Unclaimed: Are are working at EngageBay ?
EngageBay is a CRM platform that helps companies streamline their customer relationship management using a single integrated platform. As an all-in-one solution, the software provides great automation capabilities and a generous free-forever plan that already include essential features and tools that are often only found on paid tiers from competitors. EngageBay offers custom forms, email sequences, web pop-ups, and a landing page builder.
| Capabilities |
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|---|---|
| Segment |
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| Deployment | Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone |
| Training | Documentation |
| Languages | English |
Compare EngageBay with other popular tools in the same category.
With All in one suite, you have an overview of all company segments. From marketing to sales team. When you correctly set up your account, your work becomes very easy and fast. With a new design, dashboards are even more user-friendly. We have different integrations, and everything works smoothly.
Automations have some limitations that could make your life even easier, but it's nothing crucial. We are marketing agency and we always come with new ideas how could make our automations better and for that case we sometimes find some limitations with automations and workflows.
All problems. We have all our clients in one place, with all call logs, analytics, email engagement, and revenue... We were looking All in one CRM and we have found it! Every team member has an overview for specific client, which makes our team even more efficient at work.
User Interphase is smooth. It's easy to integrate with other tools. This is a must for any marketing tech stack!
Their trial limits the amount of data you can upload.
Simple email marketing filtered by our verticals
Segments and solutions like automation bring value to the client by having every marketing technology need in a single place; the email construction model with drag & drop , works just fine.
The algorithm or server they use for the email sends is not quite as functional or helpful to the markets I'm trying to reach through my campaigns. Maybe a rule facilitator or guide on how to solve this would help.
Quick email camaigns with drag and drop, full automation in my buying process, and understanding the different contact points with the client throughout the buying journey.
EngageBay has all of the features and functionality for us to scale our business. The workflows are straightforward, and the support team is extremely responsive. We have used several of their competitors; however, the EngageBay platform is easier to use than the others we tested - so we shifted our business to EngageBay.
If we had to pick something we did not like about EngageBay, it would be the small library of video tutorials available for first-time users of their platform.
Initially, EngageBay is filling the automation gaps between our sales team, marketing department and our "off-shore" support team. Since their integrated platform provides several types of automation(s), we are leveraging it to streamline our internal processes while scaling our business and simultaneously providing best-in-class service to our new and existing customers.
I find it astounding how many features the platform offers for the price. For a lot less money, you can get more features and functionality than some of the "big players." This is always a significant positive for us because the system is simple to use and train clients on.
Although they are always willing and ready to assist, the training manuals may be improved. Some of my questions are generic and could have been answered in a manual.
Managing a huge job list and client interactions is my main necessity. Sending email newsletters and updates to clients is another essential requirement. Engagebay is quite good at this. I've only once had to contact customer service, and each time, my query was promptly and properly resolved. Their customer service is outstanding,.
EngageBay is an excellent alternative to all other products in its market. SalesForce and HubSpot were way too expensive and complex for us. Conversely, EngageBay is very affordable, flexible and easy to use. We use it primarily for marketing and sales automations, but we also wanted something that had a service module rolled in. We found few genuine competitors to it, and we looked for many months. I have also found that they use the chat function on their website for support and usually respond within a few minutes. It works well and is much better than trolling through a Knowledge base looking for an answer.
Forms should have more options to customize, otherwise it's exactly what we were after.
Marketing automation, service desk and related analytics.
Engagebay presents the most useful options for business marketing in an easy and organized way. Avoid offering too many options that only confuse users. Follow a logical sequence to organize campaigns.
Some options like push notifications, site messages, and sticky bars are active in the options menus for a free subscription, but they are not functional and can be confusing.
The script on my website is handy for managing visitors and increasing leads. Web pop-ups and embed forms are also significant to attract visitors' attention. In addition to creating attractive calls to action.
I like the layout of the platform. It is easy to use and simple to select filters for what your business finds most important to see. We tried a competitor before coming to Engagebay and it was not user friendly and the support/help features were not conducive to a busy business owner. The chat feature in Engagebay is outstanding. I am always able to get support immediately, I have never left the chat without my questions being answered, and the employees are on point with their knowledge and professionalism.
I wish there was more space for lists without having to upgrade the plan. These keep my business organized and are a fantastic tool. Maybe think about upping the allotment of lists for each paid plan.
Organization, Team Member Unity, Email Broadcast and knowing who read/clicked what link. This definitely helps keep my business running smoothly and efficiently.
EngageBay offers comparable functionality to ActiveCampaign for a fraction of the price. The interface is straightforward and easy to use, which made the transition relatively painless. Plus, whenever we've encountered issues, the technical support team has been incredibly responsive. They often resolve the issue during the chat; if not, they typically provide a solution within one or two business days--even when the solution requires coding.
The system feels somewhat young (although it's growing up quickly!). For instance, the supposedly responsive, mobile-friendly templates really weren't. Still, once we brought this to the team's attention, they fixed the issue, and the new, responsive templates populated throughout the system. Overall, the templates seem clunky and not as sophisticated to use as, say, Mailchimp, but the platform is far more robust. Also, the navigation can be challenging. I always struggle with locating the email autoresponders, which are embedded in a specific workflow and not editable elsewhere.
We're using EngageBay to track conversions for website landing pages and to send automated emails for site visitors who take specific actions. We also use it to send out email campaigns segmented for different audiences.
Clients and potential clients can create appointments without having to contact me directly. A real time saver!
Change! I just got used to the classic site, and then it was updated. The updated version is great, but I've lost some time trying to find things.
Saving time trying to schedule my clients efficiently and start an email marketing plan. Two tasks I wanted to do, but now it's on one platform.