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Outreach vs EngageBay CRM Comparison

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Overview

Category Leaders

Outreach is the largest and fastest-growing sales execution platform provider that helps companies dramatically increase...

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

No videos yet

Pricing

Starting from

150

Per year

  • 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

4.4

291

5

4

3

2

1

169

92

20

4

6

  • Value for money
  • Ease of use
  • Features
  • Customer support
93%
would recommend this app

4.7

688

5

4

3

2

1

469

201

16

1

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
99%
would recommend this app

Pros

What I love most is the ability to make quality drip campaigns, email sequencing that can be combined with phone and LinkedIn messaging, along with integrating with SFDC.
We moved across from Groove to Outreach and this was one of the best decisions we made. Outreach connects much better to other tools in our stack and the functionality is on another level.
In addition, ease of use is one of the most important things to understand the language of a program and I love the ease of use in Outreach.

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

Horrible Customer Service, if you value customer service, this is not the company for you.
NO integration with zapier - makes it difficult to integrate with my non-standard CRM package.
The interface is not user-friendly whatsoever. I have a hard time navigating aroud and i have been using the software for over a year.

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 months ago
  • Vendor responds to reviews
  • Last review8 days ago

Key features

  • Total features81
  • 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
  • Archiving & Retention
  • Audience Targeting
  • Audio/Video Recording
  • Auto Update
  • Auto-Dialer
  • Automated Publishing
  • Automated Routing
  • Automated Scheduling
  • Automatic Call Distribution
  • Automatic Outbound Dialer
  • Automatic Transcription
  • Autoresponders
  • Availability Management
  • Batch Processing
  • Behavior Tracking
  • Budgeting/Forecasting
  • CAN-SPAM Compliance
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Call Disposition
  • Call List Management
  • Call Monitoring
  • Call Recording
  • Call Reporting
  • Call Routing
  • Call Scheduling
  • Call Scripting
  • Call Tracking
  • Call Tracking Metrics
  • Call Transcription
  • Caller ID
  • Campaign Management
  • Campaign Personalization
  • Campaign Planning
  • Campaign Specific Signature
  • Canned Responses
  • Channel Management
  • Churn Management
  • Click Tracking
  • Client Database
  • Client Management
  • Client Tracking
  • Collaboration Tools
  • 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
  • Dashboard Creation
  • Data Import/Export
  • Data Management
  • Data Synchronization
  • Data Visualization
  • Deal Management
  • Document Storage
  • Donor Management
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Content
  • Email Campaign Management
  • Email Management
  • Email Marketing
  • Email Monitoring
  • Email Templates
  • Email Tracking
  • Employee Coaching Tools
  • 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
  • IT Asset Management
  • Image Library
  • Import Tasks
  • Inbox Management
  • Incident Management
  • 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
  • Macros/Templated Responses
  • Marketing Automation
  • Marketing Calendar
  • Mass Texting
  • Meeting Management
  • Mobile Access
  • Mobile Alerts
  • Mobile-Optimized Email
  • Multi-Account Management
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Data Collection
  • Multi-Channel Marketing
  • Multiple Site Management
  • Multivariate Testing
  • Notification Scheduling
  • Offline Form
  • On-Demand Recording
  • Onboarding
  • Online Booking
  • Online Forms
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Personalization
  • Pipeline Management
  • Pipeline Reports
  • Post Scheduling
  • Power Dialer
  • Predictive Analytics
  • Predictive Dialer
  • Proactive Chat
  • Progress Tracking
  • Progressive Dialer
  • Proposal Generation
  • Proposal Management
  • Prospecting Tools
  • Queue Management
  • Quotes/Estimates
  • ROI Tracking
  • Real Time Data
  • Real Time Editing
  • Real Time Reporting
  • Real-Time Analytics
  • Real-Time Chat
  • Real-Time Monitoring
  • Real-Time Notifications
  • Real-Time Updates
  • Real-time Consumer-facing Chat
  • Real-time Scheduling
  • Recording
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Response Management
