EngageBay CRM reviews

Makkelijk in gebruik

Opmerkingen: Zeker een aanrader voor bedrijven om zelf aan de slag te gaan.

Pluspunten:

Een betaalbaar alternatief waar alle functies die je nodig hebt als marketeer inzitten. De hulp is uitstekend, als je vragen hebt dan krijg je binnen een minuut antwoord.

Minpunten:

Ik zou de landingspagina maker wat stakker willen zien. Nu kan nog wel eens dingen verschuiven omdat er geen magneet functie in zit waarmee het design in stand blijft.

Ever evolving EngageBay CRM

Opmerkingen: I know how to use my system so it is awesome. Engagebay is a sophisticated tool. If you don't know how to use it then it will be less helpful. It is like owning a Jet fighter but you do not know how to be a pilot. I know how to pilot it that is why I can direct it to success.

Pluspunten:

It has a lot of features that can be used and each time I check it it's becoming better. 5 years ago when I saw it it has a lot of potential. Now I know it will be growing further

Minpunten:

Up until now, it does not have a sufficient knowledge base to back up its extensive features. Though it's easy to use. but having a guide will still be helpful

Value for Money makes it an Excellent Replacement

Opmerkingen: Very happy with the product due to it's price point, overall customer support and features. Some things did take getting used to which would be true of any new product, but it is packed with features and functionality a lot of which we haven't even tapped into yet such as a built-in helpdesk suite. At the moment we're just using it for contact management, e-mail marketing, automation and some CRM features.

Pluspunten:

It is extremely feature rich, has very few limitations, one of the best customer support responses I've had with chat features to get issues addressed within a short time, accessibility of the team, unlimited tagging which is crucial to our way of doing business. It's an entire suite that one needs to use. We've still not used all the features and I'm looking forward to use and implement what we have access to as a product.

Minpunten:

There is one pesky irritating thing and that is copy/pasting from a document like Word into the e-mail editor that destroys the formatting. To be fair this has been a problem with all of the ones I've used in the past as well.

Absolutely horrible!!

Opmerkingen: I've setup a "Sequence" with 3 emails to be sent before holding my Webinar and thought everything was ok and went on. Just to come back on the day of the Webinar to see that nothing was sent and every contact was hard bounced. Yes every single one of them.
Furthermore I couldn't send any email broadcasts to the contacts either. So mainly I was left with leads for my Webinar which I couldn't even use, were it up to Engagebay. The support team's solution? Purchase credits to "verify the contacts" to be able to use them.
So besides making me lose my time, not delivering the emails and rendering all my contacts useless they want me to purchase something for it to actually work?? Absolutely disgusting and shameful business practices! They then tell me that the problem is not on their end and insist that every contact has an invalid email address. With another similar service I sent the emails with ease. Out of all the contacts, only 4 bounced.
Engagebay has set me back a lot with this. Avoid at all costs!

Pluspunten:

At first I liked what it offered for the free plan (things that other similar services didn't offer for free).

Minpunten:

It doesn't work at all and the support team asks you to purchase credits for it to work.

Great CRM, You must consider when looking for a CRM!

Opmerkingen: EngageBay has exceeded my expectations. This program is truly starting to get my business going. I enjoyed my sales guy and everything he told me has been true, yes that's a first. The Customer Service people are great, they are there all the time and have really helped me along. The price was much less than the competition, and if you get the All-in-One set up, they do not nickel and dime you for more modules as its all in that package. I give EbgageBay 100% for all they are doing.

Pluspunten:

Without a doubt what I like the most is the customer service and all the help I receive. I am not a IT expert and hooking up apps and making SMS, automation and setting up my needs is not something I know a lot about. The Customer Service has been amazing and quite frankly beats the competition I have worked with. I found most companies to be all talk when it comes to helping, but EngageBay has helped me every step of the way, by chat and on the phone when I need extra help.The product is full of tools, I am using the "All In One" version and it does everything I need at half the price as the competition. It amazes me how many choices there are and how much I can do.I find this program will also grow great as our company grows. It's more than we need today, but it won't be next year and for the price, it would be silly to go anyplace else.

Minpunten:

For me the thing I dislike the most about any program is learning how to use it. But like I said the support is great.There is not a lot I do not like about EngageBay, I am a very happy Customer. If I had to pick something, I would like to see a larger EngageBay University with many more in-depth and beginner videos. I am told this is coming, so that will be great!

Manage Everything Together.

Opmerkingen: Overall, EngageBay CRM is an extremely useful tool that helps me stay organized, focused, productivity, and also helps me complete my goals.

Pluspunten:

I liked the ability to create schedules and plan my tasks everyday and use my completed plan to help me be more productive during the day and efficiently and efficiently get things done.

Minpunten:

I didn't like the contacts portion of the software and I think I that's mainly because I don't have any contacts so I didn't get to use this part much

Great for new businesses

Pluspunten:

Ease of use and implementation, many options available in the free version, and both app and website have equal usability.

Minpunten:

I wish I could customize my homepage to consolidate only the things that matter to me. This may be available, I just didn't find it.

