EngageBay CRM Reviews

EngageBay CRM

4.7 (852)
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Integrated sales & marketing software for growing teams

Overall rating

4.7 /5
(852)
Value for Money
4.7/5
Features
4.6/5
Ease of Use
4.5/5
Customer Support
4.8/5

97%
recommended this app
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852 Reviews

Steve
Steve
Overall rating
  • Industry: Professional Training & Coaching
  • Company size: 2–10 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

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

Reviewed on 18/08/2023

EngageBay has exceeded my expectations. This program is truly starting to get my business going. I...

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.

Pros

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.

Cons

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!

Reasons for Switching to EngageBay CRM

I hate to get nickel and dimed, and the All-in-One program was great at EngageBay. The cost was much less them most, but the tools were more. The staff was easy to talk to. I really liked them a lot. I wish I would have come across them at the start of our search for a CRM. To me, it seemed like a natural choice, and in retrospect, I know it was the right choice now!
raed
Overall rating
  • Industry: Mental Health Care
  • Company size: Self Employed
  • Used Monthly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 3.0 /10

Excellent engagebay crmi

Reviewed on 22/10/2024

Pros

Excellent services of engagebay crmi I recommend

Leah
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 4.0 /10

Jumped the gun on purchasing

Reviewed on 9/04/2024

Pros

The supposed all-in-one capability (although there are hidden fees, and it’s not compatible with critical widely used software), the capability for social media management, a bot builder, and the email marketing system.

Cons

You have to pay separately for website tracking, which wasn’t disclosed when I spent more than $2k purchasing the software. This is a major issue for my business and budget for the upfront expense, which is supposed to be an affordable alternative to HubSpot. The clunky user interface also leaves much to be desired. I have buyer’s remorse. There is also no integration with Outlook unless you use the web version, which is a big deal considering how prevalent Outlook is used in business.

David
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

EngageBay - Just What I Was Looking For

Reviewed on 8/08/2024

Overall I am very pleased with EngageBay. It is the best solution I found for addressing my CRM...

Overall I am very pleased with EngageBay. It is the best solution I found for addressing my CRM and marketing campaing needs.

Pros

1. The functionality and flexibility to develop and manage comprehensive marketing campaign management .
2. The ability to create multiple landing pages to support a variety of lead magnets.
3. Very responsive support

Cons

There really is very little not to like abount EngageBay. There is a learning curve which is not difficult but easy to miss some details early on in the set up and development.

Alternatives Considered

Kit

Reasons for Choosing EngageBay CRM

Ease of use, better integration of functionality, and more complete.

Switched From

GrooveFunnels

Reasons for Switching to EngageBay CRM

More flexibility and functionality. EngageBay is a better fit for my needs.
Marcus
Overall rating
  • Industry: Computer Software
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Fantastic CRM, great value for money

Reviewed on 16/10/2024

Positive! It's a great, comprehensive and easy to use CRM

Positive! It's a great, comprehensive and easy to use CRM

Pros

How comprehensive, easy to use and great value engage bay is.

Cons

Honestly, I haven't got a negative thing to say about engage bay, it will easily fit the needs and requirements of a lot companies of different sizes.

Wasim
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 11–50 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

EngageBay Experience

Reviewed on 8/11/2024

It was good & easy to use accuracy was also quite cool

It was good & easy to use accuracy was also quite cool

Pros

CRM dashboard was very good and easy to understand

Cons

Slowness was one of the issue which we faces

Shiva
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

EngageBay CRM: Comprehensive, Affordable, and User-Friendly

Reviewed on 14/11/2024

My overall experience with EngageBay CRM has been excellent. It is an affordable yet powerful CRM...

My overall experience with EngageBay CRM has been excellent. It is an affordable yet powerful CRM solution that has helped streamline my business operations. The platform's ease of use, combined with its extensive features, has improved my team's productivity and customer engagement.

Pros

EngageBay CRM offers a robust set of features at a highly competitive price point. The platform is incredibly user-friendly, making it accessible even for beginners. I was particularly impressed with its all-in-one capabilities, combining CRM, marketing automation, email marketing, and customer support in a single platform

Cons

Some advanced customization options are limited compared to other high-end CRM .