  • Responsive Web Design
  • Routing
  • SEO Management
  • Sales Activity Management
  • Sales Analytics
  • Sales Forecasting
  • Sales Onboarding & Training
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • 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
  • Strategic Planning
  • Subscription Management
  • Support Ticket Management
  • Support Ticket Tracking
  • Target Account Identification
  • Task Editing/Updating
  • 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
  • User Management
  • Visitor Tracking
  • Visual Analytics
  • WYSIWYG Editor
  • Web Forms
  • Web Notifications
  • Website Visitor Tracking
  • Whitelisting/Blacklisting
  • Win/Loss Analysis
  • Workflow Configuration
  • Workflow Management
  • Total features226
  • 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
  • Archiving & Retention
  • Audience Targeting
  • Audio/Video Recording
  • Auto Update
  • Auto-Dialer
  • Automated Publishing
  • Automated Routing
  • Automated Scheduling
  • Automatic Call Distribution
  • Automatic Outbound Dialer
  • Automatic Transcription
  • Autoresponders
  • Availability Management
  • Batch Processing
  • Behavior Tracking
  • Budgeting/Forecasting
  • CAN-SPAM Compliance
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Call Disposition
  • Call List Management
  • Call Monitoring
  • Call Recording
  • Call Reporting
  • Call Routing
  • Call Scheduling
  • Call Scripting
  • Call Tracking
  • Call Tracking Metrics
  • Call Transcription
  • Caller ID
  • Campaign Management
  • Campaign Personalization
  • Campaign Planning
  • Campaign Specific Signature
  • Canned Responses
  • Channel Management
  • Churn Management
  • Click Tracking
  • Client Database
  • Client Management
  • Client Tracking
  • Collaboration Tools
  • 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
  • Dashboard Creation
  • Data Import/Export
  • Data Management
  • Data Synchronization
  • Data Visualization
  • Deal Management
  • Document Storage
  • Donor Management
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Content
  • Email Campaign Management
  • Email Management
  • Email Marketing
  • Email Monitoring
  • Email Templates
  • Email Tracking
  • Employee Coaching Tools
  • 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
  • IT Asset Management
  • Image Library
  • Import Tasks
  • Inbox Management
  • Incident Management
  • 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
  • Macros/Templated Responses
  • Marketing Automation
  • Marketing Calendar
  • Mass Texting
  • Meeting Management
  • Mobile Access
  • Mobile Alerts
  • Mobile-Optimized Email
  • Multi-Account Management
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Data Collection
  • Multi-Channel Marketing
  • Multiple Site Management
  • Multivariate Testing
  • Notification Scheduling
  • Offline Form
  • On-Demand Recording
  • Onboarding
  • Online Booking
  • Online Forms
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Personalization
  • Pipeline Management
  • Pipeline Reports
  • Post Scheduling
  • Power Dialer
  • Predictive Analytics
  • Predictive Dialer
  • Proactive Chat
  • Progress Tracking
  • Progressive Dialer
  • Proposal Generation
  • Proposal Management
  • Prospecting Tools
  • Queue Management
  • Quotes/Estimates
  • ROI Tracking
  • Real Time Data
  • Real Time Editing
  • Real Time Reporting
  • Real-Time Analytics
  • Real-Time Chat
  • Real-Time Monitoring
  • Real-Time Notifications
  • Real-Time Updates
  • Real-time Consumer-facing Chat
  • Real-time Scheduling
  • Recording
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Response Management
  • Responsive Web Design
  • Routing
  • SEO Management
  • Sales Activity Management
  • Sales Analytics
  • Sales Forecasting
  • Sales Onboarding & Training
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • 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
  • Strategic Planning
  • Subscription Management
  • Support Ticket Management
  • Support Ticket Tracking
  • Target Account Identification
  • Task Editing/Updating
  • 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
  • User Management
  • Visitor Tracking
  • Visual Analytics
  • WYSIWYG Editor
  • Web Forms
  • Web Notifications
  • Website Visitor Tracking
  • Whitelisting/Blacklisting
  • Win/Loss Analysis
  • Workflow Configuration
  • Workflow Management

Integrations

  • Total integrations73
  • 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 integrations42
  • 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

AL
AvatarImg

Andrew L.

