EngageBay CRM Reviews

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!

Alternatives Considered

HubSpot Marketing Hub, Zoho CRM, Pipedrive, Salesforce Sales Cloud, Spotler CRM, HubSpot Sales Hub, HubSpot CRM, HubSpot Service Hub and Zendesk Suite

Reasons for Switching to EngageBay CRM

I hate to get nickel and dimed, and the All-in-One program was great at EngageBay. The cost was much less them most, but the tools were more. The staff was easy to talk to. I really liked them a lot. I wish I would have come across them at the start of our search for a CRM. To me, it seemed like a natural choice, and in retrospect, I know it was the right choice now!

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.

Alternatives Considered

HubSpot Marketing Hub, Constant Contact, ActiveCampaign, Lead Gen & CRM (formerly SharpSpring), Salesforce Marketing Cloud, Agile CRM, Ontraport, Marketing 360, Drip, GetResponse, Keap, Marketo Engage and HubSpot CRM

Reasons for Switching to EngageBay CRM

Best value for money and best overall features as against market leaders for BRB.

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

Alternatives Considered

HubSpot CRM and Zendesk Suite

Reasons for Choosing EngageBay CRM

after about a year or 2 of being a customer i started constantly having trouble and the customer service was rude and unhelpful.

Switched From

Agile CRM

Reasons for Switching to EngageBay CRM

it seemed to do everything i needed and more and was so much cheaper

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

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.

Alternatives Considered

Moosend and Klaviyo

Reasons for Choosing EngageBay CRM

Both Brevo and Constant Contact had poor customer service. Their product was too limited and when you really wanted to use features in the product they had a new bundle for you to purchase. They were honest and their sales tactics were offensive.

Switched From

Constant Contact and Brevo

Reasons for Switching to EngageBay CRM

Mostly price but I could have went either way as I do like Moosend and Klaviyo and have used them in other capacities in the past.

Pros

1. The functionality and flexibility to develop and manage comprehensive marketing campaign management .
2. The ability to create multiple landing pages to support a variety of lead magnets.
3. Very responsive support

Cons

There really is very little not to like abount EngageBay. There is a learning curve which is not difficult but easy to miss some details early on in the set up and development.

Alternatives Considered

ConvertKit

Reasons for Choosing EngageBay CRM

Ease of use, better integration of functionality, and more complete.

Switched From

GrooveFunnels

Reasons for Switching to EngageBay CRM

More flexibility and functionality. EngageBay is a better fit for my needs.

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.

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.

Alternatives Considered

HubSpot CRM

Reasons for Switching to EngageBay CRM

the price was a lot more reasonable for the size of our company

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.

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

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

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

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.

Alternatives Considered

HubSpot CRM

Reasons for Switching to EngageBay CRM

The deciding factors was not only cost, but the fact that EngageBay gave us features that HubSpot only provides in their premium package, which would have been overkill for us at this time.

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.

Alternatives Considered

Brevo

Reasons for Choosing EngageBay CRM

We simply couldn't afford everything we needed at Hubspot's rate.

Switched From

HubSpot CRM

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

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.

Alternatives Considered

SharpCloud and HubSpot CRM

Reasons for Choosing EngageBay CRM

Mostly cost - Hubspot was getting too expensive for a small sized company

Switched From

HubSpot CRM

Reasons for Switching to EngageBay CRM

Cost and ease of setup. Also, the interface is not very confusing.

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.

Alternatives Considered

Capsule, Zoho CRM, Insightly, ActiveCampaign, Pipedrive, Bitrix24 and HubSpot CRM

Switched From

Pipedrive

Reasons for Switching to EngageBay CRM

Better functionality, fair price, more capacity

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

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

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

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

Alternatives Considered

HubSpot Marketing Hub

Reasons for Choosing EngageBay CRM

Price costly for small business

Switched From

HubSpot Marketing Hub

Reasons for Switching to EngageBay CRM

price is friendly with small business

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

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.

Alternatives Considered

Zoho Campaigns, Brevo and SendGrid

Switched From

MailerLite and Mailchimp

Reasons for Switching to EngageBay CRM

Better features and better price

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.

Alternatives Considered

HubSpot CRM

Reasons for Choosing EngageBay CRM

The need to customize, cost-to-value

Switched From

HubSpot Marketing Hub, Salesforce Sales Cloud and HubSpot CRM

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).

Alternatives Considered

HubSpot CRM

Reasons for Switching to EngageBay CRM

Price was waaaayyyy better.