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.

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.

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.

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.

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.

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.

I highly recommend the tool. It's an awesome tool for a startup like us.

Garma Gay D.

Technical Helpdesk Support Analyst, Atos

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

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

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

It covers everything a small business sales/marketing team needs.

Gergely Csaba N.

Online Marketing, Chamaileon

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

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

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

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

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

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

I highly recommend the tool. It's an awesome tool for a startup like us.

Garma Gay D.

Technical Helpdesk Support Analyst, Atos

Leonardo W.

Founder, Wolff Consultoria

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?
In CRM, a workflow is a sequence of actions to complete a business task, sale, or process. In essence, workflows lets you focus on what's important by automating repetitive and manual tasks, like scheduling appointments, sending follow-up emails, organizing customer tickets, among others. By automating workflows, you can streamline your marketing, sales, and customer support tasks with ease. For example, you can set up a workflow to:
- Add an 'Important' tag and provide higher lead scores when your contact performs high-value actions.
- Remind your subscribers of upcoming renewal dates.
- Prioritize, assign, and close customer tickets.
So sit back and let workflows do complex and daunting work for you.
What are the benefits of CRM workflow automation?

With CRM workflow automation, you can automate lead capture and connect with them quickly, send them personalized messages, and follow them up at the right time. You can route them to the sales pipeline, add them to drip campaigns, and ensure that you maximize your return with minimal effort. More importantly, you can avoid human errors, delays, and incompetencies by setting up automated CRM workflows.

How do workflows work?

Executing a workflow initiates a sequence of actions based on various controls. Using Yes/No conditions, you can create simple or complex workflows depending on satisfying conditions. For example, using actions and controls, you can add a contact to a specific list if they have successfully completed a call, or reschedule one if they haven't.
How do I set up a workflow in EngageBay?
Create powerful marketing, sales, and service workflows using 'Actions' and 'Controls.'

Both workflows and automation contain the same blocks. However, workflows do not contain triggers and have to be executed manually.
- Create a new workflow and add actions/controls based on your needs using the visual workflow editor
- Once completed, you can select a single contact or even a group of contact, and subject them to a workflow. Execute the workflow under bulk actions.