EngageBay All-in-One Suite Features
Platform (21)
Customization
Based on 179 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
Workflow Capability
Based on 180 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.
User, Role, and Access Management
Based on 184 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization
Based on 155 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies.
Sandbox / Test Environments
Based on 146 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.
Document & Content Mgmt.
Based on 147 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.
Performance and Reliability
Based on 172 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Output Document Generation
Based on 154 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
Customization
Based on 120 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. System provides sufficient customization to meet business requirements
Workflow Capability
Based on 111 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.
User, Role, and Access Management
Based on 119 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization
Based on 91 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies.
Sandbox / Test Environments
Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. This feature was mentioned in 89 EngageBay All-in-One Suite reviews.
Performance and Reliability
Based on 105 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Output Document Generation
As reported in 87 EngageBay All-in-One Suite reviews. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
Mobile User Support
Allows software to be easily used on multiple mobile devices include phone and tablet devices. 49 reviewers of EngageBay All-in-One Suite have provided feedback on this feature.
Customization
Based on 53 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Allows users to customize chat colors, text, logos, and branding.
User, Role, and Access Management
Based on 54 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Integration
Based on 47 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Integrates with other customer service software to improve support and enhance functionality
Reporting
Based on 52 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Provides analytics tools that reveal important business metrics and track progress
Dashboards
Based on 57 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Displays important metrics relating to performance
Sales Force Automation (9)
Contact & Account Management
Based on 183 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.
Partner Relationship Mgmt. (PRM)
As reported in 157 EngageBay All-in-One Suite reviews. Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information
Opportunity & Pipeline Mgmt.
Based on 179 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.
Task / Activity Management
Based on 184 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.
Territory & Quota Management
Based on 149 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.
Desktop Integration
Based on 168 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.
Product & Price List Management
Based on 147 EngageBay All-in-One Suite reviews. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.
Quote & Order Management
Based on 142 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.
Customer Contract Management
As reported in 156 EngageBay All-in-One Suite reviews. Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.
Marketing Automation (4)
Email Marketing
Based on 188 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.
Campaign Management
As reported in 179 EngageBay All-in-One Suite reviews. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.
Lead Management
Based on 179 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.
Marketing ROI Analytics
Based on 163 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Enables analysis of effectiveness of an organizations various marketing activities
Customer Support (5)
Case Management
Based on 162 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Tracks issues/help requests reported by customers through the resolution process.
Customer Support Portal
Based on 158 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base.
Knowledge Base
Based on 160 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.
Call Center Features
Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. 170 reviewers of EngageBay All-in-One Suite have provided feedback on this feature.
Support Analytics
Based on 154 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Enables analysis of customer support activities to optimize customer support professionals, processes and tools.
Integration (6)
Data Import & Export Tools
Based on 160 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
Based on 157 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Breadth of Partner Applications
Based on 146 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.
Data Import & Export Tools
Based on 109 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
Based on 101 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Breadth of Partner Applications
Based on 95 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.
Mobile & Social (3)
Social Collaboration Features
Based on 160 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone
Social Network Integration
Based on 173 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.
Mobile User Support
As reported in 152 EngageBay All-in-One Suite reviews. Allows software to be easily used on multiple mobile devices include phone and tablet devices.
Reporting & Analytics (8)
Reporting
Based on 175 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.
Dashboards
Based on 179 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance
Forecasting
Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. 150 reviewers of EngageBay All-in-One Suite have provided feedback on this feature.
Basic Reporting
Based on 167 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards to measure leads by source/campaign/month, email performance, landing page performance, and web and social activity. Create report subscriptions that can automatically send updates to your team and executives.
Web Analytics
Based on 153 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Track which pages prospects and customers visit and how often they come back. Capture the history in database for lead scoring and sales intelligence. Use anonymous company look-up to identify anonymous visitors. Send alerts to sales reps of which of their prospects and customers web activity.
ROI Analytics
Measure leads, prospects generated, pipeline, revenue, investment, and ROI by marketing channel or program. The result is that you can see which marketing investments are generating the greatest return and get visibility into how marketing budget should be allocated going forward. This feature was mentioned in 130 EngageBay All-in-One Suite reviews.
Revenue Analytics
Based on 124 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Analyze how leads flow through the funnel by measuring stage to stage conversion rates and velocity. Allocate pipeline and revenue credit among all the marketing activities that have successfully touched an opportunity as it moves through the pipeline.
SEO / Keyword Analytics
As reported in 111 EngageBay All-in-One Suite reviews. Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors.
Email Marketing (4)
Building and Personalizing Emails
Based on 171 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Create and design emails with an editor; manage templates; personalize dynamically
Sending Outbound Emails
Based on 153 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Create targeted lists, schedule and manage bulk email sending.
