EngageBay Reviews

I like the simplicity and ease of use of this CRM. I can easily manage my contacts and deals. Their deal kanban view gives a clear picture of the deal stages. Apart from all of these they have a fantastic customer support that I have ever seen. Their are always available with in few seconds and help us with screenshots and video recordings followed by screen sharing calls.

EngageBay CRM has lot of "Pros". I like the simplicity of the CRM. It helps me to manage my contacts and deals with an ease. It offers 360 degree contact view which gives all the details of the contact.

The option to import deals is a bit tricky but their customer support team helped on this and so far I had no issues.

I had a problem with automation and used the chat. Mark answered right away and solved the problem in seconds.

I had a problem with automation and used the chat. Mark answered right away and solved the problem in seconds.

Mark, I appreciate your fast and efficient service.

I have no cons to report on EngageBay. Their Service is fast and appreciated.

EngageBay is a fantastic choice for small to medium-sized businesses looking for an all-in-one solution that combines marketing, sales, and customer service. Its affordability, ease of use, and robust feature set make it an excellent option for startups and growing businesses. While it may not have all the advanced features of more expensive CRM platforms, its value for money is unbeatable.

If you're looking to streamline your business processes without the complexity and high cost of multiple software solutions, EngageBay is definitely worth considering. The pros far outweigh the cons, and we are more than satisfied with our decision to use EngageBay as our go-to platform for business growth!

All-in-One Platform: EngageBay integrates marketing, sales, and customer support into a single, unified platform. This has drastically reduced the need for multiple subscriptions, saving us both time and money. We can manage our email marketing campaigns, track sales pipelines, and handle customer support tickets all from one place.

User-Friendly Interface: The platform is incredibly intuitive and easy to use. Even for someone who isn't a tech expert, the learning curve is minimal. The dashboard is well-organized, making navigation seamless.

Affordable Pricing: EngageBay offers a robust set of features at a fraction of the cost compared to other all-in-one CRM platforms. The pricing is very reasonable, especially for startups and small businesses looking to scale without breaking the bank.

Powerful Marketing Automation: The marketing automation tools are top-notch. We’ve been able to automate our email campaigns, segment our contact lists, and nurture leads effortlessly. The visual workflow builder is a standout feature, making it easy to create complex automation workflows.

Responsive Customer Support: EngageBay’s customer support team is fantastic. Whenever we’ve had questions or needed help, they’ve been quick to respond and very helpful. The live chat feature is particularly useful for getting immediate assistance.

Extensive Feature Set: From landing page builders and email templates to CRM and helpdesk functionalities, EngageBay offers everything you need to grow your business. The platform continues to add new features and updates regularly, which shows their commitment to customer satisfaction.

Nothing that i dont like. Maybe they should start including AI features into the mix.

It helps me in managing my deals with an ease. I can easily follow up with my clients and call them directly from EngageBay using the Twilio integration. It offers good reports where can I view all the details of the calls made from with in the CRM. I can even send SMS to my clients.

It helps me to import all my sales deals directly using a CSV file and manage them. I can easily create different stages and move my deals using the simple drag and drop.

It is a good sales tool but at times it lags and this is common with every tool.

EngageBay is a outstanding CRM with all the features that are needed for my businesses. I can easily import contacts and send email campaigns with in a couple of minutes. Also, their automations are robust.

I have been an EngageBay customer for several years. Their product is outstanding with all the features that are needed for me. Also, their customer support is excellent and attentive.

It has all the features that are needed for me but they can still work on adding new features like integration with AI and advanced reports.

EngageBay consolidates core customer engagement capabilities onto a unified platform. The breadth caters to small businesses wanting an integrated solution. However, it ultimately sacrifices depth compared to to specialized tools focused on doing one thing very well.

Unified platform for CRM, email marketing, helpdesk & automation. Easy to use drag & drop workflow builder. Pre-built templates & integrations with popular apps. Options for both one-time & ongoing payment models.

Interface can feel overwhelming given breadth of functionality. Advanced customization requires reliance on EngageBay team. Lacks capabilities seen in best-of-breed individual tools.

It is a great and wonderful product that is power packed with a lot of features like automations, workflows that makes most of the stuff automatic.

It is the wonderful and sleek CRM which is powered packed with lot of features at an affordable price.

It has all the features/options that are needed for me and I have found no issues with the product.

The product is a fantastic "all in one" solution continually being upgraded and backed up with excellent service. I would highly recommend it to any small to medium business.

As an all-in-one solution, adding other software is unnecessary to complete the offering.

Overall I am happy with the solution that is offered, particularly for the price point.

It is incredibly feature rich tool and has very few limitations. It is one of the finest customer support team that quickly replies. I was able to get used to it in a day.

