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Exceed.ai vs EngageBay CRM Comparison

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Overview

Exceed’s AI-Powered Sales Assistant helps companies find and secure customers faster and efficiently by automatically contacting,...

Category Leaders

EngageBay is an all-in-one marketing, sales and service automation software which automates marketing sales by combining...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

1950

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

14.99

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.9

13

5

4

3

2

1

11

2

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

4.7

783

5

4

3

2

1

540

221

20

1

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
98%
would recommend this app

Pros

Amazing dedicated customer success. They are more than just a software company, they consult and make sure you succeed.
Saves a huge amount of work by automatically nurturing and qualifying leads using AI. Great customer success team.
The Most Powerful Software Currently Available, Great Customer Care.

Pros

Easy to use email marketing platform. The best part is you have all the powerful tools like landing pages, autoresponders, email broadcast, sequences even in the free.
Got the hang of EngageBay in a matter of hours due to its ease of use and excellent customer support. Any question is answered in a matter of seconds.
I love page builder of Engagebay. It loads super fast and in stable performance based on AWS + CDN Cloudfront.

Cons

The integration into our CRM system was a bit confusing - it's not readily clear how fields should be mapped.
Exceed.ai requires you SDRs to spend one hour a day on the system approving messages and editing responses when Exceed is unsure what to do.
Hand over only qualified leads to your inside sales team. Remove repetitive error prone tasks your SDR and rep are performing.

Cons

Some missing features such as missing Google Meet, and location in calendar event.
Webinar features, landing pages does not support reusable headers and footers, no option to build own templates. Missing Social Software Analytics.
Landing page templates are very limited at the moment.
  • Vendor responds to reviews
  • Last review5 years ago
  • Vendor responds to reviews
  • Last review12 days ago

