EngageBay Erfahrungen

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.

Quick and easy to use. All very easy.
It has everything we need (integration, mail automation, sales automation, lead generation, Android and Ios apps, support ticket e chat for visitors, etc...).

It is not possible to program post social (at the moment you can only monitor your profiles, although technical support has assured me that it is in their roadmap).

Maybe the pricing model needs to be improved by including web analytics per user in the basic version and offering a monthly block of "no branded" emails.

We use the system as a full CRM platform along with integrating the technology via our website. The website functionality allows us to have a fully managed client management tool for things like orders, service visits, and repeat consumable orders. A fantastic system and way above Hubspot! The customer service is great, and they are very quick to help answer questions.

Nothing. We have full API integration, and we are using the system as much as possible for our client base.

At first I liked what it offered for the free plan (things that other similar services didn't offer for free).

It doesn't work at all and the support team asks you to purchase credits for it to work.

Tailored to our needs, often more robust than anticipated, and simply works. When it doesn't, support is quick to correct and help.

UI/UX needs improvement in terms of user feedback and overall usability. A save button should save, not redirect you to another page to start all over again. Some features should be marked BETA because they clearly are, while the core ones work well.

The product is easy to use. Our new employees could easily learn how to use the platform.

None. The features are good (the ones I used)

Automation. It let's me be a small company and still get lots of stuff done.

Finding readable/watchable "how to" but there is almost always a human within reach.

This was my first time using a CRM, so I purposely selected one that felt user friendly. The interface itself does not feel as overwhelming as most CRMs o n the market.

There isn't any sort of initial overview, onboarding or beginner training. Everything I know how to do I had to figure out from watching videos or reaching out to support.

CUSTOMER SUPPORT! amazing support, chat right there when you need help, with an ACTUAL human :)

more tutorials to help you get more out of the platform, I thik im using 10% of the potential!

A platform that offers all the necessary tools to manage marketing, sales, and customer service functions in one place. This eliminates the need to use multiple software programs, saving time and reducing costs. Has a user-friendly interface that is easy to navigate, making it simple to set up and manage campaigns and automation. also provides sales automation features such as lead management, deal management, and pipeline management.

the pricing structure may not be suitable for small businesses or startups with limited budgets, as it can be quite expensive compared to other marketing automation software. EngageBay provides basic reporting and analytics, but it lacks the level of detail that other platforms offer, which can make it challenging for businesses to make data-driven decisions.

How you can really drill down into sorting contacts. It's almost like have a spreadsheet to organise different contacts. We use it for sending individual booking emails alongside broadcast emails. We searched for ages for software that could combine a sophisticated CRM/contact management system alongside email and newsletters - this is the best on the market. The other thing we love is the customer response - there's a chat service and usually someone is on there within minutes of a request and they stick with you until it's fixed. Best on the market - and certainly at this price.

The training manuals could be improved - that said, they are always happy and prompt to help - but some of my queries could are general and could have been covered in a manual/video.

Easy of use, easy of implement, easy of integrate!

Webinar features, landing pages does not support reusable headers and footers, no option to build own templates.
Missing Social Software Analytics

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

It is fast and simple to use.
We live in deals and task most of the time and it gives you all you need.
Support is amazing. I have even made product change suggestions and some were implemented in a few days. That is amazing.

We wish we could easily change the sort order of the deals when in tablet mode to the order we want (custom order). Sometime we want to just call a selected few clients in a day and it would be nice to just show them or put them at the top of the list. A small con but still a con.

One place to track all leads and their communication. Easy integration with Twilio for voice and SMS and provides for 2-way texting (many others don't). Great sales pipeline tracking and easy-to-send campaigns.

Reports could bebetter. In particular, we're unable to determine who are the most active contacts ie. times they have viewed or opened an email, responded to texts, clicked on a CTA, called us. This would help us target the most likely prospects. Instead, we do this somewhat manually.

Email sequencing is very important to my business. EngageBay provides a very robust email sequencing product.

It is not as intuitive as I would like but customer service is very quick to respond to online chat requests.

The amount of features in EngageBay, the customer service and the ease with which to use the software are really good. And of course the price is very competitive.

Onboarding was not specific process, but on the other hand, customer service is always there to help with any queries we've had.

EngageBay help me doing all-in-one marketing, sales, and support CRM in one software.

I love The UI and UX its simple but powerfull and eazy to use

its prepect, but has a lower limit in workflow automation

This app is the best way to track your sales, leads, tasks and people. It has a lot of features, but I use it mostly for the task tracking. It is easy to use and the CEO is very responsive to feedback. You can track your sales, leads, tasks, and people. And if you want to track a list of customers, you can create a list and use their email addresses to track sales and leads.

It's a very wide range of software and I think I use almost all of its features, my overall evaluation is positive because if you have a decent internet connection and a browser that works smoothly, you can control it from anywhere in the world.

Engagebay has the most comprehensive suite of features for marketing without the associated costs you incur for other tools out there. I first was looking at marketing software that could encompass a lot of the needed aspects to support our and our clients campaigns, and was pleasantly surprised at the breadth of tools available within Engagbay. They cover both marketing and sales as well which created needed synergy.

The only thing that comes to mind right now is the automations that can be created sit in silos in marketing or sales... they have different functionality, but I've found myself looking in marketing for a sales automation and vice versa. I understand the need for the separation, but one automation location with a way to filter and separate marketing vs sales would be helpful.

The support is top. You have always a support team member available via a chat and always, always get an answer within a minute. It is almost as if somebody from Engagebay stands beside your desk.
The features are nearly the same as in HubSpot but for really less mones.

The usability. But this doesn´t matter, as the support is glorious.

- Workflows and automations are top notch.
- All the different communication channels (Chat, Pop-up, Form, Push Notifcation).
- Sales/lead funnel is pretty flexible
- Integration and implementation were super easy.
- Unlimited contacts.
- Integration with Twilio, and other services.
- Price.
- Great support.

- Landing Page builder lacks some important features in terms of layout design and possibility of integration with Analytics or GTM.
- Live Chat trigger rules are limited, which can be a problem specially for multi-language support.
- Having to purchase extra credits in order to use my own email service.

The platform is very effective and is feature rich. The ability to combine both sales and marketing into one platform really works without the ridiculous prices that Hubspot tries to charge.

It can be little clunky in certain aspects

The program offers a lot of functions and can be extended at any time. Among them are functions that are not found in this form in any other software. the support is always available and really competent. Absolute recommendation!

The operation is sometimes very cumbersome. The entire UI looks a bit old-fashioned. There are also some technical problems with the cache. Unfortunately, it can only be used with some restrictions for European users. For example, the weeks always start on Sundays and the contacts are only displayed with the first name in many places. The integration of the Google calendar is also not really complete and comfortable. It is recommended to continue using the original calendar. This also applies to e-mails. Why a distinction is made here between internal and external mails is completely incomprehensible.

Being able to track each client via the contact and company database is critical to understanding their respective needs. this afforded me the opportunity to assist each client in further developing their respective business. Owing to the aforementioned, our clients remained loyal to us even when our competitors products were more affordable.
The platform is very easy to use while integration to our daily operations was very smooth.

While I am utterly impressed with the EngageBay platform, perhaps it would be beneficial for the platform on include more currency options for deal recording purposes.