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 mainly used EngageBay to track contacts and for emails (broadcast emails, etc). Contact management was easy to follow and use. I really appreciated the training videos. The chat support has always been very helpful when needed.

Email templates were okay. . just okay, but customizable. Over the last couple of years, I anticipated more of a variety added that what has been. Pricing is okay. This is where I recommend that you know what you need and compare to pricing of other packages. You will find that EngageBay is competitive (I have the all in one), but I have to ask what I really use and need for the price. Also, be aware that the amount of emails to send are limited when you first start and you have to 'warm up'. I did not realize that and it delayed some aspects for me.

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.

Very simple to use marketing suite, linked with database, automations, repository, sales management... you name it it probably does it.

Task management is a bit weak but they constantly improve.The stats dashbo

There are creative ways of sending emails in EngageBay that have boosted our open rates to over 40%.

There needs to be more API functionality, especially when it comes to reporting email success

Engagebay offers free tools for everyday work. Do you have a product or service to offer? Engagebay puts at your disposal: contact management, marketing campaign, land pages, and chat.Promotional video templates and email sequences are extras for a free service.In addition, the paid features are more accessible than competing products.

The non-free options are enabled in the menus, they are not distinguished from the other options and the user may think that they already have those paid tools.

Really it's the all in one marketing Automation. I can send leads here and quickly get them in an SMS or email campaign.

Their documentation is not stellar however there chat support is excellent. I've never waited more than 2 mins to get a support rep and they've always solved my problem instantly.

You can compare this to Hubspot but 400% more affordable plus the customer service is 24 hours top notch! Also their page is so easy to use!

None. I just love Engagebay because of the functionality, customer service and price!

I think the excellent support team and speed of response and problem resolution. Overall, the software has very easy to use.

I think a knowledge library with videos would be good to have at hand.

I Just had my first Tech Support Issue at EngageBay and [sensitive content hidden] handled it VERY quickly & easily. Also, when I was experimenting with another competitive platform, I could get NO direct contact with any Tech Support. With EngageBay, when they could see I was not setting up their platform (while I was experimenting with the other one), I got FOUR phone calls from living people at EngageBay in a matter of 2 or 3 days! ... So THAT is Amazing! Other than that,

I am JUST now setting EngageBay up. So I'm not able to Comment much on that yet.

It is amazing to me how feature-rich the platform is at the cost. More features and functionality than some of the 'big guys' for a fraction of the cost. It is easy to use and train clients on the system, so that is ALWAYS a huge plus for us.

Learning curve at first just to understand how it works differently from other systems, but that is not necessarily a con of EngageBay because that is the same for every new platform as each has their own little intricacies.

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

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

The software is nice to use some features are pretty self-explanatory, but there are some features that are missing maybe adding like a module based system where you are able to create and customize modules to your liking, which our previous CRM system was able to do wish there was a function like so.

Some features are missing, or are under development but the current ones available are fine for now but as the industry grows your CRM should be able to adapt otherwise it's not good

My favorite feature of EngageBay is the marketing automation tools. This makes it easier to send out automated emails, track customer interactions, and create personalized campaigns. It also makes it easier to segment customers and leads, as well as score leads based on their behavior.

My least favorite thing about EngageBay is the lack of customization options. It can be difficult to customize the look and feel of the platform to match the branding of a business. Additionally, the reporting features are limited.

I love the marketing automation, landing pages, email broadcast feature of the tool. Above all, I love the pricing of the tool. Early-stage startups like us who have no marketing budget, but still want to initiate marketing will love it.

List management needs improvement. But, I am confident that they will improve it for sure.

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.

Well I tried several CRMs which include ZOHO CRM PLUS, AGILE ENTERPRISE, and Hubspot for a while.

Most CRMs have same functionalities but when it comes to pricing its way different. Engagebay has everything which Agile, ZOHO, Hubspot has but at a fraction of the cost.

When you are running a digital business you probably have thousand of leads or contacts who you want to nurture and with limited contacts you cant do miracles. Engagebay has give me unlimited storage of contacts and i can send 50,000 emails a month without connecting any other email app like sendgrid or mailchimp. Other thing is support, their 24 hours support is awesome and team is also cooperative as well. Therefore, you should try this since it has everything which a high end CRM has but at fraction of the cost.

I would highly recommend EngageBay to use.

Engagebay has give me unlimited storage of contacts and i can send 50,000 emails a month without connecting any other email app like sendgrid or mailchimp. Other thing is support, their 24 hours support is awesome and team is also cooperative as well

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 cover all of any business needs, from task managing to customer support platform. I mainly use it to collaborate on task and project. It comes with good communication hub that let us to have a quick and swift connection between us to discuss on the task and project.

As this software is packed full with features, it can be quite confusing to use it for the first time, and to choose the correct tool that i need to running the project objective that i has planned. The manual guide is not too detail and not very helpful for me.

EngageBay is very intuitive to use and has all the tools of other CRMs that cost 10x as much. They are always available and have been very helpful with every question we have asked.

Understanding which features were included in the different plans was a bit confusing at first.

I like that I can streamline and automate repetitive tasks and processes which saves time and effort. Love the integration with WordPress and the other apps that can be integrated. I use the CRM, Marketing Automation, Workflow Automation, Appointment/Calendar Management.

I believe the Landing Page builder is not of the quality that is required and needs some work, particularly around ease of use and responsive design. It works - but could be a lot better
I also think the same about the Newsletter design.
Would love to have a Quiz feature or more complex form capability.

EngageBay is an all-in-one platform that offers a variety of features such as email marketing, CRM, and automation.

The customer service can be improved, as some representatives come across as rude or arrogant.

- Workflows and automations are top notch.
- All the different communication channels (Chat, Pop-up, Form, Push Notifcation).
- Sales/lead funnel is pretty flexible
- Integration and implementation were super easy.
- Unlimited contacts.
- Integration with Twilio, and other services.
- Price.
- Great support.

- Landing Page builder lacks some important features in terms of layout design and possibility of integration with Analytics or GTM.
- Live Chat trigger rules are limited, which can be a problem specially for multi-language support.
- Having to purchase extra credits in order to use my own email service.

The platform is very effective and is feature rich. The ability to combine both sales and marketing into one platform really works without the ridiculous prices that Hubspot tries to charge.

It can be little clunky in certain aspects