Average Ratings 108 Ratings

Total
ease
features
design
support

Average Ratings 1 Rating

Total
ease
features
design
support

Description

EngageBay, a simple, affordable and integrated marketing, sales, and service automation platform, comes with free CRM. It was created to help small businesses and startups grow. The marketing automation suite allows you to save time, nurture your audience, and automate repetitive, manual tasks. The free CRM and sales automation allow you to organize all your contacts, track deals, and build your sales pipeline. You can also build lasting customer relationships. Finally, you can provide real-time support to customers with the helpdesk and live chat features. In minutes, track, prioritize, and resolve customer support tickets.

Description

SalesExec automates the complex sales follow-up process for salespeople. SalesExec eliminates the guesswork of who to call and when to call. Your salespeople can work more efficiently with their leads thanks to guided selling and automated prioritization. This will help them win more deals. SalesExec offers efficiency tools such as local presence dialing to reach 60% more sales opportunities and automated text SMS to reach customers at the right moment in their buying journey. SalesExec will also assist your marketing team by intelligently routing and prioritizing all phone calls and web leads. SalesExec makes it easy for your team to handle thousands of leads. This will ensure you get the best ROI from each prospect by enforcing customer follow-up and outreach.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

8x8 No 
Aircall Yes 
Amazon SES Yes 
Cisco Webex No 
DesignTork Yes 
Domo No 
Facebook Yes 
Google Calendar Yes 
Google Contacts Yes 
Google Drive Yes 
Integrately Yes 
Mailchimp Yes 
Pabbly Connect Yes 
Quickwork Yes 
RingCentral RingEX No 
SalesScripter Yes 
Shopify Yes 
Skype No 
Workers by Delos Yes 
ZeroBounce Yes 

Integrations

8x8 Yes 
Aircall No 
Amazon SES No 
Cisco Webex Yes 
DesignTork No 
Domo Yes 
Facebook No 
Google Calendar No 
Google Contacts No 
Google Drive No 
Integrately No 
Mailchimp No 
Pabbly Connect No 
Quickwork No 
RingCentral RingEX Yes 
SalesScripter No 
Shopify No 
Skype Yes 
Workers by Delos No 
ZeroBounce No 

Pricing Details

$10.79/user/month (biennially)
All In One plans starting from $10.79 to $57.59 (paid biennially)
Marketing Bay starts from $9.35 to $35.99 (paid biennially)
Sales Bay starts from $9.35 to $35.99 (paid biennially)
Service Bay is FREE forever
Free Trial Yes 
Free Version Yes 

Pricing Details

$65.00/month/user
The per-user fee includes a dedicated customer success manager: no long-term agreement, month-to-month, and pay-as-you-go. Texting is $.02 per text, and inbound call routing is $.025 per minute.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

EngageBay

Founded

2017

Country

United States

Website

engagebay.com

Vendor Details

Company Name

ClickPoint Software

Founded

2007

Country

United States

Website

hubs.ly/H0KDh-70

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

Email Marketing

A/B Testing Yes 
Artificial Intelligence No 
Auto-Responders Yes 
CAN SPAM Compliance Yes 
Customer Surveys Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Event Triggered Email Yes 
Image Library Yes 
Landing Pages/Web Forms Yes 
Mailing List Management Yes 
Mobile Optimized Emails Yes 
Reporting/Analytics Yes 
Subscriber Management Yes 
Template Management Yes 
WYSIWYG Email Editor Yes 

Help Desk

Alerts / Escalation No 
Automated Routing No 
Community Forums No 
Customizable Branding No 
Document Storage Yes 
Email Integration Yes 
IT Asset Management No 
Incident Management No 
Interaction Tracking No 
Knowledge Base Yes 
Known Issue Management No 
Live Chat Yes 
Multi-Channel Communication No 
Multiple Brands / Products No 
Network Monitoring No 
Real-time Chat Yes 
Self Service Portal No 
Service Level Agreement (SLA) Management Yes 
Ticket Management Yes 

Landing Page

A/B Testing Yes 
Analytics Yes 
Drag & Drop Yes 
Form Creation Yes 
Real Time Editing Yes 
Responsive Yes 
SEO Management Yes 
Templates Yes 

Lead Generation

Contact Discovery Yes 
Contact Import/Export Yes 
Lead Capture Yes 
Lead Database Integration Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Visitor Identification Yes 

Marketing Automation

A/B Testing Yes 
Analytics / ROI Tracking Yes 
Artificial Intelligence No 
Content / Blogging Platform Yes 
Customizable CTAs Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Landing Pages / Web Forms Yes 
Lead Scoring Yes 
Sales Intelligence Yes 
Search Marketing Yes 
Segmentation Yes 
Social Marketing Yes 
Website Visitor Tracking Yes 

