EngageBay CRM vs Salesflare: Which is a better fit?

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.

Miguel D.: My name is Miguel. I'm the sales manager for Latin America. We are selling luggage to many countries, and I give Salesflare five out of five. Before Salesflare, we were mainly doing the CRM with Excel or Google Sheets. Sometimes we use tools like HubSpot, but this was all very basic or too complex for what we needed. That's why we explored Salesflare and it became the best option for us. We chose Salesflare because we read very, very good reviews about it. Also, we join Zoom because the founder is really active. He's everywhere and he called very often, Zooms or video calls to show how to use a product and that give us a lot of confidence. Also, after we know the tool, we go there and we have a try and it's really easy to use. This is the most important thing for us. It's very easy. It has so many tools, but it's still relatively easy to use. And getting started was really easy because the dashboard is simple. You just start. They have a shortcut button, so you can just click and start adding with your company, your contacts. It will synchronize you with your email, your calendar, so probably in couple of hours most of your information is already there and you can start checking the funnel for your sales. We are considering Salesflare. My advice will be that you join one of these webinars or Zooms or vehicles that the founder is holding often, so you can ask anything. You also should explore the tool because I think they have a free trial and it's a really good tool for small, medium business entrepreneurs, so it is really good option.