Clicky

Unified CRM Platform

Build lifelong relationships with individualized insight on every customer touchpoint and transaction

non-profit crm
engagebay winner

What is an Unified CRM?

A unified CRM is an integrated software tool that consists of multiple business functions such as contact management, sales, marketing, and project management, all combined into one central data platform. Unified CRM systems help to streamline internal processes, automate manual tasks to increase efficiency and productivity, and help in aligning teams. Consequently, they bring about a more consistent customer experience and business growth.

Opportunity management

Get complete visibility into your sales pipeline to identiy the best sales opportunities

contact management in engagebay crm

Custom data fields

Store any piece of data that you feel is valuable to your business

nurture leads in engagebay crm

Contact and company profiles

Keep track of all the details of your contacts and company profiles

contact management in engagebay crm

Marketing automation features

Streamline and optimize a variety of marketing tasks

nurture leads in engagebay crm

Project management capabilities

Manage and track all tasks assigned to individual team members

contact management in engagebay crm

Customizable dashboards

Customize and organize an individual agent's dashboard in a way that best fits their unique business’ needs

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Drag-and-drop user interface

Save time and enjoy ease of use with an intuitive and responsive drag-and-drop interface

contact management in engagebay crm

Integrations with third-party applications

Integrate with multiple external apps and streamline your business processes seamlessly

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Reporting, analysis, and metrics

Harness powerful reporting with analytics and relevant metrics for actionable insights

contact management in engagebay crm

Customizable, automated workflows

Render your business hours more productive by customizing and automating routine tasks

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Integrated telephony features

Integrate all your calls with powerful software & communicate efficiently with customers

contact management in engagebay crm

Mobile access

Work on the move from anywhere with mobile responsive accessibility

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Lead management

Manage and keep a track of all the leads generated and the progress in performance

contact management in engagebay crm

Automated lead routing for new leads

Save time by automatically routing your new leads to individual members of your sales teams in seconds

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Role-based user permissions

Define user-level permissions, and control access inside CRM with different levels of data sharing

contact management in engagebay crm

Reactive customer support

Help your business find success and grow better by assisting customers when they need it most

nurture leads in engagebay crm
I highly recommend the tool. It's an awesome tool for a startup like us.

Garma Gay D.

Technical Helpdesk Support Analyst, Atos
testimonial by Garma
I was using ActiveCampaign but the costs were adding up quite quickly. I tried other platforms but the automation sequence offered by ActiveCampaign is not easy to find, until, I got Engagebay. The platforms offer an awesome automation platform for emails, plus landing pages and forms. It works quite well and can be a perfect substitute.

Leonardo W.

Founder, Wolff Consultoria
testimonial by Leonardo
A full-featured marketing platform. With this, you have all you need to get started and succeed. Having all in one platform make any marketer job much easier.

Santiago B.

Southern Europe Director, Triptease
testimonial by Santiago
Enabled me to easily capture details of interested parties for my products. Ease of use Feature set. Excellent customer service.

Raymond B.

IT Project Manager, BespokeIT/Corp Networking Limited
testimonial by raymond
It covers everything a small business sales/marketing team needs.

Gergely Csaba N.

Online Marketing, Chamaileon
testimonial by Gergely
I love the landing page builder and ability to import a URL and basically create any type of landing page. This makes creating funnels super easy. You can then customize it to suit your needs. I also liked the fact that the landing pages and automation were all in the same tool. This saves time and makes it so much easier to do email marketing.

Vandana Taxali

Intellectual Property, Digital Media & Entertainment Lawyer
testimonial by Vandana
I like how they give you access to all these marketing and CRM/sales features in one dashboard. It could easily replace a number of other tools you are using right now. Pricing is fair for what you get too and I also really like the file repository feature that bigger marketing teams will really appreciate. I would be happy to recommend this tool to my clients.

Paul T.

eMarketing Strategist, Paul Therond Consulting
testimonial by Paul
This product is just like HubSpot. I cannot believe the price, so far I've used it for 2 weeks and those guys have added 2 features more.

Ivana B

Founder, New Marketing.Agency
testimonial by Ivana
Most basic and advanced tools you need in your online business is inside Engagebay, from lead generation, email marketing, page builder, unified CRM (alternative for Hubspot and Infusionsoft) and my most favorite is the marketing automation.

