EngageBay vs Flexie

EngageBay vs Flexie Highlights

EngageBay vs Flexie Pros

EngageBay Pros

• Easy-to-use interface: EngageBay has a user friendly, intuitive interface that makes it easy for users to get up and running quickly.
• Comprehensive toolkit: EngageBay offers powerful tools to track leads, generate reports, and build automated workflows.
• Scalable platform: EngageBay is a cloud-based solution with unlimited storage and unlimited scalability.
• Comprehensive customer data: EngageBays advanced customer profiles allow you to capture and store customer information, making it easier to see customer trends and preferences.
• Powerful segmentation: With EngageBay, you can create dynamic segments to better target campaigns to qualified leads.
• Automated campaigns: EngageBays automation capabilities allow you to streamline and optimize marketing communications for better results.
• Cost effective: EngageBay is more affordable than Flexie, making it a great option for those looking to save money.

Flexie Pros

• Pros for Flexie compared to EngageBay:
• Flexie offers more advanced customization options for automating customer service workflows.
• Flexie is integrated with a variety of third-party business systems, allowing for better data insights.
• Flexie has more efficient customer segmentation capabilities, allowing for more effective targeting of campaigns.
• Flexie has advanced reporting capabilities, enabling data-driven decisions.
• Flexie offers powerful routing capabilities, ensuring customers are routed to the right agent.
• Flexie offers an intuitive user interface, making it easy to use.
• Flexie provides better integrations with popular CRM systems.
• Flexie offers an AI-driven intelligence engine, allowing for more effective customer engagement.

EngageBay vs Flexie Cons

EngageBay Cons

• Cost: EngageBay is expensive compared to Flexie, which is cheaper and offers more features
• Limited features: EngageBay offers fewer features than Flexie, making it an incomplete CRM solution
• Customer service: EngageBay customers are reporting issues with the customer service and lack of support from the company
• No mobile apps: EngageBay does not offer any mobile apps while Flexie has apps for both Android and iOS devices
• Reporting: EngageBays reporting is not as comprehensive as Flexies
• Integrations: EngageBays integrations are limited compared to Flexie, which have many more integrations available
• Automation: EngageBays automation capabilities are limited compared to Flexie

Flexie Cons

• Flexie does not come with a built-in CRM, which could be a turn-off for many businesses.
• Flexie is limited in its analytics and reporting capabilities, making it more difficult to keep track of customer interactions.
• Flexie is not as comprehensive as EngageBay when it comes to scalability, customization and integrations.
• Flexie is more expensive than EngageBay, which could be off-putting to businesses on a tight budget.
• Flexie does not have as robust of a customer support offering as EngageBay, which can result in longer troubleshooting times.

EngageBay & Flexie Hyperise Integrations

EngageBay uses the HTML code embed method to integrate with Hyperise, giving a simple way to add personalized images to your messages.

EngageBay makes the following data points available to Hyperise, to enable personalization in images used in outreach and linked out to your personalized website landing pages.

• First name
• Last name
• Using business Email passed from EngageBay, Hyperise is able to enrich business logo and website screenshots. In some cases, with a business Email we're also able to enrich profile images, subject to the business email having a publicly available profile.
• Using business Website passed from EngageBay, Hyperise is able to enrich business logo and website screenshots.
• Phone
• Business name
• Job title
• Street
• City
• Country
• State
• Zip

Flexie uses the Image embed method to integrate with Hyperise, giving a simple way to add personalized images to your messages.

Flexie makes the following data points available to Hyperise, to enable personalization in images used in outreach and linked out to your personalized website landing pages.

• First name
• Last name
• Using business Email passed from Flexie, Hyperise is able to enrich business logo and website screenshots. In some cases, with a business Email we're also able to enrich profile images, subject to the business email having a publicly available profile.
• Phone
• Business name
• City
• Country

Other EngageBay & Flexie CRM platform comparisons

EngageBay and Flexie Frequently Asked Questions

Question: What is EngageBay?

Answer: EngageBay is an all-in-one growth platform for small and medium businesses, helping them to engage, market, sell and serve customers better. It includes marketing automation, email marketing, sales CRM, help desk, live chat, voice & SMS, and internal productivity tools such as task management, performance reviews etc.

