EngageBay is a simple, affordable all-in-one marketing, sales and service CRM software to acquire, engage, nurture, close leads.
I love using a multiform that can manage all of my data and daily functions in the one place without having to sync and integrate multiple platforms using third party service providers.
NO SMS Function However I have been told this is coming soon.
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Near perfect combination of CRM and Email marketing tools
Comments: An interesting and good solution for our needs. The user interface is clear and easy to understand and use. workflow is easy to understand and follow.
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.
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.
great value for money software
Comments: Its good
It is a comprehensive system that is easy to use, and if the get a problem the help guys are really good
I just would like to have the ability to change the user view so that I can have one time quick view and I would love to link Skype
Reasons for Choosing EngageBay: I had used act for 30 years from version 2, but they started to change it from a good CRM system into a moderate marketing system
Switched From: Act!
The customer service is spot on. If you need help, you send a message in the chat and they get back very quickly, with the answers to your problem. If they don´t have the information or they don´t have something that you are looking for they are straightfoward and let you know.
I wish there were better ways to track touches to prospects. You can make tags and filters, but there´s no ¨pretty & organized¨ platform in the software that allows you to keep track and view what you have done or need to do (followups) etc.
Brilliant all-in-one package
Comments: Connected sales and marketing platform has resolved manual intensive activity scheduling. No need to import a new list each month into a separate email marketing platform. Being able to have contacts in multiple list and sophisticated tagging is brilliant. The guys at EB are really helpful with speedy responses, providing video and screengrabs to help. The best experience i had was when i recommended that there should be a report on the dashboard for forms, a couple of weeks later i had an email from EB letting me know that they'd developed the report and added this to the dashboard - couldn't ask for a better service.
A complete package for connected sales and marketing and data and reporting in one place. Previously had a separate CRM system from email marketing platform and as such no integration and ability to see what marketing had gone out to what contact and their response to that, all activities and follow ups were all manually scheduled this has been resolved with EB. Customer service and support is fast and efficient too.
Had an issue at first setting up the smtp integration with the correct configuration as we wanted to send mailers using our own email servers, took some backward and forwards between technical teams but was resolved in the end. Being able to email from multiple email addresses is great but I also would love it if we could have multiple email signatures attached to a single user too.
Reasons for Switching to EngageBay: it offered all of the functionality at an affordable price. The only one that would've done everything EB does was hubspot however because we had multiple domains for each of our product this meant hubspot required us to pay for x 2 marketing and sales hubs which wasn't the way we wanted to use the platform nor within our budget.
Comments: My experience with EngageBay has been better than expected. Customer support had been lacking from my previous CRM products and services. EngageBay customer support has been outstanding!
Email sequencing is very important to my business. EngageBay provides a very robust email sequencing product.
It is not as intuitive as I would like but customer service is very quick to respond to online chat requests.
Review - Engage Bay
Comments: We're loving it!
It's a very powerful tool for what we need - CRM, tickets management, live chat. I also love the way everything can be connected to each other, and the flexibility to create automations, workflows, and views for the software to work exactly as we need. The customer service is awesome as well ! They reply very fast and are always able to help us out.
It's far from being a drawback, but precisely due to the fact that everything can be customized, it takes a while to understand how everything works the first time you start using and setting up the platform. But it gets easier very soon as you go.
I wish I had known or needed to look for a new CRM sooner!
As I have learned the nuances of this New CRM the Staff has been helpful and I have made the transition with ease and the automations are super awesome work saver and as I explore the other functions I'm sure I will find the same
The Calendar function inability to check sub calendars on my calendar software. There the competitors that can say check your primary calendar and then a family calendar to find openings or block your calendar. I have not switched my calendar to this software as a result
Alternatives Considered: Salesforce Sales Cloud
Reasons for Choosing EngageBay: They are Cancelling their CRM
Reasons for Switching to EngageBay: All of the other systems were so expensive I would have written my own in Access before I would have switched
solid all-in-one crm
While it's not as full-featured as Hubspot, you get almost all of the same features at a much better price. I needed CRM and email marketing with workflows and drip campaigns which would have cost hundreds of dollars if I had stayed with Hubspot.
Some minor issues with the calendar - I would like to be able to send a different link for each type of meeting instead of having them all on one page. I had to pay extra to have them remove the EngageBay branding - which was annoying as I thought that it was included in the price.
This is a seriously powerful tool for any level of user
Comments: Unbelievably impressive!
It is fast, and the automation feature being visual is seriously impressive. The speed you can get things running is amazing. No other CRM can honestly compete, for price and ease EngageBay is a clear leader.
The documentation is a little tricky, but if you spend time and carefully review it all makes sense.
It Keeps Getting Better
Comments: This software made my day, month, and year. Everything is easier now.
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.
I can't think of anything yet. We're still on the Honeymoon.
