Item: EngageBay
Rating: 10
Author: Verified User

Use Cases and Deployment Scope

I use EngageBay to track all investors and leads. This includes sending automated emails, tracking their investment status, logging calendar invites, tracking investor issues and other customer service requests, and tracking lead status so I know what stage of the customer lifecycle they are. We replaced Salesforce with EngageBay which was far more effective.

Pros and Cons

Lead / customer tracking
Automated emails
Automations

Landing pages
Livechat feature
Lead/customer integration

Return on Investment

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

Alternatives Considered

Salesforce CMS, Pardot and Marketo Sales Connect (toutapp)

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.

Key Insights

Do you think EngageBay delivers good value for the price?

Yes

Are you happy with EngageBay's feature set?

Yes

Did EngageBay live up to sales and marketing promises?

Yes

Did implementation of EngageBay go as expected?

Yes

Would you buy EngageBay again?

Yes

Other Software Used

Zapier, Jasper.ai, SurferSEO

Usability

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.

Support Rating

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.

Likelihood to Recommend

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.

A viable competitor to Salesforce and Marketo without the costly pricing and set-up headaches

Overall Satisfaction with EngageBay Inc.