EngageBay CRM Reviews

Pros

It does everything we need at a much more reasonable cost than than the market-leading marketing platforms and CRMs. Also, the interface is much easier to use and far more intuitive than some of the market leaders, eg. SalesForce/Pardot. The support team are responsive and will answer any questions which is helpful particularly in the set up phase. We are based in Australia, so sometimes there is a time lag but it has not caused us any issues to date.

Cons

There are a few missing features which would seem to be obvious, eg. not being able to sort on every column of data or only having the client's first name listed in some places when having both names would be more helpful or not having the ability to insert an email link into their templates. However, these can be worked around.

Alternatives Considered

HubSpot Marketing Hub, Constant Contact, ActiveCampaign, Lead Gen & CRM (formerly SharpSpring), Salesforce Marketing Cloud, Agile CRM, Ontraport, Marketing 360, Drip, GetResponse, Keap, Marketo Engage and HubSpot CRM

Reasons for Switching to EngageBay CRM

Best value for money and best overall features as against market leaders for BRB.

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

Nothing

Cons

Everything

Pros

I've had the pleasure of using EngageBay for our business, and I can't recommend it enough! Here's what stands out:

Comprehensive CRM: Keeping track of leads and customers has never been easier. The CRM is intuitive, with customizable pipelines and contact management features.

Email Marketing Powerhouse: Their drag-and-drop email builder is so easy to use, and the ability to segment audiences has really helped us send targeted campaigns.

Marketing Automation: We’ve set up automated workflows that handle email follow-ups, lead nurturing, and even social media scheduling. It’s like having an extra team member on board! 🙌

Affordable Pricing: EngageBay offers all these powerful tools at a price that small and medium businesses can afford, which is a huge plus!

Cons

Landing page buildings could be better to have better experience

Pros

ease of use and simple to get started with.

Cons

Some levels of automation can be still better.

Alternatives Considered

Leadpages

Reasons for Choosing EngageBay CRM

it was expensive for similar features. while other features i did not use much.

Switched From

LeadSquared

Reasons for Switching to EngageBay CRM

just took a trial and i liked the features better.

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

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

Support, easy to use. The similarity with other MKT platforms

Cons

No dashboard with recent activity and contacts tracking

Pros

User Friendly UI, Simple Navigation tools, Report analytics

Cons

The Pricing is bit high and also the need to buy the credits for extra features

Alternatives Considered

Zoho CRM and Salesforce Platform

Reasons for Switching to EngageBay CRM

We have gone with other CRM as the pricing is high

Pros

Cost effective all in once crm and their CSM team is present and available. Which is important to me as I am in Australia.

Cons

Some parts of the system push notifications are not clear and they disappear very quick.

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

I find EngageBay a comprehensive, all-in-one solution, offering robust functionalities across organization, task automation, form and landing page creation, marketing campaign management, and result tracking. It provides an extensive toolkit essential for both marketing and sales teams, seamlessly integrating appointment scheduling, content creation, campaign execution, and data organization.

Cons

I haven't found a single aspect of EngageBay that I haven't liked yet. Whenever I encounter an issue, the chatbot is always there to provide instant assistance, making the experience even smoother.

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

Right now we're using it for contact management and e-mail marketing primarily. We had a CRM in Zoho and will be migrating most likely soon. Pros: Extensive features at an incredible value and easy to use. Customer support response is amazing and communication is stellar. Feel like I havent even cracked the surface of what engagebay can do!

Cons

Time. As great as engagebay is, it’s hard to manage the migration project to CRM. It’s almost as if there’s too much available and migrating doesn’t feel intuitive.

Alternatives Considered

Pipedrive and Salesforce Sales Cloud

Reasons for Choosing EngageBay CRM

Zoho is expensive, not intuitive and customer support is not so great

Switched From

Zoho CRM

Reasons for Switching to EngageBay CRM

Price, value, communication

Pros

It is easy to use and work out with fantastic support offered along the way. Much cheaper than most of the alternatives and suits those starting out to the more advanced users

Cons

There is a limitation on the landing page content in that you can force people to sign up before they look at the page contents.

Alternatives Considered

Zoho CRM, Salesforce Sales Cloud, Slack, monday.com, Keap, Asana and HubSpot CRM

Reasons for Switching to EngageBay CRM

Simple, affordable plans and covered everything I need with a chance to add more when needed.

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

Efficient and Straight Forward CRM. Unlike other CRM, it is easy to use but once you get to the automation part, it gets a little not too friendly.

Cons

I really can't think of any right now. It needs more visibility so more people will use and buy this!

Pros

EngageBay provides an affordable, all-in-one CRM solution for small to medium businesses, streamlining marketing, sales, and service with an easy-to-use platform.

Cons

EngageBay, while cost-effective, may lack advanced features and customization options needed by larger businesses, potentially limiting scalability and flexibility in complex operations.

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

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

I love the simplicity of setup and use. Previously I used Salesforce. It's very powerful tool, but was too complicated for our nonprofit organization.

Cons

The knowledge base is for me too general. Doesn't cover more sophisticated issues. You need to submit ticket to get help.

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 was looking for a program that was easy to use and I found it in Engagebay! I looked at others and they were confusing.

Cons

The notes section is long when I pit short notes in but I can deal with that with the ease of use.

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.