EngageBay CRM Erfahrungen

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

Kommentare: 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.

Vorteile:

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.

Nachteile:

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!

Value, Efficiency and Productivity

Kommentare: The lead capture and email marketing was sole reason we joined engagebay and couldn’t be happier. Wasn’t expecting all the other features to be part of this software, almost overwhelming but reassuring to know we can start putting most of our work, efficiently into one place

Vorteile:

Right now we're using it for contact management and e-mail marketing primarily. We had a CRM in Zoho and will be migrating most likely soon. Pros: Extensive features at an incredible value and easy to use. Customer support response is amazing and communication is stellar. Feel like I havent even cracked the surface of what engagebay can do!

Nachteile:

Time. As great as engagebay is, it’s hard to manage the migration project to CRM. It’s almost as if there’s too much available and migrating doesn’t feel intuitive.

Absolutely horrible!!

Kommentare: 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!

Vorteile:

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

Nachteile:

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

HubSpot Lite

Vorteile:

We wanted a CRM with all the Marketing Automation and Lead Capture functionality of HubSpot, but didn't want to pay five figures a year, since we are a start-up company. EngageBay checks most of the same boxes as HubSpot, but at a much better price.

Nachteile:

Some of the features are a little clunky, but their customer service is always ready, willing, and able to walk you through any issues you might have. In fact, their customer service is one of their best features.

Engage Bay Review

Kommentare: 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.

Vorteile:

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.

Nachteile:

The trial version has a lot of features restricted.

Great CRM and Marketing tool

Kommentare: So far so good, using to store all our contact details, deals, and marketing towards clients and prospects.

Vorteile:

Easy to setup and well supported when I needed it. Very powerful CRM with great flexibility.

Nachteile:

More detailed Knowledge base documentation could have saved my calls to support. That said, support on Livechat are very responsive.

I'm really like my EngageBay CRM

Kommentare: 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

Vorteile:

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

Nachteile:

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

Loving Engagebay cause of its impressive features

Vorteile:

Sales feature are awesome, CRM Functionality and Marketing Dashboard are very good in use and reliable Also I use it to manage my sequence, campaigns and much more client data + live chat + appointment scheduling, its useful

Nachteile:

Quite expensive for every use and support sometime can be complex

Great range of features in a single bucket of tool!

Kommentare: Very Good I would say because most of the cons are something that the engineering team of engage bay are planning to fix in coming quarter release.

Vorteile:

Multiple features in a very economical price, can suit any small to medium scale business. Easy to use and can create built and implement anything of your choice.

Nachteile:

Some modifications in the automations are needed as addition of multiple values in choice nodes, there should be option to create multiple scoring fields, exporting the statistics of automation performance or campaign performance is missing, no choice drop down to check if lead has filled out form or not (only trigger is available). Landing page designing is a bit tricky as in single section sometimes images don't fit and then you have to resize the image externally and import again, meaning no inbuilt feature to resize images.

Great piece of tool suitable for small and medium class businessess

Vorteile:

EngageBay is a great piece of software that has all the features needed for a small and medium class business. I can easily manage contacts in to lists and run campaigns on them. Moreover I like the UI which is very easy to use.

Nachteile:

It has all the features that are needed for me but still they need to work on advanced reporting and social media analytics.

Feature-rich without breaking the bank

Kommentare: We love EngageBay and highly recommend it to our clients who want/need a full featured platform that will work across multiple departments, automate regular tasks, and that don't want to pay the high-price and add-on that you have to with many other tools. EngageBay's support team is AMAZING!! Anytime I have a question about something, they are quick to respond, very helpful and knowlegable, just a breath of fresh air to know that I can get a hold of someone when we have issues (which isn't that often, but when we do they are there!).

Vorteile:

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.

Nachteile:

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.

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

Kommentare: 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.

Vorteile:

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

Nachteile:

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.

A Magic wand

Kommentare: 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!

Vorteile:

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

Nachteile:

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

Our number-one-choice of CRM-systems

Kommentare: Engagebay is incredibly user friendly and offers an incredible amount of functions, with all of them having been implemented very well.
While other CRMs only offer sales functions for a high price, without further marketing campaign management, Engagebay does all that for a low price.

Vorteile:

- 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.

Nachteile:

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

Great Bang for Buck

Kommentare: EngageBay has been very helpful in managing our growing volume.

Vorteile:

EngageBay has a number of features that can be easily deployed once you're past the initial learning curve (like all software).

Nachteile:

Some features are clunky but the team is always willing to hear feedback. They've implemented several features/upgrades/changes/updates based on chat conversations with them.

A Comprehensive and Easy-to-Use CRM Platform

Kommentare: Overall, EngageBay is a great CRM platform that offers a range of features to help businesses manage their customer relationships. It is easy to use and has an intuitive interface. Additionally, it offers a range of pricing plans to suit different business needs.

Vorteile:

My favorite feature of EngageBay is the marketing automation tools. This makes it easier to send out automated emails, track customer interactions, and create personalized campaigns. It also makes it easier to segment customers and leads, as well as score leads based on their behavior.

Nachteile:

My least favorite thing about EngageBay is the lack of customization options. It can be difficult to customize the look and feel of the platform to match the branding of a business. Additionally, the reporting features are limited.

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

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

EngageBay customer review from Harris CMO Partners

Kommentare: Excellent

Vorteile:

User friendliness, lots of features, lower cost

Nachteile:

Can't think of anything, can't think of anything.

Great alternative to HubSpot

Kommentare: Way less expensive than HubSpot which we were recommended to use and is overly complex and costly. This has become a centrepiece of our software and we are considering white-labelling it for our own client's use.

Vorteile:

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.

Nachteile:

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.

EngageBay CRM, a useful tool for your business

Kommentare: 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 .

Vorteile:

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.

Nachteile:

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)

I've tried it, but now it's our official automation platform...

Kommentare: I have tried other platforms, also spending a lot of money on assestment (hubspot, sharpspring, active campaign, etc...). Some of them have too high prices, others don't seem to listen to the request for new features, still others the support is slow to respond. In all the cases I tried something was missing: for EngageBay nothing is missing and the costs are very affordable (it also includes a free version to let my customers try the product).

Vorteile:

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...).

Nachteile:

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.

It Keeps Getting Better

Kommentare: This software made my day, month, and year. Everything is easier now.

Vorteile:

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.

Nachteile:

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

Engagebay is awesome

Kommentare: I think engagebay was best all in one marketing tools with friendly budget

Vorteile:

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

Nachteile:

its prepect, but has a lower limit in workflow automation

Commentary on my great results

Kommentare: EngageBay is a cloud-based CRM and email marketing software designed to help businesses with a wide range of industries grow their bottom line. This email marketing software is easy to navigate and will allow you to manage every aspect of your customer relationship from one central location. The customer relationship management system is very flexible and will allow you to track all of your customers from one location.

Vorteile:

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.

Nachteile:

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.

Excellent CRM and Marketing Tool for the Price Point

Kommentare: 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.

Vorteile:

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!

Nachteile:

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).