EngageBay Reviews

“An all-in-one strategy for sales and marketing

Pros

My favorite aspect is the all in one strategy that merges sales, marketing and customer support tools into a single platform. Its automation helps simplify tasks like email marketing, lead generation and customer follow-ups. The interface is also user-friendly and the cost is accessible for small and mid-sized companies, while the integration options boost our overall productivity. The customer support is reliable too and it delivers great value for teams seeking a powerful yet budget-friendly CRM.

Cons

The more advanced tools like reporting and analytics are not as powerful as those in enterprise level CRMs. Some users might find the customization options a bit restrictive for complex processes. There is also a learning curve for automation setup and while the interface is friendly, the design could feel more modern. Larger teams might eventually find it less scalable for their growing needs.

“extensive platform but navigation isn't simple

Pros

They offer a very generous free plan to test everything out and their product range is so extensive that we can manage all our business activities from within the platform.

Cons

Navigating through the platform does not feel pretty simple to me.

“Really good pricing

Pros

The pricing is really good for the most useful and important features.

Cons

If we sign up for their marketing emails, we get a lot of messages and some of them feel like spam.

“Simple to use with excellent customer service

Pros

this platform is simple to use and the customer service is excellent.

Cons

I dont have any significant problems with the CRM. I am quite satisfied with it.

“clear and simple interface

Pros

I really love the interface as it is very clear and simple.

Cons

No complaints as I found every part of the interface visually appealing and pleasant to use.

“Runs perfectly without any glitches

Pros

It runs perfectly without any glitches or technical problems.

Cons

Honestly every aspect of this CRM is engaging and I was thoroughly impressed.

“Completely transformed our small business

Pros

EngageBay has completely transformed our business. As a small to medium company, finding a complete and affordable solution was a major challenge for us. It has surpassed all our expectations. The live chat feature is a lifesaver and the support resources like articles and YouTube videos are incredibly helpful.

Cons

The mobile app is missing some functionality and does not include all the features from the desktop version. I have also noticed it can slow down when handling large amounts of data.

“Amazing customer service

Pros

The customer service is amazing as they are very helpful and exceptionally polite. Overall I feel like I have finally found my permanent CRM home.

Cons

I dont have any complaints right now. I will provide an update if any issues come up in the future.

“highly effective platform

Pros

It is a really dynamic platform. I had a great experience using it to reach out to my customers and run promotional campaigns.

Cons

No complaints. I find the entire system both simple to use and highly effective.

“An excellent dashboard!

Pros

The customer service is exceptional. The dashboard is also excellent with easy to understand analytics and creating marketing emails and landing pages is pretty simple and fast too.

Cons

There is a bit of a learning curve at first when designing marketing emails and landing pages. Some features are not immediately obvious and take a while to locate but it becomes very simple once we know our way around.

“Includes every essential feature & quick support

Pros

It includes every essential feature we need and the customer support is always quick to respond.

Cons

The selection of pre-designed email templates is somewhat limited.

“well-organized hub

Pros

Having all our data stored in a single, well-organized location makes everything simple to find. Plus, the service team is incredibly supportive whenever we need assistance.

Cons

Getting everything fully configured does take some time but that's I think pretty standard for any new software.

“A CRM definitely worth looking into

Pros

This is a CRM that is definitely worth looking into because it provides great features, superb customer support and is very user-friendly.

Cons

I have not faced any significant problems, just occasional slow performance.

“pretty easy and simple interface with good value

Pros

The interface is very easy and simple to use. Plus I like that it offers good value for the price.

Cons

Nothing major but I feel like the free plan would be more useful if it allowed for a larger number of contacts.

“Game-changing free live chat

Pros

One thing I like is that the free live chat feature has completely transformed the experience on our website.

Cons

The mobile app can be slow at times and message delivery is occasionally delayed. I am on the free plan so I hope that is not the cause.

“Handles all our tasks

Pros

It handles all our tasks for a much more reasonable price than the top-tier marketing and CRM platforms. The interface is also far easier and more intuitive to use than leaders like Salesforce or Pardot. The support team is responsive and answers all our questions which was especially helpful during setup. Even though we are in Australia and sometimes face a time zone delay, it has not been a problem for us.

Cons

A few seemingly basic features are missing like sorting data by every column, only seeing a clients first name in some lists and not being able to add email links in their templates. You can find workarounds though.

“excellent for automated emails

Pros

With EngageBay, I can set up automated emails for my clients and it's been a huge time-saver

Cons

The free version should provide access to more tools and capabilities.

“clear and flexible platform

Pros

Importing contacts is a simple process. The main dashboard is clear and well-organized and I like that you can pick and choose extra services as needed.

Cons

I value proactive support but the follow-up was excessive. I needed to schedule time to import my contacts and explore the product but receiving four calls before I had the chance created unnecessary pressure.

“Excellent and highly efficient software for any business

Pros

EngageBay software is excellent and highly efficient software for any business.

Cons

Well I would really benefit from some personalized training sessions to make sure I am using all the features correctly.

“affordable and simple CRM

Pros

People really like this CRM because it is affordable, combines customer management, marketing and sales in one place. Also I find it simple and easy to use.

Cons

The main limitations are the restricted customization options, some growing pains for expanding companies, support that can be slow to respond at times and a steeper learning process for the more advanced tools.