EngageBay CRM Reviews

Ever evolving EngageBay CRM

Comments: I know how to use my system so it is awesome. Engagebay is a sophisticated tool. If you don't know how to use it then it will be less helpful. It is like owning a Jet fighter but you do not know how to be a pilot. I know how to pilot it that is why I can direct it to success.

Pros:

It has a lot of features that can be used and each time I check it it's becoming better. 5 years ago when I saw it it has a lot of potential. Now I know it will be growing further

Cons:

Up until now, it does not have a sufficient knowledge base to back up its extensive features. Though it's easy to use. but having a guide will still be helpful

Value for Money makes it an Excellent Replacement

Comments: Very happy with the product due to it's price point, overall customer support and features. Some things did take getting used to which would be true of any new product, but it is packed with features and functionality a lot of which we haven't even tapped into yet such as a built-in helpdesk suite. At the moment we're just using it for contact management, e-mail marketing, automation and some CRM features.

Pros:

It is extremely feature rich, has very few limitations, one of the best customer support responses I've had with chat features to get issues addressed within a short time, accessibility of the team, unlimited tagging which is crucial to our way of doing business. It's an entire suite that one needs to use. We've still not used all the features and I'm looking forward to use and implement what we have access to as a product.

Cons:

There is one pesky irritating thing and that is copy/pasting from a document like Word into the e-mail editor that destroys the formatting. To be fair this has been a problem with all of the ones I've used in the past as well.

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.

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!

Manage Everything Together.

Comments: Overall, EngageBay CRM is an extremely useful tool that helps me stay organized, focused, productivity, and also helps me complete my goals.

Pros:

I liked the ability to create schedules and plan my tasks everyday and use my completed plan to help me be more productive during the day and efficiently and efficiently get things done.

Cons:

I didn't like the contacts portion of the software and I think I that's mainly because I don't have any contacts so I didn't get to use this part much

Great for new businesses

Pros:

Ease of use and implementation, many options available in the free version, and both app and website have equal usability.

Cons:

I wish I could customize my homepage to consolidate only the things that matter to me. This may be available, I just didn't find it.

Great for Start-ups

Comments: Great support, platform was easy to use and information provided by the team was very helpful.

Pros:

Easy to use and adapt as a CRM and Sales pipeline tool. Well thought through platform that allows me to run my small business without having to learn how to use the platform.

Cons:

Nothing bad to say about the platform.

EngageBay CRM, a useful tool for your business

Comments: In our case, we use the CRM module for sales and deals management . We use it dayly , is our tool for deals register , sales, win/loss oportunities, contact data, etc.. EngageBay platform provides a glance of our business development and help us to categorize our company priorities, track our goals, tasks, etc. I strongly recommend it for small business .

Pros:

I like the easy use of the platform, the fast response. For example in the deals view you can add your customers´s logo, and other fields that you consider neccessary. This is very useful in order to have a quick view of your business . You can also generate csv reports from each account. The online support is polite, fast and efficient.

Cons:

I would like more configurable options for sales reports and user experience interface. For example, change background colors, insert your company logo, reports from different fields. (For example customer hit rate report,etc)

Easy, simple, and full of features

Comments: Overall, it's easy to setup and start using it if your demands are not that high. For a small team of 2 sales and 1 marketing, it works great and fits all my team's needs.

Pros:

The simple interface and the abundance of features in a very affordable tool. It integrates well with websites and can be very customized.

Cons:

Landing pages and forms designs can be improved to fit a modern style. Forms don't have many field options.

Every B2B should start digital journey with EngageBay CRM

Comments: As of now, I would consider it awesome, and I hope it will improve in the future.

Pros:

We don't require coding people anymore to create attractive email templates. Landing Page.

Cons:

EngageBay should focus on creating in-house integration and provide it for free with an EngageBay subscription.Or else they should provide Zapier and other integrations that every digital advertiser requires for free.

Sophisticated 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.

Pros:

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.

Cons:

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.

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.

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.

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

Excellent Customer Service, Mostly Easy to Use

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.

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).

Pros:

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...).

Cons:

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.

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.

Good software - be sure to know your needs

Comments: Overall experience was very good. EngageBay is not a bad product at all. There are a lot of options available and the support is great.

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.

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.

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.

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).

Everything under one roof

Pros:

EngageBay cover all of any business needs, from task managing to customer support platform. I mainly use it to collaborate on task and project. It comes with good communication hub that let us to have a quick and swift connection between us to discuss on the task and project.

Cons:

As this software is packed full with features, it can be quite confusing to use it for the first time, and to choose the correct tool that i need to running the project objective that i has planned. The manual guide is not too detail and not very helpful for me.

All the features at an unbeatable price!

Pros:

EngageBay is very intuitive to use and has all the tools of other CRMs that cost 10x as much. They are always available and have been very helpful with every question we have asked.

Cons:

Understanding which features were included in the different plans was a bit confusing at first.

Engagebay CRM

Comments: We are using Engagebay for our 3 account managers and 3 pre-sales people to collaborate and track deals. it has streamline the tracking of opportunities and given us a way to centralise documentation so that order processing can be tracked and made very efficient.

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.

My whole salesystem as a marketer

Comments: Moving my contacts from excell to EngageBay enabled me to work smarter, with automated notifications and reminders. Notes about the conversations I had with clients makes the follow up really smooth.

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.