EngageBay All-in-One Suite Reviews & Product Details

EngageBay CRM is a robust solution for any business looking to streamline their workflows and drive growth. Its comprehensive features empower to manage leads effectively, build strong client relationships, and collaborate seamlessly with our team. If you're working in an SMB environment and looking for a cost-effective yet powerful CRM, EngageBay is a solid choice. Review collected by and hosted on G2.com.

Onboarding could be improved with more interactive tutorials or in-app guidance. Review collected by and hosted on G2.com.

I like the user interface which is clean, intuitive and easy to navigate. I was able to import contacts with an ease and create email templates was very easy using the drag and drop template builder. The onboarrding process was smooth and I was able to schedule one at my convenient date and time. Review collected by and hosted on G2.com.

It lacks advanced reporting and the mobile app is not fully functional. Review collected by and hosted on G2.com.

Since last year, I've been using Engagebay to automate our emails, and their support chat has been very beneficial. Each time I needed help or had a problem, the support staff was quick to react and offered simple, practical fixes. Their professionalism and experience are absolutely noteworthy, and they have been a huge help in making sure our campaigns operate properly. For anybody searching for dependable and effective customer help, I heartily suggest using Engagebay's support chat. Review collected by and hosted on G2.com.

fortunately one area that would need enhancement is Engagebay's automation capabilities. It has limitations for more complicated automation needs, although effectively meeting the bulk of basic criteria. Some automation features and customization options are either incomplete or nonexistent compared to our ideal state. Review collected by and hosted on G2.com.

First off, Engagebay is a fantastic option and business partner for a CRM novice because it offers a variety of user-friendly designs. It takes some getting used to, but the journey has been quite simple thanks to the team's help, particularly Charles, Bob, and Mark. Proactive involvement is facilitated by an automated meeting calendar. Review collected by and hosted on G2.com.

There are restrictions, such as a small amount of space for an introduction before the email template; occasionally, email broadcasts are delayed to send; and some emails do not reach corporates even though it was promised that they would end up in the inbox rather than the garbage bin. Review collected by and hosted on G2.com.

Emails, call lists, and contact management are all expertly handled by Engagebay at a very reasonable cost. At a fraction of the cost, it performs the same functions as other well-known CRMS. Review collected by and hosted on G2.com.

Adding a contact note without having to go all the way into a contact under a note is one of the things I would like to streamline with this CRM. Instead of having to navigate all the way into a contact, it would be convenient to be able to change a note or task from the contact list screen. Review collected by and hosted on G2.com.

Engagebay offers professional email, call list, and contact management services at a very affordable price. It does the same tasks as other well-known CRMS for a fraction of the price. Review collected by and hosted on G2.com.

One of the things I would want to streamline with this CRM is the ability to add a contact note without having to go all the way into a contact under a note. It would be helpful to be able to modify a note or task from the contact list screen rather than having to go all the way into a contact. Review collected by and hosted on G2.com.

The platform is incredibly user-friendly making it easy for me and our team to adapt quicky. The 360 degree customer view allow us to track all the interactions with our clients seamlessly. Their live chat support team is always quick to respond and provide assistance when needed Review collected by and hosted on G2.com.

Since the time I started using this platform I have found only a few issues like a lag during bulk actions and a lag in updating the broadcast stats. Review collected by and hosted on G2.com.

I have been using EngageBay CRM for a few months now and I am very happy with it. The user interface is sleek and easy to navigate. The 360 degree customer view is incredibly helpful allowing me to track all interactions. I love their customer support team, as they are very proactive and always quick to respond. Review collected by and hosted on G2.com.

They do offer knowledgebase that is very helpful but the search never works and It is difficult to find an article. Review collected by and hosted on G2.com.

Running a small business, I couldn’t afford those overpriced CRMs, but I still needed automation to handle leads and email marketing. EngageBay solved that without burning my budget. Before this, I’d forget to follow up with leads, and my email campaigns felt all over the place. Now, I just set up automation once, and it keeps everything running, emails go out on time, leads don’t get lost, and I can focus on actual sales. Saved me a ton of time. Review collected by and hosted on G2.com.

No dislikes. As of now, I didn’t faced any problem. Review collected by and hosted on G2.com.

To start, for someone new to CRM, Engagebay is an excellent option and partner - offering numerous user-friendly templates. It requires some adjustment, but with support from the team, particularly Charles as well as Bob and Mark, the experience has been quite smooth. The schedule for auto meetings encourages proactive involvement. Review collected by and hosted on G2.com.

There are constraints, such as restricted space for the introduction before the email template; email broadcasts can occasionally be slow to send, and some emails fail to reach corporates despite the guarantee that they would go to the Inbox instead of the junk folder. Review collected by and hosted on G2.com.