Ebsta Features

Ebsta

Customer engagement platform with Chrome extensions

4.8/5 (102 reviews)

Competitor Feature Comparison

Activity Dashboard
Activity Tracking
Application Management
Automated Scheduling
CRM
Calendar Management
Calendar Sync
Campaign Management
Churn Management
Click Tracking
Collaboration Tools
Communication Management
Contact Management
Content Creation
Content Delivery
Content Management
Customer Database
Data Capture and Transfer
Data Mapping
Data Profiling
Email Management
Email Marketing
Email Tracking
Engagement Tracking
Goal Management
Historical Reporting
Interaction Tracking
Lead Capture
Lead Management
Lead Nurturing
Lead Qualification
Marketing Automation
Meeting Management
Monitoring
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Prioritization
Prospecting Tools
Real Time Monitoring
Real Time Notifications
Reporting & Statistics
Reporting/Analytics
Role-Based Permissions
Sales Forecasting
Sales Pipeline Management
Website Integration
Workflow Management
Visit WebsiteCompare App
Activity Dashboard
Activity Tracking
Application Management
Automated Scheduling
CRM
Calendar Management
Calendar Sync
Campaign Management
Churn Management
Click Tracking
Collaboration Tools
Communication Management
Contact Management
Content Creation
Content Delivery
Content Management
Customer Database
Data Capture and Transfer
Data Mapping
Data Profiling
Email Management
Email Marketing
Email Tracking
Engagement Tracking
Goal Management
Historical Reporting
Interaction Tracking
Lead Capture
Lead Management
Lead Nurturing
Lead Qualification
Marketing Automation
Meeting Management
Monitoring
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Prioritization
Prospecting Tools
Real Time Monitoring
Real Time Notifications
Reporting & Statistics
Reporting/Analytics
Role-Based Permissions
Sales Forecasting
Sales Pipeline Management
Website Integration
Workflow Management
Visit WebsiteCompare App
Activity Dashboard
Activity Tracking
Application Management
Automated Scheduling
CRM
Calendar Management
Calendar Sync
Campaign Management
Churn Management
Click Tracking
Collaboration Tools
Communication Management
Contact Management
Content Creation
Content Delivery
Content Management
Customer Database
Data Capture and Transfer
Data Mapping
Data Profiling
Email Management
Email Marketing
Email Tracking
Engagement Tracking
Goal Management
Historical Reporting
Interaction Tracking
Lead Capture
Lead Management
Lead Nurturing
Lead Qualification
Marketing Automation
Meeting Management
Monitoring
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Prioritization
Prospecting Tools
Real Time Monitoring
Real Time Notifications
Reporting & Statistics
Reporting/Analytics
Role-Based Permissions
Sales Forecasting
Sales Pipeline Management
Website Integration
Workflow Management
Visit WebsiteCompare App

Ebsta Feature Reviews

25 reviewers had the following to say about Ebsta's features:

Zach E.

A great tool to integrate Gmail and Salesforce.

2017-11-07

Ebsta saves me time as all of the email correspondence that happens in Gmail automatically gets sent to Salesforce and connected to the proper lead or contact that I'm speaking with.

Pros

Ebsta's integration with Gmail and Salesforce is superb, allowing me to have all conversations with contacts automatically imported to Salesforce.

Cons

Ebsta's lead scoring is a great idea but is extremely inconsistent and rarely works.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

4/10
Source: Capterra
Helpful?   Yes   No
Read more
Jonny D.

Engagement and Scoring like you have never seen before!

2019-10-23

Great! I continue to be amazed and wowed by this product.

Pros

The engagement monitoring is outstanding and really enables you to focus in the right places across your pipeline and agents.

Cons

For sometime the uX and reporting / analytics has been weak.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Medical Devices company, 11-50 employees)

Ebsta is the key to productivity, for sales individuals and teams

2020-04-20

Sales process and sales team management are at the forefront of why our team considered and went with Ebsta.

