I'm only a week into using EngageBay. I've used other CRMs, some with much fewer features and one totally integrated software package with virtually unlimited features and totally customizable. By f... See more
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EngageBay is an affordable all-in-one marketing, sales, and service software for growing companies to engage web visitors and convert to happy customers. Acquire leads through lead generation forms and popups, engage web visitors through beautiful landing pages, nurture them through engaging emails and automate your marketing funnel through marketing automation.
Contact info
W Verano Way 255, 95391, Mountain House, United States
- 408-520-9154
- Andy@engagebay.com
- engagebay.com
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I've been using EngageBay for my…
I've been using EngageBay for my business and so far, I'm quite happy with it. I mainly use it to manage leads, follow-ups, and customer communication and having everything in one place has made things easier for me. It took a little time to get familiar with everything but once I got used to it, it became pretty straightforward. Overall, a useful tool for managing day-to-day sales and customer activities.
EngageBay has been useful for keeping…
EngageBay has been useful for keeping our day-to-day customer communication more organized. I like that there are plenty of options without the platform feeling overly complicated once you get familiar with it. The automation has also helped reduce some repetitive work for our team. Overall it's been a practical addition to our workflow and does what we need it to do.
We've been using EngageBay for a while…
We've been using EngageBay for a while now, mainly for managing contacts and email follow-ups. It took a little time to get used to everything, but once we had it setup, it made things much easier to manage. I especially like having the emails and customer information in one place. Overall, it's been useful for our day-to-day work.
EngageBay has made it easier for me to…
EngageBay has made it easier for me to keep customer information and follow-ups organized i like having previous interactions in one place so i can quickly find what i need it took a little time to get familar with the platform but overall it has been useful in my daily work
EngageBay has made managing my leads…
EngageBay has made managing my leads and follow-ups much easier. I like having customer information and previous conversations in one place, which saves me time during my day. It took a little time to get familiar with the platform, but overall it has been useful for my work
Best support
They have one of the best support functions as an Saas platform. I got the right answers in a short time whenever I contacted them.
We've been using EngageBay mainly for…
We've been using EngageBay mainly for email automation and lead scoring, and it's been useful for us. I like that we can add scores when someone opens an email or clicks a link, which gives us a better idea of who is actually interested. Overall, it's made our email follow-up process much easier.
Great experience overall
Great experience overall. The platform is easy to use, reliable and has helped us manage our work more efficiently. What I liked most is the simplicity. Everything feels well organized without being complicated. The support team has also been responsive whenever we needed help. A solid solution that delivers real value.
I have been using EngageBay mainly for…
I have been using EngageBay mainly for managing our sales pipeline, and it has made things much easier for me. I can move deals between milestones,see what needs follow-ups, and keep track of everything withotu using separate spreadsheets. I also find the 360-degree contact view really useful because I can see the customer's history and previous interactions in one place. Overall, it's been a pratical for our day-to-day sales work.
I'have been using EngageBay to manage…
I'have been using EngageBay to manage our contacts, enquiries and follow-ups, and overall I'hve had a good experience with it. What I like most is having everything in one place instead of going through emails or different tools to find information.
The automation is also useful for some of our regular follow-ups and saves us a bit of manual work. It took me time to get familiar with all the features, but once we setup it up around the way we work, it became quite straightforward.
EngageBay has made keep things organized a lot easier.
Don't use - they don't Honor the Free Trial
I’m a small-business owner who signed up for the “free trial.” After setting up the account, I discovered that an important feature I needed was not available at a price I could afford. I selected “Do Not Renew” and also spoke with a team member through the online chat, clearly asking them to cancel my account.
One month later, my credit card was charged for an entire year. When I contacted the company, they claimed I had not cancelled and offered only a 50% refund—even though I had followed the cancellation process and spoken directly with their team.
I would strongly recommend choosing a more reputable CRM, such as Salesforce, Bigin by Zoho, or another trusted provider. Based on my experience, I would stay away from this company. Their cancellation and billing practices were extremely disappointing.
So far so good
I am using it only for a couple days but I like the fact that the support is responsive, I can talk to humans and all problems were solved, questions answered. The tool seems very comprehensive to me, with a lot of features. (I didn't use it yet with our customers.)
Issue with Email Configuration
Customer service agent answered my question and I was able to resolve my issue. Grateful!
Excellent support
Mark was incredibly helpful. I needed assistance customizing our ticketing system and configuring automations. He knows the platform well and explained things simply. Great service all around.
I have used Engagebay for three years
I have used Engagebay for three years. It has a powerful interface that combines a CRM with a mass-emailing system and is user-friendly and easy to learn. Customer service via chat is great, and they can help you resolve any issues very easily.
The CSR solved the problem quickly.
The CSR solved the problem quickly.
We use Engageby mainly for newsletters…
We use Engageby mainly for newsletters and broadcasts. It was frustrating to discover that many of the emails we sent out to were bouncing. When asked, via the simple chat system, it took a long time to problem solve this to find a solution as I was told that it was down to the company servers receiving it. Once I agreed to email out to all those on the list who were bouncing (on Engagebay) but I was able to send emails, asking them to reply if they had received my email, I was able to send an excel sheet back to Engagebay to highlight that my emails were getting through for 80% of the list. Once I sent this list, they were able to remove from the bounce list. A solution was found but it was very painful. Engagebay is a great tool and customer service is attentive, even when it can take a while and a few hard typed messages to get your info across. It would be fab if a phone call could happen as this would decrease frustration and time.
easily accessible for questions
easily accessible for questions. prompt assistance/response
Immediate (human) help that is easy and…
Immediate (human) help that is easy and friendly!
Their support is pretty good
Their support is pretty good. I have no complaints when I need assistance. Even at the lower price tier, the chat is adequate once you get them on the line. It is a lot to learn; it's not as click-friendly, but it does have everything you need to send nurturing emails. I do think it can be pricey if you are looking for webhooks and more expansive needs like connecting applications.
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