EngageBay CRM

Perfect for small businesses

주석: Pretty satisfied. Good solution at this price (free :-) (I use only the help desk module for now).

장점:

It's very modular. You can use just the required feature without paying for extra modules. This means that it can be adapted to any business. For example, in my business, I only need the help desk feature for now, which is free, by the way! It's nice to know that I can add the marketing module if one day I decide to do some email marketing automation.

단점:

I have no complains so far, and I have been using it for 2 years.

A dizzying array of tools in a nice, integrated package

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

장점:

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.

단점:

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.

EngageBay Review

장점:

What I liked most about EngageBay CRM is its all-in-one approach, combining sales, marketing, and customer support tools in one platform. It offers automation features that help streamline tasks like email marketing, lead generation, and customer follow-ups. Its user-friendly interface and affordability make it accessible for small and medium-sized businesses, and the integration capabilities enhance overall efficiency. EngageBay also has good customer support and provides value for teams looking for a cost-effective yet robust CRM solution

단점:

What I liked least about EngageBay CRM is that its advanced features, such as reporting and analytics, can feel limited compared to larger CRM platforms. Some users might find the customization options restrictive, especially if they need highly tailored workflows. Additionally, there can be a bit of a learning curve when setting up automation, and the interface, while user-friendly, could benefit from more modern design elements. Depending on business needs, the scalability for larger teams may also feel constrained

Engagebay Review

주석: 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.

장점:

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.

단점:

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.

Pleasantly Surprised

주석: I've used this platform for about 6 months now. Once I got passed the warmup process there have been no limits. I highly recommend it.

장점:

I like the platform overall. I went in just expecting an email platform but have gotten so much more out of it. The landing pages and ability to bring in my own coding into their platform has saved lots of time for me. Their customer service is top notch and responsive.

단점:

It's not the BEST platform out there. And it's priced that way. No knock against it at all. The best platforms out there cost a fortune. This is the best bang for your buck you'll get anywhere bar none. If money is no object go someplace else. Pound for pound eEngagebay is the real deal.

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

주석: 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.

장점:

Customer service is top notch, Dashboard again is really good and easy analytics, EDM/Landing page creation so easy and in a breeze.

단점:

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.

Wonderful CRM with Outstanding Customer Support

장점:

EngageBay is a CRM tool that is worth considering as it offers excellent features, outstanding customer support and very easy to use.

단점:

I have not found any major issues with the product apart from a few lags here and there

Engagebay 5-star Review

주석: Pretty good. Does what it's supposed to do.

장점:

Has all necessary features needed, prompt customer support

단점:

There are few email templates to choose from.

Happy with service and product

주석: Very good. Used mainly for regular emails to customers.

장점:

Easy to use. Excellent customer service.

단점:

I have no real issues with Engagebay CRM. Very happy with it.

EngageBay is a game-changer CRM

주석: Since we implemented EngageBay, we have seen a noticeable improvement in our marketing efficiency and sales processes.

장점:

Engagebay has been a game changer for our business. As a small medium sized company finding a comprehensive affordable was a big challenge for us. Engagebay has exceeded our expectations. The live chat feature is a lifesaver and the support resources like articles, youtube videos are incredibly valuable.

단점:

The mobile app has limited features and doesn't offer full range of features that are available on desktop version. Also, I have found a few performance issues while dealing with large volumes of data.

Sophisticated Software

주석: 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.

장점:

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.

단점:

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.

The BEST All-In-One CRM Sales + Marketing for the value

주석: The Team is fantastic to work with. it's very easy to set up an on-boarding call to dive into a specific automation and get on-on-one help and the support for quick questions is great too. There is always someone there at a moment's notice to talk to.

장점:

It has an excellent interface, easy to use and the support is fantastic. I've had Hubspot for almost a year, and it's nice, but it's super expensive. It was $750 per month; then if i wanted to add workflows it was yet another monthly add-on fee.So after almost a year of that, I decided to start looking for an alternative that had a similar sales/marketing function without the crazy price tag. I looked at practically every option out there and started free trials but didn’t like the layout, functionality, features, and cost.Until…. I discovered Engagebay. I had everything I needed on the marketing side with forms, automation, email marketing, text messaging, tagging, and all the sales stuff I needed to close the job, like one-to-one emails, appointments, and workflows. Plus it has a great user interface, and it’s very intuitive to work with.I checked all the boxes, plus the value was incredible! I could purchase 2 years for the price I was getting for just a couple of months with Hubspot. So I got all the features I needed and a great user interface at a fraction of the cost.However, I understand CRMs & automation but I’m not a marketing expert. So having some level of support and onboarding was really important to me. Virtually ever option out there, including HubSpot has you either go through endless documentation, or you have to wait and chat with some for onboarding or questions.With Engagebay, they literally walked me through everything on a series of one-to-o

단점:

I think there could be some improvements to the UI and design options for the appointment setting. I've been using Calendly, and it's tough to transition from Calendly to anythigng else because it's so perfect, easy, and flexible. My main recommendation is model the calendar off the design, function and ease of use of Calendly and the appointment part would be excellent.

