Insightly CRM vs EngageBay

Choose the flexible CRM for fast-growing companies. Insightly Customer Relationship Management (CRM) and project management is a modern, cloud-based platform built for scaling businesses. Growing teams rely on Insightly to manage customer relationships, leads, sales opportunities, marketing campaigns, and projects in one unified system. Automatically score leads, send timely follow-up, and track every stage of your pipeline with confidence. The Insightly platform is flexible, customizable, and accessible via web browser and mobile app, helping teams stay productive and turn more leads into sales.

EngageBay is an integrated marketing, sales & service CRM with free live chat making it a holistic, full-featured business solution for startups and growing businesses. EngageBay offers the following: Marketing Bay - Marketing Automation Software: Automate marketing and sales tasks and various visual workflows to generate leads and close deals. - Email Marketing: Grow your business with powerful email marketing. - Email Sequences: Turn your warm leads into paying customers by following up regularly with email sequences. Setup rules to send periodic emails to customers and our system will do the rest. - Landing Pages: Build beautiful converting landing pages using a simple drag and drop visual designer to convert leads. - Web Forms/Popups: Create appealing web popup forms using the simple web form builder to capture leads and engage with visitors. Show the right message to the right customer at the right time and capture leads. - SMS Marketing: Grow your business with powerful SMS marketing integrated with the rest of the marketing suite. Sales CRM Bay - 360 Degree Customer View: See all meaningful information about a contact aggregated into one, easy to read location. - Free Appointment Scheduling Software: Schedule appointments faster with your prospects by publishing your calendar online. Eliminate unwanted manual processes and delays. - Contact Management Software: Store all your contacts in one place. Stay organized and close more sales. - Free Sales CRM: Organize email contacts, track deals & the sales pipeline, grow sales, and build meaningful customer relationships. - CRM Database: Attract customers, execute marketing and sales campaigns and generate sales with the CRM database. Service Bay - Free Live Chat Software: Deliver personalized, one-on-one support to every customer to make them feel special. - Macros: When responding to similar queries repeatedly, use support macro shortcuts to save time. - Service Level Agreements (SLA): Ensure the team meets the expected SLAs for superior customer experience. - Views: Organize your tickets by grouping them into lists based on different criteria. - Tickets: With complete visibility into your support tickets, track, prioritize, and solve customer issues in minutes.