EngageBay Reviews

We received a complete software package consisting of at least forty diverse modules, which would have cost thousands of bucks. Due to this software, we have ended a profusion of subscriptions. We contacted support with a simple message and got a response nearly immediately.

It costs a lot of money to buy more email space. Suppose there was a way to lower the cost of sending emails. Arranging a batch job to perform a sequence or automation at a predetermined time and day

It's developer-friendly - important when you want to customise something like a contact form or email.
It's very easy to navigate and figure out.
Support is great - very fast and helpful.
It does so much for such a reasonable cost compared to competitors.
Very stable and reliable.

Some features are a little rough around the edges - reporting, for example. It would be great to see their reporting capabilities improved. At the moment I rely on exporting raw csv data and transforming that data before I can report on it.

The contacts page is very good. The information is easy to enter, filter and search. Overall I'm very pleased with this section of Engagebay. Also, the social suite is great, we use it to post to various sites on a regular basis and it's easy to use.

The call log page, because we don't make the calls through Engagebay, is very limited. It shows very little data and you can't sort or filter it at all. Disappointing.
Also, the reports are very basic, you get some pretty graphs but you can't drill into the information for more details at all. So its usefulness is limited.

Engagebay is far less expensive than Hubspot, but with most (if not all) the important features. This was very important for us as a small business. We use so many of the CRM functions, from creating marketing funnels, to email automations, tagging, tracking, appointment setting with our sales team, and many others.

There are parts that are slightly clunky (like email sequences), but nothing too bad.

Compare to other products Enagabay is easy to use. You have all you need in one platform

Shortcuts for canned responses would be great feature to add on..

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.

Automations are graphicalMany rules and optionsQuite a lot of integrations

Not full of integration as bigger, more expensive CRMSRequire a little bit more time to understand how to use it than other CRMS

Easy to use, intuative, cost effective, and trully excellent customer service

While it's been over two years, I recall the set up and maybe API's could have been improved and quite possibly they have been since we became customers.

Sales and marketing shouldn't work in silos and neither should your CRM & Marketing automation. EngageBay brings everything together. The best part though is actually the customer service - they are super quick and really helpful.

It would be great if they had more integrations/

Engagebay is very affordable compared to other softwares,this makes my social media marketing easy. The user-interface is also quite user-friendly I’d definitely recommend it!

The only con I have is the customer service.I’ve received countless marketing emails from them and I have to say this is quite annoying at times.

We started out looking for an affordable CRM/Email Marketing System that didn't charge by # of Contacts.

EngageBay was the most affordable of those we found, but since we had never heard of it, we were skeptical it would be very useful.

We were so wrong.

This is one of those products that gets better, not worse, the more you dig in into it. It feels like I know a secret that no one else knows.

IT HAS EVERYTHING. All in one app.

We're saving so much money.

We got an entire suite of software with at least 40 modules that we would have had to pay for from other apps (Social, SMS, Sales Management, Appointment Calendar, Ticket System, Live Chat, Integrated Automations, Etc..)

We can cancel so many services thanks to this software.

We had one issue logging in with the WordPress Apps, but it turned out to be our fault for not reading the manual. We sent a quick chat, and customer service answered on almost instantly. They were fast, very knowledgeable, patient, and kind.

That 5-star service made the sale for us.

We moved 22,000 contacts from another service that has 5% of the capability of EngageBay.

I don't write reviews. But I feel like we got so much for so little that I had to give back.

We will be recommending this to all of our small business clients.

I can't think of anything yet. We're still on the Honeymoon.

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

How you can really drill down into sorting contacts. It's almost like have a spreadsheet to organise different contacts. We use it for sending individual booking emails alongside broadcast emails. We searched for ages for software that could combine a sophisticated CRM/contact management system alongside email and newsletters - this is the best on the market. The other thing we love is the customer response - there's a chat service and usually someone is on there within minutes of a request and they stick with you until it's fixed. Best on the market - and certainly at this price.

The training manuals could be improved - that said, they are always happy and prompt to help - but some of my queries could are general and could have been covered in a manual/video.

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.

A complete package for connected sales and marketing and data and reporting in one place. Previously had a separate CRM system from email marketing platform and as such no integration and ability to see what marketing had gone out to what contact and their response to that, all activities and follow ups were all manually scheduled this has been resolved with EB. Customer service and support is fast and efficient too.

Had an issue at first setting up the smtp integration with the correct configuration as we wanted to send mailers using our own email servers, took some backward and forwards between technical teams but was resolved in the end. Being able to email from multiple email addresses is great but I also would love it if we could have multiple email signatures attached to a single user too.

Quick and easy to use. All very easy.
It has everything we need (integration, mail automation, sales automation, lead generation, Android and Ios apps, support ticket e chat for visitors, etc...).

It is not possible to program post social (at the moment you can only monitor your profiles, although technical support has assured me that it is in their roadmap).

Maybe the pricing model needs to be improved by including web analytics per user in the basic version and offering a monthly block of "no branded" emails.

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

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

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

- Smart and user-friendly interface
- Incredible functionality
- Highly cost effective
- Instant customer support
- Encompassing Marketing and Sales management, all in one
- Great storage capacity for contacts, images, etc.

Perhaps some optimization of contact management, other than that nothing really.

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.

It is a comprehensive system that is easy to use, and if the get a problem the help guys are really good

I just would like to have the ability to change the user view so that I can have one time quick view and I would love to link Skype

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

It offers lots of features that a small but growing business can access. The support team are incredibly helpful (and quick to respond) if you ever have trouble figuring something out. There are also plenty of free resources such as articles and videos.

Yes, there are some features such as the ability to view what list(s) a contact belongs to from their profile in the marketing hub, and the ability to forward tickets to other emails in the service hub. Some tasks require work-arounds to accomplish. The support team gladly take suggestions for improvements though, and the program is always improving.

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.