Improvado vs EngageBay CRM: Which is a better fit?

Laurie: Hi, I'm Laurie, nurse practitioner and business owner. I give Improvado a rating of five. For more reviews like this, be sure to click below. Before I came across Improvado, I was using a lot of other software trying to find the right one. Mostly I was using Google analytics and I really felt like I wasn't getting the feedback that I needed because I was placing ads on various sites and platforms, but I didn't know if they were reaching my audience. And so what Improvado allows me to do, is it allows me to see where my ads are reaching. What groups they're targeting. And I know if I'm getting a good return on my investment for these ads that I place. It really doesn't do any good to advertise your market, your business, if you are not reaching your target audience. And that's what I loved about Improvado, because it really does allow me to reach the audience that I intend to reach. Because again, it just doesn't do any good if you're not reaching those people that you need to. And if you're sending out ads, emails, and they're going to the wrong place, your business is not going to grow. Improvado allows me to grow my business by reaching those right people that I really want to reach, and that really are looking for what I have to offer. Improvado just made it so simple. I'm not a techie person and I like things that are very simple. And Improvado allowed this. Simply download the software, input my business information. And I was really off and running within just a few minutes. So that made it super duper simple. And again, I can use it on different platforms, same thing. I don't have to rewrite, or reinvent the wheel, as they say to get this going. And I really love the effects and the advantages that it's given me on my business. Certainly if you're looking for of the software to help you know where your business is coming from and help you target the right people that you want to reach, that are looking for your business, go into the app store, you do the free trial of Improvado, try it out for yourself. See if it works for you. I think you'll probably really be pleased with it and really like the advantages that it offers and how simple it is to use.

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.