About EngageBay CRM
EngageBay is a simple, affordable all-in-one marketing, sales and service CRM software to acquire, engage, nurture, close leads.
I love using a multiform that can manage all of my data and daily functions in the one place without having to sync and integrate multiple platforms using third party service providers.
NO SMS Function However I have been told this is coming soon.
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Great CRM, You must consider when looking for a CRM!
Comments: EngageBay has exceeded my expectations. This program is truly starting to get my business going. I enjoyed my sales guy and everything he told me has been true, yes that's a first. The Customer Service people are great, they are there all the time and have really helped me along. The price was much less than the competition, and if you get the All-in-One set up, they do not nickel and dime you for more modules as its all in that package. I give EbgageBay 100% for all they are doing.
Without a doubt what I like the most is the customer service and all the help I receive. I am not a IT expert and hooking up apps and making SMS, automation and setting up my needs is not something I know a lot about. The Customer Service has been amazing and quite frankly beats the competition I have worked with. I found most companies to be all talk when it comes to helping, but EngageBay has helped me every step of the way, by chat and on the phone when I need extra help.The product is full of tools, I am using the "All In One" version and it does everything I need at half the price as the competition. It amazes me how many choices there are and how much I can do.I find this program will also grow great as our company grows. It's more than we need today, but it won't be next year and for the price, it would be silly to go anyplace else.
For me the thing I dislike the most about any program is learning how to use it. But like I said the support is great.There is not a lot I do not like about EngageBay, I am a very happy Customer. If I had to pick something, I would like to see a larger EngageBay University with many more in-depth and beginner videos. I am told this is coming, so that will be great!
Reasons for Switching to EngageBay CRM: I hate to get nickel and dimed, and the All-in-One program was great at EngageBay. The cost was much less them most, but the tools were more. The staff was easy to talk to. I really liked them a lot. I wish I would have come across them at the start of our search for a CRM. To me, it seemed like a natural choice, and in retrospect, I know it was the right choice now!
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
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!
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.
Reasons for Choosing EngageBay CRM: Zoho is expensive, not intuitive and customer support is not so great
Switched From: Zoho CRM
Reasons for Switching to EngageBay CRM: Price, value, communication
Overall Good Experience
I was able to find suitable prospects and get quality leads
The dashboard is slightly complicated and some features aren't advertised as they are through Google Search Ads
3 days ago
Hi Nadine. Can you please let us know what exactly is complicated with the dashboard and also the features that are not advertised correctly? We can then check and suggest what best can be done.
We wanted a CRM with all the Marketing Automation and Lead Capture functionality of HubSpot, but didn't want to pay five figures a year, since we are a start-up company. EngageBay checks most of the same boxes as HubSpot, but at a much better price.
Some of the features are a little clunky, but their customer service is always ready, willing, and able to walk you through any issues you might have. In fact, their customer service is one of their best features.
Alternatives Considered: HubSpot CRM
Reasons for Switching to EngageBay CRM: The price for EngageBay was much more affordable, and they still offered most of the same features and functionality.
Engage Bay Review
Comments: I could not test all features as the trial is limited but my overall experience was good and it is a very good product. However you most likely will see this only if you use the paid version.
The CRM has many features and also has interactive dashboards with analytics to help focus on leads and data that matter. It also integrates well with 3rd party calendars and social apps.
The trial version has a lot of features restricted.
Reasons for Switching to EngageBay CRM: I have not made a decision over all these products as yet. I currently am using our CRM that we always have used.
Great CRM and Marketing tool
Comments: So far so good, using to store all our contact details, deals, and marketing towards clients and prospects.
Easy to setup and well supported when I needed it. Very powerful CRM with great flexibility.
More detailed Knowledge base documentation could have saved my calls to support. That said, support on Livechat are very responsive.
I'm really like my EngageBay CRM
I've been using EngageBay CRM for two years, and I'm very happy with the app. It has helped me improve my CRM significantly.
I love that EngageBay CRM is easy to use. The user interface is simple and easy to understand, making it easy to navigate between pages and functions
The app provides a range of reports and analytics that help users better understand their data
Customer support 24 hours a day, 7 days a week, but may not be enough for companies that need immediate help. For example, phone customer support or live chat may not be available
Engagebay = A cracked-egg turned phoenix!
