EngageBay Reviews

Pros

Coming from Keap, I've been blown away by how every step is customized around the customer. Their support team hands me everything I need, no fuss. Honestly it's been an amazing switch and hands down the best CRM experience I've had so far!

Cons

I don't really have complaints but I'd love to see a much-improved iPhone app with more features and polish.

Pros

The funnel builder is among the best I've tried, I've used Kartra and Clickfunnels before. I'm a big fan of the Kanban Task layout. Their customer support has been outstanding. They solved three different issues I had within a few days. They also answered questions about how things work and stayed in chat with me for nearly an hour until my personal domain was completely set up. The Chrome extension that lets me add contacts from LinkedIn and Gmail with a single click is fantastic. I also appreciate the Activity and Source details stored for every contact. The Calendar/Appointment tool with Zoom integration replaced Calendly for me and gives superior tracking now.

Cons

The conversational inbox feels like it's missing some useful features. For instance, when I want to reply to a message I previously sent a contact as a follow-up, I need to copy their email and paste it into the 'To' box. Other CRMs would auto-complete it just from typing the contact's name into the 'To' field or automatically populate it with the contact's default email address. Also, any contacts I add via the Chrome extension don't trigger an event so I can't start an automation from those records. I have to kick the automation manually.

Pros

I'm really impressed by the app's sleek design and the range of top-notch features it offers. The support team is always warm and ready to assist whenever I need them. I mostly rely on it for marketing tasks though I find the sales and service hubs pretty simple and user-friendly as well.

Cons

While I don't have any real complaints, I do have a few small suggestions to make the experience smoother. For instance, when dealing with custom fields and lists, it would be helpful to have an option to sort items alphabetically, to drag-and-drop list entries and to rename a field after it has already been created within the platform easily.

Pros

Over the past year I've migrated three times between different providers and this one is clearly the best. The marketing growth kit is ideal for small businesses. Bob Smith and Andy Roberts provided great support, the chat shines.

Cons

No complaints so far. I'm somewhat annoyed that it takes roughly a week to warm an account before sending thousands of emails though I get they're doing this to protect and maintain strong server reputation scores.

Pros

Having so many powerful features bundled into a single, affordable subscription made a huge difference for us during the early startup stage of our business.

Cons

As we add a large number of users to our account, I noticed the overall cost starts to climb and it can feel somewhat pricey.

Pros

It has been the most useful marketing automation platform and acts as a true one-stop solution for my marketing.

Cons

Honestly I don't have anything to complain about, I can't think of a single thing I dislike about this product.

Pros

It offers a host of valuable features for both sales and marketing campaigns and in my experience it's priced far more affordably than other vendors.

Cons

One thing I'd like to see is a larger selection of email templates, plus more flexible resend options for campaigns to help with follow-ups.

Pros

Using this Customer Relationship Management platform, I've discovered it's a powerful tool that truly helps businesses learn who their customers are and why they make purchases. I started using it recently and I'm genuinely impressed by it. The range of features goes well beyond what I expected and gives me a deep, practical understanding of customer behavior. When I had an issue, their customer service team fixed it promptly. I would recommend this solution to both small and mid-sized businesses.

Cons

My last CRM was a real pain to set up and demanded a lot of time and effort to get running. Switching to this new system has been a relief because it's extremely user-friendly. It lets me import data from other platforms and if I need extra assistance, the customer support team provides thorough guidance.

Pros

As a blogger, I get all the free email marketing features I really need from this tool. I've tried a bunch of different platforms and this one was among them. It's not limited to just emails, it has plenty of other perks although my primary use remains email marketing today.

Cons

While I've seen pro users point out some drawbacks for this tool and they might have a point, I'd still recommend it for a mid-sized blogger looking for solid email marketing. To be honest, I personally didn't encounter any shortcomings using it as a blogger in my everyday blogging.

