EngageBay vs. Zoho One

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.

Incentivized

Advantages

• The price-quality ratio is excellent, even though Odoo has become very competitive.
• The time to implementation is also great, if not one of the best.
• Excellent billing and service desk apps

It is not the best solution if you are looking into a collaboration-focused software suite.

• Lead / customer tracking
• Automated emails
• Automations

Incentivized

• CRM integrates nicely using our Zapier environment.
• The Lead to Contact/Account Conversion is very intuitive.
• Deals, Sales Orders, and Contract Zoho Sign work well together.

• Landing pages
• Livechat feature
• Lead/customer integration

Incentivized

• The integration is loose and needs to be more stable and a true integration
• Development appears to take long periods of time to bring customer enhancements into the next release. I have seen numerous obvious business application needs to be brought to the attention that is still 2-3 years old without an update
• Unified User Interface and back end functionality/configuration across applications

Incentivized

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.

Incentivized

While the software is easy to use and pick up, the different user interfaces and limits across the application make it difficult and slow to implement additional applications quickly and seamlessly across the organization. If the User interface was more consistent we would be able to pick up and train on new apps more efficiently

Incentivized

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.

Incentivized

Support is great as a customer, as a partner I get moved to that team more often and find issues in the support being provided. It also appears that the support agents do not take into account all the information provided and default back to the "step 1 of the playbook" instead of taking into account the business reason the support is being requested and understanding the steps already taken.

Incentivized

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.

Incentivized

5 years ago, we decided to use Odoo. At that time, the enterprise version of Odoo was not competitive enough for a small company with minor integration needs when it comes to the pricing per user. Nowadays, pricing is almost equal. The effort of integration processes with Odoo is still higher even though it delivers more potential. A decision between both today would be more difficult for us.

• 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

• It has had an overall negative impact since we migrated from HubSpot due to the overall lack of support.
• Our users are frustrated with the complexity and lack of consistency in the admin portals.
• CRM is the only tool that is ready for business at scale.