Simply put, the ease of use is remarkable for people relatively "new" to this sort of thing
A con i have to mention is not really about EB but about the "cons" shown on this page, 4 of which have already been addressed and fixed by Engagebay (and work *remarkably* well as a matter of fact!) — So anyone reading this, don't be put off by the cons mentioned without doing some due research on the brand spanking new features Engagebay now has.
Comprehensive and user-friendly business management and marketing automation platform
Marketing automation tools, which enable users to create targeted campaigns, automate workflows, and track results, enhancing overall marketing efficiency.
Always a new bug to account for... It makes you spend a bit more time on some processes
CRM with all functionalities, Must for any product
Comments: I loved its onboarding experience. I don't have to contact the support team to understand the platform and how it works. I found someone with less experience can also use the platform efficiently.
Engagebay CRM is designed to cover all the needs of CRM software. Finding the people contacts, managing their status, taking notes, follow-ups, reminders, and many other useful features are available in EngageBay CRM. It's well suited for sales and CXOs building and selling the next generation of software.
Nothing as of now. I found it fulfilling all the needs of managing leads properly.
All in one Marketing & Sales CRM - Value for Money - Seamless Interface - Great Customer SupportTeam
Comments: My overall experience is great with Engagebay CRM, as it provides value for money for our business.
I believe that its a value-for-money product. All those small startups who wish to use Hubspot but can't due to its enormous pricing can simply go ahead with Engagebay tool, as it provides all features (even more than Hubspot) in affordable pricing, along with all tools.
Engagebay can create a free integration with free version of Hubspot, so that a user can also use free Hubspot for marketing purposes.
Reasons for Choosing EngageBay CRM: Zoho CRM charges money for each feature. For e.g. for forms, it will charge you money. for extra contact storage, it will charge you money, etc. Its not value for money
Switched From: Zoho CRM
Reasons for Switching to EngageBay CRM: Engagebay was good in following 1) pricing 2) Value for money 3) features, 4) USPs 5) Supporting Sales team 6) Comprehensive Marketing Automation & CRM tool 7) Perfect fit for small business
Feature-rich without breaking the bank
Comments: We love EngageBay and highly recommend it to our clients who want/need a full featured platform that will work across multiple departments, automate regular tasks, and that don't want to pay the high-price and add-on that you have to with many other tools. EngageBay's support team is AMAZING!! Anytime I have a question about something, they are quick to respond, very helpful and knowlegable, just a breath of fresh air to know that I can get a hold of someone when we have issues (which isn't that often, but when we do they are there!).
It is amazing to me how feature-rich the platform is at the cost. 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.
Learning curve at first just to understand how it works differently from other systems, but that is not necessarily a con of EngageBay because that is the same for every new platform as each has their own little intricacies.
3 years ago
Thanks for the great review Cameron. Your words are super encouraging. We will continue to build great features to help small businesses grow their businesses without breaking the bank on expensive bloated software.
Comments: We run a number of businesses and use Engagebay for some of our clients. If you need to sort contacts, pick them out based on certain factors and send individual or broadcast emails and/or put them through a pipeline, this is for you. You know you need Engagebay when you're trying to organise your contacts by tags and have so many you're going mad.
How you can really drill down into sorting contacts. It's almost like have a spreadsheet to organise different contacts. We use it for sending individual booking emails alongside broadcast emails. We searched for ages for software that could combine a sophisticated CRM/contact management system alongside email and newsletters - this is the best on the market. The other thing we love is the customer response - there's a chat service and usually someone is on there within minutes of a request and they stick with you until it's fixed. Best on the market - and certainly at this price.
The training manuals could be improved - that said, they are always happy and prompt to help - but some of my queries could are general and could have been covered in a manual/video.
Alternatives Considered: HubSpot CRM
Reasons for Choosing EngageBay CRM: Lack of features
Switched From: Brevo
Reasons for Switching to EngageBay CRM: Features mainly and then support - they answered questions promptly. I also tried other products before I arrived at Engagebay but although they initially said they could do what I needed, after weeks of frustrating try outs - they didn't - and the support hadn't really listened to what I'd said I needed - Engagebay listened to what I actually needed before I got started and it did what they said.
