EngageBay vs. IRIS CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
EngageBay
Score 6.9 out of 10
N/A
EngageBay is presented by the vendor as a powerful, simple, affordable, and integrated all-in-one marketing, sales, and service automation platform with a free CRM, designed for small businesses and startups to grow their business to the next level. It comprises a marketing automation suite to help businesses save time, nurture audiences and automate routines, manual tasks; free CRM and sales automation designed to keep users organized by storing and categorizing all email contacts, track deals,…
$12.74
per month per user
IRIS CRM
Score 8.8 out of 10
N/A
IRIS CRM is a customer relationship management (CRM) software focused on lead management, marketing automation, and business process automation.N/A
Pricing
EngageBayIRIS CRM
Editions & Modules
FREE
$0
per month per user
BASIC
$12.74
per month per user
GROWTH
$42.49
per month per user
PRO
$84.99
per month per user
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Offerings
Pricing Offerings
EngageBayIRIS CRM
Free Trial
NoNo
Free/Freemium Version
YesNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Features
EngageBayIRIS CRM
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
EngageBay
8.2
1 Ratings
7% above category average
IRIS CRM
9.2
2 Ratings
18% above category average
Customer data management / contact management10.01 Ratings9.02 Ratings
Workflow management10.01 Ratings10.02 Ratings
Opportunity management8.01 Ratings9.02 Ratings
Integration with email client (e.g., Outlook or Gmail)5.01 Ratings9.02 Ratings
Contract management8.01 Ratings10.02 Ratings
Interaction tracking8.01 Ratings9.02 Ratings
Territory management00 Ratings9.02 Ratings
Quote & order management00 Ratings9.02 Ratings
Channel / partner relationship management00 Ratings9.02 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
EngageBay
8.5
1 Ratings
13% above category average
IRIS CRM
9.3
2 Ratings
22% above category average
Case management7.01 Ratings10.02 Ratings
Help desk management10.01 Ratings9.02 Ratings
Call center management00 Ratings9.01 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
EngageBay
10.0
1 Ratings
28% above category average
IRIS CRM
9.5
2 Ratings
23% above category average
Lead management10.01 Ratings9.92 Ratings
Email marketing10.01 Ratings9.01 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
EngageBay
9.0
1 Ratings
17% above category average
IRIS CRM
9.0
2 Ratings
17% above category average
Task management10.01 Ratings10.02 Ratings
Billing and invoicing management8.01 Ratings8.12 Ratings
Reporting9.01 Ratings9.02 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
EngageBay
7.5
1 Ratings
1% below category average
IRIS CRM
8.7
2 Ratings
13% above category average
Pipeline visualization8.01 Ratings9.02 Ratings
Customizable reports7.01 Ratings8.02 Ratings
Forecasting00 Ratings9.02 Ratings
Customization
Comparison of Customization features of Product A and Product B
EngageBay
7.5
1 Ratings
0% below category average
IRIS CRM
9.2
2 Ratings
20% above category average
Custom fields10.01 Ratings9.02 Ratings
Scripting environment5.01 Ratings9.02 Ratings
Custom objects00 Ratings9.92 Ratings
API for custom integration00 Ratings9.02 Ratings
Security
Comparison of Security features of Product A and Product B
EngageBay
10.0
1 Ratings
18% above category average
IRIS CRM
9.5
2 Ratings
13% above category average
Single sign-on capability10.01 Ratings10.02 Ratings
Role-based user permissions10.01 Ratings9.02 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
EngageBay
9.0
1 Ratings
22% above category average
IRIS CRM
9.5
1 Ratings
27% above category average
Marketing automation10.01 Ratings10.01 Ratings
Compensation management8.01 Ratings9.01 Ratings
Platform
Comparison of Platform features of Product A and Product B
EngageBay
5.0
1 Ratings
38% below category average
IRIS CRM
8.0
2 Ratings
9% above category average
Mobile access5.01 Ratings8.02 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
EngageBay
-
Ratings
IRIS CRM
9.5
1 Ratings
27% above category average
Social data00 Ratings10.01 Ratings
Social engagement00 Ratings9.01 Ratings
Best Alternatives
EngageBayIRIS CRM
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.4 out of 10
Creatio
Creatio
Score 9.4 out of 10
Enterprises
Creatio
Creatio
Score 9.4 out of 10
Creatio
Creatio
Score 9.4 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
EngageBayIRIS CRM
Likelihood to Recommend
10.0
(1 ratings)
10.0
(2 ratings)
Usability
10.0
(1 ratings)
9.0
(1 ratings)
Support Rating
10.0
(1 ratings)
9.0
(1 ratings)
User Testimonials
EngageBayIRIS CRM
Likelihood to Recommend
EngageBay Inc.
