Closely vs. EngageBay

Closing rates increase up to 25% when using Closely’s automated outreach platform. Closely gives you the ability to reach out to the exact people who are interested in your offer. You can set up the entire campaign, and then Closely will take over everything else. You can choose your message and deliver it using email or text. Sometimes the interface can be a little slow. I would suggest doing some testing before committing to this tool. Closely saves time, which is important to me. I have been using it for about a month now, and I have noticed that my close rate has increased by 25%. I am able to focus on building my list instead of doing the tedious task of emailing people.

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I would absolutely recommend EngageBay to any customer looking to switch from Marketo or Salesforce that wanted a cheaper solution while still highly effective. Those platforms require hands-on integration consultants and full-time employees that know how to handle those CRMs. This CRM is easy to use for any beginner marketer.

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• I have not had any issues with LinkedIn filters.
• The inbox feature is like a mini-CRM.
• Closely now has a chrome extension adding more functionality.

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• Lead / customer tracking
• Automated emails
• Automations

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• Automated Birthday messages
• Automated congratulations of milestones

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• Landing pages
• Livechat feature
• Lead/customer integration

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EngageBay's incredibly easy to use. I was able to pick up the CRM and start using right away with little issues. Anyone with basic CRM knowledge should be able to get started on EngageBay easy. Their customer service team also makes onboarding very easy and will work with you on any issue.

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Their support team is incredibly response, with a livechat option anytime during business hours. I was able to work with them on a variet of issues and they were extremely hands-on. The same reps are always there and friendly and ready to work with. There isn't a CRM that has better customer service.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Salesforce and Marketo are the strongest CRM products out there in the space. The drawback they have is that they are immensely expensive and complex to set-up / use. Salesforce is extremely complex, especially when using in conjunction with Pardot. EngageBay is simple, easy to use, and easy to build from. And their customer service is far more responsive than those platforms.

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Independently Invited by TrustRadius

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• 25% increase on close rate
• Additional social channel to nurture leads
• Countless hours saved

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• Improved lead management and helped build lead data by 4-5x in size
• Helped improve investor base with 100-150% growth in investors by year 1
• Generated dozens of calendar invites to call potential investors in first year

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info