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Client Testimonials

Do It All With EngageBay

Stop paying thousands of dollars to dozens of marketing, sales, and support software. Experience the world's most affordable, unified software. EngageBay's all-in-one CRM software is the most comprehensive solution for your business.

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All-In-One CRM software

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Video Testimonial from Martine: His Journey with EngageBay

Martine, who had no success with other CRM platforms, made the switch to EngageBay and never looked back. In this video testimonial, Martine shares his story of how EngageBay helped him go from selling products to selling a service and scaling his business.

CRM Resources

what is crm

What Is CRM?

CRM (Customer Relationship Management), in its simplest form, is a strategy to build and improve lead and customer relationships. This makes your customer-facing business efficient.

crm offer

What does CRM offer to Marketing, Sales, and Customer Service teams?

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

crm benefits

Benefits of having a CRM System - Is CRM really necessary?

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

myth about crm

Dispelling the Myth About CRM

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

crm stratagy

How to Create a Successful CRM Strategy?

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

CRM Usecases

CRM Usecases

CRM is one of the strategic investments in your business. It’s useful to every company of any size in every industry. But what specific benefits does it bring to your business and to your industry? We will have a look at them in this section.

features of a crm

Features of a CRM

CRM has a lot of features. But you will find a set of common features in every CRM system on the market. Let’s explore the features contact management, project management, telephony, appointment scheduling, etc.,

select crm software

How to Select a CRM Software?

All roads to profitable revenue and sales pass through a robust, future-ready CRM. After seeing all the benefits and applications, it’s time to select a CRM that’s going to be a major part of the success of your business.

cloud crm

Cloud CRM vs In-house CRM

Cloud CRM is a web-based software where all the code resides on the “cloud”. Here, ‘cloud’ is simply an umbrella term. It means the software doesn’t need to be installed on your company's network computers.

Coming Soon

Coming Soon

Coming Soon

CRM Blog Articles

crm functionality

CRM Functionality: 12 CRM Features That Fuel Growth Hacking

CRM is CRM, right? You use it to keep track of leads and prospects. What else could CRM software do for you as a business owner? Well, quite a lot!

crm automation functions

7 CRM Automation Functions to Generate More Revenue

Sales teams have long known the value of customer relationship management (CRM) systems for more efficient and effective sales operations.

personal crm

Personal CRM: The Definition, Guide, and Best Tools

Your professional and personal life usually have a pretty clear line drawn between them. Yet sometimes, the tools you use in your professional life, such as a day planner and address book, could benefit you personally or even vice-versa.

best crm for startups

The 5 Best CRM for Startups (Pricing, Features)

Every day, more and more startups are popping up all over the world. It’s a great time to be an entrepreneur because there is so much opportunity for growth in this industry.

small business crm

9 Stats That Prove You Need a Small Business CRM Software

Right now, you’re managing your customers the good, old-fashioned way. You communicate via phone and email and make notes on who needs a follow-up.

crm process

CRM Process: Everything You Need to Know (Implementation, Benefits)

What do you think a business needs the most to sustain and grow? Great products are a must, but did you know that over 86% of consumers would happily pay a brand more for a richer customer experience?

easy to use crm

8 Reasons Why Every Small Business Needs an Easy-to-Use CRM Software

If you’re like most small business owners, you’re always looking for ways to make your life easier. And if you’re not using a simple, easy-to-use CRM software, then you’re definitely missing out.

crm for b2b

CRM for B2B: How to Make Your Business More Profitable

If you’re a business owner, chances are you’ve been hearing more and more about CRM. But what is it? And why should your business care?

crm automation

What Is CRM Automation? Learn the Basics Here (Guide Blog)

Every company has only 24 hours in a day, from new startups to Fortune 500s. You have to use that time wisely, which is why so many businesses turn to workflow automation.

crm stratagy

6 Steps to Create Your CRM Strategy (+How to Track It)

Whether you run a small or mid-sized business, there’s a set of people you must please — your customers. Bad customer experiences can sink a brand regardless of its size and revenue.

