EngageBay CRM Reviews

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.

Pros:

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.

Cons:

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!

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.

Absolutely horrible!!

Comments: I've setup a "Sequence" with 3 emails to be sent before holding my Webinar and thought everything was ok and went on. Just to come back on the day of the Webinar to see that nothing was sent and every contact was hard bounced. Yes every single one of them.
Furthermore I couldn't send any email broadcasts to the contacts either. So mainly I was left with leads for my Webinar which I couldn't even use, were it up to Engagebay. The support team's solution? Purchase credits to "verify the contacts" to be able to use them.
So besides making me lose my time, not delivering the emails and rendering all my contacts useless they want me to purchase something for it to actually work?? Absolutely disgusting and shameful business practices! They then tell me that the problem is not on their end and insist that every contact has an invalid email address. With another similar service I sent the emails with ease. Out of all the contacts, only 4 bounced.
Engagebay has set me back a lot with this. Avoid at all costs!

Pros:

At first I liked what it offered for the free plan (things that other similar services didn't offer for free).

Cons:

It doesn't work at all and the support team asks you to purchase credits for it to work.

Pleasantly Surprised

Comments: I've used this platform for about 6 months now. Once I got passed the warmup process there have been no limits. I highly recommend it.

Pros:

I like the platform overall. I went in just expecting an email platform but have gotten so much more out of it. The landing pages and ability to bring in my own coding into their platform has saved lots of time for me. Their customer service is top notch and responsive.

Cons:

It's not the BEST platform out there. And it's priced that way. No knock against it at all. The best platforms out there cost a fortune. This is the best bang for your buck you'll get anywhere bar none. If money is no object go someplace else. Pound for pound eEngagebay is the real deal.

The best CRM I've ever used

Comments: I have been able to do everything i need plus more in engagebay and the guys on the helps desk are awesome

Pros:

I like pretty much everything about engagebay

Cons:

i cannot put my similar automations into folders. i cannot search automations in the search bar Automations do not allow date finder however there is a work around for this so its not too much of a problem

Incredible Engagebay

Comments: It has been an incredible experience. We transitioned to EngageBay from our previous tool, which we used for almost three years. The transition was much simpler, and there's so much more we can accomplish with EngageBay.

Pros:

EngageBay has been an incredible tool for our automation needs. We've been using it for a while now, and it has so much to offer. I'm extremely happy with this tool.

Cons:

The landing page creation sometime is a difficult task as we have to make changes to mobile and dekstop version for all the sections.

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.

Excellent Free Chat System for Boosting Customer Engagement!

Comments: EngageBay's free chat system has been a game-changer for our website! It's user-friendly, efficient, and perfectly integrates with our platform. We've noticed a significant improvement in customer engagement and support response times. The customization options are also great, allowing us to tailor the chat experience to match our brand. Highly recommend this tool to anyone looking for a reliable and cost-effective chat solution!

Pros:

EngageBay's free chat system which is a game changer for our website.

Cons:

Mobile app lags sometimes, message delivery takes time sometime that need an improvement. I am using the free version, I hope that is not an issue.

Wonderful CRM with Outstanding Customer Support

Pros:

EngageBay is a CRM tool that is worth considering as it offers excellent features, outstanding customer support and very easy to use.

Cons:

I have not found any major issues with the product apart from a few lags here and there

All-in-One Marketing and Sales CRM Solution

Comments: EngageBay stands out as a versatile and cost-effective CRM solution. It offers an impressive array of tools for email marketing, lead generation, and customer management, all within a single platform. The seamless integration between marketing, sales, and support makes it an ideal choice for businesses looking to streamline their operations and improve customer relationships without breaking the bank.

Pros:

Comprehensive platform with integrated marketing, sales, and customer service tools. Affordable pricing plans suitable for small and medium-sized businesses. User-friendly interface with robust automation features. 24/7 customer support with helpful resources and tutorials.

Cons:

At this time, there are no significant drawbacks to report regarding the use of EngageBay.

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!).

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.

Very Very Good All in CRM and Marketing platform and Super Service!

Comments: Until now, I have nothing to complain. It is really great to work with the software and the support desk. Hints on new functionality are taken seriously and you will get feedback if it is integrated or not.

Pros:

The software is fantastic, but even better is the customer service. When integrating CRM, it makes a company very dependent on a platform as it is not easy to migrate to another and it will take weeks to adjust all settings to what you like. But I can say, if this is the direction Engagebay is going (as far as I see now) then I will be on board for many years to come!

Cons:

You have to buy email credits, which I understand in some way, they have also costs to send mails. You have to warm up you mail account. But what Engagebay did very well is integrate mail services from for example Amazon and others. It is some work to set it up, youtube is your friend.

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.

Good for a beginning company!

Comments: As an up and coming company we needed a CRM and EngageBay offers one with great customer service at a cost that is reasonable with more than just one feature available. No more are the days of a million spreadsheets!

Pros:

Customer service is amazing! To do tasks help me stay on top of deals and leads. Cost is reasonable and customizable!

Cons:

Stats can be difficult to analyze for marketing campaigns. Templates could use more design for marketing campaigns. Difficulty with organizing leads/companies, but there are enough work arounds that it is functional.

Awesome all-in-one CRM/Marketing/do-it-all

Comments: Very good alternative to much more expensive tools such as Hubspot. New interface is very slick and honestly I don't know why anyone would choose anything else for marketing, contact management, sales pipeline, task management, product catalogue, landing page management, user tracking, emailing tool...

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

Bang for your buck compared to other CRM's

Comments: We have saved so much money for a near 1:1 experience compared to our previous CRM. Email marketing and web page building are easier than before too. Overall, i'm very happy.