Key features

  • Total features58
  • A/B Testing
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Account Alerts
  • Account Management
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Audience Targeting
  • Auto Update
  • Automated Publishing
  • Automated Responses
  • Automated Routing
  • Automated Scheduling
  • Automatic Call Distribution
  • Automatic Outbound Dialer
  • Autoresponders
  • Availability Management
  • Batch Processing
  • Behavior Tracking
  • Business Process Automation
  • CAN-SPAM Compliance
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Call Disposition
  • Call Monitoring
  • Call Recording
  • Call Routing
  • Call Scheduling
  • Call Scripting
  • Call Tracking Metrics
  • Caller ID
  • Campaign Management
  • Campaign Personalization
  • Campaign Planning
  • Campaign Specific Signature
  • Canned Responses
  • Channel Management
  • Chat/Messaging
  • Chatbot
  • Churn Management
  • Click Tracking
  • Client Database
  • Client Management
  • Client Tracking
  • Communication Management
  • Computer Telephony Integration
  • Confirmation/Reminders
  • Contact Database
  • Contact Management
  • Content Creation
  • Content Delivery
  • Content Management
  • Conversion Rate Optimization
  • Conversion Tracking
  • Customer Database
  • Customer Engagement
  • Customer History
  • Customer Management
  • Customer Segmentation
  • Customer Social Profiles
  • Customer Support
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Customizable Templates
  • Customization
  • Dashboard
  • Data Extraction
  • Data Import/Export
  • Data Synchronization
  • Deal Management
  • Document Storage
  • Donor Management
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Content
  • Email Automation
  • Email Campaign Management
  • Email Management
  • Email Marketing
  • Email Monitoring
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Event Triggered Actions
  • Feedback Management
  • File Sharing
  • For AEC Industry
  • For Insurance Industry
  • For Nonprofits
  • For Real Estate
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Form Builder
  • Gamification
  • Geotargeting
  • Goal Management
  • Goal Setting/Tracking
  • Group Scheduling
  • Help Desk Management
  • Human Handover
  • IT Asset Management
  • Image Library
  • Inbox Management
  • Incident Management
  • Intent Recognition
  • Interaction Tracking
  • Internal Chat Integration
  • Keyword Filtering
  • Knowledge Base Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Engagement
  • Lead Generation
  • Lead Management
  • Lead Notifications
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Lead Verification/Validation
  • Leaderboards
  • List Management
  • Live Chat
  • Location Tracking
  • Machine Learning
  • Macros/Templated Responses
  • Marketing Automation
  • Marketing Calendar
  • Mass Texting
  • Meeting Management
  • Mobile Access
  • Mobile Alerts
  • Mobile Optimization
  • Multi-Account Management
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Data Collection
  • Multi-Channel Marketing
  • Multiple Site Management
  • Multivariate Testing
  • Natural Language Processing
  • Notification Scheduling
  • Offline Form
  • Onboarding
  • One-to-One Messaging
  • Online Booking
  • Online Forms
  • Performance Management
  • Performance Metrics
  • Personalization
  • Pipeline Management
  • Post Scheduling
  • Power Dialer
  • Pre-Configured Bot
  • Predictive Analytics
  • Proactive Chat
  • Process/Workflow Automation
  • Progress Tracking
  • Progressive Dialer
  • Proposal Generation
  • Proposal Management
  • Prospecting Tools
  • Queue Management
  • Quotes/Estimates
  • ROI Tracking
  • Real Time Editing
  • Real-Time Chat
  • Real-Time Monitoring
  • Real-Time Notifications
  • Real-Time Updates
  • Real-time Consumer-facing Chat
  • Real-time Conversations
  • Real-time Scheduling
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Response Management
  • Responsive Web Design
  • Routing
  • SEO Management
  • Sales Activity Management
  • Sales Analytics
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Trend Analysis
  • Scheduled Messaging
  • Scheduling
  • Search/Filter
  • Segmentation
  • Sentiment Analysis
  • Service Level Agreement (SLA) Management
  • Shared Contacts
  • Signature Creation
  • Signature Management
  • Signature Templates
  • Site Search Tracking
  • Social Marketing
  • Social Media Integration
  • Source Tracking
  • Spam Blocker
  • Speech Recognition
  • Subscription Management
  • Support Ticket Management
  • Support Ticket Tracking
  • Target Account Identification
  • Task Editing
  • Task Import
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Team Management
  • Template Management
  • Territory Management
  • Third-Party Integrations
  • Time on Site Tracking
  • To-Do List
  • Transcripts/Chat History
  • Transfers/Routing
  • Usage Tracking/Analytics
  • User Interaction Tracking
  • Virtual Personal Assistant (VPA)
  • Visitor Tracking
  • WYSIWYG Editor
  • Web Forms
  • Web Notifications
  • Website Visitor Tracking
  • Whitelisting/Blacklisting
  • Win/Loss Analysis
  • Workflow Configuration
  • Workflow Management
  • Total features228
  • A/B Testing
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Account Alerts
  • Account Management
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Audience Targeting
  • Auto Update
  • Automated Publishing
  • Automated Responses
  • Automated Routing
  • Automated Scheduling
  • Automatic Call Distribution
  • Automatic Outbound Dialer
  • Autoresponders
  • Availability Management
  • Batch Processing
  • Behavior Tracking
  • Business Process Automation
  • CAN-SPAM Compliance
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Call Disposition
  • Call Monitoring
  • Call Recording
  • Call Routing
  • Call Scheduling
  • Call Scripting
  • Call Tracking Metrics
  • Caller ID
  • Campaign Management
  • Campaign Personalization
  • Campaign Planning
  • Campaign Specific Signature
  • Canned Responses
  • Channel Management
  • Chat/Messaging
  • Chatbot
  • Churn Management
  • Click Tracking
  • Client Database
  • Client Management
  • Client Tracking
  • Communication Management
  • Computer Telephony Integration
  • Confirmation/Reminders
  • Contact Database
  • Contact Management
  • Content Creation
  • Content Delivery
  • Content Management
  • Conversion Rate Optimization
  • Conversion Tracking
  • Customer Database
  • Customer Engagement
  • Customer History
  • Customer Management
  • Customer Segmentation
  • Customer Social Profiles
  • Customer Support
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Customizable Templates
  • Customization
  • Dashboard
  • Data Extraction
  • Data Import/Export
  • Data Synchronization
  • Deal Management
  • Document Storage
  • Donor Management
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Content
  • Email Automation
  • Email Campaign Management
  • Email Management
  • Email Marketing
  • Email Monitoring
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Event Triggered Actions
  • Feedback Management
  • File Sharing
  • For AEC Industry
  • For Insurance Industry
  • For Nonprofits
  • For Real Estate
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Form Builder
  • Gamification
  • Geotargeting
  • Goal Management
  • Goal Setting/Tracking
  • Group Scheduling
  • Help Desk Management
  • Human Handover
  • IT Asset Management
  • Image Library
  • Inbox Management
  • Incident Management
  • Intent Recognition
  • Interaction Tracking
  • Internal Chat Integration
  • Keyword Filtering
  • Knowledge Base Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Engagement
  • Lead Generation
  • Lead Management
  • Lead Notifications
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Lead Verification/Validation
  • Leaderboards
  • List Management
  • Live Chat
  • Location Tracking
  • Machine Learning
  • Macros/Templated Responses
  • Marketing Automation
  • Marketing Calendar
  • Mass Texting
  • Meeting Management
  • Mobile Access
  • Mobile Alerts
  • Mobile Optimization
  • Multi-Account Management
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Data Collection
  • Multi-Channel Marketing
  • Multiple Site Management
  • Multivariate Testing
  • Natural Language Processing
  • Notification Scheduling
  • Offline Form
  • Onboarding
  • One-to-One Messaging
  • Online Booking
  • Online Forms
  • Performance Management
  • Performance Metrics
  • Personalization
  • Pipeline Management
  • Post Scheduling
  • Power Dialer
  • Pre-Configured Bot
  • Predictive Analytics
  • Proactive Chat
  • Process/Workflow Automation
  • Progress Tracking
  • Progressive Dialer
  • Proposal Generation
  • Proposal Management
  • Prospecting Tools
  • Queue Management
  • Quotes/Estimates
  • ROI Tracking
  • Real Time Editing
  • Real-Time Chat
  • Real-Time Monitoring
  • Real-Time Notifications
  • Real-Time Updates
  • Real-time Consumer-facing Chat
  • Real-time Conversations
  • Real-time Scheduling
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Response Management
  • Responsive Web Design
  • Routing
  • SEO Management
  • Sales Activity Management
  • Sales Analytics
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Trend Analysis
  • Scheduled Messaging
  • Scheduling
  • Search/Filter
  • Segmentation
  • Sentiment Analysis
  • Service Level Agreement (SLA) Management
  • Shared Contacts
  • Signature Creation
  • Signature Management
  • Signature Templates
  • Site Search Tracking
  • Social Marketing
  • Social Media Integration
  • Source Tracking
  • Spam Blocker
  • Speech Recognition
  • Subscription Management
  • Support Ticket Management
  • Support Ticket Tracking
  • Target Account Identification
  • Task Editing
  • Task Import
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Team Management
  • Template Management
  • Territory Management
  • Third-Party Integrations
  • Time on Site Tracking
  • To-Do List
  • Transcripts/Chat History
  • Transfers/Routing
  • Usage Tracking/Analytics
  • User Interaction Tracking
  • Virtual Personal Assistant (VPA)
  • Visitor Tracking
  • WYSIWYG Editor
  • Web Forms
  • Web Notifications
  • Website Visitor Tracking
  • Whitelisting/Blacklisting
  • Win/Loss Analysis
  • Workflow Configuration
  • Workflow Management