3 years ago
Thanks for the review Sian.
A Magic wand
Comments: I am very satisfied with EngageBay, I see my company as advanced user of EB, when we got stuck with something, they are always ready to listen and enhance the tool to achieve the desided feature and make the tool even better!
Easy of use, easy of implement, easy of integrate!
Webinar features, landing pages does not support reusable headers and footers, no option to build own templates. Missing Social Software Analytics
Reasons for Choosing EngageBay CRM: Features, dashboards.
Reasons for Switching to EngageBay CRM: Flexibility, pricing model, all in one, Sales, Marketing and Support... no need to have lots of tools.
3 years ago
Thanks for the review Marcello. Our landing pages can now support reusable headers and footers. We have developed this feature and it is currently in QA and should go live in a couple of days. We already have the feature to build new landing templates from scratch. You can also code your own ones too. Please check it out and we would glad to help if needed.
Our number-one-choice of CRM-systems
Engagebay is incredibly user friendly and offers an incredible amount of functions, with all of them having been implemented very well.
While other CRMs only offer sales functions for a high price, without further marketing campaign management, Engagebay does all that for a low price.
- Smart and user-friendly interface - Incredible functionality - Highly cost effective - Instant customer support - Encompassing Marketing and Sales management, all in one - Great storage capacity for contacts, images, etc.
Perhaps some optimization of contact management, other than that nothing really.
Switched From: Pipedrive
Reasons for Switching to EngageBay CRM: Better functionality, fair price, more capacity
Great Bang for Buck
Comments: EngageBay has been very helpful in managing our growing volume.
EngageBay has a number of features that can be easily deployed once you're past the initial learning curve (like all software).
Some features are clunky but the team is always willing to hear feedback. They've implemented several features/upgrades/changes/updates based on chat conversations with them.
Reasons for Switching to EngageBay CRM: Easy to deploy, no long-term commitments, no 3rd-party consulting companies required, integrates with popular telephony providers.
A Comprehensive and Easy-to-Use CRM Platform
Comments: Overall, EngageBay is a great CRM platform that offers a range of features to help businesses manage their customer relationships. It is easy to use and has an intuitive interface. Additionally, it offers a range of pricing plans to suit different business needs.
My favorite feature of EngageBay is the marketing automation tools. This makes it easier to send out automated emails, track customer interactions, and create personalized campaigns. It also makes it easier to segment customers and leads, as well as score leads based on their behavior.
My least favorite thing about EngageBay is the lack of customization options. It can be difficult to customize the look and feel of the platform to match the branding of a business. Additionally, the reporting features are limited.
A great priced and featured all in one CRM. We moved from Hupspot to EngageBay and love it.
Overall experience is fantastic.
We have not even started the marketing side yet so we are looking forward to that.
If you want an affordable CRM that does just about everything you need at a price that is actually affordable then EngageBay is a great choice.
It is fast and simple to use. We live in deals and task most of the time and it gives you all you need. Support is amazing. I have even made product change suggestions and some were implemented in a few days. That is amazing.
We wish we could easily change the sort order of the deals when in tablet mode to the order we want (custom order). Sometime we want to just call a selected few clients in a day and it would be nice to just show them or put them at the top of the list. A small con but still a con.
EngageBay customer review from Harris CMO Partners
User friendliness, lots of features, lower cost
Can't think of anything, can't think of anything.
Reasons for Choosing EngageBay CRM: cost
Switched From: Lead Gen & CRM (formerly SharpSpring)
Reasons for Switching to EngageBay CRM: It has most of the functionality at a fraction of the cost.
Great alternative to HubSpot
Comments: Way less expensive than HubSpot which we were recommended to use and is overly complex and costly. This has become a centrepiece of our software and we are considering white-labelling it for our own client's use.
One place to track all leads and their communication. Easy integration with Twilio for voice and SMS and provides for 2-way texting (many others don't). Great sales pipeline tracking and easy-to-send campaigns.
Reports could bebetter. In particular, we're unable to determine who are the most active contacts ie. times they have viewed or opened an email, responded to texts, clicked on a CTA, called us. This would help us target the most likely prospects. Instead, we do this somewhat manually.