Pros

I've found it's interface refreshingly simple which makes it really simple for even brand-new users to get started without a steep learning curve. The platform also has a free plan available for anyone who wants to try it out before committing and because of how it's helped me promote my products and services, I strongly recommend giving this software a shot.

Cons

Honestly up to now I haven't encountered any issues that would make me consider leaving or rethink my opinion about this excellent software in its current form whatsoever.

Pros

The product feels very user-friendly and simple, with features that are simple to handle so I can just enjoy using it. The support team has been outstanding, they leave no question unanswered and that level of service makes this software an excellent option for me.

Cons

I'm honestly a bit at a loss how to phrase this but what stands out to me is the lack of smooth, seamless integration between Marketing and Sales templates, even though both live in the same repository, they don't really feel unified. If I could suggest even a minor change, it would be to align the template design experience more closely with the user-friendly builders used by Mailchimp or Systeme.io so the core template-building feels more polished.

Pros

What I appreciate most about this software is its power. I can manage our entire marketing and CRM workflow with EngageBay. Its sequencing and automation capabilities deliver truly incredible value for our team.

Cons

The user interface could use an update and I'd like the option to customize colors.

Pros

I've been using it and it packs a punch with strong tools that cover a wide range of marketing needs. There's a free tier to get started that actually includes plenty of functionality, unlike many competitors and it feels generous. I like that it bundles versatile options like landing pages, email autoresponders, ready-made templates, CRM, website pop-ups and more. Overall it's very easy to use.

Cons

Personally, I think the Basic plan is missing a key feature, it should have at least one marketing automation sequence included.

Pros

I'm really pleased with how affordable this product is. I find it fast to set up and simple to use.

Cons

I need to manually optimize pages for mobile phones and there's no built-in SMS capability.

Pros

As a small business owner, I find this platform ideal when I'm looking for an all-in-one solution that offers both a free tier and affordable paid plans. It's packed with sophisticated features that competitors often restrict to higher-priced tiers.

Cons

At times I noticed their support was slow to reply although I suspect the delay stemmed from time zone differences rather than an actual problem with their service.

Pros

I've centralized all my business data into a single platform which lets me get to know my customers far better and concentrate on higher-quality leads. I can track and refine my marketing campaigns, enjoy a full 360-degree view of each customer, schedule appointments, manage contacts and create web forms all from one place.

Cons

However I wish there were more drag-and-drop options available when I'm customizing templates.

Pros

Its easy to get running and its interface is clean and attractive. For me it supports both the support and sales teams well and it includes all the essential features we need.

Cons

To be honest, after testing numerous CRMs on the market I couldn't really find anyone on our team who disliked EngageBay, overall I think it suits a broad range of industries and works just as well for small startups as it does for large enterprises.

Pros

One of the biggest benefits Ifound with it is how much it has simplified my work as a salesperson. Before adopting EngageBay I was stuck entering and managing every lead, prospect and customer in spreadsheets by hand which ate up a lot of my time and left me with less bandwidth to concentrate on the high-priority tasks that really drive sales.

Cons

Honestly I can't find any real faults so far, I'm impressed with how it has made my day-to-day role easier. It has genuinely reduced the complexity of my work compared with how chaotic things were before I started using it and that improved manageability has been a big relief.

Pros

Customer support has been incredible to me! It feels like working with a tight-knit family and they still haven't let me down whenever I've had an issue

Cons

I can't view a customer's notes within the mobile app which makes it frustrating when I'm trying to look up important information on the go

Pros

What really impresses me is the online chat support team, they're the real highlight of this tool. The interface is so user-friendly that I could dive in and start building straight away without any formal training, largely because the chat reps are on hand to walk me through everything from basic steps to more complex workflows.

Cons

It's tricky to come up with negatives, I honestly haven't run into anything I dislike so far. If I had to suggest an improvement, I'd love a native e-signature feature built into the app, right now I rely on a third-party service, DocuSign, to handle signatures.