EngageBay vs. Kartra

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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Kartra is a great platform for a service-based business that needs a moderate cost solution and one-stop shop for their business needs. Kartra has a marketplace of professionals that can train and or get your services set up in the system. The access to Kartra experts is valuable since the platform does have a bit of a learning curve and is not user-friendly when just starting out.

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• Lead / customer tracking
• Automated emails
• Automations

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• Email Marketing
• Sales Pages
• CRM
• Payment processor

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• Landing pages
• Livechat feature
• Lead/customer integration

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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

• Training and onboarding
• Customer Service
• Initial set up

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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

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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Independently Invited by TrustRadius

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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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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

I switched from Teachable to Karta. Teachable was at a lower price point but I found it harder to use and didn't provide all of the features the Kartra offers. I also experienced holding on to funds for a long period of time after a transaction has been completed. I'm happy that I switched.

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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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• Great return on investment because you are able to get rid of many of the other programs you may be using.
• Access to Kartra experts to get you up to speed on how to use the platform is a great value added within the Kartra marketplace. You can also add your services to the marketplace.
• The CRM within Karta is top-notch. Allowing you to segment and tag your clients based on your own criteria.

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