EngageBay vs. Ortto

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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Autopilot has a friendly and bright appeal offering a code-free automation experience that makes it easy to build complex automated workflows. Anyone can start creating workflows using the drag-and-drop builder even without technical knowledge. Teams utilize the notes and graphics feature to collaborate on automation workflows providing a much easier way to understand workflows created by someone else.

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• Lead / customer tracking
• Automated emails
• Automations

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• Very easy to use automation builder with many great options and integrations. Lets us tailor incredibly precise campaigns through use of Autopilot's own features, plus its tight integrations with data from sources like Segment.
• Easy and powerful email editing and creation built-in. No need for email template coding.
• Autopilot allows marketers to have full control and implement new web forms to capture leads quickly with its automatic form detection. No need to save custom form data to our own backend saves our development team time.

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• Landing pages
• Livechat feature
• Lead/customer integration

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• Limited Design Customization: If you're an experienced marketer and are used to the unlimited customization capabilities of larger platforms (or coding your own templates), you might find Autopilot's options to be limiting. It's great for a beginner user who shouldn't be encumbered with those options, but I could see if being frustrating for others.

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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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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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How would I say this, for me Autopilot is a whole other tool then the other MA tools I use. Most other MA tools focus on a lot of options and things you can do with it. But Autopilot seems to mainly focus on the visual builder to make automations, and they do that really well! The other tools are also great but more a "complete package solution" with a lot of options. And that can be overwhelming. So if you want a great easy-to-use workflow/automation builder and less of all the other options Autopilot is a great start.

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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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• Not sure. I cannot put a $ on it for ROI as I was the administrator and not part of the team that procured it. Time-wise I would say I spent less time using it than I previously had used in CloudPortal Services Manager.

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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