EngageBay

Near perfect combination of CRM and Email marketing tools

Comments: An interesting and good solution for our needs. The user interface is clear and easy to understand and use. workflow is easy to understand and follow.

Pros:

It's much simpler when You have a good defined and flexible CRM with an Email marketing tool as one service. CRM is especially good and informative, designed mostly for returning clients.

Cons:

Email builder should be better. The campaign dashboard is good but can be improved. Technical support is too pushy and offers things and options that are not needed.

Alternatives Considered: Moosend

Reasons for Switching to EngageBay: Moosend has several good options but they started to make some changes and increase prices.

great value for money software

Comments: Its good

Pros:

It is a comprehensive system that is easy to use, and if the get a problem the help guys are really good

Cons:

I just would like to have the ability to change the user view so that I can have one time quick view and I would love to link Skype

Alternatives Considered: GoldMine Premium Edition and Salesforce Sales Cloud

Reasons for Choosing EngageBay: I had used act for 30 years from version 2, but they started to change it from a good CRM system into a moderate marketing system

Switched From: Act!

Engagebay

Pros:

The customer service is spot on. If you need help, you send a message in the chat and they get back very quickly, with the answers to your problem. If they don´t have the information or they don´t have something that you are looking for they are straightfoward and let you know.

Cons:

I wish there were better ways to track touches to prospects. You can make tags and filters, but there´s no ¨pretty & organized¨ platform in the software that allows you to keep track and view what you have done or need to do (followups) etc.

Brilliant all-in-one package

Comments: Connected sales and marketing platform has resolved manual intensive activity scheduling. No need to import a new list each month into a separate email marketing platform. Being able to have contacts in multiple list and sophisticated tagging is brilliant. The guys at EB are really helpful with speedy responses, providing video and screengrabs to help. The best experience i had was when i recommended that there should be a report on the dashboard for forms, a couple of weeks later i had an email from EB letting me know that they'd developed the report and added this to the dashboard - couldn't ask for a better service.

Pros:

A complete package for connected sales and marketing and data and reporting in one place. Previously had a separate CRM system from email marketing platform and as such no integration and ability to see what marketing had gone out to what contact and their response to that, all activities and follow ups were all manually scheduled this has been resolved with EB. Customer service and support is fast and efficient too.

Cons:

Had an issue at first setting up the smtp integration with the correct configuration as we wanted to send mailers using our own email servers, took some backward and forwards between technical teams but was resolved in the end. Being able to email from multiple email addresses is great but I also would love it if we could have multiple email signatures attached to a single user too.

Alternatives Considered: HubSpot Marketing Hub, ActiveCampaign and Keap

Reasons for Switching to EngageBay: it offered all of the functionality at an affordable price. The only one that would've done everything EB does was hubspot however because we had multiple domains for each of our product this meant hubspot required us to pay for x 2 marketing and sales hubs which wasn't the way we wanted to use the platform nor within our budget.

Superior CRM!

Comments: My experience with EngageBay has been better than expected. Customer support had been lacking from my previous CRM products and services. EngageBay customer support has been outstanding!

Pros:

Email sequencing is very important to my business. EngageBay provides a very robust email sequencing product.

Cons:

It is not as intuitive as I would like but customer service is very quick to respond to online chat requests.