EngageBay CRM

Pros

It is simple, complete and easy to use. Also it is very affordable.

Cons

It's easy to make mistakes while setting email sequences

Pros

Easy to setup. I was able to get this working within 30 minutes. So quick.

Cons

Too many emails sent from vendor initially

Alternatives Considered

Reasons for Switching to EngageBay CRM

Pros

Combines marketing automation, CRM, and ticketing system.

Cons

Nothing is straightforward, there are numerous bugs and poor design decisions, ticket views are unreliable (sometimes do not show all matches!).

Pros

Everything. It's just a super simple CRM to use and I love using it as do my 5 salesmen that work with me.

Cons

Not much at all. I rarely run into problems with it, actually.

Pros

EngageBay CRM, some of its commonly praised features include its all-in-one nature (combining marketing, sales, and service tools), its affordability compared to some competitors, and its user-friendly interface. Many users also appreciate the free plan option for small businesses or startups. Of course, whether you would like it depends on your specific needs and priorities in a CRM.

Cons

The marketing and sales and service tool. It's user-friendly interface.

Pros

First of all, since it provides a range of user-friendly designs, Engagebay is an excellent choice and business partner for a CRM rookie. Although it takes some getting accustomed, the team's assistance—especially that of [sensitive content hidden] has made the journey rather easy. A computerized schedule of meetings encourages proactive engagement.

Cons

Restrictions include a brief introduction that appears before the email template, sometimes delayed email broadcasts, and emails that fail to reach corporates despite being guaranteed that they would wind up in the inbox rather than the trash can.

Pros

A great solution for my marketing needs, particularly the automations.

Cons

There is no least like about EngageBay, this CRM is helping me in my needs related to Marketing.

Pros

We were looking for a program that would simplify our daily reporting. We found ENGAGEBAY and we use it literally every day and quite successfully.

Cons

In fact, everything is very convenient for sales staff!

Pros

It is comprehensive CRM so for small teams it is good software and centralized System. the Customer Support is good.

Cons

Will update as we use for longer period.

Pros

Affordable, all-in-one CRM with great automation, intuitive interface, and responsive support.

Cons

Limited advanced customization, some integrations need work, and the mobile app could improve

Pros

What I liked most about EngageBay CRM is its competitive pricing, which is great for small businesses. The user interface is intuitive and easy to navigate, making it simple to manage tasks. I also appreciate that it’s an all-in-one solution, offering tools for marketing, sales, and customer support in a single platform.

Cons

What I liked least about EngageBay CRM is that it doesn’t integrate with many third-party software applications, which is critical for our business needs. Aside from that, it has been a good experience overall.

Alternatives Considered

Reasons for Switching to EngageBay CRM

Pros

I've had the pleasure of using EngageBay for our business, and I can't recommend it enough! Here's what stands out:

Comprehensive CRM: Keeping track of leads and customers has never been easier. The CRM is intuitive, with customizable pipelines and contact management features.

Email Marketing Powerhouse: Their drag-and-drop email builder is so easy to use, and the ability to segment audiences has really helped us send targeted campaigns.

Marketing Automation: We’ve set up automated workflows that handle email follow-ups, lead nurturing, and even social media scheduling. It’s like having an extra team member on board! 🙌

Affordable Pricing: EngageBay offers all these powerful tools at a price that small and medium businesses can afford, which is a huge plus!

Cons

Landing page buildings could be better to have better experience

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

Reasons for Switching to EngageBay CRM

Pros

The best thing about this CRM is the ease of use. I found it easy to learn and continue using.

Cons

There are some options that could be expanded on such as building web pages, I would benefit from having more options in the design process of the web pages.

Pros

all features in one platform. Perfect for soloentrepreneurs
need only one system

Cons

no integration with Canva. This is very needed

Alternatives Considered

Reasons for Choosing EngageBay CRM

Switched From

Reasons for Switching to EngageBay CRM

Pros

Right now we're using it for contact management and e-mail marketing primarily. We had a CRM in Zoho and will be migrating most likely soon. Pros: Extensive features at an incredible value and easy to use. Customer support response is amazing and communication is stellar. Feel like I havent even cracked the surface of what engagebay can do!

