A viable competitor to Salesforce and Marketo without the costly pricing and set-up headaches
August 29, 2022

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

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with EngageBay Inc.

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

  • Lead / customer tracking
  • Automated emails
  • Automations

Cons

  • Landing pages
  • Livechat feature
  • Lead/customer integration
  • 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
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.

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

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.
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.
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.

EngageBay Feature Ratings

Customer data management / contact management
10
Workflow management
10
Territory management
Not Rated
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
5
Contract management
8
Quote & order management
Not Rated
Interaction tracking
8
Case management
7
Help desk management
10
Lead management
10
Email marketing
10
Task management
10
Billing and invoicing management
8
Reporting
9
Forecasting
Not Rated
Pipeline visualization
8
Customizable reports
7
Custom fields
10
Custom objects
Not Rated
Scripting environment
5
API for custom integration
Not Rated
Role-based user permissions
10
Single sign-on capability
10
Marketing automation
10
Compensation management
8
Mobile access
5

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