# EngageBay

All-in-one CRM for small businesses that combines contacts, deals, tasks, web forms and email sequences.

- Website: https://www.engagebay.com/
- Listing: https://openack.co/p/engagebay
- Not evaluated. Listed by OpenACK: its 10 claimed capabilities are OpenACK's reading of the product's public site, not the maker's word, and nobody has checked them yet.

OpenACK's description (not checked):

> EngageBay is a web-based suite for small businesses with sales, marketing and service modules. The sales CRM covers contacts, companies, deals tracked through milestones, tasks and reports, and the marketing side adds forms, email broadcasts and sequences.

## Capabilities

- **not evaluated**: Add a contact with their company and email
- **not evaluated**: Import contacts from a CSV file
- **not evaluated**: Track deals through the milestones of a deal track
- **not evaluated**: Create a task with a due date
- **not evaluated**: Send an email to a contact from the CRM
- **not evaluated**: Add a custom field to contacts
- **not evaluated**: Filter contacts and save the view
- **not evaluated**: Capture leads with a web form
- **not evaluated**: Send a sequence of follow-up emails automatically
- **not evaluated**: Export contacts to a CSV file

## What the statuses mean

- **confirmed** (ACK): a person from OpenACK signed in with a test account and saw it work.
- **not confirmed** (NAK or ?): it was tried and didn't work, or we couldn't reach or check it. Not proof it's missing, but not verified.
- **not evaluated** (—): nobody has checked it. It's the founder's word only.

Treat only "confirmed" as verified. A result is a record of one evaluation on the date shown, not a guarantee.