Integrations

  • Total integrations18
  • Gmail
  • Google Calendar
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • Pipedrive
  • Salesforce Platform
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • SugarCRM
  • WooCommerce
  • WordPress
  • Xero
  • Zapier
  • Zoho CRM
  • Total integrations43
  • Gmail
  • Google Calendar
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • Pipedrive
  • Salesforce Platform
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • SugarCRM
  • WooCommerce
  • WordPress
  • Xero
  • Zapier
  • Zoho CRM

User reviews that mention these apps

AvatarImg

Verified reviewer

Transportation/Trucking/Railroad, 11-50 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Exceed.ai logo

Exceed.ai

The Most Powerful Software Currently Available, Great Customer Care

Reviewed 5 years ago
Pros

Simply put, this is the most advanced software we were able to find. There are many AI software platforms, but what really pushed Exceed.AI into the forefront for our team was their exceptional customer service. Their reps took the time to learn and understand our company, our business model, and our goals. Then, they've walked with us through each step of the implementation and continue to monitor our usage to make sure our settings are optimized for our specific use case. They check in at least biweekly, even going as far as logging into our account to make tweaks at our request. They save us time, save us money, and go the extra mile to make sure they're on the same page as us.

Cons

The integration into our CRM system was a bit confusing - it's not readily clear how fields should be mapped. Their team helped out quickly, but ultimately we're still a little in the dark as to how they came up with those code names for each field of our CRM system. The software also has some preset limitations. It's not a wildly flexible platform, so don't try to reinvent the wheel. It's incredibly good at what it does, there's really not much need to venture far from the out-of-the-box functionality.