EngageBay CRM Reviews

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

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

I am just starting to do the work. I had someone doing the work. Easy to send out email broadcast. I plan to expand to upgrade next. So far I like what I see.

Cons

Haven't used enough to comment on the negative yet. Haven't seen negative yet.

Alternatives Considered

Agile CRM, Keap and HubSpot CRM

Reasons for Switching to EngageBay CRM

Mostly price and the recommendation from the person I was working with.

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 has an excellent interface, easy to use and the support is fantastic. I've had Hubspot for almost a year, and it's nice, but it's super expensive. It was $750 per month; then if i wanted to add workflows it was yet another monthly add-on fee.So after almost a year of that, I decided to start looking for an alternative that had a similar sales/marketing function without the crazy price tag. I looked at practically every option out there and started free trials but didn’t like the layout, functionality, features, and cost.Until…. I discovered Engagebay. I had everything I needed on the marketing side with forms, automation, email marketing, text messaging, tagging, and all the sales stuff I needed to close the job, like one-to-one emails, appointments, and workflows. Plus it has a great user interface, and it’s very intuitive to work with.I checked all the boxes, plus the value was incredible! I could purchase 2 years for the price I was getting for just a couple of months with Hubspot. So I got all the features I needed and a great user interface at a fraction of the cost.However, I understand CRMs & automation but I’m not a marketing expert. So having some level of support and onboarding was really important to me. Virtually ever option out there, including HubSpot has you either go through endless documentation, or you have to wait and chat with some for onboarding or questions.With Engagebay, they literally walked me through everything on a series of one-to-o

Cons

I think there could be some improvements to the UI and design options for the appointment setting. I've been using Calendly, and it's tough to transition from Calendly to anythigng else because it's so perfect, easy, and flexible. My main recommendation is model the calendar off the design, function and ease of use of Calendly and the appointment part would be excellent.

Alternatives Considered

Pipedrive, monday.com and Keap

Reasons for Choosing EngageBay CRM

Hubspot was just way too expensive month after month

Switched From

HubSpot CRM

Reasons for Switching to EngageBay CRM

It was easy to use, had a good interface, had the major things I needed in automation and sales, and the service was really great.

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

The easy way to have all in one and the complete set of functions

Cons

By now none, I need to use for a while and see, but by now is easy.

Alternatives Considered

Zoho Desk

Pros

I love that it has so many tools critical to nurturing my leads and closing sales.

Cons

Missing some integrations, but you can still achieve it using Zapier.

Alternatives Considered

Salesforce Sales Cloud, monday.com and HubSpot CRM

Pros

I really like the overall quality of service. EngageBay team is doing a great job. The product is very functional and can be adopted to any sort of tasks. Plus, it is the best all-in-one solution in comparison to other solutions in the market. You can manage any sort of task with the help of EngageBay. What is more important for me, is that support team is very helpful and responsive. I believe it is an important part of any business relations

Cons

I really like how the product is being developed and update. Any tine bug is a quick fix with the help of Support team

Pros

Very easy leads and create powerful list and CVS transfers.

Cons

Integrated from previous platforms hard to do.

Alternatives Considered

HubSpot CRM

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

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

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

- 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

EngageBay has a number of features that can be easily deployed once you're past the initial learning curve (like all software).

Cons

Some features are clunky but the team is always willing to hear feedback. They've implemented several features/upgrades/changes/updates based on chat conversations with them.

Alternatives Considered

SugarCRM and Salesforce Platform

Reasons for Switching to EngageBay CRM

Easy to deploy, no long-term commitments, no 3rd-party consulting companies required, integrates with popular telephony providers.

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

My favorite feature of EngageBay is the marketing automation tools. This makes it easier to send out automated emails, track customer interactions, and create personalized campaigns. It also makes it easier to segment customers and leads, as well as score leads based on their behavior.

Cons

My least favorite thing about EngageBay is the lack of customization options. It can be difficult to customize the look and feel of the platform to match the branding of a business. Additionally, the reporting features are limited.

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

Tailored to our needs, often more robust than anticipated, and simply works. When it doesn't, support is quick to correct and help.

Cons

UI/UX needs improvement in terms of user feedback and overall usability. A save button should save, not redirect you to another page to start all over again. Some features should be marked BETA because they clearly are, while the core ones work well.

Alternatives Considered

Pipeline CRM

Reasons for Choosing EngageBay CRM

Price and overall features and functionalities. EngageBay honestly does the same for a fraction of the cost. BUT, HubSpot's automation is still 'smarter'. That's the catch.

Switched From

HubSpot CRM

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

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.

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

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.

Pros

The set-up has been incredibly easy compared to other CRMs I have worked with. It was very easy to import contacts and sync with Hubsport. Also, to sync our Outlook calendars. I also love how intuitive the interface is. The UX is exceptional compared to other CRMs I've used. The marketing campaign features are easy to use with all the features of a MailChimp/Pardot. The customer support has been extremely good, with either immediate answers or fixes within 24 hours, but we've encountered very few issues.

Cons

More international payment options would be good - it was a little challenging for a small business from Australia. Also, an automatic save would be helpful. The number of times I had to restart the appointment link process before I realised I need to manually Save every step before moving on to the next!!

Pros

I like that I can streamline and automate repetitive tasks and processes which saves time and effort. Love the integration with WordPress and the other apps that can be integrated. I use the CRM, Marketing Automation, Workflow Automation, Appointment/Calendar Management.

Cons

I believe the Landing Page builder is not of the quality that is required and needs some work, particularly around ease of use and responsive design. It works - but could be a lot better
I also think the same about the Newsletter design.
Would love to have a Quiz feature or more complex form capability.