EngageBay CRM

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.

A dizzying array of tools in a nice, integrated package

Comments: 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

Engagebay one of my go to choice for Email marketing and automation.

Comments: It's a really good tool for sales and email automation. I like the no code platform and creating landing pages is really easy. Also, I like the customer support so much, any issue or error that arises, it gets fixed so early.

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.

Engagebay Review

Comments: 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.

Our business has benefitted from using EngageBay

Comments: My overall experience with EngageBay is great! I've never had a problem using the software and any time I have a question, the support has been quick and helpful.

Pros:

The best thing about this CRM is the ease of use. I found it easy to learn and continue using.

Cons:

There are some options that could be expanded on such as building web pages, I would benefit from having more options in the design process of the web pages.