Design, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

Share this review:

Outreach logo

Outreach

Very helpful but...

Reviewed 3 years ago

Overall, I was able to reach out to more people and follow-up without thinking due to the automated features but when you have a large sales team it created a variety of issues in our CRM and by causing duplicate messages to the customer

Pros

I love the sequencing feature and the ability to setup automated emails, calls and social media connections all in one place.

Cons

If you have it connect to a CRM it hard to manage contacts and leads in your CRM and again in Outreach. It creates duplicated messages to your customer and can degrade the data in your CRM. I personally did not like having to manage contacts in two separate places CRM and Outreach. I t may have been how our company used it but never the less we still had these issues using it.

AR
AvatarImg

Verified reviewer

E-Learning, 51-200 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Outreach logo

Outreach

OutReach Review

Reviewed 5 years ago

For any sales team, an automation tool, that covers all aspects of the sales process, from calls to email, is very key. With Outreach, the sales team will have this ability, which will help automate calls and emails in one dashboard view.

Pros

- Value for the cost of the solution - Short Implementation - Easy to set up sequences - Dashboard view, from a end user and manager perspective - Real time data, from an end user and manager perspective - Seamless integration with SFDC

Cons

- No integration with Microsoft Dynamics CRM - Cannot do a sequence at the opportunity level

AR
AvatarImg

Verified reviewer

Human Resources, self-employed

Used weekly for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

Outreach logo

Outreach

Great product -

Reviewed 4 years ago

Easy to configure, well conceived product that got me up and running quickly

Pros

Fully functional and well integrated Sales tool for all sales campaigns via linkedin, email, phone, text

Cons

NO integration with zapier - makes it difficult to integrate with my non-standard CRM package

AR
AvatarImg

Verified reviewer

Telecommunications, self-employed

Used weekly for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Outreach logo

Outreach

I Love OutReach!

Reviewed 5 years ago
Pros

Oustanding CRM. Extremely user-friendly and does everything I need it to do.

Cons

I do feel that it could benefit from having more features. Thats where Salesforce comes into play of course.

GA
AvatarImg

Gianluca A.

Marketing and Advertising, 11-50 employees

Used weekly 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:

Outreach logo

Outreach

Outreach is one the most valuable tool for sale

Reviewed 3 years ago

Outstanding software for sales people, I’m absolutely impressed

Pros

Outreach accelerate every sales process with a great automation and and great sequence of possibilities. Must have for every b2b sale team

Cons

It is not a crm and it have to be linked to other software but this is a minor issue

AvatarImg
AvatarImg

Jamie G.

Business Supplies and Equipment, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

Share this review:

Outreach logo

Outreach

Too complicated to be truly effective

Reviewed 2 years ago
Pros

The reporting and analytics from Outreach are second to none

Cons

The integration with Salesforce isn’t as effective as it should be. But the main problem is that in a crowded market, Outreach is evolving to become a CRM, which is fine if you need a CRM. But if you’re looking for an easy software to measure email engagement and effectiveness of campaigns, it’s not the right solution.

AR
AvatarImg

Verified reviewer

Computer Software, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Outreach logo

Outreach

Outreach is a great altenative to HubSpot and other CRMs

Reviewed 4 years ago

Outreach is a great tool and although I still personally prefer HubSpot's CRM to Outreach, it is on the right path and with more time and load-time fixes for the clunky interface, it has potential to rival its competitors.

Pros

Outreach has a lot of potential for being a "newer" CRM on the market. Integrations are quickly updated and added and the customer service is fast & responsive to any issues or questions.

Cons

A couple of problems with outreach - load times (tested with both macbook and powerful desktop PC) are almost always very long.

