EngageBay's customer support has been very responsive and helped me resolve an implementation issue almost immediately.

This is basically like hubspot but without the expensive price tag. You'll probably get everything you need and more.

Engagebay - an amazing all-in-one CRM you can ever think about.

Really easy yo use, perfect for tacking deals and clients.

The best part of the software that I liked personally is, the way it helps us in creating the landing pages effortlessly and efficiently.

Great ease of use for the creation of campaigns. The workflows allow automating manual activities that speed up your work.

One platform for marketing, sales and support for affordable price with excellent customer service.

Customer service was amazing and the platform was suprisingly so easy to use.

A pleasure to work with, really want to do anything thy can to help you out.

It’s hard to edit email Templates and landing pages.

Since I started using it recently so not very sure about dislikes. So far, I am enjoying it.

We had some special requirements for our custom CRM and the team was very helpful in getting new functions create for us and made sure we were taken care if we had any issues or concerns.

It is amazing to me how feature-rich the platform is at the cost.

Webinar features, landing pages does not support reusable headers and footers, no option to build own templates. Missing Social Software Analytics.

As this software is packed full with features, it can be quite confusing to use it for the first time, and to choose the correct tool that i need to running the project objective that i has planned.

More features and functionality than some of the 'big guys' for a fraction of the cost. It is easy to use and train clients on the system, so that is ALWAYS a huge plus for us.

Engagebay is well suited for our small business which is developing rapidly.

The suite of tools is good and the fact it is integrated with many tools in one was helpful. It did however have issues.

Easy of use, easy of implement, easy of integrate.

It made no sense that they rather lose a customer totally than provide a discount so that to me suggested bad business and support in the future.

It's automation and landing page feature are excellent.

I have tried this and am very happy. It is easy to integrate with apps.

Landing page templates are very limited at the moment.

I love the landing page builder and ability to import a URL and basically create any type of landing page. This makes creating funnels super easy.

I love page builder of Engagebay. It loads super fast and in stable performance based on AWS + CDN Cloudfront.

The product is easy to use and the customer support is great.

The software is great and very much extendable with API and other customization.

Being an all-in-one CRM, it helps me club various activities at one place and engage with them seamlessly.

Very fewer options in templates where we can drag and drop.

Highly efficient and effective software. Great CRM to use for Marketing, Sales and Lead Generation.

Great, customer service fixes problems / questions right away in the chat.

Affordable with Great Features and Outstanding Customer Support.

You know you need Engagebay when you're trying to organise your contacts by tags and have so many you're going mad.

Most important features for my business are the intuitive click-and-create automations, which eliminate the need for a small sales management team.

Pricing is fair for what you get too and I also really like the file repository feature that bigger marketing teams will really appreciate.

CRM system that takes care of all your needs and with the great support from the Engagebay Team. Fast, efficient, effective and easy to manage.

Software is overall nice some features are missing and some on the current ones are limited but overall its very easy to use and hope to see where the software goes to into the future.

Integration and the ease to send forms, id cards, cois, etc.

If I can remove or hide all the unused navigation tabs for Personal Lines.

Great experience, responsive Customer Support, and truly innovative. Happy that I switched to NowCerts.

There are still a few of the forms that have not been mapped properly. It is hard to know where the information will be mapped.

It’s cloud based and I can access it on any device.the customer service is great. They are super fast at responding and if they don't think they can resolve it via email, they call you that day.

I was frustrated at first because I tried to wing it.

NowCerts has allowed us to move away from expensive and clunky QQ Catalyst. They have a nice support team that will walk you through any questions and are very patient.

They were awesome during my data conversion and helped me clean up my messy database coming originally from Instar to AMS360 to Nowcerts. Pricing is SUPER reasonable, the integrations are awesome.

I love the price, I love the friendly ability to move through the system, I love the updates, I love Nowcert. It's great for the right price.

The program was made with the consumer in mind. User friendly is an understatement.

Very easy to navigate and Nowcerts does everything without breaking your wallet. Very affordable and the customer service is A+++++++ all the way!!! Very Happy customer.

Ease of use from submission to binding and auto id/certs.

Overall, NowCerts and CSR have been great and very helpful.

This is one of the most cost effective management systems available. The team is readily available for support and ideas to customize the product.

Prices change every damn year. I know that prices go up...but this has been a roller coaster.

The information I have available to me is so easy. I hope they don't get bought out like every other innovative company.

We moved over from another popular system, had our data imported quickly, and proceeded to save a great deal of money over our previous software.

Very Good Software and use to simple and tracking all activities.

It Is easy To Use And Good Response And Traking  Software  Product is very nice and helpful easy to simple.

I have used several management programs in the past and NowCerts has been by far the most user friendly. Their customer service team has been so wonderful to work with.

We absolutely have loved every experience we have had when we have any questions we can call in and every person is so sweet and helpful.

