EngageBay vs. Hiver

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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One scenario where Hiver works really well is in a shared support or billing inbox or anywhere multiple team members need access to the same messages. For example, when a customer emails about a billing question, we used to reply and manually loop in the billing team or forward the message. That often caused confusion, especially when someone forgot to “reply all” or responded only to the teammate instead of the customer.Now with Hiver, we just assign the conversation to the billing inbox, and whoever is available can respond. Everyone on the team can see the thread, status, and notes, which avoids duplicated efforts and missed replies. We also used to rely on Google Groups, but it wasn’t clear if someone had already replied, and there was no easy way to collaborate behind the scenes. Hiver completely solved that for us.As for situations where Hiver might be less ideal, I’d say if your team isn’t using Gmail or Google Workspace, then it’s probably not a good fit. It’s really designed for teams that live in Gmail so the team doesn't have to learn a new system. I'm sure some businesses will require a more robust ticketing solution but for our use case, this was a perfect option to improve outcomes, client service, and satisfaction.

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• Lead / customer tracking
• Automated emails
• Automations

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• automation through rules
• tagging emails, anaylics behind them
• support, chat always responds right away

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• Landing pages
• Livechat feature
• Lead/customer integration

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• It could be considered expensive, but ultimately worth every penny for those who use shared inboxes/groups to run their business.

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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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Easy to use

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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Support is there, can be slow at times.

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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True ticketing solutions are certainly more robust in that you can typically manage social media channels and phones, etc. But, in my opinion, when you don't have a team solely responsible for managing a ticketing system they can be complicated to implement. With HIVER, we're already all accustomed to managing our own G-Suite inbox, so it was simply a matter of teaching the team how to utilize the solution.

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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

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• The ROI on showing how many emails are being received and addressed in a timely manner are great for KPIs
• the ability to search and ensure emails are not being deleted as an automatic report is sent out the following day saying if any emails were deleted by whom
• the ability to automate who gets assigned what emails from specific vendors per entity

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