AR
AvatarImg

Verified reviewer

Computer Software, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend2/10

Share this review:

Outreach logo

Outreach

Probably the most frustrating software I've ever used

Reviewed 2 years ago
Pros

Sequences are good, however this can be achieved with most CRM's these days. Call task lists work well, but you need to tag everything before being able to filter between tasks.

Cons

The software basically stopped working about 1-2 weeks ago. We can no longer change owners of leads, add tags, set up filters. We've tried on multiple devices, with multiple team members, but nothing. I've been told there's no date when this will be fixed, so we have an unusable CRM. I've raised tickets in the past which on average took about 1-2 weeks for a response, but I thought urgent issues would be resolved. The support staff are nice when you get a hold of them, but this is the straw that broke the camel's back. Save yourself the stress and find a different CRM.

KP
AvatarImg

Karan P.

Computer Hardware, 501-1,000 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

Share this review:

Outreach logo

Outreach

Does everything a sales enablement platform needs to do!

Reviewed 3 years ago

This tool helps the entire sales team save hours of routine work! A competitor, Outplay, is giving a good run for their money and I'm tempted to migrate to save $$$ every month but Outreach is deeply integrated into a lot of our other tools, hence sticking to this tool for a while.

Pros

Love all the features offered by Outreach - from email personalization to CRM integration to logging phone calls without breaking a sweat. Quick response from their Customer Support team - even hopped on a call when our issue wasn't resolved. Documentation is extremely helpful and easy to interpret.

Cons

Their pricing plans seem to be on the higher side compared to the rest of the players. VOIP functionality is a little buggy, several recordings were affected from our first day.

AR
AvatarImg

Verified reviewer

Publishing, 51-200 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Outreach logo

Outreach

Best sales execution platform

Reviewed 2 years ago

It helps our sales team to reach our key accounts with a key message in a right time. By integrating it with CRM we can maintain a record of each prospects email communications, calls, and meetings. The risk of losing deals got reduced after we started using Outreach.

Pros

Using Outreach we were able to automate our sales efforts. We have synched up Outreach with HubSpot to keep track of all our prospects activities. Most useful features are building email sequence, integrating CRM, calendar and meetings. It allows you to create, manage and control customer data.

Cons

It does not allow us to create visually appealing emails. It’s analytics dashboard is very hard to understand.

AL
AvatarImg

Amy L.

Information Technology and Services, 201-500 employees

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Outreach logo

Outreach

Good Sales Engagement Software

Reviewed a year ago
Pros

Simple integration with Salesforce and seamless sync of data, good calls platform, meeting scheduling, nice sequencing tool, Salesforce Opportunity overview in Outreach itself, email templates. The support team is extremely proactive.

Cons

The reports available are not so complete and flexible. There are a lot of limitations about filtering and changes of view. Outreach doesn't sync directly to LinkedIn, so LinkedIn tasks exist in the CRM, but they work more as reminders than as direct task. Conversational intelligence also has lot of room for improvement.

AvatarImg
AvatarImg

Chris M.

Marketing and Advertising, 51-200 employees

Used daily for 6-12 months

Review source

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

Share this review:

Outreach logo

Outreach

A great tool to manage your sales funnel

Reviewed 4 years ago
Pros

The efficiency it gives you to managing your sales funnel. Less clicks and digging around the computer to enter notes and move between accounts in your CRM. If you have a sales funnel of 40 accounts/day to have touch points, you can finish them in under 2 hours.

Cons

Getting to implement is a huge task. You have to bulid a contact strategy, # of touch points, and messaging you want to use of the sales cycle and build it for each campaign. They do provide the necessary support to help both admins and user get the hang of it but you will have to be patient with the learning curve.

DS
AvatarImg

Dylan S.

Financial Services, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Outreach logo

Outreach

Super User Friendly

Reviewed 5 years ago

I am very thankful that I get to use Outreach on a daily basis instead of several other CRM systems I have used in previous positions. Overall the experience is positive and consistent and does not take long to train new employees to maximize their time with Outreach.

