EngageBay Reviews

Pros

It's much simpler when You have a good defined and flexible CRM with an Email marketing tool as one service. CRM is especially good and informative, designed mostly for returning clients.

Cons

Email builder should be better. The campaign dashboard is good but can be improved. Technical support is too pushy and offers things and options that are not needed.

Alternatives Considered

Moosend

Reasons for Switching to EngageBay

Moosend has several good options but they started to make some changes and increase prices.

Pros

It's easy to use and the design is fairly clean and simple.

Cons

I can't figure out how to get emails automatically displaying on our deals, only our contacts.

Pros

Simplicity of the product and easy to use but could be better.

Cons

Look and feel, email marketing less advanced than others, several issues getting things to work

Alternatives Considered

Pipedrive and HubSpot CRM

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

I love the automations and campaigns. Very innovative!

Cons

Nothing that I've come across so far! Support has been instrumental in helping me set up my account.

Alternatives Considered

Agile CRM

Reasons for Switching to EngageBay

Great Support that add to all this feature rich CRM!

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.

Pros

EngageBay is an all-in-one platform that offers a variety of features such as email marketing, CRM, and automation.

Cons

The customer service can be improved, as some representatives come across as rude or arrogant.

Pros

Customer services is A++. Any issues I may be experiencing is easily resolved.

Cons

Sometimes trying to find a particular screen through the profile menu can be challenging.

Pros

Having an All-in-One CRM/Marketing automation is very helpful to have it all in one place.

Cons

Additional Training videos would be helpful.

Pros

EngageBay offers a range of pricing plans to fit the needs and budgets of businesses of all sizes. Even its most advanced plans are relatively affordable compared to other platforms on the market.Another major benefit of EngageBay is its all-in-one approach. By consolidating marketing, sales, and customer service tools into a single platform, EngageBay can help businesses save time and money on managing multiple tools and subscriptions. This can help businesses streamline their operations and improve their overall efficiency.

Cons

One potential downside of this platform is its user interface. While EngageBay's interface is functional and easy to use, it may not be as visually appealing or intuitive as some other platforms on the market. This may be a turnoff for businesses that prioritize a sleek and modern design.

Pros

It is amazing to me how feature-rich the platform is at the cost. More features and functionality than some of the 'big guys' for a fraction of the cost. It is easy to use and train clients on the system, so that is ALWAYS a huge plus for us.

Cons

Learning curve at first just to understand how it works differently from other systems, but that is not necessarily a con of EngageBay because that is the same for every new platform as each has their own little intricacies.

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

It did far more than Mailchimp for a similar price.

Switched From

Mailchimp

Reasons for Switching to EngageBay

Price, but also the initial experience of using their free account - which has a lot of features.

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

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

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

Engagebay is far more budget friendly, which is important for our startup.

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.

Pros

One place to track all leads and their communication. Easy integration with Hubspot and Zapier.

Cons

Not to much. For now, I am not using the Service products.

Pros

Really proactive when we ask for any update. Very responsive. Really friendly team. Easy to use.

Cons

There is nothing to add here but the form has to have 40 characters!

Pros

Engagebay has everything one needs from a CRM and then some. We previously used Hubspot and in terms of functionality, there is not much difference between the two. But in terms of value for money Engagebay is so much better. In addition, customer support is really second to none. I have never had an issue that they were unable to solve almost immediately. The sales pipeline system works perfectly as does the contact management.

Cons

In terms of cons the only aspect I would suggest is that at time the UX is not as intuitive as one would like,e However, the customer support and the value for money make up for any deficiency in this area.

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

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

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.

Pros

I love that Engagebay is a very intuitive UI and simple to use even for beginners. It has all the features that a mid size business or a startup will require. The chat support is the cherry on the cake.

Cons

The pricing could have been better. After a certain contacts, the pricing becomes too costly.

Pros

We were looking for something to co-ordinate our marketing and CRM. I tried many products such as HubSpot but they were bloated with features I did not need and also were way too expensive once you want to be more sophisticated. I trialled a number or products but this was by the far the best for us and our needs. We needed much more data segmentation, more automations, web analytics all in one place. Also the chat service has been incredible, it has been like having a personal consultant. I highly recommend and I have tried and used many CRM's and marketing tools.

Cons

I haven't found one yet. I know that sound ridiculous but for the price it has exceeded all my expecations.

Alternatives Considered

Zoho CRM, Jumplead and HubSpot CRM

Reasons for Choosing EngageBay

I needed more marketing and automation features.

Reasons for Switching to EngageBay

Service, cost and features

Pros

It provides a professional functionality, and adopts a pricing model that is sustainable and fair.

Cons

The pricing and plans are difficult to understand.

Alternatives Considered

HubSpot Marketing Hub

Reasons for Switching to EngageBay

Value for money