Manage Email Deliverability
Based on 153 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring.
Automated Email Responses
Based on 161 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Set up automated nurturing emails based on events, online activities, and lead scores
Online Marketing (5)
Landing Pages and Forms
Based on 156 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Build customized landing pages and lead capture forms for specific marketing campaigns to maximize conversion and to capture the right qualifying information.
Dynamic Content
Based on 146 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects.
A/B Testing
Based on 133 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion.
Mobile Optimized
Based on 158 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Support mobile-optimized emails, online forms, and landing pages.
Search Tracking and Optimization
As reported in 133 EngageBay All-in-One Suite reviews. Track performance of keywords and links in major search engines. Measure search rankings and performance. Improve page-level SEO with tools to diagnose and improve page performance. Integrate with Google AdWords.
Lead Management (8)
Marketing Lead Database
Based on 153 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. A marketing lead database is the system of record for your most important marketing asset: your leads and contacts. Includes a view of all marketing interactions between each prospect and your company, including website visits, email clicks, scoring changes, and data updates/history.
Data Quality Management
Based on 136 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Data quality consists of deduplication, cleansing, and appending your marketing database.
Segmentation
Based on 145 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Segment your database and build list of target leads and contacts. Filter on demographic and company attributes (title, company size, location) as well as behavioral filters and CRM information.
Lead Scoring and Grading
Based on 136 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Automatically qualify and score leads based on demographics as well as prospect online behaviors, including recency and frequency. Assign your own weights to determine lead scores for prioritization.
Lead Nurturing
Based on 146 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps.
Online Behavior Tracking
Track which emails a prospect opens and clicks, what web-pages they visit, what keywords they use, even what they say on social networks. 137 reviewers of EngageBay All-in-One Suite have provided feedback on this feature.
Automated Alerts and Tasks
Based on 136 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device.
CRM Lead Integration
Based on 146 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Sync lead, contact, account, and opportunity information with your CRM system.
Campaign Management (4)
Program Management
Based on 132 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Manage marketing campaigns and programs across multiple channels, including online ads, video campaigns, mobile, virtual events, and social media. Create and optimize program assets such as landing pages, emails, campaigns, and lists. Track program objectives, results, and costs to assess the program ROI.
Event / Webinar Marketing
Streamline the entire event process, including personalized invitations, registration, reminders, and post-event follow-up. Integrate with online meeting tools like WebEx, Adobe Connect, GoToWebinar. This feature was mentioned in 135 EngageBay All-in-One Suite reviews.
Calendaring
Based on 144 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR.
Budgeting
As reported in 117 EngageBay All-in-One Suite reviews. Manage all aspects of marketing investments, including assigning top-down budgets to various groups and divisions, planning marketing spending across programs, tracking open-to-spend, ensuring budget compliance, coordinating work-flows and permissions, and reconciling plans with actual invoices.
Social (5)
Social Listening
Based on 121 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Monitor what leads and contacts say on sites such as Facebook, Twitter, YouTube, LinkedIn, blogs, and online communities. Incorporate into your lead and customer DB and use social insights to segment prospects. Trigger campaigns, and update lead scores.
Social Sharing
Based on 126 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions.
Social Campaigns
Based on 127 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets.
Social Media Engagement
Based on 126 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails.
Social Media Advertising
Based on 131 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time
Ticket and Case Management (8)
Ticket Creation User Experience
Based on 45 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. User Experience of creating and submitting a ticket
Ticket Response User Experience
Based on 46 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. User Experience of responding and receiving a response
Workflow
Based on 47 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Route tickets based on values of fields, changes to ticket status and time based conditions
Automated Response
Based on 47 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Respond to common requests with standard reply
SLA Management
Based on 41 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Offers tools for managing and tracking service-level agreements (SLAs)
Attachments/Screencasts
Based on 42 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Documents and files can be attached to the ticket to communicate with customer issues/resolutions
Ticket Collaboration
Based on 42 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Share and collaborate on tickets with multiple customer service representatives
Customer/Contact Database
Based on 48 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Central repository for account and contact information
Communication Channels (5)
Customer Portal
Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents This feature was mentioned in 45 EngageBay All-in-One Suite reviews.
Email to Case
Based on 45 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Ability for customer service agents to communicate via email and email conversations are automatically tracked in ticket
Live Chat Support
Based on 46 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Ability for customer service agents to communicate with customers via live chat to solve problems live
Social Media Integration
Based on 45 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Integration to social networks such as Twitter and Facebook to allow customers and agents to communicate via social networks
Voice
Based on 42 EngageBay All-in-One Suite reviews. Make and receive calls directly in the application. Track and record calls for analysis.
