The implementation & on boarding team was wonderful to work with.

Clean interface and easy to understand. I like the organizational breakdown the most.

Integration flexibility to SFDC, ServiceNow, and other sources of customer account, contact, financials, support, and usage metrics.

The tool is constantly under improvement and immediate benefits to the enhancements are felt.

Changing anything about the tasks is really a pain. We could have done a better job in setting up the logic of the tasks for when they are supposed to fire for sure.

You should have a default that is selected company wide for the filter that we can use. Creating tasks is a big hassle and leaving notes on those tasks is a pain.

I like that it is customizable and gives me the ability to see tasks and workflows that are specific to my company's specifications.

A quick page refresh will do usually fix the issue, but it is annoying and it does interrupt my process.

It helps our organisation keep communication free flowing about customers which aids in our customer satisfaction and in supporting sales cycles.

There is an annoying bug that has persisted for the last few months - it gives garbled text and I'm unable to view any meaningful content.

Reporting and integrations. The reporting and managerial side of the software is entirely disappointing.

It's difficult to pull useful data in a way we can present to our leadership. There are integrations that come out of box, however the fields they interact with are limited to a frustrating degree.

Even with the cadence feature, the timeline of when tasks need to get done is easily lost. Managing upward of 100 clients caused tasks/meetings to be missed.

Very hard to keep up with, since it requires a lot of time to input information. Frustrating user experience.

Difficult to export data or search. Cumbersome is you have a large amount of accounts.

The software is easy to use, great for planning and organization, and easily used as a collaborative tool with various departments.

We often have sync issues which can be frustrating.

I dont feel like it is user friendly enough or quick enough for me to use. Creating and modifying the cards/tasks seemed was not quick and easy.

The team is very responsive. They are still building and improving the software, so I'm excited to see what is coming up.

I have given it quite a few chances over time but the experience has been. Quite disappointing each and every time.

EngageBay's customer support has been very responsive and helped me resolve an implementation issue almost immediately.

This is basically like hubspot but without the expensive price tag. You'll probably get everything you need and more.

Engagebay - an amazing all-in-one CRM you can ever think about.

Really easy yo use, perfect for tacking deals and clients.

The best part of the software that I liked personally is, the way it helps us in creating the landing pages effortlessly and efficiently.

Great ease of use for the creation of campaigns. The workflows allow automating manual activities that speed up your work.

One platform for marketing, sales and support for affordable price with excellent customer service.

Customer service was amazing and the platform was suprisingly so easy to use.

A pleasure to work with, really want to do anything thy can to help you out.

It’s hard to edit email Templates and landing pages.

Since I started using it recently so not very sure about dislikes. So far, I am enjoying it.

We had some special requirements for our custom CRM and the team was very helpful in getting new functions create for us and made sure we were taken care if we had any issues or concerns.

It is amazing to me how feature-rich the platform is at the cost.

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

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.

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.

Engagebay is well suited for our small business which is developing rapidly.

The suite of tools is good and the fact it is integrated with many tools in one was helpful. It did however have issues.

Easy of use, easy of implement, easy of integrate.

It made no sense that they rather lose a customer totally than provide a discount so that to me suggested bad business and support in the future.

It's automation and landing page feature are excellent.

I have tried this and am very happy. It is easy to integrate with apps.

Landing page templates are very limited at the moment.

I love the landing page builder and ability to import a URL and basically create any type of landing page. This makes creating funnels super easy.

I love page builder of Engagebay. It loads super fast and in stable performance based on AWS + CDN Cloudfront.

The product is easy to use and the customer support is great.

The software is great and very much extendable with API and other customization.

Being an all-in-one CRM, it helps me club various activities at one place and engage with them seamlessly.

Very fewer options in templates where we can drag and drop.

Highly efficient and effective software. Great CRM to use for Marketing, Sales and Lead Generation.

Great, customer service fixes problems / questions right away in the chat.

Affordable with Great Features and Outstanding Customer Support.

You know you need Engagebay when you're trying to organise your contacts by tags and have so many you're going mad.

Most important features for my business are the intuitive click-and-create automations, which eliminate the need for a small sales management team.

Pricing is fair for what you get too and I also really like the file repository feature that bigger marketing teams will really appreciate.

CRM system that takes care of all your needs and with the great support from the Engagebay Team. Fast, efficient, effective and easy to manage.

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.