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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Integrated Reporting Is Simple, LLC.
It’s been 2 years since IRIS CRM is supporting me by supporting my business and I have seen enormous progress in my business so far which is a really good sign and is enough for me to be satisfied with it. According to me and as I have observed it is fully loaded with many useful tools that can help in uplifting a business. Removes the manual cycle from me entering every people's hours exclusively. We really evaluated Bullhorn cover and tab it was not awful by any means.
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Pros
EngageBay Inc.
  • Lead / customer tracking
  • Automated emails
  • Automations
Read full review
Integrated Reporting Is Simple, LLC.
  • Grouping is done very effectively. For a company with a wide product portfolio, it is greatly beneficial to customize product families.
  • Streamlines the life cycle of merchant services very well. E-signatures, workflows, and help tickets are well integrated to maximize efficiency.
  • Processing stats and reporting tools are intuitive, useful, and aesthetically pleasing. The software allows you to quickly generate sales reports for specific product families and time periods.
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Cons
EngageBay Inc.
  • Landing pages
  • Livechat feature
  • Lead/customer integration
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Integrated Reporting Is Simple, LLC.
  • It needs a solid visual invigorate to stay aware of the occasions.
  • I have found it as a little pricey.
  • The execution timetable took longer than we had arranged.
  • The framework has a solid utility and usefulness, yet it looks somewhat dated.
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Usability
EngageBay Inc.
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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Integrated Reporting Is Simple, LLC.
It is a wonderful software with an automated messaging service. It has helped us in having a better knowledge of our customer’s needs, preferences, and habits, and by knowing all these we have improved our business. Security is my basic concern and the fact that it has a disabled human element from the business equation are the things that I don’t really like in it.
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Support Rating
EngageBay Inc.
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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Integrated Reporting Is Simple, LLC.
It has enabled us to keep a record of the demographics of our clients and eventually we can develop a better understanding of our clients that will lead us to uplift our business. With its amazing sales tool, we have developed a strong relationship with our clients, and helped us in creating a good brand image. We really adore the convenience of managing and reporting data. It is quite easy to handle and all our business is depended on it and it helped us in gaining more loyal customers.
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Alternatives Considered
EngageBay Inc.
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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Integrated Reporting Is Simple, LLC.
By using IRIS CRM we had a wonderful experience with the automated workflow process as compare to other alternatives. Now we are better able to keep a track of the performance and hence we can enhance productivity and eventually can get more profit.it has made automated messaging so convenient and simple. We believe that by understanding our customers we can make our business better and IRIS helped us in having a better knowledge of our customer’s needs, preferences, and habits, and by knowing all these we have improved our business a lot. We have found it very convenient to navigate and now we can better spread our business database. It helped us in having active and strong customer service and now we can better manage our relationship with our customers.
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Return on Investment
EngageBay Inc.
  • 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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Integrated Reporting Is Simple, LLC.
  • The cost is a bit higher than other options (~$1300/mo), which can be seen as a negative in an absolute sense.
  • The improvement in workflow management has been significant, and has saved at least 50 man-hours per week across our organization.
  • Accurate rolling sales data reporting has been critical in defining quality metrics. This benefit is more indirect, but it has allowed us to better respond to changes in customer complaint trending.
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ScreenShots