EngageBay 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.

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 customer service is spot on. If you need help, you send a message in the chat and they get back very quickly, with the answers to your problem. If they don´t have the information or they don´t have something that you are looking for they are straightfoward and let you know.

I wish there were better ways to track touches to prospects. You can make tags and filters, but there´s no ¨pretty & organized¨ platform in the software that allows you to keep track and view what you have done or need to do (followups) etc.

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.

Email sequencing is very important to my business. EngageBay provides a very robust email sequencing product.

It is not as intuitive as I would like but customer service is very quick to respond to online chat requests.

It's a very powerful tool for what we need - CRM, tickets management, live chat. I also love the way everything can be connected to each other, and the flexibility to create automations, workflows, and views for the software to work exactly as we need. The customer service is awesome as well ! They reply very fast and are always able to help us out.

It's far from being a drawback, but precisely due to the fact that everything can be customized, it takes a while to understand how everything works the first time you start using and setting up the platform. But it gets easier very soon as you go.

As I have learned the nuances of this New CRM the Staff has been helpful and I have made the transition with ease and the automations are super awesome work saver and as I explore the other functions I'm sure I will find the same

The Calendar function inability to check sub calendars on my calendar software. There the competitors that can say check your primary calendar and then a family calendar to find openings or block your calendar. I have not switched my calendar to this software as a result

While it's not as full-featured as Hubspot, you get almost all of the same features at a much better price. I needed CRM and email marketing with workflows and drip campaigns which would have cost hundreds of dollars if I had stayed with Hubspot.

Some minor issues with the calendar - I would like to be able to send a different link for each type of meeting instead of having them all on one page. I had to pay extra to have them remove the EngageBay branding - which was annoying as I thought that it was included in the price.

It is fast, and the automation feature being visual is seriously impressive. The speed you can get things running is amazing. No other CRM can honestly compete, for price and ease EngageBay is a clear leader.

The documentation is a little tricky, but if you spend time and carefully review it all makes sense.

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.

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.

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.

It is fast and simple to use.
We live in deals and task most of the time and it gives you all you need.
Support is amazing. I have even made product change suggestions and some were implemented in a few days. That is amazing.

We wish we could easily change the sort order of the deals when in tablet mode to the order we want (custom order). Sometime we want to just call a selected few clients in a day and it would be nice to just show them or put them at the top of the list. A small con but still a con.

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.

It has a lot to offer, from using it to manage sales, to social scheduling to sending email campaigns and reporting. It is a one-stop-shop for all your needs. I can also see that they're constantly working to improve it and add more features which is fab.
Their customer service via the chat box is great too, you never have to wait for support, there is always someone on hand.

There are some aspects that I struggle with a little bit, such as not being able to check the personalization on an email campaign prior to sending it. The social scheduling side has been a little clunky for me too.

One place to track all leads and their communication. Easy integration with Twilio for voice and SMS and provides for 2-way texting (many others don't). Great sales pipeline tracking and easy-to-send campaigns.

Reports could bebetter. In particular, we're unable to determine who are the most active contacts ie. times they have viewed or opened an email, responded to texts, clicked on a CTA, called us. This would help us target the most likely prospects. Instead, we do this somewhat manually.