EngageBay Reviews

“Simple & user-friendly pipeline management

Pros

Managing our sales pipeline is simple and user friendly, so the whole team picked it up quickly. Plus our campaign performance has gotten much better thanks to the automated and segmented emails. We also love that the platform keeps getting new features without raising the price.

Cons

The layout takes a bit of time to learn initially. I would also really like to see more built-in connections with other apps we use.

“A clear pipeline with fantastic support

Pros

The pipeline view is so clear and simple and the automation makes sure we never miss a follow-up. Plus, their support team is fantastic and always ready to help.

Cons

I think having a native LinkedIn integration for finding new leads would make the platform even more powerful.

“Very easy to use email marketing tools

Pros

EngageBay's email marketing and automation tools are very easy to use. Starting with the free plan gave us a great chance to try everything out before we paid for a subscription.

Cons

We'd like to have more template options that are designed specifically for fundraising and collecting donations.

“The absolute worst data security

Pros

The software itself is good but be warned as they will permanently delete all your data. and once it's gone, there is absolutely no way to get it back.

Cons

The data security is the absolute worst. They don not create backups of anything. And after a server upgrade, I lost almost all my CRM data and only names and contact details remained, but every historical event, email and note was gone. Support first claimed they purged old data due to database size, then changed their story to a server migration. The result is the same and that is you can permanently lose everything without warning. The only good thing is that the platform is a feature-rich email tool but that's it. Support is unhelpful and disconnected from the backend team, who never respond. Promises from support are rarely fulfilled and system updates are rare like in years of use, I have only seen new paid services added. So avoid this platform if your data is important. Also there is no effective way to export your data if you want to leave.

“Clean layout with great tech support

Pros

This tool's layout is clean and easy to navigate. We have also had a great experience with the tech support team as they are quick to respond and very knowledgeable.

Cons

To me the email warm-up phase feels unnecessarily long and the criteria for advancing to the next tier are vague and unclear.

“Packed with functionality but quite glitchy

Pros

It is packed with functionality. Also this platform pretty much includes every feature we could need for both CRM and marketing automation.

Cons

The platform is quite glitchy. While support has improved, we have often been told issues were on our end when they were not. We also tried to use it for marketing automation but the delivery, open and click-through statistics are unreliable. Our A/B tests with SendGrid confirmed that EngageBay's metrics are inconsistent and inaccurate.

“Impressive capabilities with incredibly fast support

Pros

I am really impressed with the platforms capabilities and the incredibly fast response from the support team and I know I can always count on them for a quick and helpful answer.

Cons

My biggest frustration is not being able to quickly open items like email templates or forms in new tabs. It is also annoying when we need to make a small change across multiple templates and have to open them one by one instead of in separate tabs for efficiency.

“Top tools at a much more affordable price

Pros

You get nearly all the same tools as the top CRM and email marketing platforms but for a much more affordable price.

Cons

There are a couple of rare, niche features missing but that is a very small drawback compared to all the benefits the platform offers.

“company dedicated to improving and helping

Pros

The company is clearly dedicated to improving its platform and helping its users. Even though I had some trouble with the initial setup, their team was very receptive to my feedback. I also really value the constant updates and the price is very competitive for everything you get.

Cons

Well the initial setup was confusing and I ran into problems that made it hard to get started. Thankfully the support team eventually helped me work through the issues. Also I feel like a clearer refund policy and more transparency from support would make the experience much better.

“Perfect model of excellent customer service

Pros

EngageBay support team is a perfect model of excellent customer service. We have tried many tools and know the hardest part is learning the system but with help this good, you get up to speed and integrated into their CRM much faster than with any other platform I have tested.

Cons

I have not found any downsides yet. I tried nearly every CRM available so I know the hardest part is usually the learning curve but their support team is absolutely the best and makes everything is easy.

“The best platform!!

Pros

My small business has relied on this platform for five years and it's been the best. The live chat support is a real highlight as they are always very quick to respond and very helpful. The cost is also very competitive which is pretty important for a company like mine. So I could not recommend it more.

Cons

There is nothing I dislike. It has perfectly fulfilled all the needs of my small business.

“expert support team

Pros

Their support team is the best feature. I was new to the platform, especially the automation tools but the support was fast, expert and extremely patient. With their help, I successfully built workflows that are a perfect match for our process.

Cons

New users might find there is a significant learning curve particularly if they are switching from another system. Also a few features are not as simple as they could be and required some time to master.

“affordable and user-friendly CRM

Pros

I am impressed with how affordable and user-friendly this CRM is. Plus the range of features it provides makes it a very promising solution for our company.

Cons

Sometimes I notice a delay when running email campaigns or performing actions in bulk and I noticed a fully-featured mobile app is also something that is missing.

