EngageBay CRM

Vorteile

ease of use and simple to get started with.

Nachteile

Some levels of automation can be still better.

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Vorteile

All-in-One Solution: Combines CRM, email marketing, sales, and support tools in one platform.
User-Friendly Interface: Easy to navigate, even for non-technical users.
Affordable Pricing: Offers great value compared to other CRM tools.
Email Marketing Made Easy: Simple drag-and-drop email builder with automation options.
Excellent Customer Support: Responsive and helpful support team.
Customizable Workflows: Create automated workflows to save time and boost productivity.
Detailed Analytics & Reporting: Track and measure campaign performance with ease.

Nachteile

Learning Curve for Advanced Features: Some advanced features require a bit of time to master.
Limited Customization for Reports: Customization of reports could be more flexible.
Mobile App Limitations: The mobile app could use more functionality.
Occasional Bugs/Glitches: Like any software, there are rare instances of small bugs.

Vorteile

I've been using Engagebay for our email automation since last year, and their support chat has been incredibly helpful throughout. Every time I've had an issue or needed assistance, the support team responded promptly and provided clear, effective solutions. They have been a great help in ensuring our campaigns run smoothly, and their professionalism and expertise are truly commendable. I highly recommend Engagebay's support chat for anyone looking for reliable and efficient customer service.

Nachteile

However, one area where Engagebay could improve is in its automation capabilities. While it covers most basic requirements effectively, there are limitations when it comes to more advanced automation needs. Some specific automation features and customization options are either missing or not as robust as we would like.

Vorteile

Has all necessary features needed, prompt customer support

Nachteile

There are few email templates to choose from.

Vorteile

It does everything we need at a much more reasonable cost than than the market-leading marketing platforms and CRMs. Also, the interface is much easier to use and far more intuitive than some of the market leaders, eg. SalesForce/Pardot. The support team are responsive and will answer any questions which is helpful particularly in the set up phase. We are based in Australia, so sometimes there is a time lag but it has not caused us any issues to date.

Nachteile

There are a few missing features which would seem to be obvious, eg. not being able to sort on every column of data or only having the client's first name listed in some places when having both names would be more helpful or not having the ability to insert an email link into their templates. However, these can be worked around.

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Vorteile

Ease of use. Support always available to assist with questions, etc.

Nachteile

I'd like to see more email templates that are normally available on other CRMS. Creating email templates from scratch can be time consuming.

Vorteile

I've had the pleasure of using EngageBay for our business, and I can't recommend it enough! Here's what stands out:

Comprehensive CRM: Keeping track of leads and customers has never been easier. The CRM is intuitive, with customizable pipelines and contact management features.

Email Marketing Powerhouse: Their drag-and-drop email builder is so easy to use, and the ability to segment audiences has really helped us send targeted campaigns.

Marketing Automation: We’ve set up automated workflows that handle email follow-ups, lead nurturing, and even social media scheduling. It’s like having an extra team member on board! 🙌

Affordable Pricing: EngageBay offers all these powerful tools at a price that small and medium businesses can afford, which is a huge plus!

Nachteile

Landing page buildings could be better to have better experience

Vorteile

It is simple, complete and easy to use. Also it is very affordable.

Nachteile

It's easy to make mistakes while setting email sequences

Vorteile

I find EngageBay a comprehensive, all-in-one solution, offering robust functionalities across organization, task automation, form and landing page creation, marketing campaign management, and result tracking. It provides an extensive toolkit essential for both marketing and sales teams, seamlessly integrating appointment scheduling, content creation, campaign execution, and data organization.

Nachteile

I haven't found a single aspect of EngageBay that I haven't liked yet. Whenever I encounter an issue, the chatbot is always there to provide instant assistance, making the experience even smoother.

Vorteile

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

Nachteile

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.

Vorteile

EngageBay’s marketing automation is highly useful, offering email campaigns, workflows, lead scoring, and segmentation. These features help businesses nurture leads more effectively and automate repetitive tasks to save time.