Analytics (5)
Open Rates
As reported in 126 EngageBay All-in-One Suite reviews. Records the rate at which emails are opened.
Link Activity
Records the rate at which links in emails are followed. 121 reviewers of EngageBay All-in-One Suite have provided feedback on this feature.
Attachment Activity
Based on 105 EngageBay All-in-One Suite reviews. Records the rate at which email attachments are opened or downloaded.
Reporting and Analytics
Based on 41 EngageBay All-in-One Suite reviews. Provides reporting and analytics tools to quantify the results of the experiment.
Heatmaps
Provides heatmap functionality to assess what parts of the website visitors are engaging with most. This feature was mentioned in 39 EngageBay All-in-One Suite reviews.
Customizations (5)
Email Platform Integration
Syncs information from other software such as contacts, emails and calls to reduce manual data entry. This feature was mentioned in 115 EngageBay All-in-One Suite reviews.
Email Scheduling
As reported in 124 EngageBay All-in-One Suite reviews. Allows administrators to schedule out emails in advance.
Notifications
Reminds administrators to follow-up on emails based on pre-set reminders. This feature was mentioned in 121 EngageBay All-in-One Suite reviews.
Email Categorization
As reported in 111 EngageBay All-in-One Suite reviews. Allows for the categorization of emails.
Templates
As reported in 128 EngageBay All-in-One Suite reviews. Allows for the creation of templates for frequently-sent emails.
Page Customization (4)
Drag and Drop
Based on 62 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Allows users to drag and drop items and content to customize their site's look.
Templates
Based on 63 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Provides ready-made templates for simplified landing page creation.
Advanced Customization
Based on 61 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Allows users to edit a page's HTML or CSS code, or add custom code.
Content Library
Based on 61 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Allows users to upload and manage content such as photos, videos, and audio.
Page Optimization (4)
A/B Testing
Based on 58 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Enables users to test changes to a page by administering the change to a portion of visitors and measuring conversion.
Mobile Responsive
Based on 62 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Creates mobile responsive pages for optimized viewing on mobile devices.
Web Analytics
Based on 57 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Gives users insight into unique pageviews, conversions, visitor location and device type, etc.
SEO
Based on 56 EngageBay All-in-One Suite reviews. Optimizes content to increase search engine result rankings.
Integrations (3)
E-Commerce Integration
Based on 51 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Integrates with e-commerce platforms.
Email Marketing Integration
Based on 57 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Integrates with email marketing providers to share captured lead data.
Domain Integration
Based on 60 EngageBay All-in-One Suite reviews and verified by the G2 Product R&D team. Allows companies to connect landing pages to their existing domain.
Customization (4)
Custom Fields
Based on 56 EngageBay All-in-One Suite reviews. Allows users to add custom fields to forms that aren't already on the templates
Conditional Logic
Enables forms to hide or show certain fields based on respondents' answers 58 reviewers of EngageBay All-in-One Suite have provided feedback on this feature.
Multi-page Forms
Allows users to create forms with more than one page This feature was mentioned in 53 EngageBay All-in-One Suite reviews.
Design
Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.) 60 reviewers of EngageBay All-in-One Suite have provided feedback on this feature.
Additional Functionality (5)
Embedded Forms
As reported in 60 EngageBay All-in-One Suite reviews. Enables forms to be embedded onto a website without having to create code from scratch
Offline Capability
Can used without an internet connection This feature was mentioned in 49 EngageBay All-in-One Suite reviews.
Notifications
Sends notifications when a completed form is recieved This feature was mentioned in 57 EngageBay All-in-One Suite reviews.
Payments
Contains integrations with payment processors, enabling users to accept payments through forms This feature was mentioned in 50 EngageBay All-in-One Suite reviews.
Mobile Forms
Allows users to build, distribute and access forms from a mobile device 61 reviewers of EngageBay All-in-One Suite have provided feedback on this feature.
Experimental Design (3)
Multivariate testing capacities
Based on 39 EngageBay All-in-One Suite reviews. Allows for the testing of multiple variables at a time during a single test.
Concurrent Testing
As reported in 37 EngageBay All-in-One Suite reviews. Allows multiple experiments to be deployed simultaneously.
Mobile Testing
Allows mobile web pages to be tested during A/B experiments. This feature was mentioned in 37 EngageBay All-in-One Suite reviews.
Computing (3)
WYSIWYG
What You See is What You Get (WYSIWYG) features allow the editing of web pages without HTML. This means you can directly edit pages with images and text without any coding. 38 reviewers of EngageBay All-in-One Suite have provided feedback on this feature.