Pros:

Engagebay offers most of the same features as competitors but at a fraction of the price. Landing page and Email campaign builders are simply the easiest to use to make professional emails. These are the best features of Engagebay for sure, as well as custom fields and contact management - they're great too

Cons:

I would like to see a better contact scoring system implemented, to make it more general, rather than linking to individual email campaigns. Adding a 'Clicked a link containing..." would also be a great feature for the scoring system.

Our number-one-choice of CRM-systems

Comments: 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.

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.

8 Month use Review

Comments: Software is overall nice some features are missing and some on the current ones are limited but overall its very easy to use and hope to see where the software goes to into the future

Pros:

The software is nice to use some features are pretty self-explanatory, but there are some features that are missing maybe adding like a module based system where you are able to create and customize modules to your liking, which our previous CRM system was able to do wish there was a function like so.

Cons:

Some features are missing, or are under development but the current ones available are fine for now but as the industry grows your CRM should be able to adapt otherwise it's not good

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.

Best CRM for Company can afford

Pros:

All-in-one platform: EngageBay CRM combines CRM, marketing automation, and customer support in a single platform. This integration allows businesses to have a holistic view of their customer interactions and streamline their processes.Ease of use: Users have found EngageBay CRM to be intuitive and user-friendly. The platform provides a clean and organized interface, making it easy to navigate and access various features without much training or technical expertise.Automation capabilities: EngageBay CRM offers powerful automation features, allowing businesses to automate repetitive tasks, workflows, and follow-ups. This automation helps save time and improves efficiency in managing customer relationships.Marketing tools: EngageBay CRM includes marketing automation features such as email marketing, lead generation, landing page creation, and social media management. These tools enable businesses to create targeted marketing campaigns and engage with their audience effectively.Affordable pricing: EngageBay CRM has been praised for its affordable pricing plans, especially for small and medium-sized businesses. The platform offers different pricing tiers to cater to various business needs and budgets.

Cons:

Customization limitations: Some users have mentioned that EngageBay CRM could benefit from more advanced customization options. While the platform offers a good range of features, some users have expressed the desire for greater flexibility in tailoring the CRM to their specific business processes.Integration options: Although EngageBay CRM integrates with popular third-party applications such as Gmail, Outlook, and Stripe, some users have noted that they would like to see expanded integration options with other tools and platforms they use in their business operations.Reporting and analytics: While EngageBay CRM provides basic reporting and analytics features, some users have expressed the need for more advanced reporting capabilities. They have mentioned that additional customization and visualization options could enhance their ability to derive actionable insights from their data.Learning curve: Although EngageBay CRM is generally considered user-friendly, a few users have mentioned that there can be a slight learning curve when first getting acquainted with the platform and its features. However, with some exploration and practice, users have found it easy to navigate and utilize effectively.

Indeed an All-In-One CRM tool!

Comments: EngageBay offers a positive experience for small to medium-sized businesses with its user-friendly, all-in-one platform and affordable pricing. It seamlessly integrates email marketing and CRM, with automation capabilities enhancing productivity. However, it may lack some advanced features and could have scalability limitations for larger enterprises. Overall, it's a valuable solution for streamlining operations and improving customer engagement.

Pros:

All-in-one platform: EngageBay offers a suite of integrated tools for marketing, sales, and customer service, streamlining business operations.User-friendly interface: The platform is designed to be intuitive, making it easy for users to navigate and adopt the software quickly.Affordable pricing: EngageBay provides cost-effective plans suitable for startups and small to medium-sized businesses.Automation capabilities: Automation features help save time and effort in repetitive tasks, improving productivity.Email marketing and CRM integration: The platform seamlessly integrates email marketing with customer relationship management, facilitating efficient communication.

Cons:

Limited advanced features: Some advanced functionalities found in more robust platforms might be lacking in EngageBay.Learning curve for complex automation: Although user-friendly, setting up intricate automation sequences may require some learning.Reporting and analytics: The reporting features may not be as comprehensive as some other specialized analytics tools.Customization limitations: Customization options might be restricted, limiting businesses with unique needs.Scalability concerns: Larger enterprises with complex requirements may outgrow EngageBay's capabilities over time.

Engagebay is awesome

Comments: I think engagebay was best all in one marketing tools with friendly budget

Pros:

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

Cons:

its prepect, but has a lower limit in workflow automation

The Best All-in-One Budget Friendly CRM Out There!

Comments: Overall, the tool has served our needs. Anytime I need to get help with something I don't understand or feel isn't working properly I can almost always get customer service help immediately through chat. They are always helpful and polite.

Pros:

After having used several other CRM tools (Infusionsoft, HubSpot, and Insightly) investing in EngageBay was a no brainer to me. Why? It offers all of the "things" that most businesses need such as a robust CRM, Sales Pipeline, Email Automation, Calendar Tool, Email Marketing and MORE. I was paying so much more for all of these features with the other companies and wasn't using everything. It was a massive investment that just did not make sense. EngageBay makes sense.

Cons:

There are a couple things that I enjoyed having access to in Hubspot that EngageBay does not do well, yet. Having the ability to customize my proposals would be a game changer. Currently, it's very limited in how you can pull this off in the proposals feature. I would also appreciate a more customizable calendar feature.

Very intuitive, complete email marketing tool with a perfect support

Comments: So far so good. It's value for money. Very intuitive, complete tool with perfect support.

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.

Good product, Fantastic Support

Comments: We started with marketing automation and adopted CRM over time.

Pros:

Robust feature set. Fair pricing. No artificial limit of custom fields. Zapier integration

Cons:

Happy so far. The setup is intuitive and similar to other CRM-like tools we've used.