All EngageBay CRM Reviews

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Lauraine

2 - 10 employees

Used less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

Reviewed October 2021

A no-brainer all-in-one marketing decision

User Profile

David

Verified reviewer

Medical Devices, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 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.

Reason for choosing EngageBay CRM

Price, but also the initial experience of using their free account - which has a lot of features.

Reasons for switching to EngageBay CRM

It did far more than Mailchimp for a similar price.

Abdul

Staffing and Recruiting, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2024

My Experience with EngageBay was fairly positive

PROS

My over all experience with Engagebay was positive. Being a sales recruiter I need to keep track of the deals and manage the pipeline and this tool helped me a lot to acheive my goals. The best part is that it is easy to use and I was able to manage all my tasks very easily.

CONS

It lacks some of the advanced reporting tools that a sales team needed. It do offer sales reports but they are not too much advanced.

James

Computer Software, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

2

EASE OF USE

2

VALUE FOR MONEY

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

2

Reviewed February 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.

Reasons for switching to EngageBay CRM

our [sensitive content hidden] said it would be cheaper (which I think it is)

Candice

Real Estate, 501-1,000 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2023

Great CRM!

PROS

I am new to Engagebay but have been incredibly happy with the CRM and support received so far. I have tried a few CRM's in the past, and Engagebay is by far the best.

CONS

Have nothing bad to report so far. As I have only been using the CRM for just over a month, nothing obvious has stood out to me.

Reason for choosing EngageBay CRM

Hubspot is far too expensive. Engagebay is user friendly and offers great support.

Reasons for switching to EngageBay CRM

Zoho had terrible user support and not a great CRM

Abdul

Staffing and Recruiting, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2024

Superb and easy to use CRM

PROS

EngageBay has all the features that are needed for me but at the fraction of price of what others offers. It is very easy to setup and doesn't need any technical skills. I was able to create lists and seperate my contacts easily. Their smart lists are awesome that automatically add the contacts the lists based on conditions defined.

CONS

I have been using since a long time but I didn't find any issues from it.

Randy

Education Management, 2-10 employees

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2024

Customer Service Is Very Good

PROS

Easy of use. Tech support chat is helpful. Used HubSpot since 2008 and it has simply become way too expensive with upgrades out of site for our small company. EngageBay's niche seems to be offering great tools for small companies.

CONS

Sometimes I have to wait on chat service. But maybe I wait a few hours and they 100% of the time they have written back by the time I get back to my desk.

Aman

Information Technology and Services, 51-200 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2024

Awesome CRM

PROS

Everything and the customer support and the quality

CONS

There was nothing that I least Liked about it

Anonymous

2-10 employees

Used weekly for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

4

Reviewed March 2024

The best choice overall

I'm happy that I switched and I'm making useful plans because of the features

PROS

It's great value for money and has a lot of features I need

CONS

The templates are clumsy in comparison to other platforms.

Reasons for switching to EngageBay CRM

They forced an upgrade that has a high cost

User Profile

Saroj

Verified reviewer

Information Technology and Services, 2-10 employees

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2024

Excellent Services

PROS

Im using it for email marketing which is working amazingly for my business

CONS

No cons, Because we haven't face any difficulties yet

Anonymous

11-50 employees

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

1

CUSTOMER SUPPORT

2

FUNCTIONALITY

5

Reviewed February 2024

Kind of pushy

PROS

The ease of managing a client database, I was able to add several names to my list and find them fairly easily.

CONS

While I signed up for a free trial, I was bombarded with a lot of calls and emails asking me to sign up and commit to using it. I did not appreciate how much pressure I got from them, which is part of the reason I did not go with it.

Sian

Online Media, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2020

Sophisticated Software

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.

PROS

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.

CONS

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.

Reason for choosing EngageBay CRM

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.

Reasons for switching to EngageBay CRM

Lack of features

Vendor Response

Thanks for the review Sian.

Replied October 2020

Mark

Marketing and Advertising, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2023

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

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.

PROS

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

CONS

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.

Reason for choosing EngageBay CRM

It was easy to use, had a good interface, had the major things I needed in automation and sales, and the service was really great.

Reasons for switching to EngageBay CRM

Hubspot was just way too expensive month after month

Helen

Education Management, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed April 2023

Good for a beginning company!

As an up and coming company we needed a CRM and EngageBay offers one with great customer service at a cost that is reasonable with more than just one feature available. No more are the days of a million spreadsheets!

PROS

Customer service is amazing! To do tasks help me stay on top of deals and leads. Cost is reasonable and customizable!

CONS

Stats can be difficult to analyze for marketing campaigns. Templates could use more design for marketing campaigns. Difficulty with organizing leads/companies, but there are enough work arounds that it is functional.

Reasons for switching to EngageBay CRM

We simply couldn't afford everything we needed at Hubspot's rate.

Martin

Events Services, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2023

Awesome all-in-one CRM/Marketing/do-it-all

Very good alternative to much more expensive tools such as Hubspot. New interface is very slick and honestly I don't know why anyone would choose anything else for marketing, contact management, sales pipeline, task management, product catalogue, landing page management, user tracking, emailing tool...

PROS

Very simple to use marketing suite, linked with database, automations, repository, sales management... you name it it probably does it.

