EngageBay CRM Reviews

One of the best all-in-one CRM

Comments: My overall experience with Engagebay has been exceptional. EngageBay has made our whole Sales process easy to track. We are able to easily track where a prospect is in the Sales Cycle and on the Marketing side, we have been able to run a few successful email and sms campaigns. We have also been utilizing the landing pages from EngageBay for other campaigns that we have been running and for recruiting purposes as well.

Pros:

What I like the most about EngageBay is that it's an inclusive platform where Sales, Marketing, and Support can be able to work together on the same platform and helps these different but intertwined departments to be always in sync.

Cons:

There is nothing I don't like about Engagebay so far, it does everything we were looking for in a platform of its nature.

Perfect for small businesses

Comments: Pretty satisfied. Good solution at this price (free :-) (I use only the help desk module for now).

Pros:

It's very modular. You can use just the required feature without paying for extra modules. This means that it can be adapted to any business. For example, in my business, I only need the help desk feature for now, which is free, by the way! It's nice to know that I can add the marketing module if one day I decide to do some email marketing automation.

Cons:

I have no complains so far, and I have been using it for 2 years.

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.

Very Very Good All in CRM and Marketing platform and Super Service!

Comments: Until now, I have nothing to complain. It is really great to work with the software and the support desk. Hints on new functionality are taken seriously and you will get feedback if it is integrated or not.

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.

Good for a beginning company!

Comments: As an up and coming company we needed a CRM and EngageBay offers one with great customer service at a cost that is reasonable with more than just one feature available. No more are the days of a million spreadsheets!

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.

All in one Sales & Marketing Solution

Comments: Taking our manual sales and marketing process and replicating it in Engagebay has reduced the amount of missed opportunities

Pros:

We found setting Engagebay up to be very straight forward. Customizing it and importing data is relatively easy and integration with our other systems was quick.

Cons:

So far we do not have anything we dislike.

Customer Service is great

Comments: Been very happy with the tools and overall experience.

Pros:

The best feature is their customer service. They have been incredibly quick to respond and assist on everything we've needed. There are plenty of CRM's that have what we need, but none that are as quick to help us actually do it.

Cons:

Missing some small features but they are open to receiving feedback on what is needed.

Excellent features, excellent price - I recommend highly recommend EngageBay

Comments: I've taken a lot out of my head. I can find things when I need them. I think it will make it much easier to employ someone because everything will be accessible to them too, rather than them having to ask me questions. I got EngageBay for automation but it offers so much more.

Pros:

I was looking for a product that included automated marketing emails and EngageBay does that. I've been so impressed with other parts of EngageBay that I didn't initially expect to use. I wouldn't want to do without it now. It helps me keep track of every interaction I have with others from prospects to ongoing clients. I love that it includes social media scheduling too. I haven't used it yet because I'm so busy. There is no other product that offers what it does for the price.

Cons:

I thought I couldn't work it out (because I couldn't find the support tutorials) but the customer support team was really helpful and in the end I learnt very quickly.I don't use the calendar managment because I think there are better options out there (free too).

Best on the market

Comments: I tried severall solutions like Hubspot. UX is simply the best and pricing is very good compared to Hubspot (much to expensive)

Pros:

Easy to use, maybe in future a more "modern" design of the backend? But allround absolutly the best on the market

Cons:

Nothing i can think of... Very good fast and friendly support.

Great Robust Free CRM !

Comments: Without out this, I cannot track my re-touches for my clients and organize all of my drip campaigns in one spot.

Pros:

Love the e-mail functionality regarding marketing.Love the tagging options for contacts.

Cons:

Soon to come texting marketing campaigns, now lacking.

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.

An All-in-One Solution for Businesses - EngageBay

Comments: Overall, EngageBay is an excellent all-in-one solution for businesses. The comprehensive feature set makes it a great choice for both small and large businesses. The user interface is easy to use, and customer service is always available to help. The only downside is the cost, but for those who are willing to invest in it, EngageBay is definitely worth the price.

Pros:

EngageBay is an amazing all-in-one solution for businesses. It offers a comprehensive suite of features that are tailored for both small and large businesses. It has everything I need to manage customer relationships, marketing campaigns, and more. The user interface is easy to use and the customer support is always available to answer any questions I may have.

Cons:

While EngageBay is a great all-in-one solution, it can be a bit expensive for some businesses. The pricing plans are quite comprehensive, but they can be a bit overwhelming for those who don't have an in-depth knowledge of online marketing tools. Additionally, some features require additional setup and configuration, which can be time-consuming.

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

Engagebay has been a great solution for us

Comments: Engagebay has been great, especially the customer support.

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.

Great alternative to HubSpot

Comments: Way less expensive than HubSpot which we were recommended to use and is overly complex and costly. This has become a centrepiece of our software and we are considering white-labelling it for our own client's use.

Pros:

One place to track all leads and their communication. Easy integration with Twilio for voice and SMS and provides for 2-way texting (many others don't). Great sales pipeline tracking and easy-to-send campaigns.

Cons:

Reports could bebetter. In particular, we're unable to determine who are the most active contacts ie. times they have viewed or opened an email, responded to texts, clicked on a CTA, called us. This would help us target the most likely prospects. Instead, we do this somewhat manually.

engagebay erview GYM and HEALTH

Comments: so far my experience with engagebay has been excellent.

Pros:

it is very close to what I am used to, the support has been incredibly helpful. It was super easy to set up pretty much plug and play and you are away. I am only 2 weeks into using this app but so far I'm really happy with it.

