EngageBay Review | Canadian Mortgage Professional

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Email campaigns can be built from scratch using the drag-and-drop interface or using the range of pre-designed email templates. To create a branded message for engaging new or existing clients, you can add custom text, layout, images, share buttons—and more—to email marketing templates.

EngageBay can also facilitate client segmentation, which is defined by conditional metrics like location, age, purchase history, and type of customer. This feature allows you to target specific subsets of users.

By defining funnels and workflows, EngageBay’s marketing campaigns can be automated. It also allows you to set up triggers based on customer actions.

If you want to capture leads, you can create custom web forms and add them to company websites, as well as create landing pages to optimize clicks and conversions.

EngageBay review: in-built CRM

To enable users to organize their company contacts, track pipelines, and manage relationships, EngageBay offers an in-built CRM. Contacts and leads can be seamlessly guided through the sales pipeline using a single platform, with both sales and marketing teams working within EngageBay.

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