“Simple to learn and very comprehensive

Pros

The system is simple to learn, very comprehensive, reasonably priced and the technical support is excellent when we need assistance.

Cons

While it's particularly well-suited for smaller businesses on a budget, it's still an excellent platform for keeping up with today's marketing standards.

“My favorite platform!

Pros

My favorite thing is how many features are included, even on the basic plan. It combines marketing, sales, contact management and automation all in one spot. The clean, user friendly interface is a big help for beginners. The help desk team is also absolutely wonderful as they are always fast, friendly and incredibly supportive which makes a huge difference when you are still learning.

Cons

No major complaints from me. Yes a few of the more advanced tools take some time to learn but that's normal for a platform with this much capability.

“Outstanding & accessible customer support

Pros

The customer support is outstanding, we can easily get a real person on chat when we need one, not just a bot.

Cons

I do not have any issues to report. The team has successfully answered every question I have had about setup and daily use.

“Reliable choice with great features

Pros

EngageBay platform has been a reliable choice for my business. After using it for a few months, I have really come to appreciate the contact management, email marketing and automation features.

Cons

There are some small glitches I noticed like delays when sending broadcast messages or executing bulk actions.

“A high-quality and easy to use CRM

Pros

I am a big fan of how easy the CRM is to use and its high-quality functionality. Their customer service is also exceptional and I recommend them without any hesitation.

Cons

Honestly I cannot recall a single problem I have had with it.

“Easy to use with very generous pricing

Pros

it is easy to use and the pricing is very generous for the extensive set of features we receive.

Cons

I dont have any cons though I wish the free plan included a bit more functionality to help new users get comfortable with the platform.

“services are top-notch with excellent support

Pros

All of their services are top-notch and the customer support is excellent. So I never think twice to recommend them to others.

Cons

My experience has been positive so far, with no complaints.

“Simple and fast to get started

Pros

Getting started is simple and fast. Plus the forms are also highly adaptable to our specific needs.

Cons

I do not have many issues though it's expected that some advanced features require a paid plan.

“Solid and user-friendly modern CRM

Pros

As per me it is a solid, user-friendly CRM with a modern interface and powerful capabilities.

Cons

The one thing I dont like is that it takes a while for campaign statistics to refresh.

“very confusing and difficult platform

Pros

The support is reliable and the best thing is that we can actually book a call and speak with a real person.

Cons

I am unhappy with most things about the platform. It is not easy to use and the sales pipeline setup is completely confusing. The salesperson told me it worked like ActiveCampaign which I used for years but it is nothing like it and we have had constant problems. I regret signing a two-year contract and now feel stuck with it.

“fast and simple setup

Pros

Setup process was so simple as I had everything up and running in about half an hour. Overall it was incredibly fast.

Cons

The company sent too many promotional emails when I first signed up which was annoying.

“Affordable all-in-one platform

Pros

EngageBay is popular because it combines marketing, sales and customer service tools into one platform. It is also known for being more affordable than many competitors and for its easy-to-use design. The free plan is a big plus for small teams or new companies.

Cons

There is nothing that I count as a con.

“Fairly comprehensive system

Pros

This all in one system is very comprehensive and seems to offer more than most other platforms I come across.

Cons

I wish they offered a plan between Basic and Growth since the Basic plan is limited and the Growth plan is a big jump in price.

“The perfect tool for streamlining daily reporting

Pros

We needed a tool to streamline our daily reporting and this was the perfect find. We now use it successfully every single day.

Cons

Everything about it is very convenient for our sales team, so no complaints.

“A fantastic partner for someone new to CRMs

Pros

For my team members who were new to CRMs, this has been the perfect starting point. The user-friendly design gets them up to speed quickly, and even with the learning curve, the support team is always there to help. The automated scheduler has really helped us stay on top of our outreach.

Cons

Some limitations include a mandatory signature at the start of emails, occasional delays in broadcast sends and corporate emails often going to spam despite delivery guarantees.

“cost-effective CRM solution

Pros

It is a cost-effective, all in one CRM with powerful automation, an easy to use interface and a support team that gets back to us quickly.

Cons

There is limited options for advanced customization, some integrations could be better too and the mobile app needs improvement.

“Great tool with useful automation

Pros

It's is a great tool for my marketing and the automation features are particularly useful.

Cons

I dont have a least favorite thing about this platform as it is perfectly helping me with all my marketing requirements.

“Impressive flexibility for social media tasks

Pros

I am impressed by its flexibility for managing and simplifying all our social media tasks.

Cons

Honestly I cannot think of any downsides to mention. It works almost perfectly for everything I need to do.

“A broad yet easy feature set

Pros

The range of available features is very broad, yet they are surprisingly easy to learn.

