EngageBay CRM Reviews

Pros

We received a complete software package consisting of at least forty diverse modules, which would have cost thousands of bucks. Due to this software, we have ended a profusion of subscriptions. We contacted support with a simple message and got a response nearly immediately.

Cons

It costs a lot of money to buy more email space. Suppose there was a way to lower the cost of sending emails. Arranging a batch job to perform a sequence or automation at a predetermined time and day

Pros

There were 2 main features because of what we chose EngageBay over other CRMs i.e email marketing (bulk email management tool) and ticketing system (mainly for IT infrastructure issues).EngageBay was quite handy and smooth to operate in both of these features that fulfilled our current requirements.

Cons

The only con that we as a team experienced was the customer support was not that reliable as at times we were getting late responses from customer support team and taking more time as expected to resolve the issue.

Alternatives Considered

SAP Sales Cloud and Freshsales

Reasons for Choosing EngageBay CRM

Based on the current requirements of our team they were not able to give reliable features support.

Switched From

Pipedrive and Nutshell

Reasons for Switching to EngageBay CRM

Financial team was not satisfied for the long run collaboration.

Pros

Everything can be seen nicely. It's very important

Cons

I did not find it earlier. That's the only problem

Alternatives Considered

Zoho CRM, Agile CRM and HubSpot CRM

Reasons for Choosing EngageBay CRM

Zoho is good but when you want to use all features it becomes expensive

Switched From

Zoho CRM

Reasons for Switching to EngageBay CRM

It has everything for cheaper and it looks professional

Pros

I've been told it's a lot cheaper than Hubspot and new features are being added all the time - so that's a positive I guess and the support team are helpful/responsive.

Cons

Just feels clunky - the synch between emails is hit and miss in terms of how long it takes for them to appear in Ebay - also the fact that against an individual, company, deal you can't just see a complete list of all emails or other updates (from anyone) in one simple date ordered list is really frustrating - I think this is what the "activity" tab is probably trying to do but certainly isn't there yet.It could really do with some quick exports too for where you have got a groups of contacts, companies or deals that you just need to quickly get out into a csv for some other work - perhaps you can do this but it's not obvious Also colleagues have told me the campaigns/broadcast elements are no way near as good as hubspot and also the calendar/task list element needs more work.

Pros

- Tons of features and functionality- Love the all-in-one nature of the program (CRM, Email Mktg, Calendar Scheduling, Live Chat, and more)- Excellent customer service. Very responsive whenever we need help. That's a huge benefit!- Very up-to-date interface- Continual improvement of product- Willingness to fix things and take feature suggestions seriously

Cons

There is a learning curve and some of the features were hard for us to figure out at first. We have to make use of their support team more than we would have liked due to difficulty figuring things out and/or inability to find the appropriate support documentation. However, I believe that has improved.

Pros

It was easy to jump right in to it and start working. Smart layout and easy overview. I manage all my contacts with EngageBay and it makes follow up with high ticket clients so simple.

Cons

There's nothing I miss, on the contrary it can be overwhelming with all the options I get when starting a new campaign.

Pros

EngageBay's email marketing tools come equipped with an outstanding feature - a built-in email editor that's highly user-friendly. With its help, I was able to create personalized and captivating email campaigns in no time. The editor is incredibly flexible with advanced personalization.If I had trouble with something, the tech support was very responsive and willing to go the extra mile to ensure I have a positive experience with the platform.

Cons

Sometimes it can be slow, particularly when it comes to loading pages or executing commands.

Pros

It has everything I need to manage my customer relationships across the board and more.

Cons

Limited designing options for "normal" emails going to customers.

Alternatives Considered

HubSpot CRM

Reasons for Switching to EngageBay CRM

Price and tools

Pros

Easy to use, and keeps all data, easy to train new staff

Cons

Further customization, I want to be able to customize incoming leads.

Pros

Useful tool for keeping up with "Kardashians"

Cons

Nothing..works fine for me. Maybe more languages could boost it.

Pros

It's developer-friendly - important when you want to customise something like a contact form or email.
It's very easy to navigate and figure out.
Support is great - very fast and helpful.
It does so much for such a reasonable cost compared to competitors.
Very stable and reliable.

Cons

Some features are a little rough around the edges - reporting, for example. It would be great to see their reporting capabilities improved. At the moment I rely on exporting raw csv data and transforming that data before I can report on it.

Alternatives Considered

HubSpot Marketing Hub and Zoho CRM

Reasons for Choosing EngageBay CRM

It did far more than Mailchimp for a similar price.

Switched From

Mailchimp

Reasons for Switching to EngageBay CRM

Price, but also the initial experience of using their free account - which has a lot of features.

Pros

It has the best value for money. I use all features I need and still pay a relatively low free for that. I was actually searching for such CRM and after trying may CRM's Engage bay has all I need.

Cons

That I can't integrate messagner chats and have communication inside of the CRM

Alternatives Considered

AMO

Reasons for Choosing EngageBay CRM

Engagebay is more chapter wit hall the features

Switched From

HubSpot CRM

Pros

- 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.

Cons

Perhaps some optimization of contact management, other than that nothing really.

Alternatives Considered

Capsule, Zoho CRM, Insightly, ActiveCampaign, Pipedrive, Bitrix24 and HubSpot CRM

Switched From

Pipedrive

Reasons for Switching to EngageBay CRM

Better functionality, fair price, more capacity

Pros

It offers lots of features that a small but growing business can access. The support team are incredibly helpful (and quick to respond) if you ever have trouble figuring something out. There are also plenty of free resources such as articles and videos.

Cons

Yes, there are some features such as the ability to view what list(s) a contact belongs to from their profile in the marketing hub, and the ability to forward tickets to other emails in the service hub. Some tasks require work-arounds to accomplish. The support team gladly take suggestions for improvements though, and the program is always improving.

