EngageBay CRM Reviews

Pros

EngageBay is a powerful, affordable all-in-one tool for SMBs, combining CRM, marketing, and customer support seamlessly. It's user-friendly with robust automation features, but reporting could be more advanced. Great value for the price, especially for small teams looking to scale efficiently.

Cons

I am a huge fan of it. There are no downsides.

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

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

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

Zoho CRM, Salesforce Sales Cloud and HubSpot CRM

Reasons for Switching to EngageBay CRM

I chose EngageBay CRM because it offered an affordable all-in-one solution that seemed perfect for a small business like ours. The pricing was very competitive compared to other CRMs, and the user interface was intuitive and easy to navigate. It seemed like a great fit initially, offering the essential tools we needed for marketing, sales, and customer support in one platform.

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

In our case we needed to communicate with a large email list and found engagebay an affordable way to do that. They have a good set of features to manage campaigns and receive feedback on email sent and opened.

Cons

There are some features that high end services offered but at their price point I felt like we received excellent value.

Alternatives Considered

Mailchimp

Reasons for Switching to EngageBay CRM

Engagebay has a fair price for a good set of features.

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

HubSpot Marketing Hub

Reasons for Choosing EngageBay CRM

Due to the pricing of the other products vs ease and usability of engagebay

Switched From

Salesforce Sales Cloud

Reasons for Switching to EngageBay CRM

Pricing, ease of usage, adaptability and the functionality

Pros

all option that offer, like the book appointment, all api, the simplicity of use...

Cons

It's only in english, the sav only in english

Alternatives Considered

Zoho CRM and monday.com

Reasons for Switching to EngageBay CRM

It's a good functionel CRM and it's not expansive

Pros

In my experience, its incredibly hard to find a free CRM/email tool that is as feature packed as Engagebay without spending a fortune on it.

Cons

Parts of the UI could've been a little bit easier to navigate.

Pros

Clean website and easy to use! Very responsive team.

Cons

Persistent messaging! Following up and emails become a lot sometimes.

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

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

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

Flodesk, MailerLite and Systeme.io

Reasons for Choosing EngageBay CRM

Brevo is not competitive. Brevo has very very poor backup, all my data was permanently deleted and they could not restore. Pls note Brevo deleted without my permission

Switched From

Brevo

Reasons for Switching to EngageBay CRM

Price Functionality all in one platform with requested features

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

HubSpot CRM

Reasons for Choosing EngageBay CRM

Support from customer service department was not that great

Switched From

Aritic Pinpoint

Reasons for Switching to EngageBay CRM

Ease of use and cost effectiveness. I found it the best amongst other CRM and All in one marketing platforms

Pros

A greater ease of integration of EngageBay in any HTML / PHP page or wordpress .
Excellent to capture new leads via the inquiry or contact form, it's automatically sends new leads in it's pipeline where leads can be managed

Cons

Database might not works with other web apps or AwS systems like Lamda which we use a lot in our projects

Alternatives Considered

Bullhorn ATS & CRM and Salesforce Sales Cloud

Reasons for Choosing EngageBay CRM

Had far less possibilities of pages integrations and capture is manaul

Switched From

Zoho CRM

Reasons for Switching to EngageBay CRM

Affordable pricing and can be used in various website and WebApps to capture leads

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

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

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'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 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 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 CRM

Reasons for Switching to EngageBay CRM

For low costs and price policies.

Pros

Email marketing, social media integration and automated publishing are a must have for my company

Cons

Customer services need to be more available and timely in responding to clients

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

Has all necessary features needed, prompt customer support

Cons

There are few email templates to choose from.