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

Marketing automation tools, which enable users to create targeted campaigns, automate workflows, and track results, enhancing overall marketing efficiency.

Cons

Always a new bug to account for... It makes you spend a bit more time on some processes

Pros

I've been told it's a lot cheaper than Hubspot and new features are being added all the time - so that's a positive I guess and the support team are helpful/responsive.

Cons

Just feels clunky - the synch between emails is hit and miss in terms of how long it takes for them to appear in Ebay - also the fact that against an individual, company, deal you can't just see a complete list of all emails or other updates (from anyone) in one simple date ordered list is really frustrating - I think this is what the "activity" tab is probably trying to do but certainly isn't there yet.It could really do with some quick exports too for where you have got a groups of contacts, companies or deals that you just need to quickly get out into a csv for some other work - perhaps you can do this but it's not obvious Also colleagues have told me the campaigns/broadcast elements are no way near as good as hubspot and also the calendar/task list element needs more 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

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

the sales team is highly well-prepared; they're patient and try to solve all your problems; not to mention they always keep in mind the importance of the money you spend. so far, I'm very pleased with our collaboration. As for the customer service team, again - same story. they listen, they offer on-point solutions, and they're true professionals. Kudos guys!

Cons

there's nothing so far to be categorized as unpleasant or as a minus.

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

This CRM feature is simple and easy to use

Cons

Sales pipeline management features is quite complicated

Pros

Found a very good customer support. My couple of issues were resolved realy fast appreciate same.
Easy to use tool, workflows and automations are easy to set up and very useful

Cons

Additional email purchase is very very expensive. Would love this tool and blindly recommend to all of my community if additional email purchase can be reduced.
One additional functionality which can be very useful for business can be scheduling a batch job to run workflow or automation on specific date and time or with specific frequency like daily or weekly.
In forms phone number field need to be improved - country code should be captured correctly associated with main phone number

Alternatives Considered

ConvertKit and ClickFunnels

Reasons for Choosing EngageBay CRM

More functions and features - single crm tool with most features

Switched From

Jira

Reasons for Switching to EngageBay CRM

Click funnels is very expensive - but landing pages are awesome will switch to click funnel for landing pages once I have budget Convertkit is very good for email marketing - but engagebay offers full crm solution which both product does not have. Engage bay email functionality is very expensive so will look for integration with convertkit in near future.

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.

Alternatives Considered

HubSpot CRM

Reasons for Choosing EngageBay CRM

Lack of features

Switched From

Brevo

Reasons for Switching to EngageBay CRM

Features mainly and then support - they answered questions promptly. I also tried other products before I arrived at Engagebay but although they initially said they could do what I needed, after weeks of frustrating try outs - they didn't - and the support hadn't really listened to what I'd said I needed - Engagebay listened to what I actually needed before I got started and it did what they said.

Pros

I believe that its a value-for-money product. All those small startups who wish to use Hubspot but can't due to its enormous pricing can simply go ahead with Engagebay tool, as it provides all features (even more than Hubspot) in affordable pricing, along with all tools.

Cons

Engagebay can create a free integration with free version of Hubspot, so that a user can also use free Hubspot for marketing purposes.

Alternatives Considered

ConvertKit, ActiveCampaign, Freshsales, SendGrid, Mailchimp, AWeber and HubSpot CRM

Reasons for Choosing EngageBay CRM

Zoho CRM charges money for each feature. For e.g. for forms, it will charge you money. for extra contact storage, it will charge you money, etc. Its not value for money

Switched From

Zoho CRM

Reasons for Switching to EngageBay CRM

Engagebay was good in following 1) pricing 2) Value for money 3) features, 4) USPs 5) Supporting Sales team 6) Comprehensive Marketing Automation & CRM tool 7) Perfect fit for small business

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 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.