EngageBay CRM Reviews

Great, Value for Money Solution for a B2B

Comments: We were looking for a solution that would suit a B2B and were comparing various options against the features of Pardot and Hubspot. EngageBay came out as the most cost-effective solution that gave us most of the features but at a much more reasonable cost. We are happy with the choice of EngageBay for our business. Not only is it good value, but it is easy to use and the support is better than their competitors (including some of the market leaders which I have experienced first hand).

Pros:

It does everything we need at a much more reasonable cost than than the market-leading marketing platforms and CRMs. Also, the interface is much easier to use and far more intuitive than some of the market leaders, eg. SalesForce/Pardot. The support team are responsive and will answer any questions which is helpful particularly in the set up phase. We are based in Australia, so sometimes there is a time lag but it has not caused us any issues to date.

Cons:

There are a few missing features which would seem to be obvious, eg. not being able to sort on every column of data or only having the client's first name listed in some places when having both names would be more helpful or not having the ability to insert an email link into their templates. However, these can be worked around.

EngageBay: Simple, Affordable, and Effective

Comments: We’ve been using EngageBay for over 2 years now, and it’s been a game-changer for our business. It’s super easy to use, and having everything (CRM, email marketing, sales tools) in one place makes our work so much simpler. The email campaigns are a breeze to set up, and we love how we can track everything in one dashboard. Their support team has always been helpful and quick to respond whenever we needed them. Best of all, it’s affordable — way better value than some of the "big name" CRMs out there. If you’re looking for a straightforward, budget-friendly solution that actually works, we definitely recommend giving EngageBay a try

Pros:

All-in-One Solution: Combines CRM, email marketing, sales, and support tools in one platform. User-Friendly Interface: Easy to navigate, even for non-technical users. Affordable Pricing: Offers great value compared to other CRM tools. Email Marketing Made Easy: Simple drag-and-drop email builder with automation options. Excellent Customer Support: Responsive and helpful support team. Customizable Workflows: Create automated workflows to save time and boost productivity. Detailed Analytics & Reporting: Track and measure campaign performance with ease.

Cons:

Learning Curve for Advanced Features: Some advanced features require a bit of time to master. Limited Customization for Reports: Customization of reports could be more flexible. Mobile App Limitations: The mobile app could use more functionality. Occasional Bugs/Glitches: Like any software, there are rare instances of small bugs.

DON'T BUY THIS SYSTEM!

Comments: As an example, the system is totally useless, I have spent two weeks trying to get by all the non logic functions and bugs to even send a newsletter. I can't even filter on the objects attached to a contact.
The Sync with Hubspot was a scam, we spent 20000€ to get our data over from Hubspot.

Pros:

Nothing

Cons:

Everything

EngageBay: A Must-Have for Growing Businesses

Comments: If you're looking for a tool that can do it all—CRM, email marketing, automation, and more—EngageBay is the way to go! It’s helped us grow efficiently without breaking the bank.

Pros:

I've had the pleasure of using EngageBay for our business, and I can't recommend it enough! Here's what stands out: Comprehensive CRM: Keeping track of leads and customers has never been easier. The CRM is intuitive, with customizable pipelines and contact management features. Email Marketing Powerhouse: Their drag-and-drop email builder is so easy to use, and the ability to segment audiences has really helped us send targeted campaigns. Marketing Automation: We’ve set up automated workflows that handle email follow-ups, lead nurturing, and even social media scheduling. It’s like having an extra team member on board! 🙌 Affordable Pricing: EngageBay offers all these powerful tools at a price that small and medium businesses can afford, which is a huge plus!

Cons:

Landing page buildings could be better to have better experience

CRM with Great Features for Small Businesses

Comments: EngageBay CRM has been a solid choice for managing customer relationships and marketing efforts effectively

Pros:

EngageBay CRM offers an all-in-one platform that's perfect for small and mid-sized businesses. The integration of sales, marketing, and service tools is seamless, and the pricing is highly competitive compared to other CRM solutions.

Cons:

The reporting capabilities, although adequate, might fall short for businesses with deep analytical needs

Great Value with Room for Small Improvements

Pros:

EngageBay CRM has transformed our customer management! The all-in-one platform is user-friendly and packed with features typically found in more expensive tools. I especially love the marketing automation and seamless integration across sales and support. It’s a powerful, affordable CRM with fantastic customer support—highly recommended!

Cons:

EngageBay CRM is a fantastic tool overall, but the customization options could be a bit more flexible. While the interface is easy to use, a few more layout customization features would be helpful. However, the regular updates show they're always improving!

Go for Engagebay, your friendly CRM!

Comments: The technicality eg setting appointment schedule could be a bit cumbersome but for a good reason. Above all the customer helpdesk has been superb especially Charles who has been most patient and supportive, resolving every challenges or queries I had since day 1.

Pros:

To begin with, for a CRM beginner, Engagebay is a great choice and business partner - providing many easy to use templates. It takes a bit of getting used to but with the team support especially Charles and also Bob & Mark, the journey has been rather easy. Auto meeting schedule facilitates proactive engagement.