I am very pleased with EngageBay owing to its price and customer support that it offers. It is filled with features and functionalities, many of which we have yet to use such as built in chat tool. We are currently utilizing it for contact management, email marketing.

There is one annoyance: copying and pasting from a document such as Word into the e-mail editor loses the formatting. To be honest, this has been an issue with all of the ones I've previously used.

Overall, it is a good and easy tool that helps me manage my sales data with an ease. It helps me to create tasks to follow up with my clients.

I like the simple way of creating and managing deals. It offers good number of integrations using which I have integrated with Twilio to make calls from with in the CRM.

If offers all the good amount of features but it lacks some of the features like advanced reporting that is needed for a sales team.

I helps me to manage my contacts, deals and track my emails. I can easily import my contacts using a CSV file and create deals on them and move to different stages. I also helps me to track the emails opens and clicks and create a list of those interested clients to follow up with them.

I like the fact that all features are accessible and I can fully utilize a CRM that runs my business smoothly. I used it to manage my contacts, deals and track the emails and it does this perfectly.

It has all the features that are needed for me but it lacks a few things like autosaving of email. At times when the browser crashes all the data is lost as there is no auto save and we need to create it again from scratch.

In my opinion it is a good CRM that is user friendly and offers excellent features at a good price. I highly recommend this for any organisation that need a CRM for sales and marketing.

EngageBay is a powerful CRM that offers robust features that helps an organization with sales and marketing.

It is a good tool with most features but at times it lacks in performing bulk actions.

It is very easy to set up compared to other CRMs I have used. Importing my contacts and syncing with HubSpot is very easy. It will also sync your Outlook calendar. I also like the interface. The UX is amazing compared to other CRMs I've used. The client promotion feature is easy to use with all Mailchimp/Pardot features. Customer support is excellent, with quick responses and 24-hour fixes, but issues are rare..

Good experience. We went from using multiple email platforms, sales, etc. to this Not only is it cheaper, but it also makes things easier between teams.

One annoyance is that when you copy/paste a document like Word into an email editor, the formatting is lost.

I'd recommend this software to anyone looking for marketing automation and a CRM. Expect to spend a little time learning the system to get the most out of it.

EngageBay is simple to use and has the functionality needed to use as a true CRM and marketing automation tool. The support is exceptionally fast and the team are very helpful.

Some limitations on functionality depending on your plan. Easy to upgrade.

It is the best CRM with all the features that are needed for any organisation that needs marketing and sales. Their automations helps in making most of the tasks automated and one of the best part is their outstanding customer support which is always available to help us.

I like the sleek and easy to user interface which is easy to navigate and helps me design the responsive email templates with an ease.

I have been using it for a few months and have not faced any major issues except a few lags here and there.

It is the best CRM that helps me doing my tasks without any issues. I am able to send followup emails to my clients by creating email templates with an ease using the drag and drop builder. Their forms are easy to setup and helps in capturing leads.

EngageBay is one of the best CRM with many features. It is reliable as once we create a workflow to follow-up, the workflow will keep on sending follow-up emails. We just need to setup once and forget it, it will do its job. Also, their customer support is awesome!

I have find no issues with it but at times I find a lag in bulk actions but it is common with most of the CRM's

I am new to EngageBay and I am very that I have made a right decision of choosing EngageBay as it is very easy to use and understand and offers robust features at a small price.

It is very easy to use and understand. It offers robust features like automations and workflows that makes life easier.

I have been using it for a couple of months and I have not found any issues with the product so far.

A great experience that I could not recommend enough. Amazing for micro to small businesses and likely good for scaling up-to medium to large businesses.

Usability.
Customer support.
Amount of features available.
Cost efficiency.
Great user interface.
Great communication.

Some technical issues, though mostly caused by User error or external factors that are not necessarily to do with EngageBay.

My overall experience is positive. I have been using this software for 3 years and many improvements have been made. User feedback are taken into account as there is always room for improvement. Looking forward to see where EB goes in the next 3 years!

The prompt reply of EngageBay whenever I have a question or an issue. Even if we are in different time zones, the support team always gets back to the user in a couple of minutes max.

The only con that I can think of is the technical language used. I consider myself as a lay person when it comes to technology and sometimes don't understand the steps to the solution directly.

Great experience so far - i am a beginner and learning things has come very easily Thanks team! The learning journey is paving its way to a successful CRM

Support with Engagebay is amazing! I am learning the system and building landing pages and the guys respond so quickly and always endeavour to find the answer.
Being in Australia, the time difference can sometimes be a bit tricky but the guys get onto it straight away!

Pricing for integrated sms is a bit pricey , wish there were options to count characters as we go