We are able to manage our customers and prospects well. With automations and workflows we are able to set up drip campaign which keep lead warmer and help in conversions.
Email handling is very good, we are able to do email campaigns
We are also using ticketing tool for customer support.
Chat widget is good and used in our multiple sites.
Loved pop up and messages displayed on my different sites , intelligent control through engage bay. If two step pop up capturing phone number with country code and email is given would really solve our business problem and improve our whatsapp integration
Found a very good customer support. My couple of issues were resolved realy fast appreciate same. Easy to use tool, workflows and automations are easy to set up and very useful
Additional email purchase is very very expensive. Would love this tool and blindly recommend to all of my community if additional email purchase can be reduced. One additional functionality which can be very useful for business can be scheduling a batch job to run workflow or automation on specific date and time or with specific frequency like daily or weekly. In forms phone number field need to be improved - country code should be captured correctly associated with main phone number
Reasons for Choosing EngageBay: More functions and features - single crm tool with most features
Switched From: Jira
Reasons for Switching to EngageBay: Click funnels is very expensive - but landing pages are awesome will switch to click funnel for landing pages once I have budget Convertkit is very good for email marketing - but engagebay offers full crm solution which both product does not have. Engage bay email functionality is very expensive so will look for integration with convertkit in near future.
Comments: We run a number of businesses and use Engagebay for some of our clients. If you need to sort contacts, pick them out based on certain factors and send individual or broadcast emails and/or put them through a pipeline, this is for you. You know you need Engagebay when you're trying to organise your contacts by tags and have so many you're going mad.
How you can really drill down into sorting contacts. It's almost like have a spreadsheet to organise different contacts. We use it for sending individual booking emails alongside broadcast emails. We searched for ages for software that could combine a sophisticated CRM/contact management system alongside email and newsletters - this is the best on the market. The other thing we love is the customer response - there's a chat service and usually someone is on there within minutes of a request and they stick with you until it's fixed. Best on the market - and certainly at this price.
The training manuals could be improved - that said, they are always happy and prompt to help - but some of my queries could are general and could have been covered in a manual/video.
Alternatives Considered: HubSpot CRM
Reasons for Choosing EngageBay: Lack of features
Switched From: Sendinblue
Reasons for Switching to EngageBay: Features mainly and then support - they answered questions promptly. I also tried other products before I arrived at Engagebay but although they initially said they could do what I needed, after weeks of frustrating try outs - they didn't - and the support hadn't really listened to what I'd said I needed - Engagebay listened to what I actually needed before I got started and it did what they said.
2 years ago
Thanks for the review Sian.
Feature-rich without breaking the bank
Comments: We love EngageBay and highly recommend it to our clients who want/need a full featured platform that will work across multiple departments, automate regular tasks, and that don't want to pay the high-price and add-on that you have to with many other tools. EngageBay's support team is AMAZING!! Anytime I have a question about something, they are quick to respond, very helpful and knowlegable, just a breath of fresh air to know that I can get a hold of someone when we have issues (which isn't that often, but when we do they are there!).
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.
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.
2 years ago
Thanks for the great review Cameron. Your words are super encouraging. We will continue to build great features to help small businesses grow their businesses without breaking the bank on expensive bloated software.
I've tried it, but now it's our official automation platform...
Comments: I have tried other platforms, also spending a lot of money on assestment (hubspot, sharpspring, active campaign, etc...). Some of them have too high prices, others don't seem to listen to the request for new features, still others the support is slow to respond. In all the cases I tried something was missing: for EngageBay nothing is missing and the costs are very affordable (it also includes a free version to let my customers try the product).
Quick and easy to use. All very easy. It has everything we need (integration, mail automation, sales automation, lead generation, Android and Ios apps, support ticket e chat for visitors, etc...).
It is not possible to program post social (at the moment you can only monitor your profiles, although technical support has assured me that it is in their roadmap). Maybe the pricing model needs to be improved by including web analytics per user in the basic version and offering a monthly block of "no branded" emails.
Switched From: SharpSpring from Constant Contact
2 years ago
Thanks for the review and feedback Pierpaolo Villano.
A Magic wand
Comments: I am very satisfied with EngageBay, I see my company as advanced user of EB, when we got stuck with something, they are always ready to listen and enhance the tool to achieve the desided feature and make the tool even better!
Easy of use, easy of implement, easy of integrate!
Webinar features, landing pages does not support reusable headers and footers, no option to build own templates. Missing Social Software Analytics
Reasons for Choosing EngageBay: Features, dashboards.
Reasons for Switching to EngageBay: Flexibility, pricing model, all in one, Sales, Marketing and Support... no need to have lots of tools.
2 years ago
Thanks for the review Marcello. Our landing pages can now support reusable headers and footers. We have developed this feature and it is currently in QA and should go live in a couple of days. We already have the feature to build new landing templates from scratch. You can also code your own ones too. Please check it out and we would glad to help if needed.