CONS

Task management is a bit weak but they constantly improve.The stats dashbo

Reason for choosing EngageBay CRM

Cheaper and more flexible

Reasons for switching to EngageBay CRM

Monday was not a great CRM, but is an awesome project management tool.

Alex

Information Technology and Services, 11-50 employees

Used weekly for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed July 2023

Bang for your buck compared to other CRM's

We have saved so much money for a near 1:1 experience compared to our previous CRM. Email marketing and web page building are easier than before too. Overall, i'm very happy.

PROS

Engagebay offers most of the same features as competitors but at a fraction of the price. Landing page and Email campaign builders are simply the easiest to use to make professional emails. These are the best features of Engagebay for sure, as well as custom fields and contact management - they're great too

CONS

I would like to see a better contact scoring system implemented, to make it more general, rather than linking to individual email campaigns. Adding a 'Clicked a link containing..." would also be a great feature for the scoring system.

Reason for choosing EngageBay CRM

Cost and ease of setup. Also, the interface is not very confusing.

Reasons for switching to EngageBay CRM

Mostly cost - Hubspot was getting too expensive for a small sized company

Hans

Luxury Goods & Jewelry, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2021

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.

PROS

- 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.

CONS

Perhaps some optimization of contact management, other than that nothing really.

Reason for choosing EngageBay CRM

Better functionality, fair price, more capacity

User Profile

Mansur

Verified reviewer

Business Supplies and Equipment, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2022

A Comprehensive and Easy-to-Use CRM Platform

Overall, EngageBay is a great CRM platform that offers a range of features to help businesses manage their customer relationships. It is easy to use and has an intuitive interface. Additionally, it offers a range of pricing plans to suit different business needs.

PROS

My favorite feature of EngageBay is the marketing automation tools. This makes it easier to send out automated emails, track customer interactions, and create personalized campaigns. It also makes it easier to segment customers and leads, as well as score leads based on their behavior.

CONS

My least favorite thing about EngageBay is the lack of customization options. It can be difficult to customize the look and feel of the platform to match the branding of a business. Additionally, the reporting features are limited.

Reasons for switching to EngageBay CRM

Yes, I did switch from another CRM platform to EngageBay. I found that EngageBay offered more features, such as marketing automation and lead scoring, and the interface was more intuitive and easier to use.

Angus

Information Technology and Services, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed August 2021

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.

PROS

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.

CONS

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.

Reasons for switching to EngageBay CRM

We wanted extra features but the upgrade costs were just too high. EngageBay was so much more affordable .

Michael

Information Technology and Services, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2023

EngageBay customer review from Harris CMO Partners

Excellent

PROS

User friendliness, lots of features, lower cost

CONS

Can't think of anything, can't think of anything.

Reason for choosing EngageBay CRM

It has most of the functionality at a fraction of the cost.

Reasons for switching to EngageBay CRM

cost

Ricardo

Electrical/Electronic Manufacturing, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed August 2023

EngageBay CRM, a useful tool for your business

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 .

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)

Reason for choosing EngageBay CRM

For low costs and price policies.

Reasons for switching to EngageBay CRM

For pricing policies.

User Profile

Pierpaolo

Verified reviewer

Marketing and Advertising, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed February 2020

I've tried it, but now it's our official automation platform...

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).

PROS

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...).

CONS

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.

Vendor Response

Thanks for the review and feedback Pierpaolo Villano.

Replied February 2020

Kamran

Information Technology and Services, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2021

Its really an alternative to HubSpot and Agile CR<

It has been a great experience and i onboarding is super easy.

PROS

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.

CONS

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

Reason for choosing EngageBay CRM

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.

Reasons for switching to EngageBay CRM

Due to many functionalities were not working and they didnt have any solution to resolve those issues

Anonymous

201-500 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

3

Reviewed June 2023

crm for all your business needs

PROS

EngageBay CRM is a user-friendly tool, even a tech noob could navigate through it like a pro. The interface is sleek, intuitive, and not overloaded with unnecessary bells and whistles. the customization options are great! I could tailor the CRM to fit my business needs, creating personalized pipelines and custom fields. also with the email marketing tools, Designing and sending out engaging emails was a breeze, and the analytics helped me track their performance. EngageBay CRM just made my life easier.

CONS

the mobile app could use a little better. it's functional and gets the job done, but it lacks some of the advanced features and smoothness of the desktop version.

Vendor Response

Hi, Thanks for sharing your feedback. We are working on an updated version of the mobile app and it would be launched soon. We will notify you once it is live.

Replied July 2023

Fırat

Information Technology and Services, 51-200 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2022

Commentary on my great results

EngageBay is a cloud-based CRM and email marketing software designed to help businesses with a wide range of industries grow their bottom line. This email marketing software is easy to navigate and will allow you to manage every aspect of your customer relationship from one central location. The customer relationship management system is very flexible and will allow you to track all of your customers from one location.

PROS

This app is the best way to track your sales, leads, tasks and people. It has a lot of features, but I use it mostly for the task tracking. It is easy to use and the CEO is very responsive to feedback. You can track your sales, leads, tasks, and people. And if you want to track a list of customers, you can create a list and use their email addresses to track sales and leads.

CONS

It's a very wide range of software and I think I use almost all of its features, my overall evaluation is positive because if you have a decent internet connection and a browser that works smoothly, you can control it from anywhere in the world.

Reasons for switching to EngageBay CRM

Capterra reviews

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