Cons:

The text messaging in automation has been problematic during the set up phase but the support has been excellent and have helped me with it. Hopefully in the future once I get used to using the platform i can set up the automations with the messages working straight away.

Good Product , Customer service and Cost

Pros:

The platforms has a lot of features (we are mostly using the marketing side of it). Their customer support is quick to respond, open to suggestions and tries implementing fixes and new features asap. Once you get used to using it, building landing pages is smooth and quick.

Cons:

Automating posting on socials (e.g. LinkedIn) didn't work very well for us. Some features could be better documented/explained (e.g. custom fields and connection to forms & filtering, email reporting), so that you don't need to contact their customer service. On the positive side, the customer service is very responsive so most questions get answered quite quickly.

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.

It Keeps Getting Better

Comments: This software made my day, month, and year. Everything is easier now.

Pros:

We started out looking for an affordable CRM/Email Marketing System that didn't charge by # of Contacts. EngageBay was the most affordable of those we found, but since we had never heard of it, we were skeptical it would be very useful. We were so wrong. This is one of those products that gets better, not worse, the more you dig in into it. It feels like I know a secret that no one else knows. IT HAS EVERYTHING. All in one app. We're saving so much money. We got an entire suite of software with at least 40 modules that we would have had to pay for from other apps (Social, SMS, Sales Management, Appointment Calendar, Ticket System, Live Chat, Integrated Automations, Etc..) We can cancel so many services thanks to this software. We had one issue logging in with the WordPress Apps, but it turned out to be our fault for not reading the manual. We sent a quick chat, and customer service answered on almost instantly. They were fast, very knowledgeable, patient, and kind. That 5-star service made the sale for us. We moved 22,000 contacts from another service that has 5% of the capability of EngageBay. I don't write reviews. But I feel like we got so much for so little that I had to give back. We will be recommending this to all of our small business clients.

Cons:

I can't think of anything yet. We're still on the Honeymoon.

Engagebay is awesome

Comments: I think engagebay was best all in one marketing tools with friendly budget

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

Commentary on my great results

Comments: EngageBay is a cloud-based CRM and email marketing software designed to help businesses with a wide range of industries grow their bottom line. This email marketing software is easy to navigate and will allow you to manage every aspect of your customer relationship from one central location. The customer relationship management system is very flexible and will allow you to track all of your customers from one location.

Pros:

This app is the best way to track your sales, leads, tasks and people. It has a lot of features, but I use it mostly for the task tracking. It is easy to use and the CEO is very responsive to feedback. You can track your sales, leads, tasks, and people. And if you want to track a list of customers, you can create a list and use their email addresses to track sales and leads.

Cons:

It's a very wide range of software and I think I use almost all of its features, my overall evaluation is positive because if you have a decent internet connection and a browser that works smoothly, you can control it from anywhere in the world.

The platform offers a comprehensive suite of tools for managing sale

Comments: Overall, I've had a great experience using EngageBay. The platform's range of features, including lead and contact management, sales forecasting, email, and messaging tools, have significantly streamlined our sales process and improved our ability to connect with and serve our customers.

Pros:

The platform is user-friendly and offers excellent customer service, including the ability to quickly implement new features on request. The all-in-one solution and affordable pricing make it a great choice for startups and small businesses.

Cons:

However, I do wish the platform offered more space for lists without having to upgrade to a higher plan. Also, the policy of deactivating accounts if they're not logged in at least once a week seems a bit strict. I understand the need for some level of activity, but once a quarter or even once a month would be more reasonable.

We're pleased we made the change to EngageBay

Comments: Positive experience. We moved from using multiple platforms for email, sales etc to this one. It worked out a lot cheaper doing this, but also we're more streamlined working across the different teams.

Pros:

It has a lot to offer, from using it to manage sales, to social scheduling to sending email campaigns and reporting. It is a one-stop-shop for all your needs. I can also see that they're constantly working to improve it and add more features which is fab. Their customer service via the chat box is great too, you never have to wait for support, there is always someone on hand.

Cons:

There are some aspects that I struggle with a little bit, such as not being able to check the personalization on an email campaign prior to sending it. The social scheduling side has been a little clunky for me too.

Best bang for your buck

Comments: It's straightforward to use, and the best thing is with larger functioning software's there needs to be strong support, and they have that well setup. You can easily get in contact with their help desk to quickly have answers to any of your needs.

Pros:

Engagebay has the most comprehensive suite of features for marketing without the associated costs you incur for other tools out there. I first was looking at marketing software that could encompass a lot of the needed aspects to support our and our clients campaigns, and was pleasantly surprised at the breadth of tools available within Engagbay. They cover both marketing and sales as well which created needed synergy.

Cons:

The only thing that comes to mind right now is the automations that can be created sit in silos in marketing or sales... they have different functionality, but I've found myself looking in marketing for a sales automation and vice versa. I understand the need for the separation, but one automation location with a way to filter and separate marketing vs sales would be helpful.

Caters to all our requirements well and helping the team scale with ease.

Pros:

Enagagebay covers our Sales and Marketing team from all the directions including Lead Generation, Zapier Integration makes it quick, Customization on Deal Board, Marketing Broadcast Email and Reports. Calendar Sync, Appointment Generation, Marketing Automation and Workflow. Moreover, the support team is proactive and always ready to help with our issues.

Cons:

In terms of the design templates of responsive email, they can add more to make it more intuitive. Currently, they have basics but will be good for marketing teams to include responsive designs in the templates.