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Streamline Your Business Processes and Automate Dull Tasks With Smart Workflows

With set-up-and-forget workflows, increase efficiency, save time, avoid errors - and boost sales.
free forever sales crm engagebay
Trusted By Over 28000 Customers

Intelligent Automation

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.

CRM Analytics

Marketing Campaigns

Streamline your marketing campaigns using EngageBay's workflows. Use actions to send emails, push notifications, SMS, or add them to another marketing workflow. Schedule your emails, score your leads, and select qualified customers using conditions. Further your marketing campaigns by creating workflows to execute based on whether a contact has visited a particular URL, opened an email, or attended a call - so that you can focus on more critical tasks.

nurture leads in engagebay crm

Lead Processing

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.

Appointment scheduling

Lead Generation

Generate more leads with EngageBay's workflows. When a contact has attended your company's calls, subscribed to your newsletter, or attended an event, execute a workflow to segregate them, tag them, and send them to a new workflow - so that you can start the process of converting them into paying customers.

sales gamification

Help Desk Workflows

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.

Appointment scheduling
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, 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
Automate Your Sales Tasks With EngageBay’s Smart Workflows

Say Hi to New Leads

Set up workflows to send a personalized 'welcome' email or message when you get a new lead - and make yourself visible.

Process Your Contacts

Add tags, update contact information, and segment your contacts when they perform an important or meaningful action. Setup your workflows and push them to your sales pipeline for further processing.

Score Leads Automatically

Score your leads based on their behavioral activities, and add them to your drip campaigns when they satisfy your qualifications. Automate the process, streamline your efforts, and promote sales.

Follow Up Seamlessly

Don't let opportunities slip through your fingertips during the hassles of growing your company. Create follow-up workflows to take your leads on the next phase of your journey using actions and triggers.

Prepare for Appointments

As your company grows, you might not be able to keep track of all the appointments. Workflows can help you set up reminders and follow-up tasks to make the most out of your time.

Automate Renewal Messages

Enhance customer support and brand perception by sending out renewal reminders to your customers for your subscription services and products.
Workflow Management Frequently Asked Questions (FAQ's):
  • What is a workflow in CRM?
  • What are the benefits of CRM workflow automation?
  • How do workflows work?
  • How do I set up a workflow in EngageBay?
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