Nachteile

EngageBay CRM is generally well-regarded as a comprehensive and cost-effective customer relationship management platform, especially for small to medium-sized businesses. Its standout features include marketing automation, sales pipeline management, email marketing, customer support tools, and contact management, all integrated into a single platform.

Vorteile

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

Nachteile

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.

Vorteile

Simply put, the ease of use is remarkable for people relatively "new" to this sort of thing

Nachteile

A con i have to mention is not really about EB but about the "cons" shown on this page, 4 of which have already been addressed and fixed by Engagebay (and work *remarkably* well as a matter of fact!) —

So anyone reading this, don't be put off by the cons mentioned without doing some due research on the brand spanking new features Engagebay now has.

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Vorteile

EngageBay is a CRM tool that is worth considering as it offers excellent features, outstanding customer support and very easy to use.

Nachteile

I have not found any major issues with the product apart from a few lags here and there

Vorteile

The platform is super easy to use, and their customer support is outstanding. I had an issue, and it was resolved in minutes with friendly, helpful service. I highly recommend EngageBay for anyone looking for seamless support and an intuitive platform!

Nachteile

One thing I’d like to see improved is more advanced customization options. Otherwise, the platform is fantastic!

Vorteile

Email marketing, social media integration and automated publishing are a must have for my company

Nachteile

Customer services need to be more available and timely in responding to clients

Vorteile

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.

Nachteile

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.

Vorteile

It basically has everything that we need to build marketing campaigns that help us to engage with our customers in a professional way. The marketing automation capabilities are excellent and the customer service is second to none.

Nachteile

It is sometimes easy to forget to save something you're working on and if you click away from the page it can be lost as it doesn't give a reminder to save. Just need to get into the habit of saving everything regularly...not a big issue.

Vorteile

It's user-friendly. Not difficult to use! Plus, the staff are usually very helpful, and quick to respond.

Nachteile

Some very important features are limited. For example, moving content across a design interface is not available. It's almost as if you have to put things where they have it set in the system for you to do it.

Vorteile

It is easy to use and work out with fantastic support offered along the way. Much cheaper than most of the alternatives and suits those starting out to the more advanced users

Nachteile

There is a limitation on the landing page content in that you can force people to sign up before they look at the page contents.

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Vorteile

EngageBay has all the features that are needed for me but at the fraction of price of what others offers. It is very easy to setup and doesn't need any technical skills. I was able to create lists and seperate my contacts easily. Their smart lists are awesome that automatically add the contacts the lists based on conditions defined.

Nachteile

I have been using since a long time but I didn't find any issues from it.

Vorteile

EngageBay is a great alternative to it’s pricier, more widely known competitor, HubSpot.

Nachteile

On several occasions, the data integration got corrupted, which unhinged our database contact lists and tags.

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Vorteile

CRM dashboard was very good and easy to understand

Nachteile

Slowness was one of the issue which we faces

Vorteile

Marketing automation tools, which enable users to create targeted campaigns, automate workflows, and track results, enhancing overall marketing efficiency.

Nachteile

Always a new bug to account for... It makes you spend a bit more time on some processes

Vorteile

Easy to use. Excellent customer service.

Nachteile

I have no real issues with Engagebay CRM. Very happy with it.

Vorteile

I love the interface very straight forward.

Nachteile

Nothing, everything was pleasing to the eyes.

Vorteile

I recently encountered an issue while using EngageBay, but I was thoroughly impressed by the exceptional customer care provided by their team. They had a very quick response to the queries and the problem as solved within an hour.

Nachteile

While my experience with EngageBay's customer care was excellent, I did encounter a drawback in the form of missing integration documentation.

Vorteile

It's fairly user friendly and most of our locations can utilize it without much training. The support is also responsive and can usually resolve any issues that arise.