operational crm

Operational CRM: A Complete Guide (+7 Best Operational CRM Software)

All businesses need a variety of tools and strategies to scale sustainably. You need analytics to comb through your data and derive insightful metrics. Your teams should also be able to collaborate effectively.

crm database

CRM Database: Overview, Structure, Strategies & Maintenance Tips

A CRM database is an organizational system that stores information about customers to offer better service and increase sales. CRM stands for Customer Relationship Management.

crm experience

CRM Experience in Resume: The Only Guide You’ll Ever Need

Having a valuable CRM experience in your resume is like the chicken and egg dilemma. You can’t gain solid CRM experience without working and you can’t land many CRM-related jobs without basic experience of how CRMs work.

best crm tools

6 Best CRM Tools For Small Businesses

You can still remember the first days your small business was in operation. Those were scary times, wondering if you’d bring in enough revenue to stay afloat. Since then, months have passed, and your business is beginning to get its first real taste of success and growth.

sales crm tools

9 Best Sales CRM Tools for Tracking Lots of Leads

Are you a small business owner or an emerging startup founder looking for effective ways to track lots of leads? Studies have shown that sales CRM tools have helped businesses increase their sales by 29%, sales productivity by 34%, and sales forecast predictions by 42%.

customer profile

Customer Profile: How to Create One Using CRM Software

As a business owner, have you ever wondered about your ideal customer profiles? What does your ideal customer look like? Your potential customers come in all shapes and sizes, with a varied history of responsiveness, receptivity, engagement, and buying behavior.

CRM Software FAQs (Frequently Asked Questions)

As a small business, you might think there’s no room in the budget for customer relationship management software. Many CRM tools are more affordable than you might have thought, such as our CRM through EngageBay. It’s always free to customers, even if you don’t use our other services.

It’s very important for small businesses to prioritize CRM. This way, before your business grows, you’ll have a solid grasp on how to manage your customers. By importing all your customers into one list, you can see who’s who, sort and filter them for targeted campaigns, and even do lead scoring.

With a cloud-based CRM software, you can also make your customer service more efficient as you answer customer queries faster. This improves the satisfaction of your customers and bolsters your company’s reputation in the process.

Also, you can use CRM to shape your sales and marketing techniques. Very importantly, your software acts as a revenue tracker, reviewing the sources of income your campaigns generate as well as how much. Every last cent matters to a small business, so seeing what comes in lets you plan better for your financial future.

As a busy business owner, time is at a premium. Luckily, a easy-to-use and simple CRM system can put a lot more free time on your schedule.

For one, you can sync your company’s email to your CRM software. This lets you spearhead your email marketing in new and interesting ways. As an example, you can now automate welcome emails, follow-ups, pre-order reminders, abandoned cart emails, and countless other crucial messages.

With mobile CRM, there’s no need for your coworkers to be tethered to their computers around the clock to get things done. If these staff members have to travel, meet with clients, or leave the office for any other reason, they can still stay up to date on what’s going on with the company.

The analytics your CRM software provides can also be a big help. You can use this handy data to make more accurate predictions about which tactics and campaigns will leave the biggest mark the next time. This saves you major time and money since you can immediately discard methods you’re sure won’t work.

Through implementing sales CRM, your sales team can majorly benefit. Automation through the software means your team can stop wasting time on menial admin tasks that take away from finding new leads and closing deals.

Through lead scoring, contact list segmentation, and related methods, it’s possible to understand your prospects and customers better. You can then make customer avatars or profiles that act as a blueprint to rely on when selling.

Syncing such data as emails, document templates, and calendars lets the whole sales team stay abreast of what’s going on at the office, even if they’re not all in the same place. This way, no two sales team members try erroneously selling to the same person.

Through CRM, your sales team can generate weekly reports revealing sales statistics. If you have a superstar seller, they can continue gaining momentum. Others who maybe didn’t have the best week can make changes using the above data to streamline and improve their selling process.