EngageBay vs Flexie

Question: What is EngageBay?

Answer: EngageBay is the world’s number 1 affordable all-in-one marketing, sales and support CRM software that supports over 29500 growing companies around the world. EngageBay helps company to acquire web visitors through customizable engagement campaigns with automated email management features for better customer service, nurture them into happy customers by following up on their order status or product enquiries in real time using live chat options or telephone conversations. You can also get creative and develop your own unique touchpoints such as SMS messages based on triggers like abandoned cart events etc., so you can grow business 5x faster than before!

Question: How do I create an email broadcast?

Answer: On your dashboard hover your mouse over the ‘Campaigns’ tab then click on the ‘Email Broadcasts’ button. Click on the ‘Create Broadcast’ button to start and name your broadcast. Set a subject line, choose if it will come from an email address or just plain text for sender information, set who needs to receive this message by choosing All Contacts or specifying a list of contacts or filtering based off different criteria. Once finished with that step hit ‘Next Step’ so you can get into what content goes in this campaign!

Question: How do I create an email sequence?

Answer: On the EngageBay dashboard, hover your mouse over ‘Campaign’ tab and choose ‘Sequences’. Click on the ‘create sequence’ button to create a sequence. Name your sequence then you can work on creating an email for that particular section of messages in the pre-determined order. You may format or personalize it as much as you like with different colors and graphics! Under ‘Settings’ tab, select from email and schedule when each sequence will be sent. You’ll also have a chance to exclude any contacts that meet certain criteria with ease. Once you’re satisfied with all settings, press save on the bottom right corner to make it happen! Just one more thing- if there are still other emails left for sequencing under same address (same name), then feel free to Add Email at the top.

Question: What is a Smart List?

Answer: A Smart List contains a group of contacts who share some common interest, age-group or location. When you create the list with any filter in mind such as interests, country etc., it updates automatically when new members are added that satisfy these same filters. It is simply just making groups based on certain criteria and then updating those lists for your marketing campaign!

Question: What is a Workflow?

Answer: Workflow is a set of repetitive activities that comprise the process of performing a task from initiation to completion. Identifying these processes in your business and having them automated or handled by an outside company would greatly increase efficiency for any business owner. EngageBay provides you with this platform, so you can create workflows with ‘Actions’ (or conditions) which automatically interact together as well as being triggered manually, allowing complete automation within one’s workflow!

Question: What are Companies and how do I use them?

Answer: Engagebay is a business-to-business social media platform that allows companies to monitor and organize data of their dealings with other established businesses. EngageBay’s company feature makes your work more efficient by allowing you to closely follow every aspect involved in the complex process, including segmentation and organizing relevant information for easy access when needed most. You can store company details such as: Name, Domain, Address, Activites, Deals, Tasks, Emails, Events, Notes and more...

Question: How do I use Deals?

Answer: Deals are a common thing in any business. Whether you’re selling products or providing services, there’s always some kind of agreement that suits both parties’ needs. Deals involve lots and lots of detail; they can be related to series of tasks which need completion - often with two people involved on each side as well as the company(s) themselves! There will be communications through different channels like emails and phone calls. EngageBay’s deals feature is a great way to keep everyone on the same page. You can easily document all of your data and organize it in easy-to-read reports that are segmented by party involved, making monitoring efficient for any type of deal!

Question: What is Flexie?

Answer: Flexie is a powerful and easy-to-use CSS3 Flexbox layout builder, helping you create responsive and optimized page layouts with ease. It provides the freedom to create a stunning page structure, regardless of the content.

Question: Does Flexie work with all browsers?

Answer: Yes, Flexie works with all the major browsers including IE9+, Firefox, Chrome and Safari, so your page will look great on any platform.

Question: How easy is Flexie to use?

Answer: Flexie is “drag and drop” simple and it takes all the complexity of using Flexbox out of the equation. As long as you are familiar with CSS, you’ll have no problem picking up Flexie in no time.

Question: : Will my page be optimized for mobile devices?

