EngageBay CRM (Customer Relationship Management) helps you organize all your email contacts, track deals and the sales pipeline to grow your sales, and build meaningful customer relationships
Get a complete view of every interaction you ever had with your leads and track every information. Gain deep customer insights to market and sell better. Build stronger customer relationships to convert leads to happy customers.
Organize companies and the key contacts in each organization in one easy place so you can run personalised and targeted marketing campaigns that will convert.
View your deal pipeline visually and track the status of every single deal in one place organized by the stages.
Streamline the sales processes by creating tasks and assigning to the sales team members. Enhance productivity of every sales person by showing the tasks assigned to him so he can better focus and close the deal.
Each sales person can publish his individual calendar or a team calendar so prospects can schedule appointments automatically without intervention. The calendar stays full automatically so one can focus on sales.
Capture every email your team ever exchanged with the customer in one place. This helps everyone on the team to be on same page and also have a record for future reference. Never miss an important communication with the customer and stay organized.
Marketing and Sales teams always remain aligned when they both use the common EngageBay platform. Moving the leads from Marketing to Sales now will be a breeze. No more confusing metrics or complex handoff process. Sales and Marketing teams can work as a single team and win customers like never before. Our free small business crm facilitates better alignment between the Marketing and Sales teams, streamlines processes and improves revenue.Read More
View your deal pipeline visually and track the status of every deal in one place organized by the stages. Move the deal from one stage to another through simple drag and drop operations. Managing deals is now super easy with our free small business crm.Read More
Follow ups play the most vital role in closing a sale. Never lose a follow up ever again through EngageBay. Create easy to do tasks on each lead and track all your to-do tasks in one easy place and be on top of every task. Automate creation of tasks by setting up rules. Receive periodic reminders to never miss a task. Our free CRM system makes task management a breeze.Read More
EngageBay's CRM software stores each and every interaction you had with the customer including calls, emails, meetings, notes and more. This information is presented to you in a timeline fashion so you can get a complete overview of the contact anytime. You will never dig through your inbox, spreadsheets or dozens of other software tools you use. With EngageBay marketing and its integrated small business CRM, you have every detail from the time the lead landed up on your website for the first time to how happy he is as a customer.Read More
Motivate and engage your sales team by using leaderboards and gamification. Create a high-performance culture within your sales team.Read More
EngageBay's Lead Scoring system identifies your most qualified leads, lets you track engagement and know who to follow up with. Now talk to your promising leads and close more deals.Read More
I wanted to recommend EngageBay to all those small businesses out there that are looking to grow their businesses through a marketing and sales automation platform. We've been able to see a great adaption of our agency clients to the EngageBay platform and being able to leverage their digital marketing efforts.