EngageBay CRM Reviews

It's much simpler when You have a good defined and flexible CRM with an Email marketing tool as one service. CRM is especially good and informative, designed mostly for returning clients.

Email builder should be better. The campaign dashboard is good but can be improved. Technical support is too pushy and offers things and options that are not needed.

I haven't used EngageBay for very long - just a couple of months. But I love the clean and simple aesthetic. It also has good functionality and many worthwhile features at a great price. The help desk team are especially helpful.

I was excited to be able to generate proposals within the software, however this one area is not flexible enough for our needs. There could definitely also be a better range of user guides available - luckily the help desk team are on hand though.

The customer service is very good whenever there is a problem you can write in the chat and you will be helped.

Some features are missing when you work with any software because there is never a 100% fit of your needs otherwise there wouldn't be so many different offers. But engagebay is helping us with CRM wonderfully. The system could look a little more modern but its just a small thing.

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.

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

Support is excellent via chat or a scheduled call. The Team really has helped us get going on the CRM. The offer is great as you get the ALL in ONE solution at an affordable price.

Sometimes its a bit hard to find what you need so you need to go to support for answers but so far they have always come through!

EngageBay organizes and simplifies the most useful marketing options. It is an excellent substitute to all the products in the market. Others are too expensive. EngageBay on the other hand is simple adaptable and inexpensive.

Some ares are clutttered such as email sequences but they are minimal. Also their reporting is minimal.

The best part about EngageBay is the customer service. Using a CRM is new to me, and having someone available to help walk me through challenges has been priceless. I also really like that we can use multiple tags and do such great email marketing based on those tags.

What I like least is not about EngageBay…it's me as a newbie user!

EngageBay has all the features that are needed. I liked the ease of use and the UI of the product. We can easily create email templates using a drag and drop builder and run marketing campaigns

They need to work on social analytics and advanced reporting that is must needed for a organizations.

EngageBay is really intuitive and easy to use. I'm mainly using the Marketing part and it's fully enough for my needs. Also, I would like to thank the staff for always replying to my questions and solving my problems. They're really listening and always available to help !

Sometimes a bit tricky but the staff is always here to help

User-friendly for the users. Easy to use and no hassle

Some complications for other functions but still can be manageable

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

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

- 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

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.

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.

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

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

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

Thanks for the review Marcello. Our landing pages can now support reusable headers and footers. We have developed this feature and it is currently in QA and should go live in a couple of days. We already have the feature to build new landing templates from scratch. You can also code your own ones too. Please check it out and we would glad to help if needed.

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.

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

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.

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.

User friendliness, lots of features, lower cost

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

One place to track all leads and their communication. Easy integration with Twilio for voice and SMS and provides for 2-way texting (many others don't). Great sales pipeline tracking and easy-to-send campaigns.

Reports could bebetter. In particular, we're unable to determine who are the most active contacts ie. times they have viewed or opened an email, responded to texts, clicked on a CTA, called us. This would help us target the most likely prospects. Instead, we do this somewhat manually.

Easy to deploy and use. Very fast and effective support. Additional requests are developed and issued bugs are fixed almost instantly. I have never seen this fast development capability before in any other software before.

It would require to develop some additional features for ticket management. But I am sure they would do that instantly after reporting. They have done that to my requests before within 1 day.

EngageBay help me doing all-in-one marketing, sales, and support CRM in one software. I love The UI and UX its simple but powerfull and eazy to use

its prepect, but has a lower limit in workflow automation

After having used several other CRM tools (Infusionsoft, HubSpot, and Insightly) investing in EngageBay was a no brainer to me. Why? It offers all of the "things" that most businesses need such as a robust CRM, Sales Pipeline, Email Automation, Calendar Tool, Email Marketing and MORE. I was paying so much more for all of these features with the other companies and wasn't using everything. It was a massive investment that just did not make sense. EngageBay makes sense.

There are a couple things that I enjoyed having access to in Hubspot that EngageBay does not do well, yet. Having the ability to customize my proposals would be a game changer. Currently, it's very limited in how you can pull this off in the proposals feature. I would also appreciate a more customizable calendar feature.

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.

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.

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.

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.

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.

Robust feature set. Fair pricing. No artificial limit of custom fields. Zapier integration

Happy so far. The setup is intuitive and similar to other CRM-like tools we've used.

Engagebay has the most comprehensive suite of features for marketing without the associated costs you incur for other tools out there. I first was looking at marketing software that could encompass a lot of the needed aspects to support our and our clients campaigns, and was pleasantly surprised at the breadth of tools available within Engagbay. They cover both marketing and sales as well which created needed synergy.

The only thing that comes to mind right now is the automations that can be created sit in silos in marketing or sales... they have different functionality, but I've found myself looking in marketing for a sales automation and vice versa. I understand the need for the separation, but one automation location with a way to filter and separate marketing vs sales would be helpful.