EngageBay Reviews

Pros

We added it to our website to centralize every customer's data and incoming queries. By integrating it, we've made smooth, reliable connections with people visiting our site which helps us follow up quickly and send out newsletters or ads without fuss. On top of that, it's Live Chat lets us talk to customers in real time and their support team responds fast often resolving things within seconds. Honestly it's simply the best!

Cons

I found it extremely helpful throughout the integration process so I didn't experience any issues or delays at all.

Pros

One of the key features I needed was the ability to create email sequences. Having used a number of different CRM systems, I found the bulk upload tool here to be quite good. Where other platforms made me upload only about 50 contacts at a time which took forever, I was able to import 500 contacts at once in EngageBay in just a few minutes.

Cons

At times, setting up the email sequences was a bit tricky for me and I ran into the frustrating limitation that I couldn't change the order of emails once a sequence had been created.

Pros

I really enjoy using it because it organizes both sales and marketing, giving me a clear, comprehensive view of everything I'm working on. If I ever run into issues, their customer support responds quickly and is genuinely helpful. It's simple to navigate and I would strongly recommend it to anyone looking for an user-friendly tool to manage their workflow and campaigns.

Cons

there's nothing negative to point out, I find it excellent and it genuinely helps me keep my tasks organized and on track throughout the day.

Pros

I've been relying on it for more than three years because it delivers an all-in-one platform covering every aspect of our digital marketing, from email campaigns and social media scheduling to contact management (CRM) and more. I'm completely satisfied and I also find their customer support to be consistently responsive.

Cons

Honestly I can't think of anything to dislike about EngageBay, for the time being it fulfills all of my needs and I have no issues to report.

Pros

After setup, I find using it simple and communicating much easier now

Cons

I found setup hard without help, it took longer than expected.

Pros

What I appreciate most is its user interface, it's really smooth and simple to get around. I also love the smart lists feature, it's fantastic for automatically building lists that match the criteria I set.

Cons

Their search function can be quite sluggish sometimes so they should definitely improve its speed and responsiveness.

Pros

I like its functionality, it handles everything I need, from tagging and organizing my contacts to sending out emails. Their customer service is fantastic, consistently attentive and genuinely helpful and I find them truly reliable.

Cons

I found the learning curve for a new platform plus the sheer amount of effort required to migrate everything from one system to another quite daunting.

Pros

I'm really impressed by how simple this CRM is, the layout of features is clear and user-friendly so anyone can pick it up quickly. I also appreciate how simple it is to add tags to contacts, that tagging system makes it much easier for me to separate and find people when I need them.

Cons

For my needs, it contains most of the tools I use but I've noticed some features need better optimization, bulk actions, in particular, can be slow and occasionally take a long time to complete.

Pros

Having used this since 2023 (about ten months), I've relied on the built-in landing pages and templates for my Broadcast needs, Email, SMS, Sequences and Automation. These ready-made assets have really helped me hit my goals. Another big plus I noticed is how simple it is to use and to connect or integrate accounts. I implemented their templates and got nearly every expected result and I was pleasantly surprised they offer live chat support even for free users.

Cons

I'd appreciate it if they added Gantt-style charts similar to teamwork.com because I think those would make scheduling tasks much easier.

Pros

Personally, what stands out most about EngageBay is how user-friendly the interface is, it makes building and running automations and putting marketing plans into action really simple. I use the platform almost every day and run into hiccups fairly often but their chat support responds quickly and has been genuinely helpful. I also hooked it up to Twilio's SendGrid to handle outbound emails which significantly reduced how much I'm spending on email delivery costs.

Cons

There's a shortage of certain filtering options within the smart lists and automation tools that makes sorting leads more complex than it should be. I've already passed this feedback along to the backend team and they're checking whether those filters can be developed and added.

Pros

What I appreciate most about this tool is how solid it feels and how well it helps me keep my customers engaged across different touchpoints.

Cons

Overall I don't have many complaints, while it does take some time to get the hang of the interface, their exceptional support team consistently compensates for that learning curve.

Pros

Creating contacts, tagging them and sending marketing campaigns is so simple.

Cons

I have the features I need but I miss the more advanced reporting that would be helpful.

Pros

A major plus with EngageBay is how approachable the interface is. Moving around the system feels effortless, even if you don't have much technical background. The layout is so logical that I can handle my contacts, deals and day-to-day tasks without getting bogged down. The platform didn't take long to learn which lets me put my energy into the things that count, developing and maintaining strong relationships with customers. Honestly what stands out is the same friendly interface I mentioned earlier. Browsing the different areas of the app is smooth and even teammates who aren't tech-savvy pick it up quickly. The clear design keeps me from feeling overwhelmed and gives me time to focus on building customer connections in every stage of engagement.

Cons

Everything's running smoothly for us and our support contacts have been excellent too.

Pros

For our team, it has completely changed the way we handle marketing by offering everything in one place. We appreciated that it combined email automation into a single platform that matched our requirements. The user-friendly layout ties together email campaigns, CRM and workflow automation so collaboration got smoother and productivity increased. Building emails is easy thanks to a drag-and-drop editor and automated workflows let us send more tailored messages. The CRM gives us useful analytics and their support has been outstanding. All told, I consider EngageBay essential for any marketer aiming for success.

Cons

I find the biggest drawback with EngageBay is that you really need to use it regularly, I don't spend enough time in the platform to uncover and become comfortable with all of its capabilities so some features remain unfamiliar to me.

Pros

I rely on the platform's basic CRM and email marketing features and I found them fairly simple and direct to set up.

Cons

Email sequence campaigns don't run reliably, there are too many toggles that are easy for me to accidentally flip and break a sequence and it takes far too many clicks to get things started.

Pros

What I appreciate are the email automation tools that let me visually map out and plan my campaigns.

Cons

I ran into trouble adding URLs to my campaigns though their support team did help me sort it out.

Pros

For marketing and sales work, I find this tool really useful. It's a responsive, well-built product with an user-friendly interface that makes navigation simple. I was able to get every feature I needed and it comes at a lower price than what most companies charge.

Cons

I switched from another system so sometimes it takes me awhile to get the hang of it because there are so many features but their support team is always available to help me out.

Pros

I really appreciate EngageBay's simple, user-friendly interface, it's genuinely easy to use. Even someone without technical skills can pick it up quickly and feel comfortable using it. In my experience it delivers powerful features for a very small fraction of the cost.

Cons

One thing that bothers me is the extra charge to sync emails, that capability is only included in the pro plan which feels restrictive and increases the total expense.

Pros

Being a sales recruiter, I find this CRM packed with features like sales, marketing and even a service desk. What I appreciate is how simple the platform feels, no specialized training was necessary for me to start using it. Because I have to monitor every deal, this tool helps me stay organized and supports me in reaching my targets consistently on a daily basis.

Cons

I do think it includes most functions but it falls short when it comes to advanced reporting that a sales team really needs. While it provides reporting, the options are fairly basic and lack depth for detailed analysis.

Pros

My general experience with it was quite positive since it delivered the tool we needed as a top priority. Beyond the excellent customer support, I felt everything about choosing EngageBay was worthwhile.

Cons

I find it missing sophisticated sales reporting features and options to customize the dashboard.