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Simplify your marketing, sales, and support with the best free CRM software
Simplify your redundant and mundane tasks using EngageBay's smart workflow automation feature. Create workflows based on various actions and conditions, set it up once, and let it do the magic for you. You can set up and execute a workflow to add a tag, provide a star rating, fulfill a condition, and send an email to your contacts or leads - all from within EngageBay's intuitive dashboard. Workflows can be as simple or complex as you need.
Enhance your sales process by creating workflows to execute when a lead performs critical actions like adding a product to the cart or visiting a crucial webpage. Score your leads based on critical actions, and design workflows to assign these contacts to your sales team if your leads fulfill a certain threshold - and boost your sales in the process.
Utilize workflows to smoothen your customer service from start to finish. With EngageBay's workflows, create tickets, set status and priority, assign reps, and resolving tickets. Ensure customer satisfaction by prioritizing tickets based on urgency or time constraints and routing them to your service agents or groups.