EngageBay All-in-one Marketing, Sales, and Service CRM Demo

Рет қаралды 3,728

Күн бұрын

In today's highly competitive business landscape, customer relationship management (CRM) platforms have become essential tools for organizations to effectively manage their marketing, sales, and service operations. EngageBay stands out as a comprehensive all-in-one CRM solution that empowers businesses to streamline their processes, enhance customer engagement, and drive sustainable growth.
In this video, we will explore the diverse features and capabilities of EngageBay's CRM platform, offering valuable insights into how it can revolutionize your business.
00:00 - [Introduction ]
01:51 - [Marketing features]
02:50- [Importing Contacts]
04:51- [Filtering Contacts]
05:54 - [Lists]
14:43 - [Landing Page Builder]
19:54 - [Customizing Blocks]
22:22 - [Creating a Template]
28:08 - [Email Broadcast]
29:22 - [Re Resend]
30:33 - [Email Sequence]
32:14- [Bulk Actions]
41:05- [Creating a Workflow]
44:03- [Creating Custom Tracks]
45:06- [Creating Deals]
46:29- [List View]
47:57- [Automations]
50:01- [Follow Up]
50:36- [Tasks]
52:06- [PendingTasks]
52:52- [Scheduling Slots]
54:58- [Calendar Settings]
56:48- [Reports]
59:02- [Create a Group]
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Пікірлер: 5

@bupi. Жыл бұрын

I have one question. If I run an agency with multiple clients, and I use EngageBay to set up my clients' funnels/workflows etc., is there a way to centrally manage all my clients' EngageBay accounts, from an overhead view, or do I have to manually login to each account separately to manage them? Essentially, can I create sub-accounts on the platform?

@EngageBay Жыл бұрын

We provide an agency dashboard that allows you to add your clients' accounts to EngageBay and manage them on their behalf. With our agency dashboard, you can easily handle multiple client accounts, ensuring efficient management and streamlined workflows for your agency. Also, the User should be under the Pro plan to access the agency feature Please check out this video www.dropbox.com/s/ucwkzkppjw4a5rn/chrome_nlPDgQL53Q.mp4?dl=0 If you have more queries, please write to support@engagebay.com or start a chat from our website (engagebay.com)

@EngageBay Жыл бұрын

Hi Bupii, we do offer an Agency dashboard to which you can add your clients' accounts and manage them all from within your account. Please reach out to our support team and they can guide you.

@bupi. Жыл бұрын

@@EngageBayThank you very much. I will go through the video now and reach out to the support team accordingly.

@EngageBay 8 ай бұрын

👋🎉🔥𝐇𝐎𝐋𝐈𝐃𝐀𝐘 𝐒𝐀𝐋𝐄: 𝟒𝟎% 𝐎𝐅𝐅 𝐟𝐨𝐫 𝐋𝐈𝐅𝐄𝐓𝐈𝐌𝐄! Market, sell, and support like a boss. Hurry, before the holiday season offer ends! ⚡💰🚀 www.engagebay.com/offer