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B2B CRM - FREE Forever!

Get more done with EngageBay's free B2B CRM software.

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Forever free sales CRM for businesses of all sizes!

Trusted by over 12,000 customers

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Interaction Management Simplified

With an intuitive and simple B2B CRM interface, EngageBay lets you create reports, import/export contacts, carry out analysis, and perform segmentation of the target audience as precisely as required. You can further divide incoming contacts or leads amongst your sales team leads, marketing campaigns can be analyzed, and access permission to any deal or lead can be varied depending on its status or other parameters.

contact management in engagebay crm

Reporting and Sales Funnels

EngageBay's B2B CRM software allows you a comprehensive look at the sales funnel for an immediate account of transactions in progress and the respective stages they are in. Additionally, stages may be added easily and independently. Importantly, with EngageBay's CRM for B2B, you can have unlimited sales pipelines and build multiple sales funnels in case you have several product lines or profit centers.

Appointment scheduling

CRM Dashboards

Dashboards in EngageBay's best small business b2b CRM are instant snapshots of the most crucial sales activities. Here, each sales agent can see the number of deals they’ve won, how many clients are yet to be invoiced, an agent’s rating in comparison with other sales team members, and so on.

contact management

Invoices inside the CRM

The B2B CRM in EngageBay allows you to create personalized invoices instantly. Client data from the EngageBay CRM are automatically inserted into an invoice - just select the appropriate Contact or Lead. Recurring invoices are supported. Products and services that are included in an invoice can be selected from existing items, or you can create new ones on the fly. Once that is done, you can send the invoice directly from your CRM to the client's email address, save the invoice as a PDF file, and even print it out right from your web browser!

crm analytics

Sales targets and quotas

Sales targets may be set directly inside EngageBay's B2B CRM software. This means that you can set corresponding goals for each of your sales agents, each pipeline, entire company, and then track their progress in real time. They can be set in two different ways - either as a number of deals that have to be won for a set period of time, or a minimum required sales volume.

telephony crm

CRM Website Forms

The web form builder inside EngageBay may be used to create different forms. A wide variety of rich and appealing templates are already available, or you can even build your own, should you choose to. The forms are entirely customizable, including using custom CSS and images, and can be embedded into websites. The information submitted via these forms ends up in EngageBay B2B CRM as leads, contacts, companies, deals, quotes or invoices, depending on the settings selected.

crm analytics

Why EngageBay CRM the best choice for small businesses

Superior account management

To scale their business and grow revenue, B2B companies depend quite a bit on cross-selling and upselling. EngageBay's account management functionalities help you build the business on your existing account relationships. Get a holistic view of an individual account including contacts and open and closed deals. Possibly the largest benefit to B2Bs is centralized communications at a single location. In a single view, you can see phone, email and chat conversations with related contacts. This may be used to personalize your cross-sell and upsell strategy.

Real-time on-site and in-app tracking

Recent statistics show that 57% of the buying decisions of B2B buyers are made even before they have spoken to a sales agent. Get your sales agents to know your prospects thoroughly and understand where they are in the buyer journey. View the EngageBay activity timeline to get deeply actionable insights on a lead or contact. With our feature-loaded B2B sales CRM, you get a real-time view of pages visited and buyer activities on your website. Moreover, thanks to the EngageBay app, you can also track in-app user activity for your products. Use these meaningful insights for better customer communication.

Intuitive Workflows

Enhancing productivity and saving time by automating routine tasks for B2B organizations is done via workflows. Now, you can reach out to our prospects, nurture them and close sales, all in a seamless manner with EngageBay's intelligent workflows. Create tasks, update customer data, send emails automatically, based on your preferred conditions. Moreover, triggering webhooks to send notifications to third-party applications is also possible. Use time-triggered workflows to perform daily, weekly or monthly actions. Optimize your sales team's time, organize and manage better with automation in your B2B CRM.

Seamless Integrations

With EngageBay's B2B CRM, you can now directly connect to your business apps from the CRM. Moreover, a large suite of integrations make work all the more fun. As a B2B business, you can collate customer information from multiple applications, and increase business productivity and efficiency by keeping track of customer interactions in the sales CRM. With EngageBay's fully-integrated B2B CRM solution, streamline your business and grow your B2B sales.

Managing all projects

Create projects pertaining to deals, cases or even customers themselves. Slice and dice them down into tasks and subtasks that may be assigned to users. Moreover, make a note of the tracked time spent working on subtasks, and directly merge them into invoices for customer billing.

Get a holistic 360° customer view

In the EngageBay B2B CRM, all information related to a single lead/ customer is captured in a single location/screen. So whether it is their demographic details, their communication (chat, email, etc.) with you, or any notes, tasks, appointments, etc. that are related to them, it is all available at a single place. SO with this focused centralization of information, it gets extremely easy to make calculated and insightful decisions.

Identify hot leads

Identifying sales-ready leads can help relatively small teams optimize their time and efforts judiciously. Once your leads and scored, your sales team can save time and enhance productivity and efficiency. EngageBay B2B CRM offers free lead scoring to help you qualify leads in the sales funnel, and stay right on top of the game.

Excellent task management

EngageBay B2B CRM Tasks keep you alert and updated by giving you timely reminders to manage all of your deals, activities, and follow-ups. EngageBay CRM allows you to manage and track your tasks and appointments effortlessly to help you stay organized and enhance your productivity.

B2B CRM Frequently Asked Questions (FAQ's)

  • What is a B2B CRM?
  • Why CRM For B2B Can Be Helpful?
  • What to look for in a B2B CRM?

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