Happy Engage Bay User

주석: Overall it's been great. Just a little bit of a hard start, but as I said, support had been excellent.

장점:

- Tons of features and functionality- Love the all-in-one nature of the program (CRM, Email Mktg, Calendar Scheduling, Live Chat, and more)- Excellent customer service. Very responsive whenever we need help. That's a huge benefit!- Very up-to-date interface- Continual improvement of product- Willingness to fix things and take feature suggestions seriously

단점:

There is a learning curve and some of the features were hard for us to figure out at first. We have to make use of their support team more than we would have liked due to difficulty figuring things out and/or inability to find the appropriate support documentation. However, I believe that has improved.

Good option for someone needing a cost effective all in one CRM

주석: The onboarding and ongoing customer support is fantastic. They are available almost instantly and often will jump on a video call immediately to help.

장점:

The cost vs features is almost unmatched. No bells and whistles but a good, solid platform.

단점:

You get what you pay for, it does what is needed, but does have limitations.

A Magic wand

주석: 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!

장점:

Easy of use, easy of implement, easy of integrate!

단점:

Webinar features, landing pages does not support reusable headers and footers, no option to build own templates. Missing Social Software Analytics

Value, Efficiency and Productivity

주석: The lead capture and email marketing was sole reason we joined engagebay and couldn’t be happier. Wasn’t expecting all the other features to be part of this software, almost overwhelming but reassuring to know we can start putting most of our work, efficiently into one place

장점:

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!

단점:

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.

Great Bang for Buck

주석: EngageBay has been very helpful in managing our growing volume.

장점:

EngageBay has a number of features that can be easily deployed once you're past the initial learning curve (like all software).

단점:

Some features are clunky but the team is always willing to hear feedback. They've implemented several features/upgrades/changes/updates based on chat conversations with them.

Our business has benefitted from using EngageBay

주석: 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.

장점:

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

단점:

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.

EngageBay - Just What I Was Looking For

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

장점:

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

단점:

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.

Excellent Customer Service, Mostly Easy to Use

장점:

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.

단점:

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.

EngageBay makes managing a CRM Easy

주석: Great group to work with. Very nice people who are fully engaged in the improvement of their product. They have built an outstanding competitive CRM and so far I have enjoyed using EngageBay and interacting with the staff.

장점:

Ease of use. Support always available to assist with questions, etc.

단점:

I'd like to see more email templates that are normally available on other CRMS. Creating email templates from scratch can be time consuming.

EngageBay CRM, a useful tool for your business

주석: In our case, we use the CRM module for sales and deals management . We use it dayly , is our tool for deals register , sales, win/loss oportunities, contact data, etc.. EngageBay platform provides a glance of our business development and help us to categorize our company priorities, track our goals, tasks, etc. I strongly recommend it for small business .

장점:

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.

단점:

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)

It Keeps Getting Better

주석: This software made my day, month, and year. Everything is easier now.

장점:

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.

단점:

I can't think of anything yet. We're still on the Honeymoon.

Good software - be sure to know your needs

주석: Overall experience was very good. EngageBay is not a bad product at all. There are a lot of options available and the support is great.

장점:

I mainly used EngageBay to track contacts and for emails (broadcast emails, etc). Contact management was easy to follow and use. I really appreciated the training videos. The chat support has always been very helpful when needed.

단점:

Email templates were okay. . just okay, but customizable. Over the last couple of years, I anticipated more of a variety added that what has been. Pricing is okay. This is where I recommend that you know what you need and compare to pricing of other packages. You will find that EngageBay is competitive (I have the all in one), but I have to ask what I really use and need for the price. Also, be aware that the amount of emails to send are limited when you first start and you have to 'warm up'. I did not realize that and it delayed some aspects for me.

I'm really like my EngageBay CRM

주석: I've been using EngageBay CRM for two years, and I'm very happy with the app. It has helped me improve my CRM significantly.
I love that EngageBay CRM is easy to use. The user interface is simple and easy to understand, making it easy to navigate between pages and functions

장점:

The app provides a range of reports and analytics that help users better understand their data

단점:

Customer support 24 hours a day, 7 days a week, but may not be enough for companies that need immediate help. For example, phone customer support or live chat may not be available