I've tried it, but now it's our official automation platform...
Comments: I have tried other platforms, also spending a lot of money on assestment (hubspot, sharpspring, active campaign, etc...). Some of them have too high prices, others don't seem to listen to the request for new features, still others the support is slow to respond. In all the cases I tried something was missing: for EngageBay nothing is missing and the costs are very affordable (it also includes a free version to let my customers try the product).
Quick and easy to use. All very easy. It has everything we need (integration, mail automation, sales automation, lead generation, Android and Ios apps, support ticket e chat for visitors, etc...).
It is not possible to program post social (at the moment you can only monitor your profiles, although technical support has assured me that it is in their roadmap). Maybe the pricing model needs to be improved by including web analytics per user in the basic version and offering a monthly block of "no branded" emails.
Switched From: Lead Gen & CRM (formerly SharpSpring)
4 years ago
Thanks for the review and feedback Pierpaolo Villano.
It Keeps Getting Better
Comments: This software made my day, month, and year. Everything is easier now.
We started out looking for an affordable CRM/Email Marketing System that didn't charge by # of Contacts. EngageBay was the most affordable of those we found, but since we had never heard of it, we were skeptical it would be very useful. We were so wrong. This is one of those products that gets better, not worse, the more you dig in into it. It feels like I know a secret that no one else knows. IT HAS EVERYTHING. All in one app. We're saving so much money. We got an entire suite of software with at least 40 modules that we would have had to pay for from other apps (Social, SMS, Sales Management, Appointment Calendar, Ticket System, Live Chat, Integrated Automations, Etc..) We can cancel so many services thanks to this software. We had one issue logging in with the WordPress Apps, but it turned out to be our fault for not reading the manual. We sent a quick chat, and customer service answered on almost instantly. They were fast, very knowledgeable, patient, and kind. That 5-star service made the sale for us. We moved 22,000 contacts from another service that has 5% of the capability of EngageBay. I don't write reviews. But I feel like we got so much for so little that I had to give back. We will be recommending this to all of our small business clients.
I can't think of anything yet. We're still on the Honeymoon.
Engagebay is awesome
Comments: I think engagebay was best all in one marketing tools with friendly budget
EngageBay help me doing all-in-one marketing, sales, and support CRM in one software. I love The UI and UX its simple but powerfull and eazy to use
its prepect, but has a lower limit in workflow automation
Alternatives Considered: HubSpot Marketing Hub
Reasons for Choosing EngageBay CRM: Price costly for small business
Switched From: HubSpot Marketing Hub
Reasons for Switching to EngageBay CRM: price is friendly with small business
Commentary on my great results
Comments: EngageBay is a cloud-based CRM and email marketing software designed to help businesses with a wide range of industries grow their bottom line. This email marketing software is easy to navigate and will allow you to manage every aspect of your customer relationship from one central location. The customer relationship management system is very flexible and will allow you to track all of your customers from one location.
This app is the best way to track your sales, leads, tasks and people. It has a lot of features, but I use it mostly for the task tracking. It is easy to use and the CEO is very responsive to feedback. You can track your sales, leads, tasks, and people. And if you want to track a list of customers, you can create a list and use their email addresses to track sales and leads.
It's a very wide range of software and I think I use almost all of its features, my overall evaluation is positive because if you have a decent internet connection and a browser that works smoothly, you can control it from anywhere in the world.
Excellent CRM and Marketing Tool for the Price Point
Comments: Overall, this is a really great bang for the buck. We have automated multiple product pipelines using their built in tools while using it to manage leads, deal tracks, email marketing, SMS marketing, and more.
The funnels, deal tracks, email lists, and marketing automations, among other components, are very easy to use. Set up was very simple and includes email tracking to help keep prospect communications in one place. Customer support is extremely responsive via chat and email as well!
If you are looking to connect your CRM to a million gadgets or tools, this is probably not the CRM for you. It has webhooks available, but it does not integrate natively with most tools out there (like a Hubspot or Salesforce would).
Alternatives Considered: HubSpot CRM
Reasons for Switching to EngageBay CRM: Price was waaaayyyy better.