Andrzej
Overall rating
  • Industry: Media Production
  • Company size: Self Employed
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great Tool

Reviewed on 20/10/2024

i'm just starting and learning, but I see great possibilities

i'm just starting and learning, but I see great possibilities

Pros

marketing automation and sales automation

Cons

nothing, I'm think it's complex tool suitable for everyone

Russell
Overall rating
  • Industry: Marketing & Advertising
  • Company size: Self Employed
  • Used Monthly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

I highly reccomend this CRM

Reviewed on 24/10/2024

Really great piece of software. Really comprehensive feature set.

Really great piece of software. Really comprehensive feature set.

Pros

Really easy to set up and use. The support team are always on hand if I need anything.

Cons

Not found anything yet. Maybe more automation options for the basic plan.

Amy
Overall rating
  • Industry: Financial Services
  • Company size: Self Employed
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Interactive Trainings

Reviewed on 21/11/2024

The support is good but I wish there was more interactive training on how to best use Engagebay to...

The support is good but I wish there was more interactive training on how to best use Engagebay to optimize my business and ROI for the CRM

Pros

The simplicity of the program and feature to schedule appointments

Cons

Does not interface with Apple mail and iCal

Steve
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Pleasantly Surprised

Reviewed on 17/07/2024

I've used this platform for about 6 months now. Once I got passed the warmup process there have...

I've used this platform for about 6 months now. Once I got passed the warmup process there have been no limits. I highly recommend it.

Pros

I like the platform overall. I went in just expecting an email platform but have gotten so much more out of it. The landing pages and ability to bring in my own coding into their platform has saved lots of time for me. Their customer service is top notch and responsive.

Cons

It's not the BEST platform out there. And it's priced that way. No knock against it at all. The best platforms out there cost a fortune. This is the best bang for your buck you'll get anywhere bar none. If money is no object go someplace else. Pound for pound eEngagebay is the real deal.

Alternatives Considered

Moosend and Klaviyo

Reasons for Choosing EngageBay CRM

Both Brevo and Constant Contact had poor customer service. Their product was too limited and when you really wanted to use features in the product they had a new bundle for you to purchase. They were honest and their sales tactics were offensive.

Switched From

Constant Contact and Brevo

Reasons for Switching to EngageBay CRM

Mostly price but I could have went either way as I do like Moosend and Klaviyo and have used them in other capacities in the past.
Amir
Overall rating
  • Industry: Computer Software
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Fast ROI with EngageBay

Reviewed on 3/03/2024

The overall experience has been very satisfactory. The initial demo and onboarding was highly...

The overall experience has been very satisfactory. The initial demo and onboarding was highly informative and showed how EngageBay would serve our purpose for a very reasonable cost. The several times I have needed tech support I was able to jump on a chat, explain what I needed help with, and quickly get a resolution to the issue.

Pros

EngageBay is an extremely easy platform to implement. While there have been a few times we have had their support team help us, for the most part it is highly intuitive.

One of the key features we needed was the ability to create email sequences. Having used other CRM platforms, I was pleased with the bulk upload feature. With other platforms, I found I was able to only upload 50 at a time which was time consuming. With EngageBay I was able to upload 500 contacts all at once. With other platforms I have been limited to sending 500 emails per day. After using the email verifier that EngageBay provides for a very nominal cost, we are able to send up to 1000 emails per day.

Cons

Setting up the email sequences was a bit tricky in places. The first time I went to upload contacts to the email sequence the contacts did not load properly. When I checked to see results the next day, I found that only a few dozen emails had been sent. After contacting tech support, I was able to avoid having this happen again and was able to get all contacts uploaded.

Alternatives Considered

HubSpot CRM

Reasons for Switching to EngageBay CRM

The deciding factors was not only cost, but the fact that EngageBay gave us features that HubSpot only provides in their premium package, which would have been overkill for us at this time.
Michelle
Overall rating
  • Industry: Information Technology & Services
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Our business has benefitted from using EngageBay

Reviewed on 17/06/2024

My overall experience with EngageBay is great! I've never had a problem using the software and any...