My overall experience has been fantastic and we are so far very happy with the service we have had up to this point.

US Dollar

EngageBay is an integrated marketing, sales, support and CRM solution designed to help small to midsize enterprises acquire, engage and convert website visitors into customers. The cloud-based platform lets businesses use marketing tools to build relationships with customers and retain them for a lifetime.


Features of EngageBay include email marketing, landing pages, live chat/helpdesk, ticketing, telephony, appointment scheduling, contact management and more. It comes with a built-in CRM, which allows firms to manage and track all activities across customers, leads and deals as they proceed through pipelines. Additionally, it provides marketing capabilities for users to generate leads through automated email templates, customizable forms/popups, social media engagement and more.


EngageBay enables businesses to use Zapier and Xero integration to connect the platform with several third-party applications such as Salesforce, Intercom, MailChimp, Hubspot and more. Pricing is available on monthly subscriptions and support is extended via documentation, phone and email.



LongDescription

Support Ticket Management

Engagement Tracking

A/B Testing

Signature Management

Content Delivery

Cataloging/Categorization

Lead Notifications

Sales Analytics

Forecasting

Multi-Channel Marketing

Personalization

Social Marketing

Meeting Management

Internal Chat Integration

Email Monitoring

Real-time Scheduling

Mobile Alerts

Online Forms

Lead Engagement

Lead Capture

Performance Management

Document Storage

Mass Texting

Proposal Generation

Access Controls/Permissions

Activity Tracking

SEO Management

Leaderboards

Transfers/Routing

Data Synchronization

Customer Segmentation

Subscription Management

Progress Tracking

Drip Campaigns

Real-Time Monitoring

Customer Service Analytics

Responsive Web Design

Sales Pipeline Management

Referral Tracking

Workflow Configuration

Task Scheduling

Multi-Account Management

Real Time Editing

Marketing Calendar

Client Database

Group Scheduling

Confirmation/Reminders

Automatic Call Distribution

Calendar/Reminder System

Lead Distribution

Multiple Site Management

Site Search Tracking

Multi-Campaign

Pipeline Management

Communication Management

Customer Database

Call Recording

Offline Form

Audience Targeting

Calendar Management

Automated Publishing

Goal Management

Call Management

Customizable Fields

Automated Routing

Churn Management

Call Center Management

Call Disposition

Progressive Dialer

Template Management

ROI Tracking

Data Import/Export

Email Tracking

Email Campaign Management

Win/Loss Analysis

Campaign Planning

Call Routing

Customer Support

Lead Generation

Email Templates

Subscriber Management

Account Alerts

Contact Management

Lead Verification/Validation

Content Management

Visual Notifications

Form Builder

Lead Management

Conversion Rate Optimization

Email Marketing

Mobile Access

List Management

Proactive Chat

Sales Reports

Transcripts/Chat History

Call Scheduling

Performance Metrics

Routing

Basic: $14.99/user/ month (paid monthly) or $12.29/user/month (paid yearly) or $10.79/user/month (paid biennially)

Growth: $49.99/user/month (paid monthly) or $40.99/user/ month (paid yearly) or $35.99/user/month (paid biennially)

Pro: $79.99/user/month (paid monthly) or $65.59/user/ month (paid yearly) or $57.59/user/month (paid biennially)

Email/Help Desk

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

51-200

201-500

EngageBay CRM

In Person

Live Online

Webinars

Documentation

Videos

NowCerts is a cloud-based insurance solution designed for insurance agencies of all sizes. Key functionalities include commission tracking, task management, claims management, reporting, self-service certificates, reminders, calendars, dashboards and e-signature.


Users can create projects, assign tasks and track project progress. Acord forms are available in various formats which can be edited, signed, e-mailed, faxed and saved. The solution enables users to create invoices, make payments and issue receipts. Additionally, users can receive automated reminders as their renewal date approaches.  


The solution lets users track agency and agent commissions, agency fees and carrier fees. Also, users are able to issue their own certificates. NowCerts integrates with multiple applications such as Google Drive, Gmail, QuickBooks, SignNow, Zapier and Twilio.


NowCerts is priced on a per month per agency subscription basis, and support is provided via an online helpdesk, email, live chat and over the phone.



Insurance Policy Management

Insurance Rating

Customizable Reports

Property & Casualty

Client Portal

Forms Management

Activity Dashboard

Reminders

Billing & Invoicing

Commission Management

Claims Management

Life & Health

Quotes/Estimates

Third-Party Integrations

Task Management

Document Management

Document Templates

Cancellation Tracking

User Management

Claims Tracking

Reinsurance Administration

SSL Security

Policy Management

NowCerts offers 4 pricing plans: 

Essentials - $99/per month
Professional - $149/per month
Business - $295/per month
Enterprise - Contact vendor for pricing

EngageBay CRM vs NowCerts

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

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