Nachteile

The email marketing lacks formatting abilities that would allow you to make the templates more brand specific or modern looking.

Vorteile

With this software, I like that online booking is easy and it comes with great appointment scheduling features.
Besides being a CRM solution, I like that it comes with live chat features and is a great tool as a help desk solution. In addition, it makes task management a breeze.

Nachteile

Well, EngageBay CRM has been super cool with no issues.

Vorteile

EngageBay is a great tool for small and medium sized businesses as it offers a variety of features from email marketing, sales funnels and help desk services. It offers all these features at an affordable price. The platform is easy to use and offers excellent customer service.

Nachteile

The restriction on the number of nodes in the automation on the middle tier plan is not to my liking.

Vorteile

It is easy to set-up, loved the fact that you can add email tracking and automatic integration of google correspondence in Engagebay.

Nachteile

Mails went to spam and it might have been related to the tracking.

Vorteile

I like the help desk and live chat features
It makes social media marketing easy and allows scheduling of posts
It comes powered with amazing email marketing features
Boasts of having come amazing CRM capabilities.

Nachteile

Well, EngageBay CRM has performed best and no issues

Vorteile

lots of features, quite simple (most of the time) and has not too bad integrations

Nachteile

it's been too much time since I worked with it intensely.
the email editor was very basic and we wasted time on copy-pasting from a 3rd part email editor (Stripo)

Vorteile

I have been an EngageBay customer for several years. Their customer service is outstanding and attentive. My questions are always answered and they go above and beyond.

Nachteile

The report templates are not optimal and are limiting.

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

Vorteile

It is good that we can bring together all our contacts on a single platform to communicate through emails, calls, and messages. In addition to being able to have a record of what we do with each contact

Nachteile

I don't like that when we make a sequence we have to re-tag all the contacts one by one so that the emails start sending each other

Vorteile

Great software for businesses and efficient to use.

Nachteile

I would like more one on one training on how to properly execute everything.

Vorteile

The ease of use and a great experience, especially with a great support team.

Nachteile

Nothing really that stands out as of today.

Vorteile

I am very pleased with Engagebay as it is very easy to use and has a great customer support. Their UI Is very smooth and everything is well placed.

Nachteile

It has all the features that are needed for me but it would be great if they work on adding more features.

Vorteile

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

Nachteile

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

Vorteile

Love the price, customer service is really solid, good choice

Nachteile

No complaints, it's a really good value.

Vorteile

Feature rich, easy to use, nice interface, good knowledge base, helpful support, reliable, good price.

Nachteile

Nothing, it really does everything we need.

Vorteile

EngageBay organizes and simplifies the most useful marketing options. It is an excellent substitute to all the products in the market. Others are too expensive. EngageBay on the other hand is simple adaptable and inexpensive.

Nachteile

Some ares are clutttered such as email sequences but they are minimal. Also their reporting is minimal.

Vorteile

Super easy and functional to use. Great for startups and bigger companies.

Nachteile

We had some issues with connecting it with HubSpot (yes, due to work we needed them both CRM's running and being in sync), so that was bit challenging

Vorteile

What i love about engagebay is their email marketing

Nachteile

Everything about engagebay is the best and worth your time

Vorteile

Customer Support and Ease of Use........

Nachteile

Some lengthy database functionality .......

Vorteile

Easy to use, live chats available for trouble-shooting 24/7; not a steep learning curve.

Nachteile

It seems as though many of my broadcast emails go into client's junk folder, and I don't know why that is

Vorteile

The ease of use. Organizational options for contacts. I had over 6k and it was easy to find people with the tag option.

Nachteile

Don't have any dislikes with the program

Vorteile

its very simple to use along with all the features that complex crm like husbpot have

Nachteile

email landing on spam is the only issue we are facing with engage bay

Vorteile

The combination of services. CRM, email automation, landing pages, deal flow, automation etc. etc..

Nachteile

some things were not as turn key to figure out as I thought they should be.