My overall experience with EngageBay is great! I've never had a problem using the software and any time I have a question, the support has been quick and helpful.

Pros

The best thing about this CRM is the ease of use. I found it easy to learn and continue using.

Cons

There are some options that could be expanded on such as building web pages, I would benefit from having more options in the design process of the web pages.

Sanjay
Overall rating
  • Industry: E-Learning
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Value for Money makes it an Excellent Replacement

Reviewed on 1/09/2023

Very happy with the product due to it's price point, overall customer support and features. Some...

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.

Pros

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.

Cons

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.

Beni
Overall rating
  • Industry: Information Technology & Services
  • Company size: 2–10 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Using EngageBay for automation of my inquiry forms

Reviewed on 4/04/2024

A great ease of time
Better way to manage my leads

A great ease of time
Better way to manage my leads

Pros

A greater ease of integration of EngageBay in any HTML / PHP page or wordpress .
Excellent to capture new leads via the inquiry or contact form, it's automatically sends new leads in it's pipeline where leads can be managed

Cons

Database might not works with other web apps or AwS systems like Lamda which we use a lot in our projects

Alternatives Considered

Bullhorn ATS & CRM and Salesforce Sales Cloud

Reasons for Choosing EngageBay CRM

Had far less possibilities of pages integrations and capture is manaul

Switched From

Zoho CRM

Reasons for Switching to EngageBay CRM

Affordable pricing and can be used in various website and WebApps to capture leads
Mike
Overall rating
  • Industry: Information Technology & Services
  • Company size: 51–200 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Best alternative tool for Marketing/CRM

Reviewed on 6/07/2024

I am positive for this app and making it a great alternative for tools like hubspot and all

I am positive for this app and making it a great alternative for tools like hubspot and all

Pros

Its been 2nd month we are using it and already have positive feedback for this app.

Streamlines and automates repetitive tasks are commendable, saving time and effort. Integration with apps is fantastic.

The CRM system addresses all our needs, backed by excellent support from the Engagebay Team.

The platform offers excellent automation for emails, landing pages, and forms, making it a great alternative.

Cons

I find there is a room for Improvement on GUI.
Template and Library is not vast, i guess engagebay can work more on that.

Alternatives Considered

HubSpot CRM

Reasons for Choosing EngageBay CRM

The Contact management system is not good

Switched From

Mautic

Reasons for Switching to EngageBay CRM

Affordable compare to other tools like HubSpot
Sanjay
Overall rating
  • Industry: Computer & Network Security
  • Company size: 2–10 Employees
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 7.0 /10

Engage Bay Review

Reviewed on 1/11/2023

I could not test all features as the trial is limited but my overall experience was good and it is...

I could not test all features as the trial is limited but my overall experience was good and it is a very good product. However you most likely will see this only if you use the paid version.

Pros

The CRM has many features and also has interactive dashboards with analytics to help focus on leads and data that matter. It also integrates well with 3rd party calendars and social apps.

Cons

The trial version has a lot of features restricted.

Alternatives Considered

Zoho CRM and HubSpot CRM

Reasons for Switching to EngageBay CRM

I have not made a decision over all these products as yet. I currently am using our CRM that we always have used.
Roy
Roy
Overall rating
  • Industry: Information Technology & Services
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Ever evolving EngageBay CRM

Reviewed on 18/07/2023

I know how to use my system so it is awesome. Engagebay is a sophisticated tool. If you don't know...

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.

Pros

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

Cons

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

Alternatives Considered

Dynamics 365, Salesforce Sales Cloud and HubSpot CRM

Reasons for Switching to EngageBay CRM

all other choices cost a ton of money. this is the only one with very extensive feature that is easy on the pocket
Sara
Overall rating
  • Industry: Marketing & Advertising
  • Company size: Self Employed
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

Accepted a Free Trial & Saw What All The Fuss is About

Reviewed on 31/07/2024

I just accepted the free trial to see what everybody has been talking about it being a great and...

I just accepted the free trial to see what everybody has been talking about it being a great and powerful tool for marketing, and I can attest now that I've seen, that I do agree 100%.