Watch out Hubspot

Opmerkingen: I have a great experience with this product I think in the next 5 years with the right leadership they could be a global contender with many big names.

Pluspunten:

This product provides an all in one solution at a great price point. Their customer service responds almost immediately.

Minpunten:

The user interface and polish could be improved. I also feel it’s use could be more intuitive.

Great for Start-ups

Opmerkingen: Great support, platform was easy to use and information provided by the team was very helpful.

Pluspunten:

Easy to use and adapt as a CRM and Sales pipeline tool. Well thought through platform that allows me to run my small business without having to learn how to use the platform.

Minpunten:

Nothing bad to say about the platform.

EngageBay CRM, a useful tool for your business

Opmerkingen: In our case, we use the CRM module for sales and deals management . We use it dayly , is our tool for deals register , sales, win/loss oportunities, contact data, etc.. EngageBay platform provides a glance of our business development and help us to categorize our company priorities, track our goals, tasks, etc. I strongly recommend it for small business .

Pluspunten:

I like the easy use of the platform, the fast response. For example in the deals view you can add your customers´s logo, and other fields that you consider neccessary. This is very useful in order to have a quick view of your business . You can also generate csv reports from each account. The online support is polite, fast and efficient.

Minpunten:

I would like more configurable options for sales reports and user experience interface. For example, change background colors, insert your company logo, reports from different fields. (For example customer hit rate report,etc)

Easy, simple, and full of features

Opmerkingen: Overall, it's easy to setup and start using it if your demands are not that high. For a small team of 2 sales and 1 marketing, it works great and fits all my team's needs.

Pluspunten:

The simple interface and the abundance of features in a very affordable tool. It integrates well with websites and can be very customized.

Minpunten:

Landing pages and forms designs can be improved to fit a modern style. Forms don't have many field options.

The BEST All-In-One CRM Sales + Marketing for the value

Opmerkingen: The Team is fantastic to work with. it's very easy to set up an on-boarding call to dive into a specific automation and get on-on-one help and the support for quick questions is great too. There is always someone there at a moment's notice to talk to.

Pluspunten:

It has an excellent interface, easy to use and the support is fantastic. I've had Hubspot for almost a year, and it's nice, but it's super expensive. It was $750 per month; then if i wanted to add workflows it was yet another monthly add-on fee.So after almost a year of that, I decided to start looking for an alternative that had a similar sales/marketing function without the crazy price tag. I looked at practically every option out there and started free trials but didn’t like the layout, functionality, features, and cost.Until…. I discovered Engagebay. I had everything I needed on the marketing side with forms, automation, email marketing, text messaging, tagging, and all the sales stuff I needed to close the job, like one-to-one emails, appointments, and workflows. Plus it has a great user interface, and it’s very intuitive to work with.I checked all the boxes, plus the value was incredible! I could purchase 2 years for the price I was getting for just a couple of months with Hubspot. So I got all the features I needed and a great user interface at a fraction of the cost.However, I understand CRMs & automation but I’m not a marketing expert. So having some level of support and onboarding was really important to me. Virtually ever option out there, including HubSpot has you either go through endless documentation, or you have to wait and chat with some for onboarding or questions.With Engagebay, they literally walked me through everything on a series of one-to-o

Minpunten:

I think there could be some improvements to the UI and design options for the appointment setting. I've been using Calendly, and it's tough to transition from Calendly to anythigng else because it's so perfect, easy, and flexible. My main recommendation is model the calendar off the design, function and ease of use of Calendly and the appointment part would be excellent.

Happy Engage Bay User

Opmerkingen: Overall it's been great. Just a little bit of a hard start, but as I said, support had been excellent.

Pluspunten:

- Tons of features and functionality- Love the all-in-one nature of the program (CRM, Email Mktg, Calendar Scheduling, Live Chat, and more)- Excellent customer service. Very responsive whenever we need help. That's a huge benefit!- Very up-to-date interface- Continual improvement of product- Willingness to fix things and take feature suggestions seriously

Minpunten:

There is a learning curve and some of the features were hard for us to figure out at first. We have to make use of their support team more than we would have liked due to difficulty figuring things out and/or inability to find the appropriate support documentation. However, I believe that has improved.

Perfect for small businesses

Opmerkingen: Pretty satisfied. Good solution at this price (free :-) (I use only the help desk module for now).

Pluspunten:

It's very modular. You can use just the required feature without paying for extra modules. This means that it can be adapted to any business. For example, in my business, I only need the help desk feature for now, which is free, by the way! It's nice to know that I can add the marketing module if one day I decide to do some email marketing automation.

Minpunten:

I have no complains so far, and I have been using it for 2 years.

A Magic wand

Opmerkingen: I am very satisfied with EngageBay, I see my company as advanced user of EB, when we got stuck with something, they are always ready to listen and enhance the tool to achieve the desided feature and make the tool even better!

Pluspunten:

Easy of use, easy of implement, easy of integrate!