Pros

Ebsta is simple and effective in helping me document lead communications, especially adding new leads and updating them on a daily and weekly basis.

Cons

I still feel there could be a much better collaboration with platforms like LinkedIn, DefinitiveHC and other data/prospect research platforms.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Nicholas B.

Easily one of the best SalesForce add-ons we've purchased

2017-04-20

You can select specific cases, multiple contacts/accounts, and the sync is instantaneous.

Pros

Ease of integration, smooth process flow, it just works!

Cons

Searching for a contact/lead when you have many "matches" is time consuming.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Ebsta

Overall, they have great support and seem to really care about the product!

Source: Capterra
Helpful?   Yes   No
Read more
John M.

Great App for Email Documentation

2017-04-20

Click tracking has also come in very handy for the sales team. The only hiccup I'd like to see fixed is when an email is recorded to Salesforce, it uploads the email and the attachments (if selected), but it does not link the two together.

Pros

Email open notifications are also extremely useful when trying to get a hold of clients as it's a little flag that it might be a good time to reach out.

Cons

They are both logged to the record, but when reviewing the "email sent' activity, there isn't a direct link between the email and whatever attachments associate with it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Curt W.

Ebsta makes managing my day to day easier

2020-01-24

Ebsta allows us to mangage and multiple touch and long sales cycle more confidently.

Pros

I have been using Ebsta Inbox for over two years and it is crucial to my daily workflow. It eliminates the need for me to organize my inbox and rely on my memory to recall followups.

Cons

I would prefer better reporting around the Cadence functionality

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
kerushan b.

Great platform, great features use it now

2017-03-15

Great features, easy to navigate, I recommend this to everyone who is looking for a great solution

Pros

Salesforce email chain add, Email tracking, Task tracking on SF, contacts list view

Cons

I feel the email tracking could use extra analytics

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Ebsta

maybe advertising? Havent seen much out there on ebsta

Source: Capterra
Helpful?   Yes   No
Read more
Luke P.

Excellent Tracking Solution

2017-04-20

Ebsta is a great solution for tracking emails in Salesforce.

Pros

Ease of use, and contact lookups

Cons

Outlook integration is locked to another tier

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

8/10

Recommendations to others considering Ebsta

None. It's good software, and we've never had problems with it.

Source: Capterra
Helpful?   Yes   No
Read more
Kieran W.

Nice low (or no) cost sales tool

2017-03-15

The email tracking is a nice feature but the ability to log emails into Salesforce and be able to sync it to different activity types, accounts, and opportunities is a very nice feature.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Justin W.

Ebsta workflow optimized

2017-03-21

Nice software that helps connect various online lead generation sites with salesforce.

Pros

Hot key connectivity to quickly research company information in my companies main database. I use online google sheets and this is great to be able to work in my sheet and essentially have salesforce data.

Cons

when you switch tabs in a chrome browser, the pop-up goes away. it would be nice if the same pop-up is present across tabs in chrome.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Ebsta

make sure to use their support because they can help optimize the software specifically for your platform.

Source: Capterra
Helpful?   Yes   No
Read more
adrian S.

An essential if you work with Gmail and Salesforce

2020-01-23

Great

Pros

As a SF Admin and a "Customer and Sales Support", I use Ebsta every day to plug those customer responses directly to the History Activity of the associated Opportunity.

Cons

Manually creating leads and contacts that don't sync because they're not already in SF.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Jessica R.

Ebsta is a great tool for the recruiting industry!

2018-04-02

I would estimate that a recruiter who is loading 30 new contacts a week to their database would save around 2-3 hours per week using the entire Ebsta suite.

Pros

-Ebsta helps link contact information from anywhere on the web to your database (we use Bullhorn) making you super efficient -It is easy to use and offers online help and guides so any level user can easily navigate -Connects to Outlook and Word to easily capture data and populate your database with little effort on your part.

