PhoneBurner vs EngageBay CRM: Which is a better fit?

Haley: I'm Haley, I'm a new home specialist for a residential builder. I give PhoneBurner five out of five. And click below for more reviews like this. PhoneBurner basically lets you dial numbers very quickly. And so before using PhoneBurner I was just kind of doing it manually, which was inefficient especially when calling from large specialized lists. In my role, we will, I'm in residential home building, so when we roll out new communities of homes I have an interest list that's very long accumulated over a long period of time. And so dialing from that list manually was just very inefficient. PhoneBurner allowed me to save a ton of time, especially for stuff like that. PhoneBurner was recommended to me by a consultant that we work with, along with a couple other people in the industry. It has saved me a ton of time. I love that I can create specialized voicemails to leave for people. Along with, it'll send out an email to people who I'm calling. So it's just really solved the problem that I had before. And I haven't ever felt the need to look into anything other than PhoneBurner. From what I remember, if it was hard I would remember more. But I believe it was relatively easy. I know that they did an onboarding session with me, the people at PhoneBurner. There's been a couple things here and there that I've had questions about and I've just kind of hopped on, I don't know if it chat or phone call, and they've helped me kind of with any other additional onboarding stuff later. Just to tweak processes and things like that. I believe that they let me have a free trial. And so being able to test the software before purchasing it was really great. I would encourage anybody to try it out first because after I tried it out, I was sold.

Kurt: Hi guys. My name is Kurt. I am a licensed insurance agent with American Income. I am self-employed, so it's just myself. I would give EngageBay a five-star rating. Awesome program. I've actually used multiple CRMs. I have a pretty diverse background in sales, including working as a business development manager for a company. But the most recent CRM before EngageBay was Zoho. Reality was that was just not meeting the needs of what I wanted out of it for what I was paying for between the scheduling, the calendar links, and just the overall flexibility of the program. EngageBay met those needs. I use EngageBay to do a lot of text and email communications where I'm sending out my calendar links so people can schedule directly with me. That was one of the huge features. The other feature that was really critical for me was effective tracking of my clientele, combined with just that ability to have everything there in one spot, both the marketing and the sales. When I made the decision to go with EngageBay, I had been looking at a lot of different CRM options. One of the challenges, going into life insurance sales is a new business venture for me, so I really didn't want to spend a lot of money on a CRM in the beginning, even though it's really critical to have a CRM that can grow with you as your business grows. A lot of times that means they spend a lot of money. I think, ultimately, the decision for me with EngageBay was it was inexpensive to start out and I don't see any real limitations to the growth potential with it as I've been using it. Getting started was actually really easy with EngageBay. They actually give you a checklist to go through as you log in of things to do to get it set up, so that was great. The only, I guess, real challenge with getting started is some of the features, particularly the email templates, are a little complex. They do have some good help tutorials for that as well. I did have to talk with them on chat a few times. But overall, really easy to set up. I guess thinking about advice for somebody that's going to get EngageBay, I would tell you to do your homework first and look into reviews, look into what specifically you want from a CRM. I would say of the CRMs I used, it is definitely one of the most expansive CRMs I've used in terms of its abilities to do different things. They call themselves the all-in-one suite. For me, that all-in-one feature really has been a huge benefit. It allows me to do all the different things I want with a CRM, but I would say make sure it goes deep enough in the areas that you're looking for. If you're looking for super in-depth customer tracking, this may or may not be what you want. I would say make the decisions of what you need from your CRM first.