Minpunten:

Webinar features, landing pages does not support reusable headers and footers, no option to build own templates. Missing Social Software Analytics

Love This Software

Opmerkingen: Very easy and positive, support is very quick and helpful

Pluspunten:

It has the best value for money. I use all features I need and still pay a relatively low free for that. I was actually searching for such CRM and after trying may CRM's Engage bay has all I need.

Minpunten:

That I can't integrate messagner chats and have communication inside of the CRM

great value for money software

Opmerkingen: Its good

Pluspunten:

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

Minpunten:

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

Excellent Customer Service, Mostly Easy to Use

Pluspunten:

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.

Minpunten:

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.

A great priced and featured all in one CRM. We moved from Hupspot to EngageBay and love it.

Opmerkingen: Overall experience is fantastic.
We have not even started the marketing side yet so we are looking forward to that.
If you want an affordable CRM that does just about everything you need at a price that is actually affordable then EngageBay is a great choice.

Pluspunten:

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.

Minpunten:

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.

Best CRM for Company can afford

Pluspunten:

All-in-one platform: EngageBay CRM combines CRM, marketing automation, and customer support in a single platform. This integration allows businesses to have a holistic view of their customer interactions and streamline their processes.Ease of use: Users have found EngageBay CRM to be intuitive and user-friendly. The platform provides a clean and organized interface, making it easy to navigate and access various features without much training or technical expertise.Automation capabilities: EngageBay CRM offers powerful automation features, allowing businesses to automate repetitive tasks, workflows, and follow-ups. This automation helps save time and improves efficiency in managing customer relationships.Marketing tools: EngageBay CRM includes marketing automation features such as email marketing, lead generation, landing page creation, and social media management. These tools enable businesses to create targeted marketing campaigns and engage with their audience effectively.Affordable pricing: EngageBay CRM has been praised for its affordable pricing plans, especially for small and medium-sized businesses. The platform offers different pricing tiers to cater to various business needs and budgets.

Minpunten:

Customization limitations: Some users have mentioned that EngageBay CRM could benefit from more advanced customization options. While the platform offers a good range of features, some users have expressed the desire for greater flexibility in tailoring the CRM to their specific business processes.Integration options: Although EngageBay CRM integrates with popular third-party applications such as Gmail, Outlook, and Stripe, some users have noted that they would like to see expanded integration options with other tools and platforms they use in their business operations.Reporting and analytics: While EngageBay CRM provides basic reporting and analytics features, some users have expressed the need for more advanced reporting capabilities. They have mentioned that additional customization and visualization options could enhance their ability to derive actionable insights from their data.Learning curve: Although EngageBay CRM is generally considered user-friendly, a few users have mentioned that there can be a slight learning curve when first getting acquainted with the platform and its features. However, with some exploration and practice, users have found it easy to navigate and utilize effectively.

Good software - be sure to know your needs

Opmerkingen: Overall experience was very good. EngageBay is not a bad product at all. There are a lot of options available and the support is great.

Pluspunten:

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.

Minpunten:

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.

Very intuitive, complete email marketing tool with a perfect support

Opmerkingen: So far so good. It's value for money. Very intuitive, complete tool with perfect support.

Pluspunten:

We use EngageBay for Email Marketing only. For the last 3 years, we have been using Mailchimp and Mailerlite. And we run very extensive, very well-segmented email campaigns. EngageBay is a very easy-to-use tool. Very intuitive. It has all the features you can expect from an email marketing tool. And they have the BEST EVER support I have seen. Super fast, always available.

Minpunten:

There are some basic functions missing, like searching and filtering campaigns. But once we share these requests, the team puts those requests into their product roadmap.

Excellent CRM and Marketing Tool for the Price Point

Opmerkingen: Overall, this is a really great bang for the buck. We have automated multiple product pipelines using their built in tools while using it to manage leads, deal tracks, email marketing, SMS marketing, and more.

Pluspunten:

The funnels, deal tracks, email lists, and marketing automations, among other components, are very easy to use. Set up was very simple and includes email tracking to help keep prospect communications in one place. Customer support is extremely responsive via chat and email as well!

Minpunten:

If you are looking to connect your CRM to a million gadgets or tools, this is probably not the CRM for you. It has webhooks available, but it does not integrate natively with most tools out there (like a Hubspot or Salesforce would).

All the features at an unbeatable price!

Pluspunten:

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.

Minpunten:

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

Engagebay CRM

Opmerkingen: We are using Engagebay for our 3 account managers and 3 pre-sales people to collaborate and track deals. it has streamline the tracking of opportunities and given us a way to centralise documentation so that order processing can be tracked and made very efficient.

Pluspunten:

The ability to create custom fields that suit the unique approach of clients is excellent. The interface is intuitive and a number of sales people have commented that it is very easy to use and update deals. The support is excellent and fast. You get almost instant responses on chat. Also if you make a suggestion, they are quick to incorporate it if it has value.

Minpunten:

Having more detailed documentation would definitely help. However the almost always available chat and quick responses goes a long way to offset this. I would like to see the ability to be able to standardise dashboards across all users centrally as opposed to having to create them on each users instance.