EngageBay CRM

4.7
Overall rating
Reviews

4.7
Overall rating
Reviews

About EngageBay CRM

EngageBay is an integrated marketing, sales, support and CRM solution designed to help small to midsize enterprises acquire, engage and convert website visitors into customers. The cloud-based platform lets businesses use marketing tools to build relationships with customers and retain them for a lifetime. Features of EngageBay include email marketing, landing pages, live chat/helpdesk, ticketing, telephony, appointment scheduling, contact management and more. It comes with a built-in CRM, which allows firms to manage and track all activities across customers, leads and deals as they proceed through pipelines. Additionally, it provides marketing capabilities for users to generate leads through automated email templates, customizable forms/popups, social media engagement and more. EngageBay enables businesses to use Zapier and Xero integration to connect the platform with several third-party applications such as Salesforce, Intercom, MailChimp, Hubspot and more. Pricing is available on monthly subscriptions and support is extended via documentation, phone and email.
EngageBay CRM Software - EngageBay landing pages screenshot
EngageBay CRM Software - EngageBay email contacts screenshot
EngageBay CRM Software - EngageBay contact details screenshot
EngageBay CRM Software - EngageBay forms screenshot
EngageBay CRM video
EngageBay CRM Software - EngageBay landing pages screenshot - thumbnail
EngageBay CRM Software - EngageBay email contacts screenshot - thumbnail
EngageBay CRM Software - EngageBay contact details screenshot - thumbnail
EngageBay CRM Software - EngageBay forms screenshot - thumbnail

EngageBay CRM pricing

EngageBay CRM has a free version and does not offer a free trial. EngageBay CRM paid version starts at US$14.99/month.

Starting Price:
US$14.99/month
Free Version:
Yes
Free trial:
No

Alternatives to EngageBay CRM

EngageBay CRM Reviews

Feature rating

Value for Money
4.7
Functionality
4.6
Ease of Use
4.5
Customer Support
4.8
5 reviews of 811 View all reviews
David
David
  • Industry: Medical Devices
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 30/09/2022

Great Value and Service

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.
David
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
5

4
Reviewed on 08/08/2024

EngageBay - Just What I Was Looking For

Overall I am very pleased with EngageBay. It is the best solution I found for addressing my CRM and marketing campaing needs.

Pros

1. The functionality and flexibility to develop and manage comprehensive marketing campaign management .
2. The ability to create multiple landing pages to support a variety of lead magnets.
3. Very responsive support

Cons

There really is very little not to like abount EngageBay. There is a learning curve which is not difficult but easy to miss some details early on in the set up and development.

Alternatives Considered

ConvertKit

Reasons for Choosing EngageBay CRM

Ease of use, better integration of functionality, and more complete.

Switched From

GrooveFunnels

Reasons for Switching to EngageBay CRM

More flexibility and functionality. EngageBay is a better fit for my needs.
James
  • Industry: Computer Software
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
3
Features
2
Ease of Use
2
Customer Support
4

2
Reviewed on 09/02/2023

Engagebay Review

Disappointing tbh! It's not my decision on whether we keep with it so I guess we'll see how it goes over the next couple of months and if some of the issues above can be fixed then that may help keep us onboard.

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.

Kevin
Kevin
  • Industry: Telecommunications
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
0

4
Reviewed on 01/06/2024

A dizzying array of tools in a nice, integrated package

Overall it's been quite nice. It is an incredibly capable platform with lots of room to grow into.

Pros

The simplicity of connecting the API, the tracking tools, and the way that it manages to somehow pull together all the complex features needed into a single package and somehow make it appear that it's less complex than it really is. The capabilities here are astounding, but if the more complex things aren't needed, the system remains simple and straightforward.

Cons

It would be nice to be able to hide the links, tabs, and menus to things that aren't being used and re-add them if we decided to use them later. Also, the social media marketing only covers Facebook, Twitter, and Instagram. I'd really like to have a much wider selection.

Alternatives Considered

HubSpot Marketing Hub and Zoho One

Reasons for Choosing EngageBay CRM

I was actually testing both simultaneously having ruled out several others already. This platform is just much easier to get going on with far less customization needed. But the ability to customize is there if I do need it.

Switched From

Zoho One

Reasons for Switching to EngageBay CRM

It's a powerful platform with simple payment structure
Verified Reviewer
  • Industry: E-Learning
  • Company size: 201–500 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
3
Features
4
Ease of Use
4
Customer Support
4

4
Reviewed on 22/07/2024

EngageBay CRM Review: User-Friendly and Supportive

Pros

I recently started using EngageBay CRM for sales, and I’m pleased with its simplicity and user-friendly interface. Whenever I have questions or concerns, the support team responds promptly and helpfully.

Cons

As a new user, I’m still exploring all the features. So far, I’d rate it 4 stars. I plan to update my review after spending more time with the CRM and getting to know its capabilities better.

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