Alternatives Considered

HubSpot Marketing Hub

Reasons for Choosing EngageBay CRM

Salesforce wasn't offering enough with their basic membership. EngageBay offers service, marketing and sales capabilities at a fraction of the cost. EngageBay is much more user-friendly and intuitive.

Switched From

Salesforce Sales Cloud

Reasons for Switching to EngageBay CRM

More affordable for small business

Pros

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.

Cons

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.

Pros

User friendliness, lots of features, lower cost

Cons

Can't think of anything, can't think of anything.

Alternatives Considered

Constant Contact and Marketo Sales Connect

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.

Pros

Tailored to our needs, often more robust than anticipated, and simply works. When it doesn't, support is quick to correct and help.

Cons

UI/UX needs improvement in terms of user feedback and overall usability. A save button should save, not redirect you to another page to start all over again. Some features should be marked BETA because they clearly are, while the core ones work well.

Alternatives Considered

Pipeline CRM

Reasons for Choosing EngageBay CRM

Price and overall features and functionalities. EngageBay honestly does the same for a fraction of the cost. BUT, HubSpot's automation is still 'smarter'. That's the catch.

Switched From

HubSpot CRM

Pros

One place to track all leads and their communication. Easy integration with Hubspot and Zapier.

Cons

Not to much. For now, I am not using the Service products.

Pros

It turned out to be a pleasant surprise that I enjoyed using this marketing software as much as I did at first. One of the champion highlights for me was the CRM framework, which permitted me to deal with all of my client associations in a single spot. It was like having a personal assistant who was always on time and never complained. The email marketing software that EngageBay offers is yet another great feature that saved my life. I was able to create engaging personalized email campaigns, and I even received a few compliments from clients. Who realize that I had a mysterious ability for email showcasing? Another useful tool was the landing page builder, which made it simple to create pages that looked professional and were appealing to the eye. I even had the ability to use some of the design templates to appear to be an expert in graphic design!The virtual entertainment the executives include was one more feature for me. I didn't have to check our social media pages constantly to schedule posts and interact with our followers. I even wound up making up for lost time with a couple of images during my mid-day break, which most certainly lit up my day.My overall interaction with EngageBay was positive. It has made my work life significantly simpler, and I have even acquired a few new abilities en route. Who knew marketing could be so entertaining? I might remain to see what else I can learn!

Cons

There were many things about this marketing software that I liked, but there were also a few things that made me wonder. First and foremost, while the CRM system was impressive, it occasionally grew a little too attached. Even though I appreciate the reminders, it sometimes felt like it was trying to control every move I made.Although the email marketing software was excellent, it occasionally had its own mind. I would go through hours making the ideal email crusade, just to have it denounce any kind of authority and convey something else entirely. It seemed as though the software had its own ideas about what our customers wanted to hear, and sometimes those ideas didn't match mine.Although the landing page builder was simple to use, there were some restrictions. I found that I wished for more design options and more customization options. It was like attempting to design a room with a couple of household items - it worked, yet it wasn't the very thing I had as a top priority.Lastly, although the social media management feature was cool, there were times when it felt like shouting into the void. I would post something I thought was funny, only to get nothing back. It was similar to standing on a street corner and trying to catch people's attention, which is not exactly the most efficient strategy.EngageBay was still a useful tool that helped me streamline my marketing efforts and connect with our customers despite these flaws. It had its ups and downs.

Pros

Its powerful automation capabilities allow users to stay on top of all their customer interactions in one place and react quickly in order to maximize returns. Additionally, its intuitive interface makes it easy for users to set up campaigns within minutes so they can focus on what matters most - building deeper relationships with customers.

Cons

One of the primary cons of Engagebay is its limited customization options. The platform offers few customization options for users to tailor it to their specific needs, meaning businesses may have to make do with a more generic version of the platform that doesn't quite fit their needs. Additionally, some users have experienced issues with Engagebay's integrations and reporting tools which can add extra complexity when trying to use the software efficiently.

Pros

We use EngageBay for Email Marketing only. For the last 3 years, we have been using Mailchimp and Mailerlite. And we run very extensive, very well-segmented email campaigns. EngageBay is a very easy-to-use tool. Very intuitive. It has all the features you can expect from an email marketing tool. And they have the BEST EVER support I have seen. Super fast, always available.

Cons

There are some basic functions missing, like searching and filtering campaigns. But once we share these requests, the team puts those requests into their product roadmap.

Alternatives Considered

Zoho Campaigns, Brevo and SendGrid

Switched From

MailerLite and Mailchimp

Reasons for Switching to EngageBay CRM

Better features and better price

Pros

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!

Cons

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.

Pros

The ability to create custom fields that suit the unique approach of clients is excellent. The interface is intuitive and a number of sales people have commented that it is very easy to use and update deals. The support is excellent and fast. You get almost instant responses on chat. Also if you make a suggestion, they are quick to incorporate it if it has value.

Cons

Having more detailed documentation would definitely help. However the almost always available chat and quick responses goes a long way to offset this. I would like to see the ability to be able to standardise dashboards across all users centrally as opposed to having to create them on each users instance.

Pros

The support is top. You have always a support team member available via a chat and always, always get an answer within a minute. It is almost as if somebody from Engagebay stands beside your desk.
The features are nearly the same as in HubSpot but for really less mones.

Cons

The usability. But this doesn´t matter, as the support is glorious.

Pros

I love that Engagebay is a very intuitive UI and simple to use even for beginners. It has all the features that a mid size business or a startup will require. The chat support is the cherry on the cake.

Cons

The pricing could have been better. After a certain contacts, the pricing becomes too costly.