EngageBay Pricing Guide 2023: Best Bang for Your Buck?
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You Can Trust Small Business Bonfire Small Business Bonfire has been testing and evaluating numerous business software solutions since 2009. Our aim is to assist small business owners like you in launching and expanding your organizations. If you would like to learn more about our testing process, please refer to this article here .
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Startups
Small businesses
Freelancers
Midsize businesses
Who Is EngageBay Not For?
Large enterprises
Highly specialized industries
EngageBay Pricing Overview
EngageBay Sales Bay Free plan Basic – $12.99 Growth – $49.99 Pro – $79.99 EngageBay Marketing Bay Free plan Basic – $12.99 Growth – $49.99 Pro – $79.99 EngageBay Service Bay Free Forever
EngageBay Sales Bay Pricing
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Bonfire Rating: 4.7/5 EngageBay Sales Bay is perfect tool to help SMBs grow from the ground up!
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EngageBay Sales Bay
Learn More Today!
$
12
99
Monthly
Customizable Pipeline Management
Task & Calendar Sync
Powerful Workflow Automation
Get Sales Bay
Try it Free Today
Popular
What Is EngageBay Sales Bay?
EngageBay Sales Bay is the sales superhero of the EngageBay suite! It’s designed to help small businesses scale their sales process while empowering their sales teams to succeed. Some features offered by Sales Bay include the following: Pipeline management Sales automation Contact management Reporting & analytics Lead scoring Task management Sales Bay is fantastic for small and midsize businesses (SMBs) because it offers plans to scale your business to the enterprise level (without breaking the bank). It’s also perfect for startups as it offers a comprehensive free plan with all the tools needed to get started (no financial commitment needed). We tested the CRM software over six months to personally try out all the features in each pricing plan (so you don’t have to). What we found is a wonderful, affordable sales solution built to help small businesses succeed .
EngageBay Sales Bay Features
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Pipeline Management
Pipeline management is the cornerstone of a good sales process. So, how does EngageBay Sales fair in this department? Well, in our estimation, they passed with flying colors! We tested this feature over six months; here's what we found: Intuitive design : EngageBay's pipeline management feature boasts an intuitive design that's easy to navigate, even for beginners. It allows users to customize their sales pipeline to suit their business needs. Real-time updates : The pipeline management system provides real-time updates, ensuring all team members can access the most current information. This eliminates confusion and reduces the risk of miscommunication or data redundancy. Advanced filtering : With advanced filtering options, users can quickly and easily locate specific deals, contacts, or tasks. This saves time and increases efficiency (especially for larger teams or more complex sales processes). Automated tasks : EngageBay's pipeline management feature includes automated task creation and user assignment. This ensures that no potential lead or deal slips through the cracks. Analytics : EngageBay provides comprehensive reporting and analytics within the pipeline management system, giving businesses valuable insight into their sales performance. This data can help identify trends, highlight successful strategies, and reveal areas for improvement. We especially liked how we could switch between our grid and list view at the drop of a hat. Here's an example of our list view, where we could see each milestone clearly with color coding. As you can see, everything is clearly laid out and easy to read . We preferred the grid view more during our testing because we could easily move our deals to each stage in the pipeline with the drag-and-drop interface . Check out our grid view (to give you a better idea). Our takeaway : Closing deals can be tricky, but managing them doesn't have to be. With EngageBay Sales Bay, we found a sales solution that made our life easier (without costing a fortune).
Lead Scoring
Let's look at the lead scoring capabilities of EngageBay Sales Bay. This is a game-changer for sales reps looking to scale their sales process. The lead scoring feature uses predictive algorithms to rank leads on their conversion likelihood. This lets sales reps prioritize the hottest leads and close more deals. There is a slight caveat, however—this powerful feature is available exclusively on the Pro plan . With this plan, EngageBay offers a CRM and sales automation system (and a significant advantage in dealing with leads more strategically). By identifying the leads that are ready to convert, you can increase efficiency and boost your conversion rates . Given all these advantages, it's no surprise that the Pro plan of EngageBay Sales Bay is our pick for the best EngageBay CRM pricing plan. If you're an SMB focused on growth, this is the plan you need to be on. It's a small price to pay for the power and potential revenue this feature can bring.