Cons

- The cost for Ebsta is pretty high. To really get the benefit you have to purchase all 3 of their toolbars (they have one for email, one for word and one for the internet) and charging separately for each so that adds up. Also it's a fee per user so you are paying three costs per each employee -- and again for it to be worth it you really need to purchase all three and everyone on your team must have their own.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Shelby M.

A Necessity!

2017-03-15

Ebstas instant contact check and activity logging for both gmail and any sourcing sites that we are on saves us time so we can sell much faster and better

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Nina C.

Game changing CRM tool

2017-04-25

Ebsta has saved me and my team hours of logging sales data from gmail.

Pros

Easy to use and set up.

Cons

There are still a few bugs but overall, the core features work great and they are the most valuable.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Ebsta

Love that you get 3 free licenses at your company.

Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Management Consulting company, 51-200 employees)

This tool is a nice to have especially for Salesforce users to be able to sync conversations.

2018-05-14

It is user-friendly and with an easy click button the app can give you the name/email address/company combination to help us sync a message to a profile with similar names in our system.

Pros

This also helps us view if an existing candidate in LinkedIn is already in our database.

Cons

This tool search via name and/or email address, however, if there are duplicate accounts with the same name it could also show.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 51-200 employees)

Email campaign wizard

2020-01-30

Pros

I like the ability to create multi-touch email campaigns with logic options depending on the response and scheduling my replies to be effective.

Cons

As I mentioned in the Pros category, this software has been very helpful in our efforts to communicate with our customers for feature releases, training scheduling and more!

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Joshua Kevin J.

Efficient and smart.

2017-03-15

We are executive search firm and ebsta helps us sync the email conversations (with our prospective candidates/clients) to our database which makes it easy for us to track our firms relationship to candidates and future clients.

Pros

Efficient and up to date tool.

Cons

Few error during the syncing process

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering Ebsta

Maybe an offline functionality?

Source: Capterra
Helpful?   Yes   No
Read more
Joe E.

Easy to Learn, Easy to Use

2020-04-15

Pros

Once up and running, it offers an array of tools that make creating campaigns and scheduling, tracking, and logging emails a breeze.

Cons

The UX within email can be a bit clunky.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Chante W.

Ebsta is a time saver

2019-11-06

It does not matter if the email is sent by me or received I can attach it to a SalesForce contact at the click of one button.

Pros

I don't know how many times I needed to look for communication with a client and the Ebsta tool has saved me so much search time.

Cons

The only con is when it loses the connection with Gmail occasionally. This does not happen often.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Kailey C.

Extremely Useful!

2017-03-15

It has simplified our workflows and increased productivity immensely with Salesforce, and I would highly recommend it to anyone!

Pros

I like the ease of logging emails in Salesforce through Gmail - it cuts out multiple steps and simplifies our workflows.

Cons

I would like to be able to recognize multiple contacts within a single email that can be linked in Salesforce.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Management Consulting company, 51-200 employees)

Synching responses made easy!

2018-03-28

1. You can sync everything, you can change what info is saved such as calendar, and email so you'd know how far the conversation went with your colleague, saves time! 2. It can do wonders! You can control which application you wish to sync.

Pros

It facilitates the recruitment process by allowing us to store all your contacts in one place so that colleagues can track the status of my email.

Cons

Sometimes the automation when it comes to synching just don't work and you will not notice it since there's no notification sent.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Carolyn H.

Ebsta saves me so much time!

2017-03-15

That and the quick snippet and search tools within email allow me to see key insight into the client I am working with!

Pros

Ease of use, quick and clean insights at the top of my email client (gmail), good Salesforce pluggin without having to log into salesforce

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Human Resources company, 11-50 employees)

Set it and forget it

2019-11-04

Works flawlessly with our CRM

Pros

It is made campaign emails so much better because all I have to do is set a few steps and forget it.

Cons

There is nothing I have found that is unpleasant

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Asher O.

Great app! Streamlines our sales process.

2017-03-17

We're also able to update our CRM files quickly.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Karina H.

Excellent Sales Tool

2017-03-15

It was super easy to implement and use in my day to day sales activities.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more