Pros

Outreach creates a very streamlined approach for contacting leads and keeping detailed information about communication. It is very easy to create and edit sequences for emails/calls to increase the capacity for communication for small sales teams.

Cons

The search functionality can be frustrating. In order to find a lead you have to input a lead's information exactly. There does not seem to be a "close to" option if you can't remember the exact spelling.

RH
AvatarImg

Randall H.

Computer Software, 51-200 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Outreach

Don't reach around -outreach!

Reviewed 5 years ago

A great tool!

Pros

Easy to use software. Outreach cues up all my calls and emails for the day - making productivity increase and my day easier. Previously I would have to go to my CRM and open up multiple tabs, set tasks on contacts and call/email one by one, ill never go back to that!

Cons

Crashes occasionally and makes you reset because there is an update - slightly annoying.

JI
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Jessie I.

Used daily for 6-12 months

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Outreach

Easy to use, gives the full picture for prospecting

Reviewed 7 years ago
Pros

Ease of use - having Outreach to manage my tasks is a real time saver. The fact that they are also able to tie in features like being able to see all the account info in one place, seeing when people open your emails, etc is awesome too because I don't have to keep switching between outreach and my crm.

Cons

1 feature I wish it offered for the Account Based sales orgs would be the option to notify us when an entire account has finished all sequences, as opposed to when a sole contact has finished.

NH
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Nathan H.

E-Learning, 201-500 employees

Used daily for 6-12 months

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

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Outreach

I couldn't do my job without Outreach

Reviewed 5 years ago

With OutReach we having taking away the manual tasks that come with our Sales reps. No more hand dialing, taking notes, or writing the same email over and over again. We have basically built a modified CRM within Outreach, since we don't have Salesforce. We've seen so much success, we have now rolled out the software to multiple divisions within our Company.

Pros

-Easy to use -You can do everything off the dashboard -Constant innovation -Extremely helpful customer service team

Cons

-As much as I want to have some constructive criticism, I can't. I have used SalesLoft in the past and would recommend Outreach to anyone going forward.

AR
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Verified reviewer

Computer Software, 51-200 employees

Used daily for 1-2 years

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

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Outreach

We couldn't hit our sales goals without it!

Reviewed 5 years ago
Pros

The software itself is incredible, and functionally has everything imaginable, but I've been most impressed with the support. As an administrator that knew very little about the software when we implemented Outreach, the support team has been phenomenal. I've never worked with a more helpful, prompt team in my life. 10/10 to the Outreach Support team!

Cons

We've caused ourselves some pain by using some very unique objects and fields in our Salesforce CRM instance, which has caused some problems on the integration front. Basically, we haven't been able to take advantage of some Outreach functionality because the integration is built on the assumption of us using standard Salesforce objects and fields. Ultimately, the support team has helped us with some workarounds, but it's been a bit of a self-induced headache.

CB
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Cornell B.

Computer Software, 11-50 employees

Used daily for 1-2 years

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

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Outreach

Sales Development

Reviewed 3 years ago

With Outreach, we're solving the tedious work of outbounding by equipping SDRs with the powerful tools to mass scale their outreach efforts. Previously this work was done in spreadsheets with manual emails and just Salesforce as the CRM tracker for contacts. With Outreach, emails are automated, prospect statuses are automatically updated. We've saved significant time with Outreach. There is a steep learning curve because the tool has various nuances that require training.

Pros

Sequences is what makes Outreach so powerful. The fact that you can time, automate, and blast various emails to prospects using custom variables for a personalized feel is what makes Outreach so powerful. My role requires me to send mass volumes of emails to specific personas at various B2B companies. Most people don't respond after just 1 email. By loading multiple folks into a sequence and blasting that sequence has saved me significant time. Outreach also acts a CRM that keeps track of all communications. You can use filters to find specific prospects who have been sequenced or if they've been opted out or if they're in a specific stage in a sequence. These custom filters enable for specific targeting and tailoring.