Social Media Marketing

Analytics Yes 
Automated Publishing Yes 
Contact Management Yes 
Content Management Yes 
Conversion Tracking Yes 
Customer Targeting No 
Keyword Filtering No 
Multi-Account Management Yes 
Post Scheduling Yes 

Product Features

Call Center

Blended Call Center Yes 
Call Logging Yes 
Call Recording Yes 
Call Scripting Yes 
Campaign Management Yes 
Database No 
Escalation Management No 
IVR / Voice Recognition Yes 
Inbound Call Center Yes 
Manual Dialer Yes 
Outbound Call Center Yes 
Predictive Dialer No 
Progressive Dialer Yes 
Queue Management Yes 
Real-time Chat Yes 
Reporting/Analytics Yes 

Campaign Management

Channel Management Yes 
Contact Database Yes 
Email Marketing Yes 
Event Triggered Actions Yes 
Lead Management Yes 
Multi-Campaign Yes 

Dashboard

Annotations Yes 
Data Source Integrations Yes 
Functions / Calculations Yes 
Interactive Yes 
KPIs Yes 
OLAP Yes 
Private Dashboards Yes 
Public Dashboards Yes 
Scorecards Yes 
Themes Yes 
Visual Analytics Yes 
Widgets Yes 

Email Marketing

A/B Testing No 
Artificial Intelligence No 
Auto-Responders No 
CAN SPAM Compliance Yes 
Customer Surveys No 
Drip Campaigns No 
Dynamic Content No 
Event Triggered Email Yes 
Image Library No 
Landing Pages/Web Forms No 
Mailing List Management No 
Mobile Optimized Emails No 
Reporting/Analytics Yes 
Subscriber Management Yes 
Template Management Yes 
WYSIWYG Email Editor Yes 

Inside Sales

Auto-Dialing Yes 
Call List Management Yes 
Call Recording Yes 
Campaign Management Yes 
Dashboard Yes 
Data Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Scoring Yes 
Performance Management Yes 

IVR

Call Center Yes 
Call Logging Yes 
Call Recording Yes 
Call Routing Yes 
Multiple Scripts Yes 
Phone Key Input Yes 
Survey Management No 
Text to Speech No 
Voice Customization Yes 
Voice Mail No 

Lead Capture

Business Card / Badge Scanning No 
Dashboard Yes 
Data Extraction Yes 
Lead Distribution Yes 
Lead Notifications Yes 
Lead Nurturing Yes 
Lead Qualification Yes 
Lead Scoring Yes 
Online Forms No 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking Yes 

Lead Nurturing

A/B Testing No 
Campaign Management Yes 
Drip Campaigns Yes 
Lead Capture Yes 
Lead Notifications Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Performance Metrics Yes 
Personalization Yes 
Pipeline Management Yes 

Mobility

App Management Yes 
Barcode Scanning Yes 
Compliance Management Yes 
Content Management Yes 
Data Collection Yes 
Data Management Yes 
File Management Yes 
Forms Automation Yes 
Mobile Messaging Yes 
Remote Access Yes 
Remote Systems Monitoring Yes 

Sales Acceleration

CPQ No 
Campaign Management No 
Dialer No 
Email Sequencing No 
Email Templates No 
Email Tracking No 
List Building No 
Meeting Scheduler No 
Predictive Analytics No 
Reporting No 
Sales Gamification No 
Sales Intelligence No 
Sales Workflow Management No 

Sales Enablement

Collaboration No 
Contact Management Yes 
Content Management No 
Document Management Yes 
Goals / Quota Management No 
Lead Management Yes 
Meeting Management No 
Performance Management No 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

Sales Engagement

CRM Integration Yes 
Call Scripts / Call Steps Yes 
Email Sequences Yes 
Email Tracking / Automation Yes 
Lead Management Yes 
Reporting / Analytics Yes 
Sales / Voice Dialer Yes 
Sales Automation Yes 
Search Yes 
Task Management Yes 
Templates Yes 
Workflow Management Yes 

SMS Marketing

2-Way Messaging Yes 
Artificial Intelligence No 
Contact Management Yes 
MMS No 
Mass Texting Yes 
Message Personalization Yes 
Mobile Coupons No 
Mobile Keywords No 
Polls / Voting No 
Reporting/Analytics No 
Scheduled Messaging Yes 
Shortcodes No 
Text-to-Win No 

Telephony

Auto-Dialer Yes 
Call Center Management Yes 
Call Monitoring Yes 
Contact Management Yes 
IVR / Voice Recognition Yes 
Inbound Reporting Yes 
Outbound Reporting Yes 
Predictive Dialer No 
Telemarketing Management Yes 
VoIP Yes 
Voice & Data Integration Yes 

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