Contact Management
Managing customer data is a crucial aspect of any CRM worth its salt. That's why we're happy to say EngageBay CRM knocks it out of the park when managing customer relationships . We added our affiliate marketing B2B contacts to test this feature (over six months). Here's how it went for us. First, we added a new contact (shown below). Within each contact card, we were able to easily add and edit the following info: Name Contact info Title Tags Company Website We really liked how easy it was to add and update custom fields for just about any information we needed. This makes the sales CRM perfect for SMBs with specific needs. Once we added our contacts and had our fields fully customized, here's how our contacts dashboard looked. The bottom line: Managing your contacts is key, and EngageBay CRM makes it easy. It's one of our favorite platforms for client management because of its customization and ease of use !
Task Management
With its task management capabilities, Sales Bay makes managing your day-to-day activities a breeze . During our six months of testing, we added some of our typical onboarding tasks. Here's how a new task card looked (to give you a better idea). With each new task, we were able to easily add the following: Type Priority Due date Notes Status Assigned user Associated contacts We really liked the grid view for our tasks (pictured below) as it allowed us to quickly drag and drop each card (as we completed tasks). The breakdown: While task management isn't the flashiest feature of a CRM, it's pivotal in not getting overwhelmed and overbooked. Luckily, EngageBay's sales CRM passes with flying colors in this department!
Sales Automation
EngageBay's Sales Bay offers a treasure trove of sales automation capabilities to bolster your team's success. To make it easy, let's split them into two main categories: Workflows and Sequences. PS—To take advantage of Sales Bay's automation, you'll need to sign up for the Growth plan or higher. Workflows Workflows in EngageBay's Sales Bay streamline your sales process by automating repetitive tasks (letting your team focus on closing deals). They allow for custom triggers and actions, ensuring your sales process flows smoothly and efficiently. While testing the EngageBay CRM, we created the following workflows: Follow up automatically with inactive affiliate partners Create and send welcome emails to new clients Add contacts to the specific mailing list based on tags Sequences Sequences empower your team to automate email marketing campaigns, saving time and ensuring consistent communication with your leads. With Sequences, you can set up a series of personalized emails to be sent out on a predetermined schedule, keeping your leads engaged and moving them smoothly through the sales pipeline.
Sales Dashboard
At Small Business Bonfire, we're firm believers in making data-driven decisions. That's why we're excited to announce that EngageBay's CRM offering allowed us to do just that with their sales dashboard. We loved seeing our sales data in the following three ways (throughout our six months of testing): Charts Graphs Tables Each view provided unique insights into our sales process, allowing us to identify opportunities for refinement and optimization. With the drag-and-drop functionality that EngageBay does so well, we could easily customize our dashboard to our liking . Here's what we came up with. I wanted the following metrics readily available: Won vs. Lost Deals Deals Count Closed Deals Deals Created This allowed me to determine our bottlenecks and how we could improve our sales overall. At the end of the day, learning from your data so you don't continue making the same mistakes is key. EngageBay CRM provides a fantastic dashboard that's fully customizable and extremely easy to use . The best part is that this feature is 100% free to use .
EngageBay Sales Bay Packages
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#uc_ue_table_elementor_6ecb27f2 .tabulator .tabulator-row .tabulator-cell {
border-left-style: solid;
border-left: none;
}
#uc_ue_table_elementor_6ecb27f2 .tabulator-col-resize-handle {
border-width: 1px;
border-left-color: #555555;
border-left-style: solid;
}
@media screen and (max-width: 1024px) {
#uc_ue_table_elementor_6ecb27f2 .tabulator-col-resize-handle {
