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Why EngageBay CRM the best choice for small businesses

Superior account management

To scale their business and grow revenue, B2B companies depend quite a bit on cross-selling and upselling. EngageBay's account management functionalities help you build the business on your existing account relationships. Get a holistic view of an individual account including contacts and open and closed deals. Possibly the largest benefit to B2Bs is centralized communications at a single location. In a single view, you can see phone, email and chat conversations with related contacts. This may be used to personalize your cross-sell and upsell strategy.

Real-time on-site and in-app tracking

Recent statistics show that 57% of the buying decisions of B2B buyers are made even before they have spoken to a sales agent. Get your sales agents to know your prospects thoroughly and understand where they are in the buyer journey. View the EngageBay activity timeline to get deeply actionable insights on a lead or contact. With our feature-loaded B2B sales CRM, you get a real-time view of pages visited and buyer activities on your website. Moreover, thanks to the EngageBay app, you can also track in-app user activity for your products. Use these meaningful insights for better customer communication.

Intuitive Workflows

Enhancing productivity and saving time by automating routine tasks for B2B organizations is done via workflows. Now, you can reach out to our prospects, nurture them and close sales, all in a seamless manner with EngageBay's intelligent workflows. Create tasks, update customer data, send emails automatically, based on your preferred conditions. Moreover, triggering webhooks to send notifications to third-party applications is also possible. Use time-triggered workflows to perform daily, weekly or monthly actions. Optimize your sales team's time, organize and manage better with automation in your B2B CRM.

Seamless Integrations

With EngageBay's free CRM for B2B, you can now directly connect to your business apps from the CRM. Moreover, a large suite of integrations make work all the more fun. As a B2B business, you can collate customer information from multiple applications, and increase business productivity and efficiency by keeping track of customer interactions in the sales CRM. With EngageBay's fully-integrated B2B CRM solution, streamline your business and grow your B2B sales.

Managing all projects

Create projects pertaining to deals, cases or even customers themselves. Slice and dice them down into tasks and subtasks that may be assigned to users. Moreover, make a note of the tracked time spent working on subtasks, and directly merge them into invoices for customer billing.

Get a holistic 360° customer view

In the EngageBay B2B CRM, all information related to a single lead/ customer is captured in a single location/screen. So whether it is their demographic details, their communication (chat, email, etc.) with you, or any notes, tasks, appointments, etc. that are related to them, it is all available at a single place. SO with this focused centralization of information, it gets extremely easy to make calculated and insightful decisions.

Identify hot leads

Identifying sales-ready leads can help relatively small teams optimize their time and efforts judiciously. Once your leads and scored, your sales team can save time and enhance productivity and efficiency. EngageBay B2B CRM offers free lead scoring to help you qualify leads in the sales funnel, and stay right on top of the game.

Excellent task management

EngageBay B2B CRM Tasks keep you alert and updated by giving you timely reminders to manage all of your deals, activities, and follow-ups. EngageBay CRM allows you to manage and track your tasks and appointments effortlessly to help you stay organized and enhance your productivity.

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Client Testimonials

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B2B CRM Blog Posts



Customer relationship management or CRM software provides insights into your customers that let you market to them effectively. You can also use this software to strengthen the preexisting relationship with said customers.



As a salesperson, there are few feelings more exciting than closing the deal and making that sale. Not only do you put more money in your pocket (or the pocket of your company), but you could bring in a new buying customer in the process.

inbound marketing basics


In using customer relationship management or CRM software, you feel like you have a fairly good grasp on the satisfaction and buying behaviors of your customers. You may even decide to augment your CRM software with social CRM, also known as SCRM. Like SCRM, there’s a way to make your current CRM software even better and more rewarding for your company. That is through implementing the tool(s) that you get with a customer lifecycle management or CLM system.

Personalized Marketing And Automation



Now that we’re almost halfway through 2021, what is your company doing to meet its B2B sales goals? The midpoint of the year is the perfect time to sit down and analyze your sales techniques.

Marketing Automation Mistakes


Hey! Are you curious to understand the complexity of the terms CRM and CRM metrics? Are you eager to know the most important CRM metrics for the success of your organization?

B2B CRM Frequently Asked Questions (FAQ's)

B2B, also referred to as business-to-business, refers to businesses that sell products or services mainly to other businesses, instead of end consumers (this is known as B2C, or business-to-consumer). However, irrespective of whether your customer is another business or an individual, you need to deliver excellent customer service. Since B2B transactions have a larger price value compared to B2C ones, it is required for B2B to improve the customer experience by focusing on customer-focused sales strategies. From lead generation to an understanding of the complete buyer journey, a B2B CRM system helps maintain a reliable business database, streamline activities and focus on customer relationships.

There are a few basic qualities to look for, in a B2B CRM:
  • It should be customizable to your business:

    It should be able to mould to fit your unique business needs/process, it is important that it scales with your business. A one size CRM does not fit all, where B2B is concerned.

  • Automations:

    It should have intelligent automations that are prepared to execute actions automatically, according to pre-set conditions based on customer values and behavior.

  • Integration with business apps:

    You should look for a CRM that seamlessly integrates with your business apps in order for you to improve productivity by having all your apps work together in one place.

Both B2B as well as B2C CRM have their benefits. Importantly, a CRM solution helps to organize, store and retrieve information in an effortless manner. Many B2B companies struggle with this challenge since they have a few customers to handle, unlike the large volumes of B2C customers. However, it is important to note that in B2B businesses, these few customers are the contributors to their entire turnover, in terms of both volume and value. Hence, it would be careless to ignore every action of these buyers, including their browsing and buying habits. This information will help you to take more meaningful business decisions. On the contrary, complacence and carelessness may prompt even a single customer to walk out and start buying from the competition, the dent in your sales and revenue would be irreparable.

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