AI/Machine Learning
Uses algorithms and continuous data entry to enable the technology to develop insights and optimize testing. This feature was mentioned in 38 EngageBay All-in-One Suite reviews.
Little to No Coding
Requires little to no knowledge of coding. Usually this means it comes with prewritten code. This feature was mentioned in 41 EngageBay All-in-One Suite reviews.
Generative AI (5)
AI Text Generation
Allows users to generate text based on a text prompt. 110 reviewers of EngageBay All-in-One Suite have provided feedback on this feature.
AI Text Generation
Allows users to generate text based on a text prompt. 31 reviewers of EngageBay All-in-One Suite have provided feedback on this feature.
AI Text Summarization
Condenses long documents or text into a brief summary. 31 reviewers of EngageBay All-in-One Suite have provided feedback on this feature.
AI Text Generation
Allows users to generate text based on a text prompt. This feature was mentioned in 71 EngageBay All-in-One Suite reviews.
AI Text Generation
Based on 39 EngageBay All-in-One Suite reviews. Allows users to generate text based on a text prompt.
Agentic AI - Landing Page Builders (1)
Cross-system Integration
Based on 26 EngageBay All-in-One Suite reviews. Works across multiple software systems or databases
Agentic AI - A/B Testing (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input 27 reviewers of EngageBay All-in-One Suite have provided feedback on this feature.
Cross-system Integration
Based on 27 EngageBay All-in-One Suite reviews. Works across multiple software systems or databases
Adaptive Learning
Based on 27 EngageBay All-in-One Suite reviews. Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting 27 reviewers of EngageBay All-in-One Suite have provided feedback on this feature.
Agentic AI - Help Desk (3)
Autonomous Task Execution
Based on 26 EngageBay All-in-One Suite reviews. Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation This feature was mentioned in 26 EngageBay All-in-One Suite reviews.
Proactive Assistance
As reported in 26 EngageBay All-in-One Suite reviews. Anticipates needs and offers suggestions without prompting
Agentic AI - CRM (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input 31 reviewers of EngageBay All-in-One Suite have provided feedback on this feature.
Multi-step Planning
Ability to break down and plan multi-step processes This feature was mentioned in 31 EngageBay All-in-One Suite reviews.
Cross-system Integration
As reported in 31 EngageBay All-in-One Suite reviews. Works across multiple software systems or databases
Adaptive Learning
As reported in 31 EngageBay All-in-One Suite reviews. Improves performance based on feedback and experience
Natural Language Interaction
As reported in 31 EngageBay All-in-One Suite reviews. Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting This feature was mentioned in 31 EngageBay All-in-One Suite reviews.
Decision Making
Makes informed choices based on available data and objectives This feature was mentioned in 31 EngageBay All-in-One Suite reviews.
Agentic AI - Email Tracking (7)
Autonomous Task Execution
As reported in 30 EngageBay All-in-One Suite reviews. Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes This feature was mentioned in 30 EngageBay All-in-One Suite reviews.
Cross-system Integration
Works across multiple software systems or databases 30 reviewers of EngageBay All-in-One Suite have provided feedback on this feature.
Adaptive Learning
Improves performance based on feedback and experience This feature was mentioned in 30 EngageBay All-in-One Suite reviews.
Natural Language Interaction
Based on 30 EngageBay All-in-One Suite reviews. Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting 30 reviewers of EngageBay All-in-One Suite have provided feedback on this feature.
Decision Making
Based on 30 EngageBay All-in-One Suite reviews. Makes informed choices based on available data and objectives
Agentic AI - Marketing Automation (6)
Autonomous Task Execution
As reported in 30 EngageBay All-in-One Suite reviews. Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes This feature was mentioned in 30 EngageBay All-in-One Suite reviews.
Cross-system Integration
Works across multiple software systems or databases This feature was mentioned in 30 EngageBay All-in-One Suite reviews.
Adaptive Learning
Improves performance based on feedback and experience 30 reviewers of EngageBay All-in-One Suite have provided feedback on this feature.
Proactive Assistance
Anticipates needs and offers suggestions without prompting This feature was mentioned in 30 EngageBay All-in-One Suite reviews.
Decision Making
Based on 30 EngageBay All-in-One Suite reviews. Makes informed choices based on available data and objectives
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Technology Glossary Features
View definitions of the features and discover new technology terms.
Case management refers to the processing of data and procedures for resolving cases. Learn more about case management, its benefits, and its applications.
Program management is a crucial part of all organizations. Learn more about program management, how it differs from project management, the responsibilities of a program manager, and more.
SLA management is the process of ensuring that all the services and procedures of a business align with the service level agreement (SLA). Learn more about why SLA management is essential, the benefits it offers, and which best practices are appropriate for it.




