Views help you organize your tickets by grouping them into lists based on different criteria. You can create a view for solved tickets that are assigned to you, a view for new tickets that need to be assigned, or a view for pending tickets. Using views can help you determine which tickets need attention from you or your team and plan accordingly.
A view consists of one or more conditions that define a collection of tickets to display. If the conditions are met, the ticket is included in the view. By using views you can easily search for tickets based on different criteria.
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Maintain and organize all your contacts and companies in one place. Get access to the complete customer profile in terms of their contact details, their recent and past interactions, interests, engagement patterns, response rates, social presence, calls notes, task history on a single page View selective contacts by applying a number of readily available filters. Save your contacts into lists for easier access in the future. Our SMB CRM software helps growing companies to organize all their customer information in one place to run targeted and personalized marketing campaigns.
Manning multiple mailboxes is tedious and always comes with the pain of something slipping through. Integrate all your email accounts to EngageBay and manage emails from a single inbox. EngageBay can be integrated with Gmail, Office 365 or any other IMAP service. Two-way sync offered by our contact management software gives you the edge to stay on top of all customer interactions with your team.
EngageBay CRM helps you organize all your email contacts, track deals, and the sales pipeline to grow your sales, schedule appointments and build meaningful customer relationships. EngageBay offers a simple yet powerful way to efficiently manage all your sales activities. Gain deep customer insights to market and sell better. View your deal pipeline visually and track the status of every single deal in one place organized by stages. Each salesperson can publish his individual calendar or a team calendar so prospects can schedule appointments automatically without manual intervention.
Segmenting your audience simplifies your sales process. Use Tags and filter, segment and sort lead both manually and automatically. Run Broadcasts and sequence on these segmented leads. Increase ROI with customizable segmentation based on Business, customer needs, deal size and many more.
Bring contacts from anywhere
Contacts scattered everywhere? No worries. With the integrations we offer through tools like Google, Office 365 and a host of other platforms, import them to EngageBay in just a few clicks. Importing contacts from a CSV file is also a key requirement for many small businesses which our contact management software allows you to do.