EngageBay CRM Reviews

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

Sales feature are awesome, CRM Functionality and Marketing Dashboard are very good in use and reliable Also I use it to manage my sequence, campaigns and much more client data + live chat + appointment scheduling, its useful

Cons

Quite expensive for every use and support sometime can be complex

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.

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.

Pros

Multiple features in a very economical price, can suit any small to medium scale business. Easy to use and can create built and implement anything of your choice.

Cons

Some modifications in the automations are needed as addition of multiple values in choice nodes, there should be option to create multiple scoring fields, exporting the statistics of automation performance or campaign performance is missing, no choice drop down to check if lead has filled out form or not (only trigger is available). Landing page designing is a bit tricky as in single section sometimes images don't fit and then you have to resize the image externally and import again, meaning no inbuilt feature to resize images.

Pros

The whole experience 😊.Engagebay help the organisation to have all necessary information in one place. Help us with sales automation ,pipeline and contact management

Cons

Nothing everything roll perfectly and smoothly

Alternatives Considered

HubSpot CRM

Pros

Accounts for all the necessary elements of effectively managing and tracking customer engagement.

Cons

If there has to be a least liked category I guess I would say a bit more customization of reports and workflows would be helpful

Pros

Easy to set up and get started with an excellent support team.

Cons

Switching from page to page can be inconvenient.

Pros

their sales team is very well prepared and they are always available to resolve our problems. the effectiveness of this software surprised me

Cons

for the moment I have not yet encountered any difficulty

Pros

Landing Page, Lead Management, Email Marketing, Social Media Marketing

Cons

Little bit difficult to integrate with Third Part Apps. But once configured, working like charm

Alternatives Considered

LeadSquared and Blackboard Learn

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.

Alternatives Considered

Zoho CRM, ActiveCampaign, Copper and HubSpot CRM

Reasons for Choosing EngageBay CRM

I was client from The Netherlands, but I experienced the worst support ever. Arrogance, already in the beginning [sensitive content hidden] was only interested in big clients, not the ones with 1 or 2 licences. I tried to get my account supported to USA, as they seem much better and more client friendly, but catsone.nl is an agent, who acts like he is the founder of the software. In real life he is just a dj in mini disco's who got the rights to be agent for catsone.com. Be aware.. software is good, but has really little functionality and if you ever need support, run away! ;)

Reasons for Switching to EngageBay CRM

Many platforms I have looked at. But integrations are mostly not as good, or the price is insanely high. Think about Hubspot. If you want to get broke, go there ;) Active Campaign is a great platform too, but limits users or you have to pay a lot more. The price and quality relation for Engagebay is the best!

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

Alternatives Considered

Dynamics 365, Salesforce Sales Cloud and HubSpot CRM

Reasons for Switching to EngageBay CRM

all other choices cost a ton of money. this is the only one with very extensive feature that is easy on the pocket

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

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

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

Engagebay is far less expensive than Hubspot, but with most (if not all) the important features. This was very important for us as a small business. We use so many of the CRM functions, from creating marketing funnels, to email automations, tagging, tracking, appointment setting with our sales team, and many others.

Cons

There are parts that are slightly clunky (like email sequences), but nothing too bad.

Alternatives Considered

HubSpot Marketing Hub

Reasons for Choosing EngageBay CRM

Keap is more expensive with less features. Most importantly Keap does not let you add tracking pixels to landing pages for anything other than Google and Facebook.

Switched From

Keap

Reasons for Switching to EngageBay CRM

Engagebay is far more budget friendly, which is important for our startup.

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

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.

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)

Alternatives Considered

monday.com

Reasons for Choosing EngageBay CRM

For pricing policies.

Switched From

monday sales CRM

Reasons for Switching to EngageBay CRM

For low costs and price policies.

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.

Pros

Well I tried several CRMs which include ZOHO CRM PLUS, AGILE ENTERPRISE, and Hubspot for a while.

Most CRMs have same functionalities but when it comes to pricing its way different. Engagebay has everything which Agile, ZOHO, Hubspot has but at a fraction of the cost.

When you are running a digital business you probably have thousand of leads or contacts who you want to nurture and with limited contacts you cant do miracles. Engagebay has give me unlimited storage of contacts and i can send 50,000 emails a month without connecting any other email app like sendgrid or mailchimp. Other thing is support, their 24 hours support is awesome and team is also cooperative as well. Therefore, you should try this since it has everything which a high end CRM has but at fraction of the cost.

I would highly recommend EngageBay to use.

Cons

Engagebay has give me unlimited storage of contacts and i can send 50,000 emails a month without connecting any other email app like sendgrid or mailchimp. Other thing is support, their 24 hours support is awesome and team is also cooperative as well

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.

Pros

EngageBay CRM is a user-friendly tool, even a tech noob could navigate through it like a pro. The interface is sleek, intuitive, and not overloaded with unnecessary bells and whistles. the customization options are great! I could tailor the CRM to fit my business needs, creating personalized pipelines and custom fields. also with the email marketing tools, Designing and sending out engaging emails was a breeze, and the analytics helped me track their performance. EngageBay CRM just made my life easier.

Cons

the mobile app could use a little better. it's functional and gets the job done, but it lacks some of the advanced features and smoothness of the desktop version.

Alternatives Considered

Zoho CRM and Salesforce Sales Cloud

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.

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.