Introducing the Bonfire Field Guide." The purpose of this campaign was to roll out our new guide to helping SMBs scale their business quickly and easily with our weekly newsletter. We broke it down into the following stages (which we were able to create emails for in minutes): Introduction to Bonfire Nation Why Scale Your Business? Bonfire Field Guide Opt-In First Issue of the Bonfire Field Guide Here's an example of an email we sent to inform our readers about our newsletter. The whole process of designing the campaign from start to finish took about 30 minutes. Once it was completed, we were sending out emails to our contacts left and right. Even better, Marketing Bay made it easy for us to schedule each part of the campaign. This meant we could plan our email marketing efforts months in advance. We could even view the following metrics with each campaign: Opens Open rate Clicks Click rate Recipients Unsubscribers All that to say—if you need a way to boost your marketing efforts effectively, you can't go wrong with Marketing Bay.
Web Form Creation
Marketing Bay's web form creation feature is a real powerhouse. Trust us, we put it to the test at Small Business Bonfire and were blown away by how easy it was to use and how effective the resulting forms were . The platform's ability to create inline and pop-up web forms is an absolute game-changer. With inline forms, we could embed forms directly onto our website pages. This allowed us to collect information from web visitors without disrupting their browsing experience. Plus, with the pop-up forms, we could create contextual forms that popped up based on specific visitor behaviors or actions. Over three months, we tested these web forms extensively and were thrilled with the results . Not only were we able to create and add both types of forms to our site easily, but we also saw a significant uptick in lead generation and conversions thanks to these forms. Here's an inline web form we created in just a few minutes, to give you a better idea of how easy it was . But it's not just the ease of use that impressed us. Marketing Bay's web form creation feature offers many customization options, ensuring our forms look and work exactly how we want them to. From choosing the fields we wanted to include to selecting the design and branding, the platform gave us complete control. And the cherry on top? We could see the following metrics on each form we created: Impressions Unique impressions Contacts Conversations We're no strangers to web form creation at Small Business Bonfire, and we can honestly say Marketing Bay knocks it out of the park!
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Landing Page Creation
One of the standout features of EngageBay that really caught our attention during our review is their landing page creation tool. Landing pages are vital for converting website visitors into leads, and EngageBay's landing page creator makes the process a breeze . At SBB, we put EngageBay's landing page creator to the test. We were blown away by how easy it was to use. Creating a landing page from scratch took us less than 5 minutes! The drag-and-drop interface made it simple to add text, images, and other elements to the page without any coding knowledge . Additionally, we loved the seamless integration with other EngageBay features like forms and automation workflows that helped us track lead activities and interactions with the page . But what sets EngageBay's landing page creator apart is its built-in optimization tools. The tool allows you to A/B test different versions of your page to see which one converts better. We were also able to customize our SBB landing page specifically for mobile , which we thought was awesome. Here's how it looked during our mobile customization process. Take it from us, if you need to create and track landing pages across both desktop and mobile, EngageBay is the way to go !
Marketing Bay Review
EngageBay Service Bay
Service Bay is EngageBay’s robust customer support offering. At its core, it’s a powerful ticket managing system, but it’s also much more than that. Service Bay provides the following customer support tools: Live chat + chatbots Ticket management Service automation Help Center Macros We especially loved the live chat and chatbot capabilities offered by Service Bay. They allowed us to build stronger customer relationships in a way that felt almost effortless! Like we always say at SBB, work smarter, not harder, and Service Bay allowed us to do just that. At this point, you might think all of this automation and chat functionality costs a fortune. Well, the best part is that Service Bay is 100% free from start to finish . So, even if you don’t plan on using EngageBay for your CRM needs, we recommend you check out their service offering!
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Live Chat + Chatbots