Cons

Time. As great as engagebay is, it’s hard to manage the migration project to CRM. It’s almost as if there’s too much available and migrating doesn’t feel intuitive.

Alternatives Considered

Reasons for Choosing EngageBay CRM

Switched From

Reasons for Switching to EngageBay CRM

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

Reasons for Switching to EngageBay CRM

Pros

All-in-One Solution: Combines CRM, email marketing, sales, and support tools in one platform.
User-Friendly Interface: Easy to navigate, even for non-technical users.
Affordable Pricing: Offers great value compared to other CRM tools.
Email Marketing Made Easy: Simple drag-and-drop email builder with automation options.
Excellent Customer Support: Responsive and helpful support team.
Customizable Workflows: Create automated workflows to save time and boost productivity.
Detailed Analytics & Reporting: Track and measure campaign performance with ease.

Cons

Learning Curve for Advanced Features: Some advanced features require a bit of time to master.
Limited Customization for Reports: Customization of reports could be more flexible.
Mobile App Limitations: The mobile app could use more functionality.
Occasional Bugs/Glitches: Like any software, there are rare instances of small bugs.

Pros

I've been using Engagebay for our email automation since last year, and their support chat has been incredibly helpful throughout. Every time I've had an issue or needed assistance, the support team responded promptly and provided clear, effective solutions. They have been a great help in ensuring our campaigns run smoothly, and their professionalism and expertise are truly commendable. I highly recommend Engagebay's support chat for anyone looking for reliable and efficient customer service.

Cons

However, one area where Engagebay could improve is in its automation capabilities. While it covers most basic requirements effectively, there are limitations when it comes to more advanced automation needs. Some specific automation features and customization options are either missing or not as robust as we would like.

Pros

Simply put, the ease of use is remarkable for people relatively "new" to this sort of thing

Cons

A con i have to mention is not really about EB but about the "cons" shown on this page, 4 of which have already been addressed and fixed by Engagebay (and work *remarkably* well as a matter of fact!) —

So anyone reading this, don't be put off by the cons mentioned without doing some due research on the brand spanking new features Engagebay now has.

Alternatives Considered

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

It does everything i need in a CRM and sales tool. it has definitely helped me become more efficient. Best thing about Engage Bay is their support. Chat support is live and picks up almost immediately. they always resolve the issue, you are never rushed. they will even give you a call if text is getting tedious. It seems nowadays everyone's support is non existent so their outstanding support makes it stand out

Cons

its a little difficult setting up /navigating at times, however if you reach out to support, they will get you going in the right direction. once it learn it its simple. and the interface can be a little slow at times, however has never been a real issue.

Pros

It offers an excellent way to manage the contacts, companies and deals. One can easily sync them from many services like Hubspot, Salesforce, Google, Outlook and many other. It is reliable and offers automations to automate most of the tasks.

Cons

Initially I had some issues while importing deals as it is a bit tricky but their customer support helped me with the import and from that time I had no such issues.

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.

Pros

I love the simplicity of setup and use. Previously I used Salesforce. It's very powerful tool, but was too complicated for our nonprofit organization.

Cons

The knowledge base is for me too general. Doesn't cover more sophisticated issues. You need to submit ticket to get help.

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

Reasons for Choosing EngageBay CRM

Switched From

Reasons for Switching to EngageBay CRM

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

Reasons for Switching to EngageBay CRM

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

Reasons for Choosing EngageBay CRM

Switched From

Reasons for Switching to EngageBay 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.

Alternatives Considered

Reasons for Switching to EngageBay CRM

Pros

The simplicity of connecting the API, the tracking tools, and the way that it manages to somehow pull together all the complex features needed into a single package and somehow make it appear that it's less complex than it really is. The capabilities here are astounding, but if the more complex things aren't needed, the system remains simple and straightforward.