Bolstra is a cloud-based customer success platform, which helps businesses retain customers, gain revenue and manage churn rate by identifying opportunities and market trends. Features include activity feed, customer accounts, task management, analytics and data export. 


The application enables managers to monitor the status of customer's experience, manage sales growth and forecast revenue generation. Team members can visualize customers' journeys, measure the number of actively engaged clients and implement processes/strategies for acquisition, retention and expansion. Bolstra also helps supervisors prioritize daily tasks with a to-do list and organize them under on-hold, closed, urgent or recurring status. Businesses can segment and filter customer's accounts through specific attributes and manage current or upcoming renewals.


Bolstra offers API-based integration with various third-party applications such as Jira, HubSopt, Salesforce, Intercom, Zoho CRM, Slack, Zendesk, HelpScout and more. Pricing for the solution is available on request and support is provided via email, phone and documentation. 



LongDescription

Customer Segmentation

Communication Management

Account Alerts

Revenue Management

Account Management

Customer Management

Dashboard

Customer Engagement

Reporting/Analytics

Usage Tracking/Analytics

Negative Feedback Management

Onboarding

Health Score

Web browser (OS agnostic)

Chat

51-200

201-500

501-1000

1000+

Bolstra

In Person

Live Online

US Dollar

EngageBay is an integrated marketing, sales, support and CRM solution designed to help small to midsize enterprises acquire, engage and convert website visitors into customers. The cloud-based platform lets businesses use marketing tools to build relationships with customers and retain them for a lifetime.


Features of EngageBay include email marketing, landing pages, live chat/helpdesk, ticketing, telephony, appointment scheduling, contact management and more. It comes with a built-in CRM, which allows firms to manage and track all activities across customers, leads and deals as they proceed through pipelines. Additionally, it provides marketing capabilities for users to generate leads through automated email templates, customizable forms/popups, social media engagement and more.


EngageBay enables businesses to use Zapier and Xero integration to connect the platform with several third-party applications such as Salesforce, Intercom, MailChimp, Hubspot and more. Pricing is available on monthly subscriptions and support is extended via documentation, phone and email.



Support Ticket Management

Engagement Tracking

A/B Testing

Signature Management

Content Delivery

Cataloging/Categorization

Lead Notifications

Sales Analytics

Forecasting

Multi-Channel Marketing

Personalization

Social Marketing

Meeting Management

Internal Chat Integration

Email Monitoring

Real-time Scheduling

Mobile Alerts

Online Forms

Lead Engagement

Lead Capture

Performance Management

Document Storage

Mass Texting

Proposal Generation

Access Controls/Permissions

Activity Tracking

SEO Management

Leaderboards

Transfers/Routing

Data Synchronization

Subscription Management

Progress Tracking

Drip Campaigns

Real-Time Monitoring

Customer Service Analytics

Responsive Web Design

Sales Pipeline Management

Referral Tracking

Workflow Configuration

Task Scheduling

Multi-Account Management

Real Time Editing

Marketing Calendar

Client Database

Group Scheduling

Confirmation/Reminders

Automatic Call Distribution

Calendar/Reminder System

Lead Distribution

Multiple Site Management

Site Search Tracking

Multi-Campaign

Pipeline Management

Customer Database

Call Recording

Offline Form

Audience Targeting

Calendar Management

Automated Publishing

Goal Management

Call Management

Customizable Fields

Automated Routing

Churn Management

Call Center Management

Call Disposition

Progressive Dialer

Template Management

ROI Tracking

Data Import/Export

Email Tracking

Email Campaign Management

Win/Loss Analysis

Campaign Planning

Call Routing

Customer Support

Lead Generation

Email Templates

Subscriber Management

Contact Management

Lead Verification/Validation

Content Management

Visual Notifications

Form Builder

Lead Management

Conversion Rate Optimization

Email Marketing

Mobile Access

List Management

Proactive Chat

Sales Reports

Transcripts/Chat History

Call Scheduling

Performance Metrics

Routing

Basic: $14.99/user/ month (paid monthly) or $12.29/user/month (paid yearly) or $10.79/user/month (paid biennially)

Growth: $49.99/user/month (paid monthly) or $40.99/user/ month (paid yearly) or $35.99/user/month (paid biennially)

Pro: $79.99/user/month (paid monthly) or $65.59/user/ month (paid yearly) or $57.59/user/month (paid biennially)

Bolstra vs EngageBay CRM

User Ratings & Reviews

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Product Demo & Screenshots

Advisor Recommendations & User Awards

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