Lucky Orange vs EngageBay CRM: Which is a better fit?

Eric: Hello, my name is Eric. I'm the VP of Revenue and Operations at Luxy Ride. Luxy Ride is a technology platform designed for organizations and individual travelers who are looking to get a professional vehicle to pick them up anywhere across the nation. Our main focus is individual consumers as well as corporations. My ratings for Lucky Orange were three out of five. Before using Lucky Orange, we weren't using any platforms specifically. We did do a lot of different unique things that were available through WordPress and some of our websites, but we came across Lucky Orange over a year ago when looking at different resources to be able to track website traffic and also more specifically look at rage clicks on where we were losing traffic. The main reason we ultimately chose to go with Lucky Orange was first its ability to be set up relatively quickly. The second thing was the initial price point was very attractive for a startup. Organizations are always conscious of what their spend is, even if it's just a small monthly fee without any contract, we're still conscious of our budgets and initially Lucky Orange was fit right in place for being able to be turned off when we were done using it, and also the cost point was very attractive to us from an initial offer. The onboarding and integration process for Lucky Orange was really easy. It was just a couple lines of code that we were able to add onto the back end of our website to be able to track some things. We did have some technical challenges on our end, not attributed to Lucky Orange, that we had to navigate through, just from a technical standpoint, from our platform. But the Lucky Orange platform was very easy to use. The content available online to help us walk through that process was seamless, and ultimately it was an easy setup process. If anybody was looking at a product like Lucky Orange I would make sure you understand what your main reasons are to utilize it. Being that it's not a contract driven platform where you have to sign up for 12 months, you can do it month by month, trying to figure out what you're trying to understand, so that way every month you can continue to justify that cost. And then the second thing was just to make sure you understand all of the features and functionalities within Lucky Orange. At our organization, we didn't have the bandwidth or the time to continue to dive into the product itself and not having a dedicated account manager that was willing to train us or able to train us we felt like we didn't get our full value as the price went up for the platform.

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.