EngageBay CRM Reviews

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 CRM

Moosend has several good options but they started to make some changes and increase prices.

Pros

Easy on boarding and syncing from legacy platform

Cons

Some of the formatting features are a bit odd but once you work them out you can get to where you need to be

Alternatives Considered

Ontraport, Salesforce Sales Cloud, GetResponse and Omnisend

Reasons for Choosing EngageBay CRM

Price and function

Reasons for Switching to EngageBay CRM

Easy onboarding, all in one and no upsells, easy sync from hubspot, price and service. The team were straight on it.

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

Very simple to use marketing suite, linked with database, automations, repository, sales management... you name it it probably does it.

Cons

Task management is a bit weak but they constantly improve.The stats dashbo

Alternatives Considered

HubSpot CRM

Reasons for Choosing EngageBay CRM

Monday was not a great CRM, but is an awesome project management tool.

Switched From

monday.com

Reasons for Switching to EngageBay CRM

Cheaper and more flexible

Pros

The set-up has been incredibly easy compared to other CRMs I have worked with. It was very easy to import contacts and sync with Hubsport. Also, to sync our Outlook calendars. I also love how intuitive the interface is. The UX is exceptional compared to other CRMs I've used. The marketing campaign features are easy to use with all the features of a MailChimp/Pardot. The customer support has been extremely good, with either immediate answers or fixes within 24 hours, but we've encountered very few issues.

Cons

More international payment options would be good - it was a little challenging for a small business from Australia. Also, an automatic save would be helpful. The number of times I had to restart the appointment link process before I realised I need to manually Save every step before moving on to the next!!

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

Really it's the all in one marketing Automation. I can send leads here and quickly get them in an SMS or email campaign.

Cons

Their documentation is not stellar however there chat support is excellent. I've never waited more than 2 mins to get a support rep and they've always solved my problem instantly.

Pros

Useful tool for keeping up with "Kardashians"

Cons

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

Pros

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.

Cons

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.

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 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 CRM

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!

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

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 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.

Cons

I can't think of anything yet. We're still on the Honeymoon.

Pros

I mainly used EngageBay to track contacts and for emails (broadcast emails, etc). Contact management was easy to follow and use. I really appreciated the training videos. The chat support has always been very helpful when needed.

Cons

Email templates were okay. . just okay, but customizable. Over the last couple of years, I anticipated more of a variety added that what has been. Pricing is okay. This is where I recommend that you know what you need and compare to pricing of other packages. You will find that EngageBay is competitive (I have the all in one), but I have to ask what I really use and need for the price. Also, be aware that the amount of emails to send are limited when you first start and you have to 'warm up'. I did not realize that and it delayed some aspects for me.

Alternatives Considered

HubSpot Marketing Hub and HubSpot CRM

Reasons for Choosing EngageBay CRM

Number of contacts for the price

Switched From

Keap

Reasons for Switching to EngageBay CRM

Price

Pros

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.

Cons

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.

Pros

The platform is user-friendly and offers excellent customer service, including the ability to quickly implement new features on request. The all-in-one solution and affordable pricing make it a great choice for startups and small businesses.

Cons

However, I do wish the platform offered more space for lists without having to upgrade to a higher plan. Also, the policy of deactivating accounts if they're not logged in at least once a week seems a bit strict. I understand the need for some level of activity, but once a quarter or even once a month would be more reasonable.

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

What I like the most about EngageBay is that it's an inclusive platform where Sales, Marketing, and Support can be able to work together on the same platform and helps these different but intertwined departments to be always in sync.

Cons

There is nothing I don't like about Engagebay so far, it does everything we were looking for in a platform of its nature.