Cons:

There are limitations eg limited space for intro before the email template; email broadcast is slow to be sent out sometimes, some emails not reaching corporates despite assurance that emails would land into Inbox instead of junk folder.

Great Customer Support

Pros:

The platform is super easy to use, and their customer support is outstanding. I had an issue, and it was resolved in minutes with friendly, helpful service. I highly recommend EngageBay for anyone looking for seamless support and an intuitive platform!

Cons:

One thing I’d like to see improved is more advanced customization options. Otherwise, the platform is fantastic!

EngageBay CRM: Comprehensive, Affordable, and User-Friendly

Comments: My overall experience with EngageBay CRM has been excellent. It is an affordable yet powerful CRM solution that has helped streamline my business operations. The platform's ease of use, combined with its extensive features, has improved my team's productivity and customer engagement.

Pros:

EngageBay CRM offers a robust set of features at a highly competitive price point. The platform is incredibly user-friendly, making it accessible even for beginners. I was particularly impressed with its all-in-one capabilities, combining CRM, marketing automation, email marketing, and customer support in a single platform

Cons:

Some advanced customization options are limited compared to other high-end CRM .

Great way to find compatible services

Comments: Overall, a great way to locate software that is fully integrated with all your business needs

Pros:

It is a great way to locate software exclusively compatible with my business

Cons:

The website could be a bit more dynamic and more accessible... Did I mention I run a website design business ;)

This Is A Great Initial CRM For Start-Ups and Growth Phase Businesses

Comments: I have a lot of experience with Hubspot and Sales Force. I really liked the functionality of Hubspot, however the pricing for that was way to high for the current company that I work for. Engagebay delivers most of the same features, though some of the workflow is different. There is also a learning curve with any new CRM.

Pros:

Engagebay does a great job with contact management, emails, and call lists at an very affordable price. It does what other of the big name CRMS do, at a fraction of the price

Cons:

There are some things I would like to streamline with this CRM such as putting in a contact note without having to go all the way into a contact under a note. It would be nice to be able to be able to edit a note or task from the contact list screen, rather than having to go all the way into a contact.

Fast ROI with EngageBay

Comments: The overall experience has been very satisfactory. The initial demo and onboarding was highly informative and showed how EngageBay would serve our purpose for a very reasonable cost. The several times I have needed tech support I was able to jump on a chat, explain what I needed help with, and quickly get a resolution to the issue.

Pros:

EngageBay is an extremely easy platform to implement. While there have been a few times we have had their support team help us, for the most part it is highly intuitive. One of the key features we needed was the ability to create email sequences. Having used other CRM platforms, I was pleased with the bulk upload feature. With other platforms, I found I was able to only upload 50 at a time which was time consuming. With EngageBay I was able to upload 500 contacts all at once. With other platforms I have been limited to sending 500 emails per day. After using the email verifier that EngageBay provides for a very nominal cost, we are able to send up to 1000 emails per day.

Cons:

Setting up the email sequences was a bit tricky in places. The first time I went to upload contacts to the email sequence the contacts did not load properly. When I checked to see results the next day, I found that only a few dozen emails had been sent. After contacting tech support, I was able to avoid having this happen again and was able to get all contacts uploaded.

I am in love with the Platform

Pros:

I find EngageBay a comprehensive, all-in-one solution, offering robust functionalities across organization, task automation, form and landing page creation, marketing campaign management, and result tracking. It provides an extensive toolkit essential for both marketing and sales teams, seamlessly integrating appointment scheduling, content creation, campaign execution, and data organization.

Cons:

I haven't found a single aspect of EngageBay that I haven't liked yet. Whenever I encounter an issue, the chatbot is always there to provide instant assistance, making the experience even smoother.

Value, Efficiency and Productivity

Comments: The lead capture and email marketing was sole reason we joined engagebay and couldn’t be happier. Wasn’t expecting all the other features to be part of this software, almost overwhelming but reassuring to know we can start putting most of our work, efficiently into one place

Pros:

Right now we're using it for contact management and e-mail marketing primarily. We had a CRM in Zoho and will be migrating most likely soon. Pros: Extensive features at an incredible value and easy to use. Customer support response is amazing and communication is stellar. Feel like I havent even cracked the surface of what engagebay can do!

Cons:

Time. As great as engagebay is, it’s hard to manage the migration project to CRM. It’s almost as if there’s too much available and migrating doesn’t feel intuitive.

Positive feedback on Engagebay

Comments: The service is prompt when you have a question and it is working well at the moment for what we need.

Pros:

Keeps all info in one place, easy to navigate and helpful service!

Cons:

Takes a bit of time to get everything all set up, but this is to be expected.

Engagebay's Support Chat: Reliable and Efficient

Comments: Despite this, I highly recommend Engagebay's support chat for anyone looking for reliable and efficient customer service. Their dedication to helping users navigate the platform more than makes up for its current limitations.

