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

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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.

Cristian

Computer Software, 2-10 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

4

Reviewed November 2023

Comprehensive and user-friendly business management and marketing automation platform

PROS

Marketing automation tools, which enable users to create targeted campaigns, automate workflows, and track results, enhancing overall marketing efficiency.

CONS

Always a new bug to account for... It makes you spend a bit more time on some processes

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)

Sanjay

E-Learning, 2-10 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

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2023

Value for Money makes it an Excellent Replacement

Very happy with the product due to it's price point, overall customer support and features. Some things did take getting used to which would be true of any new product, but it is packed with features and functionality a lot of which we haven't even tapped into yet such as a built-in helpdesk suite. At the moment we're just using it for contact management, e-mail marketing, automation and some CRM features.

PROS

It is extremely feature rich, has very few limitations, one of the best customer support responses I've had with chat features to get issues addressed within a short time, accessibility of the team, unlimited tagging which is crucial to our way of doing business. It's an entire suite that one needs to use. We've still not used all the features and I'm looking forward to use and implement what we have access to as a product.

CONS

There is one pesky irritating thing and that is copy/pasting from a document like Word into the e-mail editor that destroys the formatting. To be fair this has been a problem with all of the ones I've used in the past as well.

Reasons for switching to EngageBay CRM

First we switched from Aweber to Drip which we were happy with for a while, but then we switched to EB as we hit certain limitations related the way we were doing business.

Panagiotis

Logistics and Supply Chain, 201-500 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 October 2023

Best of the best

PROS

The whole experience .Engagebay help the organisation to have all necessary information in one place. Help us with sales automation ,pipeline and contact management

CONS

Nothing everything roll perfectly and smoothly

Lee

Insurance, 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

5

Reviewed November 2023

Excellent CRM Solution.

Excellent individual and small business solutions

PROS

Accounts for all the necessary elements of effectively managing and tracking customer engagement.

CONS

If there has to be a least liked category I guess I would say a bit more customization of reports and workflows would be helpful

Von

E-Learning, 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

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2023

EngageBay review

I have utilised many CRM systems to date this is by far them ost easy to use.

PROS

Easy to set up and get started with an excellent support team.

CONS

Switching from page to page can be inconvenient.

Reason for choosing EngageBay CRM

Suits what I need to do to go forward.

Reasons for switching to EngageBay CRM

Ease of use

draogs

Education Management, 201-500 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 September 2023

Best experience so far

PROS

the sales team is highly well-prepared; they're patient and try to solve all your problems; not to mention they always keep in mind the importance of the money you spend. so far, I'm very pleased with our collaboration. As for the customer service team, again - same story. they listen, they offer on-point solutions, and they're true professionals. Kudos guys!

CONS

there's nothing so far to be categorized as unpleasant or as a minus.

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Abel

Verified reviewer

Hospitality, 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

FUNCTIONALITY

4

Reviewed October 2023

Avis engagebay crm

I liked this software because it put a well-prepared sales team in place who is always ready to listen to you and solve your problems and also one with an efficiency that exceeds expectations

PROS

their sales team is very well prepared and they are always available to resolve our problems. the effectiveness of this software surprised me

CONS

for the moment I have not yet encountered any difficulty

Anonymous

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 October 2023

Good product

Overall experience is quite good with this crm

PROS

This CRM feature is simple and easy to use

CONS

Sales pipeline management features is quite complicated

Parminder

Education Management, 2-10 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

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2022

Customer Support

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

PROS

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

CONS

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

Reason for choosing EngageBay CRM

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.

Reasons for switching to EngageBay CRM

More functions and features - single crm tool with most features

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

Saurabh

Computer Software, 51-200 employees

Used daily for more 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 June 2023

All in one Marketing & Sales CRM - Value for Money - Seamless Interface - Great Customer SupportTeam

My overall experience is great with Engagebay CRM, as it provides value for money for our business.

PROS

I believe that its a value-for-money product. All those small startups who wish to use Hubspot but can't due to its enormous pricing can simply go ahead with Engagebay tool, as it provides all features (even more than Hubspot) in affordable pricing, along with all tools.

CONS

Engagebay can create a free integration with free version of Hubspot, so that a user can also use free Hubspot for marketing purposes.

Reason for choosing EngageBay CRM

Engagebay was good in following 1) pricing 2) Value for money 3) features, 4) USPs 5) Supporting Sales team 6) Comprehensive Marketing Automation & CRM tool 7) Perfect fit for small business

Reasons for switching to EngageBay CRM

Zoho CRM charges money for each feature. For e.g. for forms, it will charge you money. for extra contact storage, it will charge you money, etc. Its not value for money

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Roy

Verified reviewer

Information Technology and Services, 1 employee

Used daily for more than 2 years

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

4

FUNCTIONALITY

5

Reviewed July 2023

Ever evolving EngageBay CRM

I know how to use my system so it is awesome. Engagebay is a sophisticated tool. If you don't know how to use it then it will be less helpful. It is like owning a Jet fighter but you do not know how to be a pilot. I know how to pilot it that is why I can direct it to success.

PROS

It has a lot of features that can be used and each time I check it it's becoming better. 5 years ago when I saw it it has a lot of potential. Now I know it will be growing further

CONS

Up until now, it does not have a sufficient knowledge base to back up its extensive features. Though it's easy to use. but having a guide will still be helpful

Reason for choosing EngageBay CRM

all other choices cost a ton of money. this is the only one with very extensive feature that is easy on the pocket

Alexander

Education Management, 2-10 employees

Used daily for more 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

Love This Software

Very easy and positive, support is very quick and helpful

PROS

It has the best value for money. I use all features I need and still pay a relatively low free for that. I was actually searching for such CRM and after trying may CRM's Engage bay has all I need.

CONS

That I can't integrate messagner chats and have communication inside of the CRM

Reasons for switching to EngageBay CRM

Engagebay is more chapter wit hall the features

User Profile

Aman Preet

Verified reviewer

Automotive, 10,000+ employees

Used weekly 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

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

2

FUNCTIONALITY

3

Reviewed December 2022

Pros and cons of EngageBay

Overall experience was quite good with EngageBay as it helped us with the tool that we needed for the priority basis other than average customer support everything was worth to chose EngageBay

PROS

There were 2 main features because of what we chose EngageBay over other CRMs i.e email marketing (bulk email management tool) and ticketing system (mainly for IT infrastructure issues).EngageBay was quite handy and smooth to operate in both of these features that fulfilled our current requirements.

CONS

The only con that we as a team experienced was the customer support was not that reliable as at times we were getting late responses from customer support team and taking more time as expected to resolve the issue.

Reason for choosing EngageBay CRM

Financial team was not satisfied for the long run collaboration.

Reasons for switching to EngageBay CRM

Based on the current requirements of our team they were not able to give reliable features support.

Bernadette

Consumer Goods, 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

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2021

Excellent Customer Service, Mostly Easy to Use

PROS

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.

CONS

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.

Reason for choosing EngageBay CRM