Cons

Outreach does require level of training to some extent that isn't straightforward. For example, knowing how to load sequences, or create triggers, or how to automate certain tasks does require some playing around that is not intuitive unless you have some training. Our organization needed some 3rd party training for us to actually grasp the various aspects and nuances of Outreach. Without that 3rd party training, we would've made numerous mistakes and probably wouldn't have utilized the tool to the maximum efficiency.

CM
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Carrie M.

Retail, 1,001-5,000 employees

Used daily for 2+ years

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Outreach

Unlimited options help sales teams succeed.

Reviewed a year ago

Outreach has helped us overcome several daily challenges related to the necessity to use many apps for a single task. Outreach allows us to manage marketing operations and respond to consumer demands in one platform, and its reports let us evaluate our performance and find ways to improve.

Pros

Since Outreach connects effortlessly with our CRM system, we can design it to fit our work. Outreach makes it easy to import and export data and contacts, send promotional materials, demos, announcements, videos, and voice messages to contact lists via email, text, and social media, and receive customer responses and inquiries, directing them to team members by specialization. Outreach's collaborative capabilities and ready-made templates allow all team members to engage. I also like Outreach's organized data and reporting records.

Cons

I've been using Outreach for a while, and it's virtually perfect. I only have a problem with member-removed contacts, which are entirely deleted from the system and I don't need again. To easily restore deleted contacts, I would like to find an archive.

LG
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Levi G.

Education Management, 1,001-5,000 employees

Used daily for 1-2 years

Review source

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

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Outreach

Functionality for the Win - with some areas for improvement

Reviewed 5 years ago

Overall, I truly believe that Outreach is a tool that has made it possible for me to be successful as an ADM. It makes my tracking of potential clients very smooth and seamless. I'm sure that I have a lot to learn in the platform, but it has been work-life changing.

Pros

I love the functionality and the ability to save me time when calling in blocks. The workflow is very intuitive and easy to use.

Cons

I wish there was a way to have more of an account view - meaning we do activities based on a lead/contact but I would like to see activity that has happened aggregated in one central account activity view. While the call through my browser works, I find that I have more call issues when I used that method of calling versus calling from my phone. It would be great if there were an editable notes section on the Outreach Extension (Google). That way you wouldn't have to manually open up the full CRM to check previous notes.

KC
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Kasper C.

Public Relations and Communications, 1-10 employees

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend3/10

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EngageBay CRM

Decent app - has most of your needs.

Reviewed 3 months ago

Overall a good app. I like it and would potentially come back to it when I have needs that align with the features. I can see it working very well for agencies looking to increase their client roster. Here it might be useful with the lower tier pricing. But the higher tier pricing, I find it hard to see how you can compete with other apps. I've tested about 30 email automation apps. you are one of the few offering something different. I still think it would be good to have more focus on mastering your users most useful feature, and then build from there. I don't mind some functions being less useful if my main function is insane.

Pros

Very useful for a general marketing and sales platform Overall the app offers a good (quick responding) and easy to navigate interface. Very decent CRM. It's very good to see how well you can select, update and categorize your leads - lists work great as well.

Cons

I like it, but there are almost to many functions. It's not a specialist site, and sometimes it's better to master certain fields For cold outreach, I need some lead gen, email warmup, bounce protect. Something to help with my emails for that price.

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Brenda P.

Marketing and Advertising, 11-50 employees

Used daily for 6-12 months

Review source

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

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EngageBay CRM

Excellent CRM platform

Reviewed 2 years ago

The platform is relatively simple but it's efficient. It gets the job done. EngageBay is everything you need for your outreach initiatives. You can both locate and contact prospects easily. The email campaigns tool is fantastic for automating your marketing and connecting with new customers.

Pros

Simple to use, simple to implement, simple to integrate!

Cons

There is no complaint, and everything works well.