Cons

It would be nice to be able to hide the links, tabs, and menus to things that aren't being used and re-add them if we decided to use them later. Also, the social media marketing only covers Facebook, Twitter, and Instagram. I'd really like to have a much wider selection.

Alternatives Considered

Reasons for Choosing EngageBay CRM

Switched From

Reasons for Switching to EngageBay CRM

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.

Pros

Customer service is top notch, Dashboard again is really good and easy analytics, EDM/Landing page creation so easy and in a breeze.

Cons

Initially it takes time getting used to when creating the EDM's and Landing page. Certain features are hidden or it takes time to reach them and find them. But once you know its really easy.

Pros

What I liked most about EngageBay CRM is its all-in-one approach, combining sales, marketing, and customer support tools in one platform. It offers automation features that help streamline tasks like email marketing, lead generation, and customer follow-ups. Its user-friendly interface and affordability make it accessible for small and medium-sized businesses, and the integration capabilities enhance overall efficiency. EngageBay also has good customer support and provides value for teams looking for a cost-effective yet robust CRM solution

Cons

What I liked least about EngageBay CRM is that its advanced features, such as reporting and analytics, can feel limited compared to larger CRM platforms. Some users might find the customization options restrictive, especially if they need highly tailored workflows. Additionally, there can be a bit of a learning curve when setting up automation, and the interface, while user-friendly, could benefit from more modern design elements. Depending on business needs, the scalability for larger teams may also feel constrained

Pros

1. It's collaborative working environment is so easy to implement and adapt.
2. We don't have to worry about losing our data anymore as all the data is now stored on the cloud.
3. Their server never gets down so our team works any time of the day they want.
4. According to the price, this is the best CRM with all the relevant features as compared to the other alternatives in the market.

Cons

The users might get lost during their initial days of using this due to their vast featuers but their resource modules are so helpful that they helps them to get back on track.

Also, their support team was always there to help us when we got lost using the tool or had any doubts.

Pros

Good support where you can actually schedule a call with a human.

Cons

Most everything else. It's not remotely user friendly. The way "Deals" are structured is totally confusing. I was promised by my sales person that it would function like Active Campaign, which I'd used for years but increased in price 4x. Engagebay isn't remotely the same and we've had perpetual problems with it. I, unfortunately, signed up for two years and am sorry I did. I'm now stuck with it.

Pros

I like how it aligns most platforms with one another, nearly every other software available doesn't streamline the process of connecting all profiles. Most issues are caused by the time it takes to connect them all (like hoops you're made to jump through just to get to that point), I am always searching for a better "main hub" situation because each one, I've learned in my own experiences, that not one single platform, hub, account management, and otherwise, never do ALL that you need them to be able to do. One may do 15 things that the other doesn't but that one missing those 15 features may have the one feature that you really needed to lighten the load or something. Its always something or 5 things, but for the money EngageBay seems to be true to their word, and have nearly mastered the all-in-one hub

Cons

Cost, make it accessible for everyone, even consider a free option because more times than not, someone will desperately need the features that are restricted usually in free-trials or free plans, and end up buying regardless to satisfy that need.

Pros

EngageBay has completely transformed the way we manage our customer relationships! As a small business, we needed an affordable CRM solution that didn’t compromise on features, and EngageBay has exceeded our expectations on all fronts.

The user interface is incredibly intuitive, allowing our team to quickly learn and start using it efficiently. The ability to have all our marketing, sales, and support tools in one place is a huge time-saver. From email marketing automation to lead scoring, everything works seamlessly. The visual pipeline gives us a clear overview of our sales process, helping us stay organized and focused.

What really stands out is the exceptional customer support. Whenever we’ve had questions, the EngageBay team has been prompt and helpful, ensuring that we’re maximizing the platform’s potential.

Cons

There is nothing not to like about EngageBay

Pros

EngageBay CRM offers an all-in-one platform that's perfect for small and mid-sized businesses. The integration of sales, marketing, and service tools is seamless, and the pricing is highly competitive compared to other CRM solutions.