Jan Patrick T

Executive Managing Broker, Greatway Financial Inc
testimonial by Jan
All its tools and functions are good, but what I like most are the automation and programming in social networks along with landing pages, pop-ups, and forms that together help me increase traffic and in the short term generate sales.

Dioshai G

Web Developer, Huawei Technologies
testimonial by Dioshai
The software is easy to set up and implement. I feel EngageBay is quickly becoming a marketing automation competitor to the premium SAAS offerings. EngageBay's customer support has been very responsive and helped me resolve an implementation issue almost immediately.

Shawn L

Marketing Manager, List Biological Laboratories, Inc
testimonial by Shawn
I highly recommend the tool. It's an awesome tool for a startup like us.

Garma Gay D.

Technical Helpdesk Support Analyst, Atos
testimonial by Garma
I was using ActiveCampaign but the costs were adding up quite quickly. I tried other platforms but the automation sequence offered by ActiveCampaign is not easy to find, until, I got Engagebay. The platforms offer an awesome automation platform for emails, plus landing pages and forms. It works quite well and can be a perfect substitute.

Leonardo W.

Founder, Wolff Consultoria
testimonial by Leonardo

Benefits of a Unified CRM

Streamlining of Sales

EngageBay’s unified customer relations manager will hold your hands through the entire sales process. It will help keep each team in the process coordinated. From email marketing to completion of a deal, EngageBay’s unified CRM helps to move the information forward at every step. Also, because of its many external integrations, it allows you to choose the apps, without hampering your business. This gives you a competitive edge against other companies with a similar business model.

Personalizing Customer Experience

Customer relations has the ability to make your business stand out from the rest of the crowd. A unified CRM like EngageBay's has the ability to improve customer relations while not compromising your business activities for several reasons:

  • EngageBay also can build customized HTML email designs for an even more personalized approach to customer handling.
  • Because of the various client centric API integrations, even micro-processes like document signing and archiving can be done directly through EngageBay.
  • With EngageBay, you can save time in organizing and use it to develop stronger bonds with your customers.
  • A help desk app that comes with the EngageBay unified CRM helps you handle customer feedback and complaints quickly and efficiently.

Optimization of Resources

We understand that small businesses may sometimes be stretched for resources. EngageBay's unified CRM offers you a single software that acts as your cloud business management software suite to take care of all your needs. And since the software is on the cloud, no storage space (or maintenance) is required from your side. You can even access it remotely, meaning that you can work even when you’re on the go. This saves both time and money.

Efficient Lead Conversion

Attracting those who are interested in your product or service is only the beginning. Turning these leads into valued customers is the real deal. Using a unified CRM app creates an environment where your sales and marketing teams work in complete alignment, and converting leads more efficiently into sales becomes easier. EngageBay's unified CRM offers a dedicated lead management tool that helps you track and manage all the leads in your company. Moreover, it also provides you with customizable personalized email templates that you can use to turn your potential buyers into actual ones.

Single Software Setup

Attracting those who are interested in your product or service is only the beginning. Turning these leads into valued customers is the real deal. Using a unified CRM app creates an environment where your sales and marketing teams work in complete alignment, and converting leads more efficiently into sales becomes easier. EngageBay's unified CRM offers a dedicated lead management tool that helps you track and manage all the leads in your company. Moreover, it also provides you with customizable personalized email templates that you can use to turn your potential buyers into actual ones.

Insightful Reports

Detailed analytical reports give you actionable insights into your business to enable smart decision-making. Having segregated standalone software can generate multiple and diverse reports, each with different rubrics. Interpreting these can be challenging, especially for a small business with limited tech resources. To derive actionable insights using these diverse reports can be a nightmare. EngageBay's unified CRM takes into account all the reports from the different teams while compiling comprehensive reports. This single tool can build an easy to read report which will help you make better business decisions.

Omnichannel Marketing

Omnichannel marketing is a widely used buzzword nowadays. This type of marketing enables you to continuously offer consistent customer experience and customer service across each of your communication channels. With an integrated app such as EngageBay's unified CRM, all your customers are eventually funneled into a single tool. And your response is generated from this single source as well. This lets you enforce the omnichannel model, without having to learn the working of each communication channel individually.

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