Pros

I like how it aligns most platforms with one another, nearly every other software available doesn't streamline the process of connecting all profiles. Most issues are caused by the time it takes to connect them all (like hoops you're made to jump through just to get to that point), I am always searching for a better "main hub" situation because each one, I've learned in my own experiences, that not one single platform, hub, account management, and otherwise, never do ALL that you need them to be able to do. One may do 15 things that the other doesn't but that one missing those 15 features may have the one feature that you really needed to lighten the load or something. Its always something or 5 things, but for the money EngageBay seems to be true to their word, and have nearly mastered the all-in-one hub

Cons

Cost, make it accessible for everyone, even consider a free option because more times than not, someone will desperately need the features that are restricted usually in free-trials or free plans, and end up buying regardless to satisfy that need.

Vikram
Overall rating
  • Industry: Arts & Crafts
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Excellent Free Chat System for Boosting Customer Engagement!

Reviewed on 29/08/2024

EngageBay's free chat system has been a game-changer for our website! It's user-friendly, efficient,...

EngageBay's free chat system has been a game-changer for our website! It's user-friendly, efficient, and perfectly integrates with our platform. We've noticed a significant improvement in customer engagement and support response times. The customization options are also great, allowing us to tailor the chat experience to match our brand. Highly recommend this tool to anyone looking for a reliable and cost-effective chat solution!

Pros

EngageBay's free chat system which is a game changer for our website.

Cons

Mobile app lags sometimes, message delivery takes time sometime that need an improvement. I am using the free version, I hope that is not an issue.

Randy
Overall rating
  • Industry: Construction
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Engage Bay CRM is a tool worth considering

Reviewed on 9/01/2024

Overall it is a great product. I would definitely recommend it.

Overall it is a great product. I would definitely recommend it.

Pros

It does everything i need in a CRM and sales tool. it has definitely helped me become more efficient. Best thing about Engage Bay is their support. Chat support is live and picks up almost immediately. they always resolve the issue, you are never rushed. they will even give you a call if text is getting tedious. It seems nowadays everyone's support is non existent so their outstanding support makes it stand out

Cons

its a little difficult setting up /navigating at times, however if you reach out to support, they will get you going in the right direction. once it learn it its simple. and the interface can be a little slow at times, however has never been a real issue.

mohammed
mohammed
Overall rating
  • Industry: Staffing & Recruiting
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Like the Simplicity of the CRM

Reviewed on 21/03/2024

Pros

I can easily manage my contacts using this tool. It helps me tag them and create different lists so that I can easy email them. I have been using Excel where this process was cumbersome.

Cons

I like almost all the features of EngageBay but it lack some features while creating templates. It doesn't copy the formatting when we paste the content.

Annie
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Engagebay 5-star Review

Reviewed on 12/09/2024

Pretty good. Does what it's supposed to do.

Pretty good. Does what it's supposed to do.

Pros

Has all necessary features needed, prompt customer support

Cons

There are few email templates to choose from.

Joy
Overall rating
  • Industry: Information Technology & Services
  • Company size: 501–1,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

All in onr tool for Sales and Marketing

Reviewed on 14/03/2024

Good. Best for small and mid size businesses

Good. Best for small and mid size businesses

Pros

Integrated Sales and Marketing tool with all necessary functionalities at a competitive price

Cons

Reporting and Analytics dashboard were not very appealing

Verified Reviewer
Overall rating
  • Industry: Apparel & Fashion
  • Company size: 501–1,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

I'm really like my EngageBay CRM

Reviewed on 3/11/2023

I've been using EngageBay CRM for two years, and I'm very happy with the app. It has helped me...

I've been using EngageBay CRM for two years, and I'm very happy with the app. It has helped me improve my CRM significantly.
I love that EngageBay CRM is easy to use. The user interface is simple and easy to understand, making it easy to navigate between pages and functions

Pros

The app provides a range of reports and analytics that help users better understand their data

Cons

Customer support 24 hours a day, 7 days a week, but may not be enough for companies that need immediate help. For example, phone customer support or live chat may not be available