Cons

I feel like the reporting features could be a bit more detailed and powerful.

“full-featured CRM for small teams

Pros

It's a full-featured CRM that works perfectly for small teams like ours, acting as a central hub for everything. The customer support is also really reliable.

Cons

Well I will share more feedback after we have used the system for a longer time.

“comprehensive yet budget-friendly system

Pros

The system is simple, pretty comprehensive and very easy to operate. I also find the price very budget-friendly.

Cons

Its a bit too easy to accidentally make errors when we are setting up automated email sequences.

“simple and direct forms

Pros

Creating forms is my favorite part because the process is so simple and direct.

Cons

The landing page editor needs more creative and modern design options.

“Very easy navigation

Pros

Navigating the CRM is very easy and I like that the whole system is exceptionally well-organized.

Cons

I dont have any issues or complaints about the CRM system.

“Easy to use with quick support

Pros

this platform is easy to use and the support team is quick to respond, no matter the time zone.

Cons

For the more advanced functions, we need help from the support team which can sometimes be difficult to get.

“An incredibly user-friendly platform

Pros

The platform is incredibly user-friendly and their support team is exceptional. I had a problem that was fixed in just a few minutes by a friendly and helpful agent. So I'd definitely recommend it to anyone who wants a smooth experience and great service.

Cons

One and only improvement I suggest is having more options for advanced customization. Other than that the platform is absolutely great!

“Feature-rich free CRM

Pros

From what I have seen, it is really difficult to find a free CRM and email tool that offers as many features as this one without costing a fortune.

Cons

Some sections of the interface could have been designed to be a little simpler to find our way around.

“Email tracking works perfectly

Pros

The email tracking works perfectly and does exactly what I needed.

Cons

I dont have any issues so far as everything functions exactly as advertised.

“A clean website with quick support

Pros

EngageBay website is clean and simple to navigate and the support team is very quick to help whenever I contact them.

Cons

The constant stream of automated follow-ups and emails can feel a bit overwhelming at times.

“Everything we need in one simple spot!!!

Pros

Everything we need is in one spot and getting it set up is incredibly simple and time savvy.

Cons

I feel like the per-user pricing can be a drawback but unfortunately that is just how most CRM systems are structured.

“user-friendly interface at a reasonable price

Pros

The user friendly interface is a major advantage which makes it simple to handle customer relationships without a difficult learning process. The reasonable price also makes it a great option for small and mid-sized companies.

Cons

The file upload limit feels a bit too low to me and I think increasing it would offer more flexibility for larger files and improve the overall experience.

“Complete and easy to use tool

Pros

It is a complete all in one platform that brings together CRM, email marketing, sales and support tools. It is also easy to use, even for people without a tech background and provides excellent value. The drag-and-drop email builder with automation is very handy and the support team is responsive and helpful. We can even create automated workflows to save time and easily track how our campaigns are performing.

Cons

Mastering some of the more advanced tools takes a little time. I would also like more flexibility when customizing reports and the mobile app could use more features. You might also encounter a minor bug occasionally, as with any software.

“A powerful and affordable all in one platform

Pros

This is a powerful and affordable all in one platform for small and medium businesses. It smoothly combines CRM, marketing and customer support tools. Also it is easy to use with strong automation, though the reporting could be more advanced. It even offers great value especially for small teams that plan to grow.

Cons

I am a big supporter of the platform and have not come across any negatives.

“overall helpful software

Pros

I really like the quick answers to my questions and the overall helpfulness with any issues I had.

Cons

Everything has been excellent and I genuinely cannot think of a single thing I did not like.

“Excellent beginner crm

Pros

As a beginner CRM, this is an excellent partner that provides many easy to use templates. Though it takes a little time to get accustomed to but with support from the team especially Charles, Bob and Mark, the process has been smooth. The automated meeting scheduler also helps us engage with leads proactively.

Cons

There are a few restrictions like the small space for a pre-header before the email template, occasional delays in sending email broadcasts and some messages not reaching corporate inboxes despite delivery guarantees.

“easy to use CRM

Pros

This CRM is genuinely easy to use and I'd recommend it to anyone.

Cons

I was not a fan of the user interface at first but it turned out to be very effective and efficient.

“An excellent resource for finding software

Pros

It is an excellent resource for finding software that is a perfect match for my business needs.

Cons

The website could be a bit more interactive and user-friendly but then again, I run a web design business, so I might be a little biased

“The ultimate all-in-one package

Pros

It is the ultimate all in one package. Their email marketing tool is currently my go-to partner because the features are unbeatable, great designs, pre-made templates, a landing page builder and so much more, all for a very reasonable price.

Cons

Everything is working well for me currently though the support service could be enhanced.