border-width: ;
}
}
@media screen and (max-width: 767px) {
#uc_ue_table_elementor_6ecb27f2 .tabulator-col-resize-handle {
border-width: ;
}
}
#uc_ue_table_elementor_6ecb27f2 .tabulator-headers .tabulator-col:last-of-type,
#uc_ue_table_elementor_6ecb27f2 .tabulator-row .tabulator-cell:last-of-type{
border-right: none !important;
}
#uc_ue_table_elementor_6ecb27f2 .tabulator-col-resize-handle:last-of-type {
display: none;
}
.tabulator-col,
.tabulator-row,
.tabulator-cell,
.ue-table-column__button {
transition: all .2s ease-in-out;
}
.ue-table-column__button {
display: inline-block;
}
/*
.tabulator-headers>.tabulator-col:not([class*='elementor-repeater-item']),
.tabulator-table>.tabulator-row>.tabulator-cell:not([tabulator-field*='column']) {
width: 100px !important;
}
*/
.tabulator-table>.tabulator-row>.tabulator-cell:not([tabulator-field*='column'])
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/* widget: Content Box Sliding Effect */
#uc_sliding_content_box_elementor_23b0f11e {
box-sizing: border-box;
overflow:hidden;
}
.ue-title
{
font-size:21px;
width:100%;
}
.ue-text
{
width:100%;
}
.ue-btn-wrapper
{
width:100%;
}
#uc_sliding_content_box_elementor_23b0f11e .ue-content-box-inner
{
display:flex;
position:relative;
}
#uc_sliding_content_box_elementor_23b0f11e .ue-overlay
{
position:absolute;
top:0;
right:0;
left:0;
bottom:0;
}
#uc_sliding_content_box_elementor_23b0f11e .ue-content-box-wrapper
{
position:relative;
width:100%;
}
#uc_sliding_content_box_elementor_23b0f11e .ue-bg
{
position:absolute;
top:0;
right:0;
left:0;
bottom:0;
transition:0.5s;
}
#uc_sliding_content_box_elementor_23b0f11e:hover .ue-bg
{
transform:scale(1.1,1.1);
}
#uc_sliding_content_box_elementor_23b0f11e:hover .moveFromLeft
{
animation: moveFromLeft 0.5s;
}
#uc_sliding_content_box_elementor_23b0f11e:hover .moveFromRight
{
animation: moveFromRight 0.5s;
}
#uc_sliding_content_box_elementor_23b0f11e:hover .moveFromBottom
{
animation: moveFromBottom 0.5s;
}
@-webkit-keyframes moveFromLeft {
from {
-webkit-transform: translateX(-100%);
opacity: 0;
}
to {
-webkit-transform: translateX(0%);
opacity: 1;
}
}
@-moz-keyframes moveFromLeft {
from {
-moz-transform: translateX(-100%);
opacity: 0;
}
to {
-moz-transform: translateX(0%);
opacity: 1;
}
}
@-ms-keyframes moveFromLeft {
from {
-ms-transform: translateX(-100%);
opacity: 0;
}
to {
-ms-transform: translateX(0%);
opacity: 1;
}
}
@-webkit-keyframes moveFromRight {
from {
-webkit-transform: translateX(100%);
opacity: 0;
}
to {
-webkit-transform: translateX(0%);
opacity: 1;
}
}
@-moz-keyframes moveFromRight {
from {
-moz-transform: translateX(100%);
opacity: 0;
}
to {
-moz-transform: translateX(0%);
opacity: 1;
}
}
@-ms-keyframes moveFromRight {
from {
-ms-transform: translateX(100%);
opacity: 0;
}
to {
-ms-transform: translateX(0%);
opacity: 1;
}
}
@-webkit-keyframes moveFromBottom {
from {
-webkit-transform: translateY(100%);
opacity: 0;
}
to {
-webkit-transform: translateY(0%);
opacity: 1;
}
}
@-moz-keyframes moveFromBottom {
from {
-moz-transform: translateY(100%);
opacity: 0;
}
to {
-moz-transform: translateY(0%);
opacity: 1;
}
}
@-ms-keyframes moveFromBottom {
from {
-ms-transform: translateY(100%);
opacity: 0;
}
to {
-ms-transform: translateY(0%);
opacity: 1;
}
}
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/* widget: Image Card */
.uc_classic_content *{
box-sizing: border-box;
}
#uc_image_card_content_box_elementor_77ae963c
{
font-size:14px;
overflow:hidden;
color:#8a8a8a;
text-align:center;
position:relative;
width:100%;
box-shadow:rgba(0,0,0,0.10) 0px 5px 20px;
}
.uc_classic_content .uc_classic_content_content h2
{
font-size:21px;
color:black;
}
.uc_classic_content .uc_classic_content_content p
{
line-height:1.5em;
}
.uc_classic_content .uc_classic_content_border
{
display:block;
margin: 0 auto;
}
.uc_classic_content .uc_classic_content_placeholder img
{
width:100%;
object-fit:cover;
}
#uc_image_card_content_box_elementor_77ae963c .uc_classic_content_content
{
display: flex;
flex-flow: column nowrap;
}
#uc_image_card_content_box_elementor_77ae963c .btn_wrap
{
margin-top:auto;
}
#uc_image_card_content_box_elementor_77ae963c .uc_classic_content_content .uc_more_btn {
display:inline-block;
text-decoration:none;
transition: all 0.3s ease;
border-style:solid;
text-align:center;
}