Its really an alternative to HubSpot and Agile CR<
Comments: It has been a great experience and i onboarding is super easy.
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.
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
Engagebay is awesome
Comments: I think engagebay was best all in one marketing tools with friendly budget
EngageBay help me doing all-in-one marketing, sales, and support CRM in one software. I love The UI and UX its simple but powerfull and eazy to use
its prepect, but has a lower limit in workflow automation
Alternatives Considered: HubSpot Marketing Hub
Reasons for Choosing EngageBay: Price costly for small business
Switched From: HubSpot Marketing Hub
Reasons for Switching to EngageBay: price is friendly with small business
Our number-one-choice of CRM-systems
Engagebay is incredibly user friendly and offers an incredible amount of functions, with all of them having been implemented very well.
While other CRMs only offer sales functions for a high price, without further marketing campaign management, Engagebay does all that for a low price.
- 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.
Perhaps some optimization of contact management, other than that nothing really.
Switched From: Pipedrive
Reasons for Switching to EngageBay: Better functionality, fair price, more capacity
8 Month use Review
Comments: Software is overall nice some features are missing and some on the current ones are limited but overall its very easy to use and hope to see where the software goes to into the future
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.
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
2 years ago
Thanks for the review Matthew. We look forward to receiving all the customer feedback and making EngageBay the best marketing and sales software for growing companies.
Excellent Customer Service, Mostly Easy to Use
It offers lots of features that a small but growing business can access. The support team are incredibly helpful (and quick to respond) if you ever have trouble figuring something out. There are also plenty of free resources such as articles and videos.
Yes, there are some features such as the ability to view what list(s) a contact belongs to from their profile in the marketing hub, and the ability to forward tickets to other emails in the service hub. Some tasks require work-arounds to accomplish. The support team gladly take suggestions for improvements though, and the program is always improving.
Alternatives Considered: HubSpot Marketing Hub
Reasons for Choosing EngageBay: Salesforce wasn't offering enough with their basic membership. EngageBay offers service, marketing and sales capabilities at a fraction of the cost. EngageBay is much more user-friendly and intuitive.
Switched From: Salesforce Sales Cloud
Reasons for Switching to EngageBay: More affordable for small business
Everything under one roof
EngageBay cover all of any business needs, from task managing to customer support platform. I mainly use it to collaborate on task and project. It comes with good communication hub that let us to have a quick and swift connection between us to discuss on the task and project.
As this software is packed full with features, it can be quite confusing to use it for the first time, and to choose the correct tool that i need to running the project objective that i has planned. The manual guide is not too detail and not very helpful for me.
A great priced and featured all in one CRM. We moved from Hupspot to EngageBay and love it.
Overall experience is fantastic.
We have not even started the marketing side yet so we are looking forward to that.
If you want an affordable CRM that does just about everything you need at a price that is actually affordable then EngageBay is a great choice.
It is fast and simple to use. We live in deals and task most of the time and it gives you all you need. Support is amazing. I have even made product change suggestions and some were implemented in a few days. That is amazing.
We wish we could easily change the sort order of the deals when in tablet mode to the order we want (custom order). Sometime we want to just call a selected few clients in a day and it would be nice to just show them or put them at the top of the list. A small con but still a con.
Outstanding Marketing Automation Platform
Comments: Overall, I will recommend Engagebay to all my colleagues in the marketing world. Simply outstanding tool. Its truly all in one marketing tool
I love the marketing automation, landing pages, email broadcast feature of the tool. Above all, I love the pricing of the tool. Early-stage startups like us who have no marketing budget, but still want to initiate marketing will love it.
List management needs improvement. But, I am confident that they will improve it for sure.
Reasons for Choosing EngageBay: Zoho Campaigns is not good (simply put - its bad marketing tool). So, we looked alternative and switched to Engagebay, which served our needs
Switched From: Zoho Campaigns
Reasons for Switching to EngageBay: EngageBay is a cost-effective tool, simply put alternative to super expensive Hubspot
We're pleased we made the change to EngageBay
Comments: Positive experience. We moved from using multiple platforms for email, sales etc to this one. It worked out a lot cheaper doing this, but also we're more streamlined working across the different teams.
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.
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.
Great alternative to HubSpot
Comments: Way less expensive than HubSpot which we were recommended to use and is overly complex and costly. This has become a centrepiece of our software and we are considering white-labelling it for our own client's use.
One place to track all leads and their communication. Easy integration with Twilio for voice and SMS and provides for 2-way texting (many others don't). Great sales pipeline tracking and easy-to-send campaigns.
Reports could bebetter. In particular, we're unable to determine who are the most active contacts ie. times they have viewed or opened an email, responded to texts, clicked on a CTA, called us. This would help us target the most likely prospects. Instead, we do this somewhat manually.