EngageBay CRM Reviews

It's very modular. You can use just the required feature without paying for extra modules. This means that it can be adapted to any business. For example, in my business, I only need the help desk feature for now, which is free, by the way! It's nice to know that I can add the marketing module if one day I decide to do some email marketing automation.

I have no complains so far, and I have been using it for 2 years.

The integration with my Insurance Agency was very easy

The presentation of the platform could be better and user friendly

The customer service is very good whenever there is a problem you can write in the chat and you will be helped.

Some features are missing when you work with any software because there is never a 100% fit of your needs otherwise there wouldn't be so many different offers. But engagebay is helping us with CRM wonderfully. The system could look a little more modern but its just a small thing.

The interface is pretty smooth , inclusive , easy to adapt and multiple funnel creations with custom values in place

I believe there is definitely room for improvement for AI to perform predictive analysis based on the available user data on the data cloud

Easy to use and great support! I found it was easy to set up and get going, which is important when swapping from another CRM.

Could have a few more integrations with other apps, but I'm sure that's to come.

Their Customer support is on point. They reached us super fast and helped us understand the products and to find out if is a good fit or not

Sometimes all their features can be overwhelming for someone new.

I use for my business for weekly emails to our database.

Have not used it long enough to form an opinion about what I dislike.

Engagebay is very user friendly and there support is very good and friendly

When it comes to upgrade the company only deals with USD currency

- Tons of features and functionality- Love the all-in-one nature of the program (CRM, Email Mktg, Calendar Scheduling, Live Chat, and more)- Excellent customer service. Very responsive whenever we need help. That's a huge benefit!- Very up-to-date interface- Continual improvement of product- Willingness to fix things and take feature suggestions seriously

There is a learning curve and some of the features were hard for us to figure out at first. We have to make use of their support team more than we would have liked due to difficulty figuring things out and/or inability to find the appropriate support documentation. However, I believe that has improved.

It is a comprehensive system that is easy to use, and if the get a problem the help guys are really good

I just would like to have the ability to change the user view so that I can have one time quick view and I would love to link Skype

The software is nice to use some features are pretty self-explanatory, but there are some features that are missing maybe adding like a module based system where you are able to create and customize modules to your liking, which our previous CRM system was able to do wish there was a function like so.

Some features are missing, or are under development but the current ones available are fine for now but as the industry grows your CRM should be able to adapt otherwise it's not good

All-in-one platform: EngageBay CRM combines CRM, marketing automation, and customer support in a single platform. This integration allows businesses to have a holistic view of their customer interactions and streamline their processes.Ease of use: Users have found EngageBay CRM to be intuitive and user-friendly. The platform provides a clean and organized interface, making it easy to navigate and access various features without much training or technical expertise.Automation capabilities: EngageBay CRM offers powerful automation features, allowing businesses to automate repetitive tasks, workflows, and follow-ups. This automation helps save time and improves efficiency in managing customer relationships.Marketing tools: EngageBay CRM includes marketing automation features such as email marketing, lead generation, landing page creation, and social media management. These tools enable businesses to create targeted marketing campaigns and engage with their audience effectively.Affordable pricing: EngageBay CRM has been praised for its affordable pricing plans, especially for small and medium-sized businesses. The platform offers different pricing tiers to cater to various business needs and budgets.

Customization limitations: Some users have mentioned that EngageBay CRM could benefit from more advanced customization options. While the platform offers a good range of features, some users have expressed the desire for greater flexibility in tailoring the CRM to their specific business processes.Integration options: Although EngageBay CRM integrates with popular third-party applications such as Gmail, Outlook, and Stripe, some users have noted that they would like to see expanded integration options with other tools and platforms they use in their business operations.Reporting and analytics: While EngageBay CRM provides basic reporting and analytics features, some users have expressed the need for more advanced reporting capabilities. They have mentioned that additional customization and visualization options could enhance their ability to derive actionable insights from their data.Learning curve: Although EngageBay CRM is generally considered user-friendly, a few users have mentioned that there can be a slight learning curve when first getting acquainted with the platform and its features. However, with some exploration and practice, users have found it easy to navigate and utilize effectively.

We use EngageBay for Email Marketing only. For the last 3 years, we have been using Mailchimp and Mailerlite. And we run very extensive, very well-segmented email campaigns. EngageBay is a very easy-to-use tool. Very intuitive. It has all the features you can expect from an email marketing tool. And they have the BEST EVER support I have seen. Super fast, always available.

There are some basic functions missing, like searching and filtering campaigns. But once we share these requests, the team puts those requests into their product roadmap.

Robust feature set. Fair pricing. No artificial limit of custom fields. Zapier integration

Happy so far. The setup is intuitive and similar to other CRM-like tools we've used.

EngageBay cover all of any business needs, from task managing to customer support platform. I mainly use it to collaborate on task and project. It comes with good communication hub that let us to have a quick and swift connection between us to discuss on the task and project.

As this software is packed full with features, it can be quite confusing to use it for the first time, and to choose the correct tool that i need to running the project objective that i has planned. The manual guide is not too detail and not very helpful for me.