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What Is EngageBay CRM?

EngageBay is a simple, affordable, all-in-one marketing, sales and service CRM software built for small businesses and startups to acquire, engage, nurture web visitors and convert them to happy customers. Acquire leads through lead generation forms and popups, engage web visitors through beautiful landing pages, nurture them through engaging emails, and automate your marketing funnel through marketing automation - all from one easy to use platform.

Who Uses EngageBay CRM?

Small to medium size businesses that require affordable, all in one sales and marketing software to acquire, engage, nurture and convert visitors to customers.

EngageBay CRM Software - Lead generation forms
EngageBay CRM Software - Contacts
EngageBay CRM Software - Contact details
EngageBay CRM Software - Landing pages
EngageBay CRM Software - Landing pages creation

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Reviews of EngageBay CRM

Average score

Overall
4.7
Ease of Use
4.5
Customer Service
4.8
Features
4.6
Value for Money
4.7

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
mohammed
mohammed
Recruiter in Canada
Verified LinkedIn User
Staffing & Recruiting, 51–200 Employees
Used the Software for: 1+ year
Reviewer Source

Like the Simplicity of the CRM

5.0 last month New

Pros:

I can easily manage my contacts using this tool. It helps me tag them and create different lists so that I can easy email them. I have been using Excel where this process was cumbersome.

Cons:

I like almost all the features of EngageBay but it lack some features while creating templates. It doesn't copy the formatting when we paste the content.

Amir
Owner in US
Computer Software, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Alternatives Considered:

Fast ROI with EngageBay

5.0 2 months ago New

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.

Leah
Founder, Managing Director in US
Marketing & Advertising, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Jumped the gun on purchasing

3.0 2 weeks ago New

Pros:

The supposed all-in-one capability (although there are hidden fees, and it’s not compatible with critical widely used software), the capability for social media management, a bot builder, and the email marketing system.

Cons:

You have to pay separately for website tracking, which wasn’t disclosed when I spent more than $2k purchasing the software. This is a major issue for my business and budget for the upfront expense, which is supposed to be an affordable alternative to HubSpot. The clunky user interface also leaves much to be desired. I have buyer’s remorse. There is also no integration with Outlook unless you use the web version, which is a big deal considering how prevalent Outlook is used in business.

Warren
President in US
Biotechnology, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Alternatives Considered:

Good option for someone needing a cost effective all in one CRM

4.0 2 months ago

Comments: The onboarding and ongoing customer support is fantastic. They are available almost instantly and often will jump on a video call immediately to help.

Pros:

The cost vs features is almost unmatched. No bells and whistles but a good, solid platform.

Cons:

You get what you pay for, it does what is needed, but does have limitations.

EngageBay Response

2 months ago

Hi Warren, Thanks for your review. I see that you rates us 3/10 on the "Likelihhod to recommend" parameter. Can you please let us know the reason for the low rating on that aspect. Your feedback will immensely help us.

Melissa
Marketing Liaison in US
Mechanical or Industrial Engineering, 11–50 Employees
Used the Software for: 1+ year
Reviewer Source

Alternatives Considered:

EngageBay makes managing a CRM Easy

5.0 2 weeks ago New

Comments: Great group to work with. Very nice people who are fully engaged in the improvement of their product. They have built an outstanding competitive CRM and so far I have enjoyed using EngageBay and interacting with the staff.

Pros:

Ease of use. Support always available to assist with questions, etc.

Cons:

I'd like to see more email templates that are normally available on other CRMS. Creating email templates from scratch can be time consuming.