+ Powerful Software
+ Affordable all-in-one platform
+ Free CRM & Service Bay
- Limited amount of integrations
- Can be a bit overwhelming to implement all at once
EngageBay offers an unlimited, free-forever CRM platform that improves sales efficiency, keeps your team motivated and automates non-core tasks to save time. Focus on the most promising leads while giving your team the tools they need to seal the deal with EngageBay.
The CRM platform is trusted by over 15,000 customers, and the company offers free onboarding sessions to users.
EngageBay provides a suite of CRM tools and features, including three crucial ones:
EngageBay makes it easy to automate tasks and appointment scheduling directly through their CRM platform. Create and add tasks automatically whenever a new lead is assigned to a sales rep. Sales agents can also publish their personal and team calendars, so prospects can automatically schedule appointments.
EngageBay’s CRM automatically manages individual and team calendars to prevent overbooking and eliminate manual entries. This allows sales reps to focus on other more important tasks.
With EngageBay CRM, appointment scheduling is a breeze and done automatically without having to leave the CRM.
EngageBay allows you to create custom sales and CRM reports, so you can measure any and every metric you want. Use data to make informed decisions and analyze key metrics.
With EngageBay’s Custom Reports, you can:
Custom Reports allow you to keep tabs on your team’s performance and your current strategy, so you can tweak your processes as necessary to boost conversions and revenue. At the same time, you can monitor your growth and gain insight into your performance.
EngageBay’s CRM features an Employee Engagement function that motivates and engages your team through challenges, leaderboards and recognition for achievements.
EngageBay gamifies the sales process to give sales teams that extra push to accomplish goals.
Sales gamification can be a powerful tool to motivate your sales team and close more deals. EngageBay can help gamify your sales process to boost productivity, increase conversions and encourage teamwork.
EngageBay’s free CRM offers a robust set of features to help streamline sales and improve the efficiency of your team. The CRM platform is free to use, and received the Expert’s Choice award in 2019 from FinancesOnline. From nurturing leads to automated appointment scheduling and generating reports, EngageBay’s CRM provides support through every stage of the sales funnel.