Answer: Of course! Flexie automatically optimizes your page layout for mobile devices, allowing you to create a responsive and user-friendly experience for your users.

Question: What is Flexie?

Answer: Flexie CRM software is a product for any size business that offers Workflow Automation tools, enterprise-level support and custom tool customization. Flexie helps streamline your workflow with all the essential features needed to succeed in this competitive market.

Question: How do I add a new user?

Answer: A user is someone who may have a certain level of access to the CRM. You decide the access level each user will have to the CRM and within your company, employees might hold different roles like sales reps or support technicians. By creating a new account for every role you not only delegate tasks but also define how much they are able to see in Flexie’s system. So now we’ll get back into explaining how you can add these users below! Note that this process only works if an admin does it first so as long as there isn’t anything wrong with our employee records then go ahead and follow these steps: First, navigate to Settings at the upper-right corner of the screen and on the drop down menu click Users. Once you’ve clicked User, enter your first name followed by last name. Next set their permission level: are they an admin with full access? Or do they need limited information such as agent status which allows them to log into Flexie CRM but without some administrative privileges? Enter all important details for this user including role within company/group affiliation, phone number(obligatory) username, email address and password when prompted.

Question: How do I create a new group?

Answer: First, go to Settings at the upper-right corner of the page and on the drop-down menu click Groups. Navigate to the top right corner of screen and click New. Write a creative name for your new group you want to create; fill in who will be part of this list (you can add as many users), write an engaging description with details about what people do within it, then hit Save & Close or Apply. The name is required because when we search for groups by scratching our chin trying really hard not to look bored while scrolling down endless options until finally landing on one - if there’s no catchy name I’m going back up looking again...it saves precious time that.

Question: How do I convert a lead into a contact?

Answer: Now, what is the difference between a lead and a contact? A lead is someone you’ve attracted with your marketing campaigns or other means. On the other hand, an existing customer who has already purchased from you would be considered as a contact. Converting leads into contacts helps to build up your company’s reputation in that way too! Lead conversion process can help promote better quality of products for customers by building their trust because they are likely satisfied if they have bought something before. You can convert your leads into contacts and even add a company to the form. To get started, navigate over to the Leads menu option. Once you have selected the lead you want to map over, Contacts fields that match up with what is on this screen will be automatically mapped for an easy import process. If there are any fields left un-mapped or new ones created during import--no worries! You still have time to manually change those before we save it all by clicking Save button at bottom right corner of the page.

Question: How do I import leads, contacts, companies and deals?

Answer: Importing huge volumes of data from external resources to your CRM is one of the best ways to ensure that sales, marketing and other work processes go as smoothly as possible. You can import data stored in databases, spreadsheets or any systems you are using into Flexie with ease so that all relevant information could be available at once for easy access! You first need complete files before importing them because only then will they reflect a true representation. Import now by following these guidelines - make sure the file size doesn’t exceed 50MB, and that it has columns separated by comma delimiters. To import leads, simply go to the Leads page in the top right corner and click Import. Choose a file to upload from your computer or another third-party system (e.g. Dropbox) by clicking on ‘Upload’. You’ll need to make sure that you’re mapping column names correctly as some fields are used for Flexie CRM’s internal purposes like auto-numbering lead records with unique IDs during imports. You can distribute over a specific user and then choose whether to run manual workflows so they don’t have any duplicates after importing new leads!

Question: Can I share a record with another user?

Answer: Flexie CRM is a great way to share information with other users. You can also send emails from the mailbox of another user and see any incoming messages they may have received! You can use Flexie CRM to keep your records close at hand, but still give them out when necessary. Let’s say you want to share a lead with a user or group of users. Here you see all the details related to the deal, and next go ahead in clicking on the Actions button - here is where one can choose between sharing it with an individual person as well as choosing among groups of people who have certain permissions. Now say that we wanted this very moment for instance, just now right at this point-in-time not only by yourself but also together simultaneously with others who enjoy what they do professionally—to be able think about how exciting and worthwhile life would feel if our deals were shared too! Lastly, click Save - and you’ve just shared your deal!