Marketing Automation Software - Platform and tools for small businesses

EngageBay's Marketing automation software platform helps small businesses to automate marketing and sales tasks and various workflows to generate leads, close deals, and grow revenue faster.

engagebay marketing automation platform

What is Marketing Automation software?

Marketing automation is a software platform that helps online businesses streamline and automate marketing and sales processes and improve the overall efficiency and business growth.

With marketing automation software, small and growing businesses can send automated messages to target leads and customers across sms, email, web and social channels based on the customer behaviour and actions. Several rules or workflows can be designed to automate messages and channels best suited for the case. Marketing and sales departments use marketing automation to automate online marketing campaigns and sales activities to both increase revenue and maximize efficiency. When automation is used effectively to handle repetitive tasks, employees are free to tackle higher-order problems, and human error is reduced.

Marketing automation platforms helps marketers and sales teams increase revenue and maximize efficiency across various use cases including lead generation, engaging and nurturing leads, lead scoring, customer service and retention, customer delight through out and lot more.

The benefits of marketing automation for small businesses


Improved lead management and nurturing




Enhanced targeting and personalisation


Seamless campaign execution and tracking


Increase efficiency and productivity

How to get maximum ROI from Marketing Automation software?

Marketing automation is about completely automating your entire customer journey across marketing, sales and service teams. The ultimate goal is to streamline all the business processes and improve the overall efficiency and growth of the business.

To get the most of the marketing automation and the maximum ROI, streamlining has to done across all the following avenues:

Features of EngageBay's Marketing Automation Platform

Streamline marketing, sales and support from one software

For maximum efficiency, growth and best ROI from marketing automation software, the processes across all the departments - marketing, sales and support have to be automated and work in conjunction. Say goodbye to operating in silos and welcome to an integrated approach to ensure customer gets the best possible experience across the teams in your organization.

Use EngageBay's integrated marketing, sales and service platform to streamline all your processes and setup automation rules using our advanced marketing automation platform.

engagebay marketing automation platform for small businesses

Easy to Build - Visual designer

Designing your marketing and sales workflows now got even simpler with our easy to use visual builder tool. Simply drag and drop components into the builder and configure in minutes with zero learning curve.

marketing automation designer

Drip email campaigns

Set up email sequences once and let our system send the queued emails automatically as per defined schedule. Stay in touch with your leads while freeing up time for more productive tasks. Email sequences can be used in onboarding or customer education where a customer can be nurtured over time by sending emails periodically.

drip email campaigns marketing automation

Predictive Lead Scoring

EnagageBay automates the lead scoring process to ensure you spend less time on qualifying leads. All you have to do is set up triggers which automatically increase/decrease lead score based on each activity (email opens, link clicks, website visits, etc) which you think needs a score. Pass on these leads to your sales team once the scoring model qualifies them.

predictive lead scoring in engagebay

Smart customer segmentation

Setup rules to automatically segment your customers based on their behaviour (email opens, clicks, completed an action, not completed an action etc). Save the segments or tag customers and then run smart personalised marketing campaigns using our advanced marketing automation software to nurture and convert these leads to customers.

segment customers in engagebay

Email Personalization

Personalization is an extremely powerful weapon in your lead-nurturing arsenal. Use our merge tags to personalize emails with a contact's name, company, location, interests and more. Send information/offers related to their interests based on customers browsing activities.

email personalization in engagebay

Track prospects

Use our powerful tracker to keep track of your prospects actions. Be notified when someone opens an email or clicks a link in the email. Get insights into customers browsing patterns. Set up automation based on these actions to engage with hot leads just at the right time and increase conversions.

track prospects in engagebay

Engage web visitors

Track the customer behaviour and setup cool web forms to engage casual web visitors and convert them to customers. Setup rules to show the right message at the right time (one exit or when the visitor spent a certain time on a web page etc). Customize the web popups completely to suit your website theme and taste.

Engage web visitors through engagebay marketing automation

Marketing Automation Blog Posts

inbound marketing basics

The Future of Marketing Automation: Insights and Analysis for 2019

As you know from reading this blog, marketing automation can be incredibly beneficial for small businesses, mid-sized companies, and Fortune 500s alike.

inbound marketing basics

14 Email Marketing Automation Trends That Will Power 2019

Email and marketing automation make our lives as marketers simpler in many regards. As mentioned, we no longer have to be tethered to our computers.

inbound marketing basics

The use of marketing automation to enhance the customer journey

Automation has been the harbinger of the modern era of marketing. Even more remarkable is the fact how automation has changed marketing itself.

inbound marketing basics

The Truth About Personalized Marketing And Automation

Ten thousand. The average person encounters as many as 10,000 brand messages every day. It could be in-person or on your smartphone.

inbound marketing basics

10 Marketing Automation Mistakes And How To Avoid Them

Marketing automation that encourages business conducting implies that mechanization can deal with everything. This isn’t entirely valid though.

inbound marketing basics

18 of the Best Marketing Automation Tools for Small Business in 2019

We know that the right marketing automation tools can make life easier, so you and your team can focus on other tasks that drive revenues.

inbound marketing basics

How To Find A Small Business Marketing Automation Software

You might think it’s a crazy idea to plug a sub-section about CRM software when talking about marketing automation platforms. If you are a CRM loyalist, you may find it useful.

inbound marketing basics

7 Steps To Align Your Marketing Automation Strategy

Effective marketing automation systems are designed to scale alongside your company, without being used to automate all your marketing.

inbound marketing basics

Marketing Automation: A Top Priority For Small Businesses In 2019

If this is the need of the hour for your business, then you will find all about small business marketing automation right here.

inbound marketing basics

5 Reasons Why Small Businesses Need Marketing Automation

This involves performing many tasks manually, including sending emails, segmenting lists, following customers’ buying journeys and many more.

inbound marketing basics

17 Email Marketing Automation Workflows For Amazing Results

When your audience or customers sign up for emails, they will likely read them. So, it makes sense that a welcome email sent immediately after signup will receive high engagement rates.

inbound marketing basics

10 Best Triggered Email Marketing Campaigns Revealed in 2019

Triggered Emails are automated emails that are triggered based on an action taken (or not) by a website visitor, or a change in a customer’s behavior or profile.


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