Sales are critical for a small business, as failing to get enough could mean shuttering your doors (even if those doors are only digital). Through your CRM, you can set up several revenue streams that can increase your sales. Let’s talk about a few of these now:

  • Referrals: A referral network can keep adding more and more business on your plate, thus increasing revenue. An automated series of emails that encourages your customers to refer your company to others can be all you need to get the referral ball rolling.
  • Suggestion selling: If your customer just bought a camera, can you also sell them a carrying bag or a charging cable? Through cross-selling and upselling, the additional products your company carries can net you more money beyond that initial sale.
  • Long-term relationship-building: By using CRM to nurture and engage with your audience, you maintain their trust and interest. This keeps them buying from you again and again, boosting your sales.

CRM has proven crucial to salespeople, but what about marketing CRM? It’s just as necessary. Those same customer profiles or avatars your sales team uses to make more targeted sales can also help your marketing team. They can review a customer’s interests, pain points, and needs and then create a targeted campaign that seems tailor-made just for the customer.

Also, your marketing team, should they get to leads before your sales professionals do, can segment and filter these leads. The raw leads then get sorted into categories like prospects and even marketing-qualified leads. Once a lead reaches that point, they’ve shown a certain receptivity to the efforts of the marketing team.

The marketers could then send this lead along to the sales team. Since they’re more willing to take advantage of a sales offer, these qualified leads can increase sales. It’s a win-win for the entire company.

A customer service team plays a very important role for a business of any size. Online CRM tools can make the lives of this sales team easier as they can do their job even more efficiently. It is called customer relationship management software for a reason, after all.

For one, your customer service reps can manage their customers with ease, relying on email templates, automation, and even chatbots to provide customers with the immediate answers they want. It also becomes possible to manage every last customer with CRM so no one falls through the cracks. This maintains your company’s customer base and keeps them happy, too.

From email to chat, phone, and more, your customer service team has plenty of options for staying in touch with customers, maybe more so than ever before.

You’ve decided a CRM is best for your small business. The challenge now is selecting the right one. How do you go about doing this? Keep the following factors in mind:

  • Features: Reading to this point has made you realize you need a slew of features for your own CRM software. Once you identify those key features, don’t renege on them as you browse through all your CRM options. You want to keep shopping around until you find a tool that has everything you need. If you don’t, then you’ll have to turn around and drop more money for extra software to fill in the gaps.
  • Pricing: You also don’t want to spend an arm and a leg on your CRM. As a small business, you can’t afford to. While CRM can be expensive, it isn’t always. You do want to think of this as an investment, though, one that can pay back what you spend in spades.
  • Customer support: Should you have a question about how the software works, how long will it take you to get a response? The CRM’s customer support team should be fast and answer customer queries in a reasonable time. Even if you happen to know your CRM inside and out, glitches, crashes, and other technical issues can interrupt your workflow. Your CRM’s customer support team should be able to pinpoint and resolve the problem right away.
  • Scalability: Your company may be small now, but it won’t always be. When you grow, can your CRM grow with you? How difficult is it to onboard new employees? How many accounts can you have before you’re charged more money? Keep all that in mind as you choose your CRM for your SaaS company.

If you’re still looking for a CRM for your small business, we recommend EngageBay. Our CRM is free to use, making it convenient for small businesses to get started with us today. When you sign up for an EngageBay account, you can take advantage of our sales CRM as well. Through this feature, you can manage contacts, score them, and even create your own custom filters.

You also can manage your active and past campaigns, make and use templates, and create and edit landing pages and forms. It’s very simple to toggle between sales and marketing campaigns as well, keeping both teams working together seamlessly.

Other features include:

  • Fully featured mobile crm to help you on the go.
  • Customer reports based on the criteria and metrics that matter most to you and your company.
  • Sales gamification, including sales team leaderboards.
  • Automation through contacts, email marketing, newsletters, sales, and so much more.
  • CRM calling, such as auto-dialing and call broadcasting to as many or as few contacts as you want.
  • Scheduling appointments, which are all done automatically so your sales team can stay focused.

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