Pros:

I've been using Engagebay for our email automation since last year, and their support chat has been incredibly helpful throughout. Every time I've had an issue or needed assistance, the support team responded promptly and provided clear, effective solutions. They have been a great help in ensuring our campaigns run smoothly, and their professionalism and expertise are truly commendable. I highly recommend Engagebay's support chat for anyone looking for reliable and efficient customer service.

Cons:

However, one area where Engagebay could improve is in its automation capabilities. While it covers most basic requirements effectively, there are limitations when it comes to more advanced automation needs. Some specific automation features and customization options are either missing or not as robust as we would like.

Accepted a Free Trial & Saw What All The Fuss is About

Comments: I just accepted the free trial to see what everybody has been talking about it being a great and powerful tool for marketing, and I can attest now that I've seen, that I do agree 100%.

Pros:

I like how it aligns most platforms with one another, nearly every other software available doesn't streamline the process of connecting all profiles. Most issues are caused by the time it takes to connect them all (like hoops you're made to jump through just to get to that point), I am always searching for a better "main hub" situation because each one, I've learned in my own experiences, that not one single platform, hub, account management, and otherwise, never do ALL that you need them to be able to do. One may do 15 things that the other doesn't but that one missing those 15 features may have the one feature that you really needed to lighten the load or something. Its always something or 5 things, but for the money EngageBay seems to be true to their word, and have nearly mastered the all-in-one hub

Cons:

Cost, make it accessible for everyone, even consider a free option because more times than not, someone will desperately need the features that are restricted usually in free-trials or free plans, and end up buying regardless to satisfy that need.

Enagagbay good tool

Pros:

The intuitive interface makes navigation a breeze. EngageBay's CRM is robust yet easy to use. I appreciate how it streamlines my workflow. Overall, it's a powerful tool for boosting productivity.

Cons:

"The mobile app could use some improvement. Occasionally, I encounter minor bugs. Customization options are somewhat limited. Integration with certain platforms can be smoother.

Powerful, Affordable CRM for Small Businesses

Pros:

I found EngageBay CRM to be highly intuitive and user-friendly. Its all-in-one platform provides seamless access to essential tools such as email marketing, automation, and sales pipeline management without overwhelming complexity. The pricing is also very competitive, especially for startups and small businesses. Customer support is responsive, and the platform offers good customization options for workflows and dashboards.

Cons:

While EngageBay offers a broad set of features, some advanced functionalities (like deep reporting and analytics) feel a bit limited compared to more premium CRMs. Additionally, integrations with third-party tools are improving, but it lacks some of the deeper native integrations that larger platforms provide. The mobile app also has room for improvement in terms of speed and usability.

EngageBay CRM

Comments: Using EngageBay feels intuitive and straightforward, offering a seamless integration of CRM, marketing, and sales tools in one platform. Its simplicity facilitates quick adoption, though the experience might feel limiting for users seeking deep customization or advanced functionalities.

Pros:

EngageBay provides an affordable, all-in-one CRM solution for small to medium businesses, streamlining marketing, sales, and service with an easy-to-use platform.

Cons:

EngageBay, while cost-effective, may lack advanced features and customization options needed by larger businesses, potentially limiting scalability and flexibility in complex operations.

Engage Bay CRM is a tool worth considering

Comments: Overall it is a great product. I would definitely recommend it.

Pros:

It does everything i need in a CRM and sales tool. it has definitely helped me become more efficient. Best thing about Engage Bay is their support. Chat support is live and picks up almost immediately. they always resolve the issue, you are never rushed. they will even give you a call if text is getting tedious. It seems nowadays everyone's support is non existent so their outstanding support makes it stand out

Cons:

its a little difficult setting up /navigating at times, however if you reach out to support, they will get you going in the right direction. once it learn it its simple. and the interface can be a little slow at times, however has never been a real issue.

User-Friendly Interface with Room for Customization

Comments: My overall experience with EngageBay CRM has been positive. The user-friendly interface and robust features have streamlined our workflow and enhanced our productivity. While there are areas for improvement, such as additional customization options, the platform has provided significant value to our business operations.

Pros:

The aspect of EngageBay CRM that I found most appealing is its intuitive user interface. It's incredibly user-friendly and easy to navigate, which has made managing contacts and tasks much more efficient for me.

Cons:

One aspect of EngageBay CRM that I found less satisfactory is the limited customization options for certain features. While it's generally user-friendly, there are areas where I wish I could tailor the functionality more to fit our specific needs.

Love the simplicity yet powerful.

Pros:

I love the simplicity of setup and use. Previously I used Salesforce. It's very powerful tool, but was too complicated for our nonprofit organization.

Cons:

The knowledge base is for me too general. Doesn't cover more sophisticated issues. You need to submit ticket to get help.

I Was Looking

Comments: Easy to use. That's about all I can say .

Pros:

I was looking for a program that was easy to use and I found it in Engagebay! I looked at others and they were confusing.

Cons:

The notes section is long when I pit short notes in but I can deal with that with the ease of use.

All in onr tool for Sales and Marketing

Comments: Good. Best for small and mid size businesses

Pros:

Integrated Sales and Marketing tool with all necessary functionalities at a competitive price

Cons:

Reporting and Analytics dashboard were not very appealing