Cons

The reporting capabilities, although adequate, might fall short for businesses with deep analytical needs

Pros

EngageBay CRM has transformed our customer management! The all-in-one platform is user-friendly and packed with features typically found in more expensive tools. I especially love the marketing automation and seamless integration across sales and support. It’s a powerful, affordable CRM with fantastic customer support—highly recommended!

Cons

EngageBay CRM is a fantastic tool overall, but the customization options could be a bit more flexible. While the interface is easy to use, a few more layout customization features would be helpful. However, the regular updates show they're always improving!

Pros

The user friendly onboarding. Super easy and quick! Let's not mention the landing page templates!

Cons

Can't really say that I disliked anything about the overall experience

Pros

I find EngageBay a comprehensive, all-in-one solution, offering robust functionalities across organization, task automation, form and landing page creation, marketing campaign management, and result tracking. It provides an extensive toolkit essential for both marketing and sales teams, seamlessly integrating appointment scheduling, content creation, campaign execution, and data organization.

Cons

I haven't found a single aspect of EngageBay that I haven't liked yet. Whenever I encounter an issue, the chatbot is always there to provide instant assistance, making the experience even smoother.

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

ease of use and simple to get started with.

Cons

Some levels of automation can be still better.

Alternatives Considered

Reasons for Choosing EngageBay CRM

Switched From

Reasons for Switching to EngageBay CRM

Pros

EngageBay’s marketing automation is highly useful, offering email campaigns, workflows, lead scoring, and segmentation. These features help businesses nurture leads more effectively and automate repetitive tasks to save time.

Cons

EngageBay CRM is generally well-regarded as a comprehensive and cost-effective customer relationship management platform, especially for small to medium-sized businesses. Its standout features include marketing automation, sales pipeline management, email marketing, customer support tools, and contact management, all integrated into a single platform.

Pros

The intuitive interface makes navigation a breeze. EngageBay's CRM is robust yet easy to use. I appreciate how it streamlines my workflow. Overall, it's a powerful tool for boosting productivity.

Cons

"The mobile app could use some improvement. Occasionally, I encounter minor bugs. Customization options are somewhat limited. Integration with certain platforms can be smoother.

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

Reasons for Choosing EngageBay CRM

Switched From

Reasons for Switching to EngageBay CRM

Pros

Support, Ease of use and Cost effectiveness

Cons

Social Suite is not that great, they should include social suite as a new module

Alternatives Considered

Reasons for Choosing EngageBay CRM

Switched From

Reasons for Switching to EngageBay CRM

Pros

I found EngageBay CRM to be highly intuitive and user-friendly. Its all-in-one platform provides seamless access to essential tools such as email marketing, automation, and sales pipeline management without overwhelming complexity. The pricing is also very competitive, especially for startups and small businesses. Customer support is responsive, and the platform offers good customization options for workflows and dashboards.

Cons

While EngageBay offers a broad set of features, some advanced functionalities (like deep reporting and analytics) feel a bit limited compared to more premium CRMs. Additionally, integrations with third-party tools are improving, but it lacks some of the deeper native integrations that larger platforms provide. The mobile app also has room for improvement in terms of speed and usability.

Pros

It is really easy to use CRM! Would recommend this to any user.

Cons

I didn't like the UI of the platform initially, but it proved to be very efficient

Alternatives Considered

Reasons for Choosing EngageBay CRM

Switched From

Reasons for Switching to EngageBay CRM

Pros

To begin with, for a CRM beginner, Engagebay is a great choice and business partner - providing many easy to use templates. It takes a bit of getting used to but with the team support especially Charles and also Bob & Mark, the journey has been rather easy. Auto meeting schedule facilitates proactive engagement.

Cons

There are limitations eg limited space for intro before the email template; email broadcast is slow to be sent out sometimes, some emails not reaching corporates despite assurance that emails would land into Inbox instead of junk folder.